- Bank of America (New York, NY)
- Registered Private Wealth Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- KeyBank (Tarrytown, NY)
- …financial services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and ... **Location:** 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow,… more
- Navient (Albany, NY)
- …our mission, read more below, and let's build something great together! **The Client Happiness Origination Associate position will report to the Senior Manager ... of Client Happiness.** **As the Client Happiness Origination Associate , you will:** +...targets. + Passion for helping customers, delivering exceptional customer service , and building long-term client relationships. **Even… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize… more
- KeyBank (Pearl River, NY)
- …93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors ... investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a...based on several factors including, but limited to, relevant education , qualifications, certifications, experience, skills, seniority, geographic location, business… more
- S&P Global (New York, NY)
- …deep understanding of who our clients are and how they use our tools, as a Credit Client Service Associate , you will be a consultant providing the best and ... 07 **The Team:** As a member of the Credit Client Services team, you will serve as an expert...financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and… more
- Broadridge Financial Solutions (Edgewood, NY)
- …team with their mandate of making our clients lives easy and advocating for each client to ensure optimal outcomes. We are made up of high-performing teams that meet ... from home a few days a week. Responsibilities: + Assist in handling all client communications in a timely and professional manner. + Ensure all correspondence and … more
- Principal Financial Group (New York, NY)
- …with our Private Fund Services team, leading end-to-end delivery of exceptional client service for our Private Fund Clients, orchestrating seamless collaboration ... In this pivotal role, you will be instrumental in delivering unparalleled client experiences, fortifying and deepening relationships with our institutional client… more
- Banfield Pet Hospital (Mohegan Lake, NY)
- CLIENT SERVICE COORDINATOR A career at Banfield...lives of pets and the clients we serve through client education and effective communication. Work in a ... growth and learning is your goal. JOB SUMMARY The Client Service Coordinator ("CSC") drives the flow...Other job duties as assigned. THE FIVE PRINCIPLES Every associate including the CSC has an important contribution to… more