- CIBC (New York, NY)
- …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client ... 7th Floor **Employment Type** Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Client Service , Customer Experience (CX), Investment Portfolios,… more
- Raymond James Financial, Inc. (Somers, NY)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- JPMorgan Chase (Brooklyn, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... enhance client relationships. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- Raymond James Financial, Inc. (Saratoga Springs, NY)
- **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling ... the financial advisors and branch office. + Onboards new clients, opens new client accounts and researches client and security information using internal… more
- City National Bank (New York, NY)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts… 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...Business, Accounting, Economics or related field + Knowledge of investments including fixed income, private equity, public equity, ETF's,… more
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients. You will work closely with ... client ongoing satisfaction with JPM. + Maintain client profiles and service level documents. +...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- JPMorgan Chase (West Harrison, NY)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting... client service , operational marketing and administrative support… more
- JPMorgan Chase (New York, NY)
- …phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies -...investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor. + Responds to inquiries from ... Advisors. + Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. + Assists… more