- 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' ... investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you...skills by focusing on timely follow-up, advisor scheduling and lead generation + Convey the thought leadership of our… more
- JPMorgan Chase (New York, NY)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... offers US based clients and their advisors the personalized service of a dedicated wealth management business and the...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- Sedgwick (Albany, NY)
- …of claims within service expectations, industry best practices, and specific client service requirements. **PRIMARY PURPOSE OF THE ROLE:** We are looking ... Services & Insurance Workers Compensation Claims Examiner | Dedicated Client | NY Licensing Required | Remote Are you...looking for an opportunity to join a global industry leader where you can bring your big ideas to… more
- KeyBank (Mahopac, NY)
- …investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize ... Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client ...Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning.… more
- KeyBank (Machias, NY)
- …assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to ... Oakbrook Drive, Ann Arbor Michigan **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent...wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the… more
- Cengage Group (New York, NY)
- …responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery from end to end through ... every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/ **The Client Operations Manager will:** This role will work to… more
- Santander US (New York, NY)
- …required KYC documentation and regulatory classification forms from third party stakeholders. + Service client on-boarding needs and liaise with Front Office to ... Sr. Specialist, Client Lifecycle Management Country: United States of America...America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We… more
- Homes for the Homeless (New York, NY)
- …Complete a comprehensive bio-psychosocial assessment with each family to understand strengths and service needs. + Monitor, lead and coordinate social service ... as trauma informed and family centered care) + Monitor and document client progress toward service plan goals. + Ensure that families are receiving full support… more
- HSBC (Buffalo, NY)
- … client feedback into service improvements through collaboration with client service teams. + Facilitate joint workshops and brainstorming sessions with ... regular, clear updates to business and IT management. + Lead Major Incident Reviews across multiple units to identify... client service teams to address recurring ... client service teams to address recurring client issues.… more
- Paylocity (Rochester, NY)
- …enhancing client relationships. Location: Rochester, NY Compensation: $25/hour Reports To: Client Services Team Lead Schedule: Monday - Friday, In Office, ... Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability,… more