- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,...candidate will have 5+ years of experience in the financial services industry allowing for a good… 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 ... client ongoing satisfaction with JPM. + Maintain client profiles and service level documents. +...three to five years of experience working at a financial services organization focused on Institutional clients.… 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 ... and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will...3+ years of experience or equivalent expertise in a client service role within a financial… more
- JPMorgan Chase (New York, NY)
- …environment. **Preferred qualifications, capabilities, and skills** + 3-5 Years in Financial Services , particularly Securities Servicing Industry. + 2+ years ... multiple locations. Your role will be crucial in delivering excellent client implementation service and driving strategic improvements. **Job responsibilities**… more
- 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 ... **2-5 years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put clients first:**… more
- JPMorgan Chase (New York, NY)
- …stakeholders Related Responsibilities: + Contribute to strategy for delivering excellent client service + Identify potential tactical and strategic improvements ... **Job Summary:** Manage the implementation of new and incremental client business into the Securities Services organization...capabilities, and skills:** + Minimum 2-3 years experience in Financial Services industry + Working knowledge of… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR...fixed income, and mutual fund orders into the National Financial Services (NFSC) system in accordance with ... to SEC 10B5-1 Sales plans. * Work with National Financial Services on restricted stock processing and...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series… more
- Citigroup (New York, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests + Build and maintain relationships… more
- Outreach Development Corporation (Brentwood, NY)
- …exciting, high-energy, rewarding work environment. Outreach is seeking a qualified Part Time Client Benefit Associate (Biller) to work in our outpatient facility ... located at 400 Crooked Hill Rd. Brentwood, NY. The Client Benefit Associate (Biller) is responsible for the accurate collection and tracking of information… more
- JPMorgan Chase (New York, NY)
- … service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors ... Unlock your potential as a Client Associate at JP Morgan Advisors,...that values strong relationships and exceptional client service will directly impact our clients' financial … more
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