- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... Advisors training program for meeting personal, professional, and organizational client service and financial goals...qualify for immediate registration (or FINRA recognized equivalents) + Financial services experience + Client … more
- 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
- Broadridge Financial Solutions (New York, NY)
- …join the Broadridge team. Broadridge Disclosure Solutions is seeking a Capital Markets Client Service Associate to join our high-performance Capital Markets ... meet regulatory standards. + Maintain a high level of client service by responding to routine inquiries...least one year of experience in financial services , legal, printing, or a similar customer service… 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
- Public Consulting Group (Albany, NY)
- …of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client Success ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...This position may report to either a SBS COE Client Success Associate Director or a … 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
- Raymond James Financial, Inc. (Woodbury, NY)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses ... **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including...client -specific reporting as needed for review by the financial advisor. + Creates and maintains records and files… 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. * ... client accounts and utilization of bank products and services . Works with clients to assist in operations areas....Minimum 3 years experience in a banking or financial services environment required. * Minimum 3… more