- Bank of America (New York, NY)
- …results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- KeyBank (Rochester, NY)
- …their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify ... products and services to meet client needs and refer to appropriate sales professionals in...and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations… more
- KeyBank (Ossining, NY)
- …their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify ... products and services to meet client needs and refer to appropriate sales professionals in...and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations… more
- TEKsystems (New York, NY)
- …business relationships: * Communicate and provide bi-weekly updates, regarding overall health of client services support along with status of planned ... issues through resolution; Share results with team lead, Manager, Client Service (CS) Director. Escalate issues to...plan. * Provide feedback from end users to their Client Services Manager * Manage Business Aligned… more
- US Tech Solutions (Brentwood, NY)
- …or Conversion to Permanent** **Overview** + We are seeking a Client Services Coordinator to provide client -facing support and internal team assistance. ... and department support as assigned **Qualifications** + 1-2 years of client services experience preferred + Bachelor's degree preferred (not required) +… more
- Maxim Healthcare (Westbury, NY)
- …requirements + Collaborate with internal teams to address staffing needs and client satisfaction + Support business development through effective communication ... Client Coordinator Location: Westbury, New York Hourly Rate:...acute illnesses and disabilities. Our commitment to quality customer service , compassionate patient care, and filling critical healthcare needs… more
- Schwarzman Animal Medical Center (New York, NY)
- …work, client education, and support of the Director of Clinical Services , Client Services Managers, and other team members. This position requires ... As a Client Services Representative (CSR) at the...a positive attitude and an environment of patient and client -centered service , continuous quality improvement, compliance with… more
- JPMorgan Chase (Brooklyn, NY)
- …management and bank loans for large institutional clients. As a Client Service Analyst within the Security Services Custody Client operations team, ... Analyst is a part of the broader Security Services Custody Client Operations team responsible for...a diverse global markets. Job Responsibilities + Provide excellent client service and support to… more
- City National Bank (New York, NY)
- …management of the client relationship after the sale to support client success within our SaaS products and services * Active ownership of the ... score * Collaborate with other departments as needed to service client needs or act as SME...technology environment * Minimum of 6 years providing direct client services *Additional Qualifications* * Bachelors degree… more
- Bank of America (New York, NY)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive ... balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office… more