- Neuberger Berman (New York, NY)
- …Qualifications:** + SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + ... values, stock quotes, and online access + Provide trading and administrative support to portfolio managers and team members, including entering Equity, Fixed Income,… more
- Neuberger Berman (New York, NY)
- …notices and confirm internal systems accurately reflect Private Equity activity + Support client requests for statements and tax documents including 1099's ... under management within Neuberger Private Wealth Management business. The candidate will support the production of client performance reports including scheduled… more
- KeyBank (Suffern, NY)
- …risk, security and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations including assisting ... advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will… more
- MUFG (New York, NY)
- …expert for digital solutions with ability to interpret, recreate, and troubleshoot client technical support requests. + Adherence to policies and procedures ... the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- US Tech Solutions (Brentwood, NY)
- …**Overview** + We are seeking a Client Services Coordinator to provide client -facing support and internal team assistance. This hybrid role involves ... client communication, data reporting, and supporting print, logo, and...support as assigned **Qualifications** + 1-2 years of client services experience preferred + Bachelor's degree preferred (not… more
- JPMorgan Chase (New York, NY)
- …to offer them the best the firm has to offer. As a Field Incentive Support Associate within the Private Client Relationship Management team, you will oversee and ... At JPMorgan Chase, we are committed to extraordinary client service, taking care of our employees, and building relationships while maintaining a strong commitment… more
- City National Bank (New York, NY)
- …service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to ... exemplary service levels when working with or for the client in problem resolution. Support internal sales...or for the client in problem resolution. Support internal sales activities including developing product knowledge with… more
- City National Bank (New York, NY)
- …DO? * Independent management of the client relationship after the sale to support client success within our SaaS products and services * Active ownership of ... on and resolution of reported issues, and ensuring all activities support a healthy Client Satisfaction (CSAT) Score through regular " client health"… more
- JPMorgan Chase (Brooklyn, NY)
- …timeliness + Partner with CAS Coordination members to provide a seamless client experience and support for market entry **Required qualifications, capabilities, ... seeking a highly motivated individual to serve as a Client Account Services subject matter expert. Are you seeking...inclusive of new, incremental, inquires and entitlement requests in support of clients' operational readiness + Review and analyze… more
- Bank of America (New York, NY)
- …a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The ... market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the...the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice… more
Recent Jobs
-
NOC Analyst
- Koniag Government Services (Washington, DC)
-
Community Education (Fee Based Courses): Adjunct / Substitute Instructor POOL (non-credit)
- San Diego Community College District (San Diego, CA)
-
L2 Digital Operator
- NBC Universal (Stamford, CT)