- JPMorgan Chase (Brooklyn, NY)
- …beneficial outcomes through influence and internal stakeholder management. + Provide excellent client service and support , proactively monitoring inquiries ... our team and make a significant impact on our client service teams in JPMorganChase. You'll have...Capabilities, and Skills** + Prior experience in custody operation services or prime brokerage. + Ability to work closely… 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 ... exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support ...experience with Bank of America and Merrill Products & Services , Trend Analysis, Risk Assessment, Human Resources, and broad… more
- Neuberger Berman (New York, NY)
- …requirements are met. + Participate in team projects to enhance internal client service procedures in accordance with industry best practices. ... client servicing needs as well as internal administrative support and projects. This position will provide the individual...assisting with the generation of new materials specific to client / prospect interests + Support the… more
- KeyBank (Tarrytown, NY)
- … services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and Center of ... active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service...adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD… more
- JPMorgan Chase (New York, NY)
- JP Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JPMorgan ... on Sales Training and Coaching for JP Morgan Private Client , you will support the strategy and... management success + At least 5 years financial services experience with direct sales training and coaching experience… more
- BlackRock (New York, NY)
- …and user training + Work closely with the Client and Aladdin Product Managers to support client development needs + Work closely with the Client and key ... **About this role** **Aladdin Client Transformations - Front Office** **What we do**...to do with their money and the products and services they need to secure a better financial future.… more
- ADP (New York, NY)
- …experience, activate content and engagement strategies, and collaborate across teams to support Client retention, satisfaction, and self- service at scale. ... learning and Client contributions. + Partner with Client Success, Product, and Support teams to...community experience that supports onboarding, product education, enablement, and self- service . + Collaborate with Marketing and Client … more
- Citigroup (New York, NY)
- …team. + ** Client Tax Services :** Oversee and manage client tax services , including client , banking team support in tax matters, tax form expiry, ... excellence across global wealth management markets, safeguarding the integrity of our client experience, relationships, and services . + **Career Growth:** Lead… more
- BlackRock (New York, NY)
- …enhancements + Work closely with other business units to prepare the Level 1 Aladdin Client Service team for product changes and releases + Develop skills to ... with Aladdin users on product-specific workflows, product, process and service + Drive support initiatives by engaging...in the investment lifecycle + 2+ years in a client or vendor facing support role +… more
- Comscore (Albany, NY)
- …relationships, fielding technical & business inquiries and leading product trainings that support client 's business objectives. Client success specialists ... Remote **About This Role:** Comscore is seeking a stellar client success specialist to support our east...health, customer satisfaction, and usage of Comscore products & services + Develop expert knowledge of Comscore products, capabilities… more