- Public Consulting Group (Albany, NY)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is...increase adoption, retention, and expansion of Progress Track within client organizations. + Training & Capacity Building… more
- Raymond James Financial, Inc. (Somers, NY)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- SMBC (New York, NY)
- …SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The Associate within the Client Management team plays a key role in ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Public Consulting Group (Albany, NY)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client … more
- Robert Half Finance & Accounting (New York, NY)
- …high-net-worth individuals, families, and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory team. ... multiple areas of the business-from onboarding and account servicing to client communications and marketing support. Responsibilities of this position will include:… more
- Wells Fargo (Oneonta, NY)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... training , military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry experience +… 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 ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …+ Assists Financial Advisors with marketing efforts including seminars and other client -facing events. + Actively engages in available training /cross- training ... the financial advisors and branch office. + Onboards new clients, opens new client accounts and researches client and security information using internal… more
- MUFG (New York, NY)
- …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 ... a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our… more
- Paychex (West Henrietta, NY)
- …to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a ... strong prioritization and organization + Documents all interactions Qualifications + Associate 's Degree - Preferred Compensation In the spirit of pay transparency,… more