- KeyBank (Mahopac, NY)
- …981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on ... our Mass Affluent client base with planning and financial wellness as the...Ability to use standard office equipment, proprietary financial services systems . **Core Competencies** + All KeyBank employees are expected… more
- JPMorgan Chase (Newark, DE)
- 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 Service ... operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying… more
- M&T Bank (Paramus, NJ)
- **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the ...and knowledge of the Bank's retail and commercial banking systems Knowledge of Private Banking products and services Trust… more
- Dow Jones (New York, NY)
- **About the Role** Our Client Success Group is a team of post-sale experts who work with Wall Street Journal Barron's Group custom content clients to ensure smooth ... and successful execution of our multifaceted programs. The Client Success team is the engine that drives WSJ...expert research, award-winning journalism and customizable apps and delivery systems to bring the information that matters most to… more
- Bober Markey Fedorovich (Cincinnati, OH)
- …has multiple accounting/finance responsibilities that relate to the preparation of our client 's financial statements in a variety of industries. The position will be ... expected to provide outstanding client service to our clients. Duties & Responsibilities +...ProAdvisor a plus. + Familiarity of various accounting software systems a plus. + Ability to assist CAAS management… more
- HUB International (Rockville, MD)
- …make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm ... **HUB is the place for you.** We currently have an opportunity for a ** Client Relationship Manager** to join our **Employee Benefits** team in our **Rockville, MD**… more
- CDM Smith (Los Angeles, CA)
- …in any of our CDM Smith offices CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background to help further ... promising new opportunities, winning exciting new projects and growing key client accounts. This individual will bring experience identifying and selling consulting,… more
- Huntington National Bank (Hagerstown, MD)
- Description Summary: Responsible for handling complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and ... consistent client experience and providing critical welcome support for newly...Excel, Salesforce, and the ability to quickly learn additional systems /software Exempt Status: (Yes = not eligible for overtime… more
- JPMorgan Chase (Boston, MA)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in ... Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely… more
- BlackRock (New York, NY)
- …skilled engineers, financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client services organisation ... team of over 400 members, we + Provide outstanding client service to users, every time + Solve complex...A working understanding of the financial services, processes and systems within at least one functional area - specific… more
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