- Raymond James Financial, Inc. (Clarence, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...stressful situations and provide a high level of customer service in a calm and professional manner + Analyze… more
- JPMorgan Chase (Brooklyn, NY)
- 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 ... enhance client relationships. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Publicis Groupe (New York, NY)
- …competitors and provide a critical foundation for the agency. The Associate Director, Client Operations will be part of a growing Client Operations team ... and expertise across all channels and disciplines. Zenith is part of Publicis Media, the #1 media buying network...a passion for learning, innovation, and delivering excellence in client service . + Team player who enjoys… more
- Northern Rivers Family Services (Schenectady, NY)
- …- $19.00 Hourly Position Type Full Time Travel Percentage Negligible Description As a Client Services Associate , you will be a valued member of an ... to those of great need and is an extraordinary part of the community's safety net. You will report...all visitors that come to the Center. + Review client demographics; confirm name, address, insurance and collection of… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Private Equity Client Relationship Senior Associate to join the team in New York, NY. The Private Equity Client Relationship ... organizational, analytical, and communication skills who thrives in a dynamic, client -facing environment. The role will transition, over time, to a self-sustaining… more
- Publicis Groupe (New York, NY)
- …base. Evaluate performance and make recommendations for future investments. + As part of a client management team, collaborate with cross-departmental teams ... a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. With over 27 years of experience and… more
- Wells Fargo (Syracuse, 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 ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- S&P Global (New York, NY)
- …cultivate a pipeline of contacts. Build strong relationships internally, liaising with Sales, Client Service , IIS, Marketing, and Product teams to support new ... internal use):** 12 **The Team:** We are seeking an Associate Director, Client Solutions Group to join...of the team for territory management. You will be part of a dynamic team, fostering a culture of… more
- Publicis Groupe (New York, NY)
- …Novartis, Samsung, Visa and more. **Overview** **Position Summary:** The Sr. Associate supports the Investment Operations Director and Manager with processes, ... to detail They will work closely with Investment, Reconciliation and Client Operations teams. **Responsibilities** **Specific Responsibilities** : + Support Manager… more