• Client Services Administrator

    US Tech Solutions (Brentwood, NY)
    …check inquiries, and updating 1099s, W8s and W9s + Finishes the client , shareholder , and co-worker initiated correspondence research items, including identifying ... critical thinking** In this role, you will be answering shareholder inquires made in writing or via email, performing...+ This job must be performed with respect for client privacy, accuracy, speed, and dependability **Skills:** + Very… more
    US Tech Solutions (05/13/25)
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  • Part Time Branch Office Administrator

    Edward Jones (Oneonta, NY)
    …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more
    Edward Jones (05/16/25)
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  • Branch Office Administrator

    Edward Jones (Yorkville, NY)
    …Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via ... teams are two or three people, and in a Client Support Team Professional role, you are a critical...looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for… more
    Edward Jones (03/04/25)
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  • US Experienced Financial Advisor

    Edward Jones (New York, NY)
    …our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole ... possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products,... to help you run your branch. World-class products, services and support. And the stability of a firm… more
    Edward Jones (03/13/25)
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