- Raymond James Financial, Inc. (Rochester, NY)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- City National Bank (New York, NY)
- * Client Service Associate Senior - Commercial Banking/Structured Finance * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day ... YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service , banking operations or relationship management support required. *… more
- Kestra Financial (Kings Park, NY)
- …daily in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities ... Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes… more
- JPMorgan Chase (New York, NY)
- …new standards for service excellence at JPMorgan Asset Management. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on ... ideas and initiative will directly shape client experiences, drive innovation, and set...grow, as you'll use and expand your knowledge of service design to enhance interactions, develop and execute strategies… more
- Publicis Groupe (New York, NY)
- …finance and marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- Capital One (New York, NY)
- Senior Associate , Treasury Management Associate Aligned to one or more Commercial Banking business segments, the Treasury Management Associate (TMA) ... and enhance Capital One's brand in the marketplace. The Associate works closely with TM Sales to understand the... Services, Implementations, and other partner teams + Routes client service issues to appropriate partners for… more
- Capital One (New York, NY)
- Senior Associate , CRE Loan Screening The...Capital One CRE Balance Sheet and Unitranche Loans from Client Loan Request to Term Sheet and can support ... (CRE) Balance Sheet secured loans, with support from the Senior Manager, CRE Loan Screening and the Line of...and quoting to ensure an efficient process with the client + Works to identify exceptions / risks associated… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Senior Associate , Business Management to join our institutional business enablement function and provide critical support ... on client health, retention, and growth opportunities. + Partner with distribution, client service , and product teams to highlight client trends and… more
- Capital One (New York, NY)
- Senior Associate , Social Media Strategist - Sponsorships Are you a passionate social media marketer with a track record of delivering breakthrough results? Are ... space, you may be the perfect match for our Senior Associate , Brand Social Strategy position. This...media initiatives + Skilled relationship-builder with strong aptitude for client relationship management + Ability to be flexible and… more