- City National Bank (New York, NY)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job ... of our clients. We are looking for our next Client Service Associate to support...Applicants need to make their needs known in advance. **Posted by:** VMS Sourcing **Specialization:** + Accounting / Finance Professional… more
- CIBC (New York, NY)
- …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client ... address client needs. Promptly Research and resolve client inquiries in a timely, thoughtful, and professional...years of relevant financial industry experience.** Experience in a client service role within Wealth Management is… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone...stressful situations and provide a high level of customer service in a calm and professional manner… more
- Raymond James Financial, Inc. (Tinton Falls, NJ)
- … 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.… more
- Raymond James Financial, Inc. (Paramus, NJ)
- …or concerns. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze problems and establish ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Neuberger Berman (New York, NY)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support...professional organizations. **Qualifications:** + 2+ years of proven client service /support or related experience in the… more
- WTW (New York, NY)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at wtwco.com . **Description** The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- S&P Global (New York, NY)
- …deep understanding of who our clients are and how they use our tools, as a Credit Client Service Associate , you will be a consultant providing the best and ... 07 **The Team:** As a member of the Credit Client Services team, you will serve as an expert...+ Respond to inquiries for ratings clients + Provide professional , timely, quality support of our credit based products… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a...with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone… more
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