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Client Service Associate Jobs in Iselin, New Jersey

41 jobs

Job Description: My client a wealth management firm is seeking to hire 2 client service individuals to join their growing firm. You must have 3-5 years of experience working for an investment firm in a non-sales role in order to be considered for this position. THERE ARE NO SALES OF ANY KIND INVOLVED WITH THIS POSITION. READ ON!! The Relationship Manager/CSA provides overall service support to th...
**Job Reference #:** 137833BR **City:** Short Hills **Job Type:** Full Time **Your Role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to Financial Advisors. You’ll: – keep management systems up-to-date with client information – educate clients on account services and capabil...
**Job Reference #:** 135284BR **City:** Short Hills **Job Type:** Full Time **Your Role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to Financial Advisors. You’ll: – keep management systems up-to-date with client information – educate clients on account services and capabil...
Untracht Early LLC offers a full range of accounting, tax, auditing and consulting services. The firm specializes in serving a diverse clientele that includes investment partnerships, closely held and entrepreneurial businesses and provides Family Office Services to meet the needs of high net worth individuals and their families. We pride ourselves on being an exceptional firm built on solid prof...
**Job Reference #:** 137883BR **City:** Florham Park **Job Type:** Full Time **Your Role:** Are you truly service oriented? Do you know how to take care of people? We're looking for someone like that who can provide operational and administrative support to Financial Advisors. You'll: – keep management systems up-to-date with client information – educate clients on account services and capabi...
Client Service Associate - 24292 Description Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk c...
Xerox Corporation is a $22 billion technology and services enterprise that helps businesses deploy Smarter Document Management(SM) strategies and find better ways to work. Our intent is to constantly lead with innovative services, products and technologies that customers can depend upon to improve business results. Xerox Litigation Services (XLS) provides in-house counsel and their outside law fi...
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. Knowledge, Skills, and Abilities Excellent written and verbal communication skills. Str...
Morgan Stanley is a global leader in wealth management with an extensive network of over 500 offices and 16,000 Financial Advisors around the world. Our Financial and Wealth Advisors deliver tailored solutions to fit individual investment objectives, risk tolerance and liquidity needs. We provide individuals, families, businesses and institutions with a wide variety of financial services: brokerag...
Moody’s Analytics (a division of Moody’s Corporation) is hiring Client Service professionals. Moody’s Analytics is the leading provider of credit risk solutions to the financial industry. The products, services and expertise of Moody’s Analytics are taken advantage of by the top 250 banks, 5,000 financial institutions and more than 170,000 users. The services we provide and therefore the people ...
The Derivatives Clearing business resides within the Investor Services segment of J.P. Morgan's Corporate and Investment Bank. The business provides intermediation and clearing services across listed and OTC derivative products. The unit has a diverse client base, with representation across hedge funds, asset managers, insurance companies, banks and broker-dealers Responsibilities include: • Man...
J.P. Morgan is a global leader in asset and wealth management services. The Asset Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Global Investment Management and Global Wealth Management businesses. With client assets of $2.3 trillion and assets under management of $1.7 trillion, we are one of the largest asset and wealth m...
Job Category: Production Client Services Associate - Digital Ad Operations Review and interpret digital contracts submitted to internal contract management system Partner with digital Sales Planners, AdOps and Finance to ensure compliance and business requirements related to digital contracts are met Research and approve digital Rich Media insertion orders Field questions regarding contracts, p...
Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to Financial Advisors. You’ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with the preparation of reports and other materials for client meetings – colle...
Job Summary: Under limited supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and e...
J.P. Morgan is a global leader in asset and wealth management services. The Asset Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Global Investment Management and Global Wealth Management businesses. With client assets of $2.3 trillion and assets under management of $1.7 trillion, we are one of the largest asset and wealth m...
Client Service Associate Job Number: 3074330 Posting Date : Jul 11, 2016 Primary Location : Americas-United States of America-New York-New York Education Level: Refer to Position Description Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account inf...
Description Xerox Corporation is a %2422 billion technology and services enterprise that helps businesses deploy Smarter Document Management(SM) strategies and find better ways to work. Our intent is to constantly lead with innovative services, products and technologies that customers can depend upon to improve business results. Xerox Litigation Services (XLS) provides in-house counsel and their...
Job Description: We are looking for an extremely bright and performance driven Client Relationship Manager to join our growing support team. The preferred candidate will be analytical and detail oriented and must be proficient in organizing and maintaining project workflows and deadlines. As this is a client-facing position, the successful candidate must also possess a composed demeanor, and be a...
Description16014632 Qualifications Xerox Corporation is a %2422 billion technology and services enterprise that helps businesses deploy Smarter Document Management(SM) strategies and find better ways to work. Our intent is to constantly lead with innovative services, products and technologies that customers can depend upon to improve business results. Xerox Litigation Services (XLS) provides in...