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Client Service Associate Jobs in New York

77 jobs

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...
RAND Engineering & Architecture, DPC, an 85-person Midtown firm named one of Crain's "Best Places to Work in NYC" five times and one of Inc.'s 5,000 Fastest Growing Firms in six different years, is seeking a Client Services Associate interested in business development and account management to join our Business Development Team. Responsibilities include responding to business requests, interacting...
Overview: Client Services Associate, Garden City, NY, Home Care BAYADA Home Health is currently seeking a Client Services Associate to join our Garden City Skilled office. Client Services Associate at BAYADA lead field staff in providing excellent customer service and quality home care with focus on delivery and coordination of client services, growth and development of caseload (through relatio...
SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
Sterling National Bank is an organization committed to strong growth. Our significant accomplishments are a direct result of continuous hard work by our solid team of dedicated professionals. As we continue to grow and expand across all business sectors we seek talented individuals who can meet our demands for success. Our competitive advantage is our people who tirelessly work to exceed expectat...
Sterling National Bank is an organization committed to strong growth. Our significant accomplishments are a direct result of continuous hard work by our solid team of dedicated professionals. As we continue to grow and expand across all business sectors we seek talented individuals who can meet our demands for success. Our competitive advantage is our people who tirelessly work to exceed expectat...
Job Description: About the Opportunity An investment management company in New York City is actively seeking a Client Service Associate to join their staff in a Senior-level position. This is a promising opportunity for an experienced Senior Client Service Associate to further their career with an established company in Manhattan. Apply today!Company Description Investment Management CompanyJob D...
SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
The Client Service Associate will greet customers and handle teller transactions while modeling the bank's values. The Client Service Associate will expand their product knowledge in order to answer client inquiries and assist the Financial Center in efforts to ensure retention and deepening of existing client relationships and growth of new relationships. #LI-post #customerservice Required Ski...
SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
Job Description Pay Rate/Salary: $75000-85000 / Year The Client: National advisor-owned financial services company serving high-net-worth individuals and institutional clients from our headquarters in Chicago and corporate centers in New York and San Francisco as well as branch offices nationwide. Our advisors are experienced investment professionals with large and established advisory practice...
**Job Reference #:** 138715BR **City:** Albany **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 capabilities...
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...
Company Description Ric Edelman, three times named Barron's* #1 independent financial advisor in the nation, is Chairman and CEO of Edelman Financial Services LLC and CEO, President and a Director of The Edelman Financial Group Inc. Ric has been providing financial advice to consumers for 25 years. He is a best-selling author who has published seven books on personal finance including his classic...
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...
The SMBC Global Transaction Banking Department (GTBD) offers a wide variety of cash management services to our clients. Our products include online banking, lockbox, account reconciliation, remote deposit, ACH, cash pooling and funds transfer. The Transactional Banking team is seeking a Client Service professional to provide support to our customers on all of our cash management related products....
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...
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...