Client Service Associate jobs in New York, NY
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CLIENT SERVICE ASSOCIATE
Engage and promptly addressing HNW client requests with concierge role. Open new accounts, process client money movement requests. Support operations manager with account requests, back-office support, preparing reports and sp...
| Company | Advisor Business Solutions |
|---|---|
| Address | New York, NY |
| Category | Retail |
| Salary | $64k-83k (estimate) |
| Job type | Full Time |
| Date Posted | 2 weeks ago See detail |
Client Service Associate
Advisor Business Solutions
New York, NY
$64k-83k (estimate)
Engage and promptly addressing HNW client requests with concierge role. Open new accounts, process client money movement requests. Support operations manager with account requests, back-office support, preparing reports and sp...
2 weeks ago seen See more...
Client Service Associate - Life and related insurance (In office - NYC)
Nfp
New York, NY
Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...
3 weeks ago seen See more...
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Senior Client Service Associate - Registered
Stifel Financial
New York, NY
$75,000 - $80,700 a year
Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client information and documentation is up to date. Act as a liaison between the branch and service de...
3 weeks ago seen See more...
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Customer Service Associate New
York State Department Of Labor
New York, NY
Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. Engages customers and patients b...
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Pharmacy Customer Service Associate New
York State Department Of Labor
New York, NY
Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. In accordance with state and fed...
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Customer Service Associate New
York State Department Of Labor
New York, NY
Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. Engages customers and patients b...
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Pharmacy Customer Service Associate New
York State Department Of Labor
New York, NY
Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. In accordance with state and fed...
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Registered Client Service Associate - NYC
Citi
New York, NY
$78,320 - $109,280 a year
Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citig...
4 weeks ago seen See more...
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Associate Manager (Go Trade+), Client Service Trade Support
Ss&C Technologies
New York, NY
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans. Your Future: 401k Matching Program, Professional Development Reimbursement. Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid H...
5 days ago seen See more...
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Client Service Associate
Fortress Investment Group Llc
New York, NY
$100,000 - $140,000 a year
Responding to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines and investment related queries. Facilitating capital ac...
a month ago seen See more...
Sr. Client Service Associate
Nfp
New York, NY
Develop and maintain strong relationships with clients, advisors and other team members across the firm. Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-o...
a month ago seen See more...
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Client Service Associate- Treasury Partners
Hightower Advisors
New York, NY
$90,000 - $100,000 a year
Partner with Financial Advisors to support their business and provide important functions such as account opening and maintenance, asset allocation, portfolio implementation, strategic planning and operational support. Work direct...
2 months ago seen See more...
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Client Service Associate
Abner Herrman & Brock Llc
Jersey City, NJ
$70,000 - $80,000 a year
Bachelor degree required, Business Communications or Administration concentration a plus. QuickBooks experience preferred. Comfortable learning new software. Microsoft Excel and Word experience required. Excellent verbal and writt...
2 months ago seen See more...
Associate, Client Service - NY
Jordan Park Group
New York, NY
$100,000 - $120,000 a year
Responsible for complex client onboarding and investment account opening processes including subscription documentation for private investments. Creating tasks and maintaining client and partner data in Salesforce and other system...
2 weeks ago seen See more...
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Summer Associate, Client Service, 2024
Alphasights
New York, NY
$14,423 a month
Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...
2 weeks ago seen See more...
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Client Services Rep (Insurance) - No Experience Required New
Hire-Standard Staffing
New York, NY
Engage with clients to understand their financial goals and concerns.. Present tailored solutions to safeguard their assets effectively.. Maintain a pulse on the industry, ensuring you offer the best and most updated advice.. Fost...
35 minutes ago seen See more...
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Entry Level Client Services Role New
Year Up
New York, NY
$525 per week
The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mello...
5 hours ago seen See more...
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Customer Service Associate
York State Department Of Labor
New York, NY
Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. Engages customers and patients b...
yesterday seen See more...
Customer Service Associate
York State Department Of Labor
New York, NY
Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. Engages customers and patients b...
yesterday seen See more...
Loss Prevention Customer Service Associate (Tactical Uniform)
Tj Maxx
New York, NY
Job Description:The Customer Service Associate (Tactical Uniform) is a uniformed CSA who focuses exclusively on providing excellent customer engagement at the front of the store. The CSA (Tactical Uniform) uses a Company-issued Bo...
2 days ago seen See more...
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Banking Services Operations Associate I (Onsite) (Seasonal)
York State Department Of Labor
New York, NY
Receive and process incoming and outgoing loan folders, and/or documents in a timely and accurate manner.. Transport requested loan folders and/or documents to and from onsite business partners.. Track incoming and outgoing loan f...
2 days ago seen See more...
Summer Associate, Client Service, 2025
Alphasights
New York, NY
$14,400 a month
Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...
4 weeks ago seen See more...
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Loss Prevention Customer Service Associate 1307 New
Marshalls
Union, NJ
Job Description:The Customer Service Associate (Tactical Uniform) is a uniformed CSA who focuses exclusively on providing excellent customer engagement at the front of the store. The CSA (Tactical Uniform) uses a Company-issued Bo...
24 hours ago seen See more...
- View all Marshalls jobs - jobs in Union, NJ
Associate, Client Service, Asia International Team, Mandarin Speaker, 2024
Alphasights
New York, NY
$75,000 a year
Client service: Field incoming client briefs and utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mi...
a month ago seen See more...
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Loss Prevention Customer Service Associate New
Homesense
Paramus, NJ
Provides timely, courteous and knowledgeable service to customers. Engages customers, providing support and creating a positive shopping environment. Provides an effective deterrent to theft through customer engagement and a profe...
21 hours ago seen See more...
- View all Homesense jobs - jobs in Paramus, NJ
Client Onboarding Regulatory Services Associate
Morgan Stanley
New York, NY
- Update Firm systems and databases with information and documentation as obtained from client- Develop SME knowledge on KYC and Non-AML regulations along with MS specific to provide clear guidance and updates when onboarding new...
2 months ago seen See more...
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LP Customer Service Associate
Homesense
New York, NY
Provides timely, courteous and knowledgeable service to customers. Engages customers, providing support and creating a positive shopping environment. Provides an effective deterrent to theft through customer engagement and a profe...
2 days ago seen See more...
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Client Service Representative (Full Time)
Vca Animal Hospitals
New York, NY
ESSENTIAL FUNCTIONS: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms Scheduling and confirming appointments Placing outbound calls for follow-ups...
2 days ago seen See more...
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Customer Service Associate
York State Department Of Labor
New York, NY
Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. Engages customers and patients b...
2 days ago seen See more...
Sales and Service Associate
24 Hour Fitness
Englewood Cliffs, NJ
Share your passion for fitness by helping new members get started on their fitness journey. Apply your ability to make genuine connections with people, seek to understand their unique needs, and prescribe the perfect solution. Dev...
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