Client Service Associate jobs in New York
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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...
2 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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Client Service Associate
Stifel
Fairport, NY
$40,600 - $54,100 a year
Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...
3 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...
4 days ago seen See more...
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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...
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Client Service Associate**
Morgan Stanley
Glens Falls, NY
$61.4K - $77.7K a year
Client Service Associate**Job Number: 3249434POSTING DATE: Apr 1, 2024PRIMARY LOCATION: Americas-United States of America-New York-Glens FallsJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Non-ExemptDESCRIPTIONPOSITION...
a month 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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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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Pharmacy Customer Service Associate New
Walgreens
Staten Island, 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 feder...
5 hours 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...
8 hours ago seen See more...
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...
8 hours ago seen See more...
Loss Prevention Customer Service Associate (Tactical Uniform) New
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...
14 hours ago seen See more...
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LP Customer Service Associate New
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...
24 hours ago seen See more...
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Customer Service Associate
Ttec
Bronx, NY
Answer incoming communications from customers. Conduct research to provide answers for customers to resolve their issues. At least 1 year of Customer Service experience. High school diploma or equivalent. Recognize, apply and expl...
24 hours ago seen See more...
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Client Services Rep (Insurance) - No Experience Required
Hss
Brooklyn, 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...
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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...
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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...
Banking Services Operations Associate I (Onsite) (Seasonal) New
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...
21 hours 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...
- View all Alphasights jobs - jobs in New York, NY
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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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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Client Services Career Training Program - Now Hiring
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...
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CLIENT SERVICES ADVISOR (FT) - Hybrid
Zimmermann
New York, NY
24.00-25.00 Per Hour
To provide exceptional client service via email, phone, WhatsApp, social, and live chat. To achieve a high level of service satisfaction for Online, Wholesale, and In-store clients. To build client relations, generating a strong c...
2 days ago seen See more...
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Director, Client Services
Pix11
New York, NY
Manage a team of account managers that work across Yieldify's US book of business. Define strategy for activating Yieldify across newly signed clients. Create training materials for onboarding new service team hires. Collaborate w...
2 days ago seen See more...
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Director, Client Services
Pix11
New York, NY
Manage a team of account managers that work across Yieldify's US book of business. Define strategy for activating Yieldify across newly signed clients. Create training materials for onboarding new service team hires. Collaborate w...
2 days ago seen See more...
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Director, Client Services
Pix11
New York, NY
Manage a team of account managers that work across Yieldify's US book of business. Define strategy for activating Yieldify across newly signed clients. Create training materials for onboarding new service team hires. Collaborate w...
2 days ago seen See more...
- View all Pix11 jobs - jobs in New York, NY
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