Client Services 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 | a week 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...
a week 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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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...
2 days 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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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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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...
a month 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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Client Services Career Training Program - Now Hiring 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...
51 minutes ago seen See more...
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CLIENT SERVICES ADVISOR (FT) - Hybrid New
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 hours ago seen See more...
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Director, Client Services New
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...
10 hours ago seen See more...
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Director, Client Services New
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...
10 hours ago seen See more...
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Director, Client Services New
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...
10 hours ago seen See more...
- View all Pix11 jobs - jobs in New York, NY
Director, Client Services New
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...
10 hours ago seen See more...
- View all Pix11 jobs - jobs in New York, NY
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...
17 hours ago seen See more...
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...
17 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...
17 hours ago seen See more...
Client Service Representative - Veterinary New
Vca Animal Hospitals
New York, NY
Access to the people and financial resources of a large veterinary community. Leadership opportunities. Career development programs. Opportunities to give back through strong Shelter partnerships and VCA Charities. Tuition support...
17 hours ago seen See more...
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Private Wealth Client Associate New
York State Department Of Labor
New York, NY
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...
21 hours ago 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...
2 days ago 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...
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...
- View all Alphasights jobs - jobs in New York, NY
Tax Senior Associate - Personal Financial Services New
Pix11
New York, NY
Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...
18 hours ago seen See more...
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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...
4 weeks 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...
- View all Morgan Stanley jobs - jobs in New York, NY
70181-Loss Prevention Customer Service Associate
Marshalls
New York, NY
Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience. || 345 Rockaway Turnpike || Lawrence || NY || 11559kjbbbWere reinventing retail and helping people discover that...
3 days ago seen See more...
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Retail Tactical Loss Prevention Customer Service Associate
Tj Maxx
New York, NY
The Customer Service Associate (Tactical Uniform) is a uniformed CSA that focuses exclusively on providing excellent customer engagement at the front of the store. The CSA (Tactical Uniform) uses a Company-issued Body Worn Camera...
4 days ago seen See more...
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Pharmacy 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.. In accordance with state and fed...
4 days ago seen See more...
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