Client Solution Associate jobs

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SOLUTIONS ASSOCIATE (CPA)

Spearhead customer onboarding projects, facilitating seamless integration of our software solutions. Offer expert technical support and resolve customer inquiries during US business hours. Diagnose and troubleshoot complex product...

CompanyStott And May
AddressNew York, NY
CategoryRetail
Salary100,000 - 110,000
Job typePermanent
Date Posted 2 weeks ago See detail

Solutions Associate (CPA)

Stott And May

New York, NY

100,000 - 110,000

Spearhead customer onboarding projects, facilitating seamless integration of our software solutions. Offer expert technical support and resolve customer inquiries during US business hours. Diagnose and troubleshoot complex product...

Senior Associate, Fund/Client Accounting

Bny Mellon

Lake Mary, FL

Not disclosed

Conducts accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports. Performs complex Fund/Client...

Senior Associate, Fund/Client Accounting

Bny Mellon

Lake Mary, FL

Not disclosed

Conducts accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports. Performs complex Fund/Client...

Associate Client Advocate

Willis Towers Watson

United, PA

Basic negotiation skills and demonstrated experience. Basic management skills and demonstrated experience. Basic project management skills and demonstrated experience. Strong presentation skills. Ability to adapt to change. Retain...

Client Sales Associate

Pristine Connections

Wayne, NJ

$48,000 - $54,000 a year

Regularly follow up with select customers and ensure any questions or concerns are adequately addressed. Train directly with seasoned Client Sales Associates and our management staff to develop best practices and master the basics...

Client Service Associate

Gemharvest

Chadds Ford, PA

$80,000 - $95,000 a year

Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. Participate in the growth of a gro...

Registered Wealth Management Client Associate

Bank Of America

Lorida, FL

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...

Senior Client Solutions Executive

Cox Automotive

West Palm Beach, FL

$56,400 - $84,600 a year

Working remotely with 80% travel. Engaging clients to sell solutions-based opportunities across Cox Automotive. Utilizing Salesforce to identify client needs and to create targeted marketing plans. Executing a daily/weekly/monthly...

Client Resolutions Associate - Arlington, United States - Fisher Investments

Fisher Investments

United States

Draft custom written correspondence, including template and free-form letters tailored to a client's specific situation. Create custom Letters of Instructions (LOIs) to aid clients in complex portfolio requests. Collaborate with n...

Client Solutions Lead

Rundoo

Redwood City, CA

$115K - $146K a year

Incorporate the client voice into our product roadmap. You will have a very strong say and work closely with our product manager Max. Educate new clients on how to use Rundoo and all clients on upcoming features. Build relationshi...

Associate Director Client Operations - Biotech

Novasyte

Durham, NC

$113,900 - $193,800 a year

Developing close working relationships with Global BD, Operational teams, and IQVIA counterparts. Driving excellence in delivery across the client portfolio, escalating rapidly as necessary. Engaging in client operational committe...

Operations Client Service Associate 2

State Street

Sacramento, CA

Not disclosed

Perform for operational tasks. Focus on processing for day to day business in hedge fund accounting. Work with managers on client specific projects and initiatives. Learn and understand the operating environment and help managemen...

Profit Formula Senior Registered Client Associate

York State Department Of Labor

New York, NY

Assist Profit Formula (PF) Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Profit Formul...

Facillity Solutions Associate I

Hensel Phelps

Irvine, CA

Bachelors degree in a technical field including engineering, construction, or facilities management. Four (4+) years of experience with construction projects, MEPF coordination, commissioning, systems start up, facility. maintena...

Associate Director, Client Consultant - Remote

Unitedhealthcare

Minneapolis, MN

$104,700 - $190,400 a year

Lead the Surest perspective internally with UHC and externally. Mentor, train, and support UHC team members and Surest consultants as needed. Lead the strategic perspective and understand where to go for solutions, resources, and...

Product Marketing Associate Director, Technology & Mobile Solutions

Rapidai

United States

Develop clear and compelling value propositions, tailored to customer segments and use cases. Conduct customer research to inform persona development, targeting, messaging. Craft messaging that effectively communicates product val...

Associate Solution Support Engineer

Sap

San Ramon, CA

Responsibilities include:- Act as the first point of contact for our customers, consultants and partners requiring application support.- Triage all incoming web, phone, and email case requests.- Provide phone, chat and email assis...

Associate Director, Health & Benefits, Client Service Team

Willis Towers Watson

Illinois, United States

Serving as lead project manager for clients; materially contributing to project plan creation and leading the team on delivery; ensuring progress against established objectives, budgets, timelines, deliverables and quality standar...

Associate Director, GMA Affiliate Multichannel Solutions

Biospace

Illinois, United States

Serve as the point of escalation for issues preventing timely completion of content processes. Provides direct end-user support and troubleshoots day-to-day end user issues for Global and Affiliate content creators to ensure smoot...

Client Service Associate

Escalon Services, Inc.

San Mateo, CA

$61.8K - $78.3K a year

Bachelors degree required. At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs. Excellent written and verbal communication skills. St...

Advisor Services - Client Support Associate

Charles Schwab

Orlando, FL

At least 1 year of customer service experience is required. College Internships and collegiate activities will be considered in lieu of experience.. Excellent operational and organizational skills with the ability to manage transa...

Associate Surety Solutions Representative

Rli Corp

Peoria, IL

$36K - $45.6K a year

Confer with customers (bondholders, producers, underwriters) by telephone,e-mail or web chat in order to provide assistance with surety business needs. Examples would include:Helping our agents to learn and navigate our bond trans...

New Business/Client Services Associate

Fss Group

Grapevine, TX

$40,000 a year

Paid time off. Bonus opportunities. Day shift. Grapevine, TX 76051: Relocate before starting work (Required)....

Associate Solution Analyst

Uline

Waukegan, IL

$70.9K - $89.8K a year

Work with stakeholders to understand, document and analyze requirements to align project objectives and business goals. Collaborate with developers and architects to translate requirements into solutions on data modeling, architec...

Senior Associate, Fund/Client Accounting

The Bank Of New York Mellon

Lorida, FL

* Performs complex Fund/Client Accounting responsibilities in the areas of driving Service Improvement plans, targeting efficiencies, enhancing processes and specialist review functions. Here's a few of our awards: * Fortune World...

Associate Manager, Client Strategy and Analytics

Ampush

Remote

$65,000 - $70,000 a year

Client Services Leadership: Assume leadership in client services across key accounts, ensuring a strategic approach to all client interactions and campaigns. Strategy Understanding: Develop a comprehensive grasp of client marketin...

Senior Associate, Fund/Client Accounting

Bny Mellon

Lorida, FL

Conducts accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports. Performs complex Fund/Client...

Senior Associate, Fund/Client Accounting

The Bank Of New York Mellon

New York, NY

Here's a few of our awards: * Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion * Bloomberg's Gender Equality Index (GEI)* Best Places to Work for Disability Inclusion, Disability: IN - 100% score * 100 B...

Senior Associate, Client Service

Bny Mellon

United, PA

Works with external clients to resolve complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing and resolving complex operational and technical issues and ensuring requests a...

Client Services Associate

First Business Bank

Brookfield, WI

$40.3K - $51K a year

Provide Exceptional Client Service. Respond to clients questions by answering the telephone promptly, greeting clients upon their entering the bank, and promptly responding to emails. Perform Teller Transactions with Accuracy. Re...