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Full-Time Ip Docket Specialist jobs in New York, NY

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CLIENT RELATIONSHIP SPECIALIST - NEW YORK, NY (UPPER EAST SIDE)

1+ years of Client/Customer Service experience. Previous experience in Financial Services/Wealth Management and/or closely related industry.. While licensing is preferred, it is not required for this role, Charles Schwab will supp...

CompanyCharles Schwab
AddressNew York, NY
CategoryRetail
Job typeFull-time, Part-time
Date Posted 2 weeks ago See detail

Client Relationship Specialist - New York, NY (Upper East Side)

Charles Schwab

New York, NY

1+ years of Client/Customer Service experience. Previous experience in Financial Services/Wealth Management and/or closely related industry.. While licensing is preferred, it is not required for this role, Charles Schwab will supp...

2 weeks ago seen See more...

Customer Relationship Specialist

Fora Financial Llc

New York, NY

$50,000 - $60,000 a year

Deliver key information to recently funded clients, reinforcing themes that will foster client success and protect the company against portfolio risk Collaborate with cross-functional teams to onboard and integrate new clients, as...

2 months ago seen See more...

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