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Register Client Service Associate jobs in New York

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REGISTERED CLIENT SERVICE ASSOCIATE - NYC

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...

CompanyCiti
AddressNew York, NY
CategoryRetail
Salary$78,320 - $109,280 a year
Job typeFull-time
Date Posted a month ago See detail

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...

a month ago seen See more...

Client Service Associate - Lending Operations

Pix11

New York, NY

Whatever your role at ANZ, you'll be building your future, while helping to build ours.Role Location: New YorkRole Type: Permanent, FulltimeWhat will your day look like?As a Client Service Associate - Lending Operations, you will:...

5 days ago seen See more...

Client Service Associate - Lending Operations

Anz

New York, NY

Responding to internal and external client requests promptly with updates on progress to ensure clients expectations are met Active collaboration with the Relationship, Research & Analysis, Risk teams, offshore Hubs, and other s...

5 days ago seen See more...

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...

a month ago seen See more...

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...

3 weeks ago seen See more...

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...

4 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...

4 weeks ago seen See more...

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...

a month ago seen See more...

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...

2 months ago seen See more...

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...

2 months 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...

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

Registered Wealth Management Client Associate

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...

a month 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...

a month ago seen See more...

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...

2 months ago seen See more...

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