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Senior Client Service Associate jobs in New York

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SENIOR CLIENT SERVICE ASSOCIATE - REGISTERED

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...

CompanyStifel Financial
AddressNew York, NY
CategoryEducation/Training
Salary$75,000 - $80,700 a year
Job typeFull-time
Date Posted a month ago See detail

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...

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...

Tax Senior - Private Client Services - Partnerships

Ernst & Young Llp

New York, NY

Competitive

Preparing or Reviewing U.S. federal and state tax returns high net worth U.S. citizens living abroad or U.S. residents holding non-US assets, and/or Foreign nationals holding US assets.. Preparing or Reviewing federal and state t...

5 days ago seen See more...

Senior Associate, International Tax Services – Qualitative Solutions (Multiple Positions)

Pricewaterhousecoopers Llp

New York, NY

Assisting companies to understand and assess the International Tax impact of company business, operations and transactions in multiple jurisdictions;. Prepare and/or review various tax forms and workpapers relating to these tax fo...

2 weeks ago seen See more...

Tax Senior Associate - Personal Financial Services - Now Hiring

Pwc

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...

2 weeks ago seen See more...

Tax Senior Associate - Personal Financial Services

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...

3 weeks 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...

State and Local Tax Financial Services Senior Associate

Pwc

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...

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...

a month 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...

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**

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...

National Tax Services Exempt Organizations - Senior Associate

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...

4 weeks 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...

Senior Associate, Client Operations

Spark Foundry

New York, NY

$46,500 - $67,500 a year

Assist with processing monthly billing and financial reporting Assist the Operations Supervisor with miscellaneous Operations tasks and projects Project-manage large teams for specific deliverables on a monthly or ad hoc basis Pre...

a month ago seen See more...

Audit Senior Associate- Financial Services

Baker Tilly Us, Llp

New York, NY

$72,180 - $124,660 a year

You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find cre...

a month ago seen See more...

Senior Vice President, Client Service Manager

The Bank Of New York Mellon Corporation

New York, NY

$98,000 - $216,000 a year

Manages multiple Client Service teams responsible for providing quality support to clients with transactions and resolving operational issues on a daily basis. Maintains familiarity with industry best practices and seeks opportuni...

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...

Specialized Tax Services - Research & Development - Senior Associate

Pwc

Melville, NY

You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. Some knowledge of interviewing individu...

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...

Senior Associate, Credit Services Administration

The Bank Of New York Mellon Corporation

New York, NY

$56,000 - $90,000 a year

Accountable for loan administrative activities, including the review of control reports, ensuring that all documentation policy exceptions are cleared timely and open receivables are resolved Interface with Lenders on client onboa...

2 months ago seen See more...

State and Local Tax Financial Services Senior Associate

Line Of Service:tax

New York, NY

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. As a Senior Associate, you'll work as part of a...

2 months ago seen See more...

Senior Account Manager, Client Services

Influencer

New York, NY

Up to $95,000 a year

Oversee campaign execution for specific campaigns. Sit within a team of client service individuals who support you and one another on campaign execution.. Take on client facing ownership and responsibilities alongside the Account...

2 months ago seen See more...

Senior Client Partner - Financial Services

Publicis Sapient

New York, NY

Drive and lead stewardship for a large Financial Services Client, acting as their PS leader and ensuring profitable YoY Growth. Own the PS Account Plan and 360-degree relationship with each of your clients to deliver on measured s...

2 months ago seen See more...

Senior Client Partner - Financial Services

Publicis Groupe

New York, NY

Drive and lead stewardship for a large Financial Services Client, acting as their PS leader and ensuring profitable YoY Growth. Own the PS Account Plan and 360-degree relationship with each of your clients to deliver on measured s...

2 months ago seen See more...

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