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Senior Client Service Associate jobs in Westchester, NY

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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 2 months 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...

2 months ago seen See more...

SALT Senior Associate, Financial Services and Partnership Specialization

Bdo Consulting

New York, NY

Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities, and reports the analysis. D...

4 days ago seen See more...

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...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

Associate, Client Services

York State Department Of Labor

New York, NY

Build a career with a global company. Assist market leaders and decision-makers across the Financial Services industry. Grow and improve your skills by supporting enterprise-level products and new technologies. Prepare yourself fo...

2 weeks ago seen See more...

Tax Services Senior - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Ability to analyze 1099...

3 weeks ago seen See more...

Tax Services Senior - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Ability to analyze 1099...

3 weeks ago seen See more...

Tax Services Senior - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Ability to analyze 1099...

3 weeks ago seen See more...

Alternative Investment Services Treasury Fund Administration, Senior Associate

State Street

Clifton, NJ

Not disclosed

Full understanding of settlements for generic equities, fixed income, futures, foreign exchange, and the related derivative products. Manage daily process of all applicable clients. Review and release client cash and security sett...

4 weeks 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:...

4 weeks 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...

4 weeks ago seen See more...

Senior Customer Service Associate, Interstate - Full Time

Macy’s

Ramsey, NJ

$16.00 - $22.50 an hour

Ensure the customer is the top priority. Engage, service and provide a personalized experience to our customers in store or virtually by leveraging technology enabled selling tools, regardless of whether the interaction culminates...

2 months 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...

2 months 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 months 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...

4 weeks 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...

a month 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...

a month 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...

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...

a month 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...

a month 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...

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...

2 months 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...

2 months 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...

2 months 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...

2 months 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...

2 months ago seen See more...

Investment Banking - Business Services Coverage - Senior Analyst/Associate

Jpmorgan Chase & Co

New York, NY

$175,000 - $225,000 a year

Support senior team members in origination activities including (but not limited to): analyzing financial implications of mergers and acquisitions, conducting public & private valuation analysis for clients and developing thoughtf...

2 months ago seen See more...

What should I search to find Senior Client Service Associate jobs in Westchester County, NY?

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Top Jobs in Westchester County, NY

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