Client Support Associate
1 week ago
The Client Support Associate role within our firm works solely with potential consumers by enlightening them of our clients daily offerings along with new promotional opportunities for the consumer. The Client Support Associate consistently meets the efficiency standards set forth by the company and displays ownership when handling customer acquisitions and launching new client accounts. The Client Support Associate generates, tracks, and manages their teams' sales reports to ensure the firm is meeting the goals set by our existing and new clients.
Client Support Associate Responsibilities and Duties:
Maximize customer satisfaction and customer acquisition through daily interactions with interested consumers, educating them on product offerings and conducting follow-ups to ensure that policies are responsive to consumer needs. Responsible for providing excellent customer service representing our firm and our clients with the highest degree of professionalism, courtesy, and integrity in all interactions with existing and potential customers.
Core Client Support Associate Responsibilities:
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Proactively deliver customer service and sales support for all assigned customer leads
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Ensure confidentiality and security of consumer data in sales transactions
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Promote the company and brand with integrity, honesty, and exemplify our core values
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Build strong relationships with team members, superiors, clients, and consumers
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Attend regular meetings and conferences for continuous improvement and education
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Client Support Associate
4 days ago
New York, New York, United States Manhattan Hiring Firm Full timeThe Client Support Associate role within our firm works solely with potential consumers by enlightening them of our clients daily offerings along with new promotional opportunities for the consumer. The Client Support Associate consistently meets the efficiency standards set forth by the company and displays ownership when handling customer acquisitions and...
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Client Support Associate
4 days ago
New York, New York, United States Citigroup Inc Part timeAbout the RoleWe are looking for a skilled and customer-centric professional to fill the position of Client Support Associate at Citigroup Inc. As a key member of our team, you will provide exceptional support to clients, process transactions efficiently, and identify opportunities to meet their financial needs.Main Duties:Welcome and serve clients with a...
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Associate, Client Support
3 days ago
New York, New York, United States S&P Global Full timeAbout the Role : Associate, Client Support (Real Estate Industry) Location: Islamabad, Pakistan Work Shift: US Shift The Real Estate Client Operations Associate understands the daily workflow of clients and helps utilize our products more effectively and efficiently. You will directly contribute to the department's goals of improving client...
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Associate, Client Support
3 days ago
New York, New York, United States S&P Global Full timeAbout the Role : Grade Level (for internal use): 07 Work Shift: This is a night shift position. However, based on changing business requirements, you may be required to work in the morning & evening shift. The Team: The Client Operations team is responsible for providing client support on our business intelligence tool by holding...
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Client Support Associate
2 days ago
New York, New York, United States SPS North America Inc Full timeAbout the OpportunityThis is an excellent opportunity to work as a Front Desk Professional at SPS North America Inc. We are seeking a highly skilled and experienced professional to join our team. The ideal candidate will be responsible for providing exceptional customer service and support to clients while working in a dynamic and fast-paced environment.Key...
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Client Support Associate
7 days ago
New York, New York, United States TransPerfect Full timeAbout the JobDo you want to work for a global leader in secure information management and technology solutions? Are you interested in helping top-tier businesses—investment banks, law firms, and major corporations—manage critical transactions and high-stakes projects with cutting-edge technology? If you thrive in a fast-paced, client-focused environment,...
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Client Support Associate
7 days ago
New York, New York, United States TransPerfect Full timeAbout the JobDo you want to work for a global leader in secure information management and technology solutions? Are you interested in helping top-tier businesses—investment banks, law firms, and major corporations—manage critical transactions and high-stakes projects with cutting-edge technology? If you thrive in a fast-paced, client-focused environment,...
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Client Associate
2 weeks ago
New York, New York, United States Brown Brothers Harriman Full timeAt BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a...
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Client Support Advocate
6 days ago
New York, New York, United States NEIGHBORHOOD ASSOCIATION FOR INTER-CULTURAL AFFAIRS Full timeWe are seeking a compassionate and dedicated Client Support Advocate to join our team at the Neighborhood Association for Inter-Cultural Affairs. The successful candidate will be responsible for providing support services to clients, including case management, counseling, and referrals to community resources.Key Responsibilities:Providing support services to...
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Client Associate/Registered Client Associate
2 weeks ago
New York, New York, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...
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Registered Client Associate
4 weeks ago
New York, New York, United States Wells Fargo Full timeAssist 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 Financial Advisor and client requests for account rela Client Associate, Registered, Financial Advisor, Client Support, Associate, Client Service, Banking
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Regulatory Reporting Specialist
4 weeks ago
New York, New York, United States Associate Staffing Full timeSenior Analyst of Regulatory Reporting:As the Senior Analyst of Regulatory Reporting within the Treasury team, you will be focused on preparing and submitting Net Capital and Customer Segmentation Requirements (15c3-3) reports related to our Broker Dealer business. Your responsibilities will include daily, weekly, monthly, quarterly, and annual report...
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Regulatory Reporting Specialist
52 minutes ago
New York, New York, United States Associate Staffing Full timeSenior Analyst of Regulatory Reporting:As the Senior Analyst of Regulatory Reporting within the Treasury team, you will be focused on preparing and submitting Net Capital and Customer Segmentation Requirements (15c3-3) reports related to our Broker Dealer business. Your responsibilities will include daily, weekly, monthly, quarterly, and annual report...
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Client Services Associate
6 days ago
New York, New York, United States Dominari Securities LLC Full timeJob Description Job Description Client Services AssociateJob DescriptionWe are seeking a proven and seasoned Client Service Associate to provide support and assistance to financial advisors of Dominari Securities LLC, a dual-registered Broker-Dealer and Registered Investment Advisor. This role is a combination of client service and operations focused on...
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Regulatory Reporting Specialist
2 weeks ago
New York, New York, United States Associate Staffing Full timeSenior Analyst of Regulatory Reporting: As the Senior Analyst of Regulatory Reporting within the Treasury team, you will be focused on preparing and submitting Net Capital and Customer Segmentation Requirements (15c3-3) reports related to our Broker Dealer business. Your responsibilities will include daily, weekly, monthly, quarterly, and annual report...
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Client Service Associate
7 days ago
New York, New York, United States RKL LLP Full timeAbout RKL Private WealthRKL Private Wealth is a comprehensive wealth management firm dedicated to helping families and individuals achieve their unique aspirations. We deliver a full spectrum of financial planning, tax, investment, and advisory services to guide our clients through important decisions.Job DescriptionThe Client Service Associate works closely...
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Client Associate
1 week ago
New York, New York, United States Neuberger Berman Full timeSummary:The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman's Private Wealth Management business. The Client Associate enhances the client experience by assisting with the service, maintenance and growth of the team's high net worth book of business.Responsibilities:Participate in...
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Client Associate
4 weeks ago
New York, New York, United States Landor Full timeLandor is looking for a Client Associate to join our team. Could this be you? We are Landor.World-leading brand specialists.Consulting. Design. Experience.Connecting business strategy to brand.Bringing every facet of brand to life.Creating brand-led experiences for talent & customers.United in our drive to make a positive difference.Proudly part of WPP.We...
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Client Success Associate
2 days ago
New York, New York, United States Cerity Partners Full timeCompany Overview:Cerity Partners is a leading national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.Job Details:Job Title: Client Service AssociateJob Location: Wall Street Office - New York,...
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Client Services Associate
3 weeks ago
New York, New York, United States GemHarvest Executive Recruiting Full timeClient Service Associate Boutique Wealth Management Firm Midtown Manhattan, NY Overview 2B+ AUM Independent RIA serving high net worth clientele seeks a Client Service Associate/ Compliance Officer to support Private Wealth Clients and Advisors by taking initiative in Client Services and Compliance. The Firm provides sophisticated financial advisory and...