Senior Client Service Associate

Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. This role is responsible for daily branch operations while identifying and anticipating cli Client Service, Associate, Registered, Financial Advisor, Senior, Service, Retail

The Senior Client Associate provides personalized banking services to financial institution customers. Greets clients and potential clients to maintain goodwill and gain additional business. Opens new accounts, performs maintenance and servicing to existing accounts. Ensures completeness of loan documentation on new account set-up (Personal Lines of Credit,...

The Senior Client Associate provides personalized banking services to financial institution customers. Greets clients and potential clients to maintain goodwill and gain additional business. Opens new accounts, performs maintenance and servicing to existing accounts. Ensures completeness of loan documentation on new account set-up (Personal Lines of Credit,...

The Senior Client Associate provides personalized banking services to financial institution customers. Greets clients and potential clients to maintain goodwill and gain additional business. Opens new accounts, performs maintenance and servicing to existing accounts. Ensures completeness of loan documentation on new account set-up (Personal Lines of Credit,...

**JOB DESCRIPTION** Markets Transition Management works closely with Corporate and Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients to trade Markets products. Transition Manager fields and tracks requests, relays requirements, host client & stakeholder meetings and coordinates with Reference Data, Know Your Client,...

Associate Development Program July 2024 The Team: As a member of the Client Services team, you will serve as a product generalist for the Capital IQ and Capital IQ Pro platforms. Working as a team is essential in this role. Additionally, Client Servi Client Service, Associate, Client Support, Customer Service, Technical Support, Retail

Associate Development Program July 2024 The Team: As a member of the Client Services team, you will serve as a product generalist for the Capital IQ and Capital IQ Pro platforms. Working as a team is essential in this role. Additionally, Client Servi Client Service, Associate, Client Support, Customer Service, Technical Support, Retail

Job DescriptionThe Sr. Associate, Client Solutions and Planning is the day-to-day lead with both clients and internal teams, supporting the management of Paid Search, Shopping, Search Engine Optimizations (SEO), and teams. This person must be organized, well-spoken, and have leadership qualities which translate into the ability to manage projects to meet...

Job DescriptionJob DescriptionWHO ARE WE?There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and participates in their company's savings program, such as a 401(k) or 403(b). We...

Job DescriptionJob DescriptionWHO ARE WE?There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and participates in their company's savings program, such as a 401(k) or 403(b). We...

Title Client Service Associate Salary Range The anticipated base salary range for this position is $20 to $22 hourly. Exact salary depends on several factors such as experience, skills, and budget. Salary range may vary based on geographic location. Client Service, Associate, Service, Client, Retail

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a...

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a...

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $174 billion in assets under management as of March 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive...

About Us: Join the team at Oppenheimer & Co. Inc., a prominent middle-market investment bank and comprehensive broker-dealer. Established in 1881, our company is involved in various aspects of the financial services sector, offering retail securities brokerage, institutional sales and trading, investment banking, equity & fixed income research, market...

Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...

Title Client Service Associate Salary Range The anticipated base salary range for this position is $20 to $22 hourly. Exact salary depends on several factors such as experience, skills, and budget. Salary range may vary based on geographic location. Location New York, NY Reporting Structure The Client Service Associate reports directly to the Director...

Title Client Service Associate Salary Range The anticipated base salary range for this position is $20 to $22 hourly. Exact salary depends on several factors such as experience, skills, and budget. Salary range may vary based on geographic location. Location New York, NY Reporting Structure The Client Service Associate reports directly to the Director...

The Medicare Rights Center (www.medicarerights.org) is a national, nonprofit consumer service organization that works to ensure access to affordable health care for older adults and people with disabilities through counseling and advocacy, educational programs and public policy initiatives. Medicare Rights unique blend of service, education, and advocacy...

~Senior Associate, Fund Accounting ~ (Hybrid) Bring your ideas. Make history.  BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the...