Client Associate

4 weeks ago


White Plains, United States Flagstar Bank Full time

The Client Associate provides personalized banking services to financial institution clients by performing the following duties.

DUTIES:

  • Prepares and compiles new client applications and information to open new accounts and orders all necessary check books and ATM cards.
  • Assist in processing wire transfers for clients as needed.
  • Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business.
  • Responds to client inquiries and requests regarding accounts, balances etc.
  • Coordinates and assists back office personnel in resolving credit problems, delinquent payment issues, and other related client issues. 
  • Assists in maintaining operational compliance with bank policies and regulatory requirements. 
  • Assist with Account Opening process following established procedures and policies.
  • Maintain client files.

QUALIFICATIONS:

  • 1 year banking experience required
  • High school diploma or general education degree (GED)
  • Knowledge of teller activities (preferred)
  • Knowledge of banking regulations and AML
  • Knowledge of financial service products

  • Client Associate

    2 weeks ago


    White Plains, United States UBS Full time

    Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right documentation...

  • Client Associate

    2 weeks ago


    White Plains, New York, United States Flagstar Bank Full time

    The Client Associate provides personalized banking services to financial institution clients by performing the following duties. DUTIES: Prepares and compiles new client applications and information to open new accounts and orders all necessary check books and ATM cards. Assist in processing wire transfers for clients as needed. Provides ongoing...


  • White Plains, New York, United States Stifel Financial Corporation Full time

    Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail


  • White Plains, United States Stifel Financial Corporation Full time

    Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail


  • White Plains, United States Coda Search│Staffing Full time

    Client Services AssociateWestchester-based Family Wealth Management firm seeks Client Services Associate. We are a fast-growing, multi-billion-dollar management firm focused on high-net-worth and ultra-high-net-worth families and individuals. • Responsible for the preparation of RFPs, DDQs, consultant questionnaires, and other due diligence requests,...


  • White Plains, United States Neiman Marcus Group Full time

    Client Relationship Lead- West Chester-() Description Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and...


  • White Plains, United States LVMH Full time

    PosteOverview:Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which our employees...


  • White Plains, New York, United States Tiffany & Co. Full time

    Overview:Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which our employees build...


  • White Plains, United States Leason Ellis LLP Full time

    **JOB DESCRIPTION** : Administrative Client Services Assistant - Junior to Mid Level : Full-time; On-site / In-office Position FLSA - Non-Exempt **Description** - provide effective and reliable client services oriented support to a busy team of legal professionals, as well as other internal and external clients - prioritize and manage a full workload...

  • Hospitality Associate

    4 weeks ago


    White Plains, United States SPS Global Full time

    **Job Title**:Hospitality Associate** **Reports To**: The **Hospitality Associate **will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. **Work Schedule: Monday-Friday, 8am-5pm** **Job Overview**: This **Hospitality Associate** position is directly responsible for the presentation, ordering, stocking of food...

  • Sales Associate

    2 weeks ago


    White Plains, New York, United States Wings Air Helicopters Full time

    Wings Air Helicopters based at Westchester County Airport (HPN) in White Plains, NY is looking for a part-time Sales Associate to join their team. They have been operating since 2002 and provide various helicopter services such as charter, unique experiences, tours, flight training, and aerial cinematography.Their commitment to delivering an exceptional...

  • Tax Associate

    2 months ago


    White Plains, United States Moore Stephens Tiller LLC Full time

    Are you ready to take your Tax career to the next level? We are adding Tax Staff and Senior Associates with several years' experience and the desire to grow in the public accounting profession. MSTiller, LLC is a leading provider of accounting, audit, tax and business advisory service. Our growth is driven by successfully assisting our clients achieve...

  • Associate

    4 weeks ago


    White Plains, United States TransUnion Full time

    TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices **What We'll Bring**: At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone...

  • Associate Attorney

    4 weeks ago


    White Plains, United States Jaffe & Asher LLP Full time

    Job DescriptionJob DescriptionJaffe & Asher LLP is seeking a litigation associate for its White Plains, New York office.Litigation Position2-4 years of  commercial litigation experience. Insurance Coverage, Insurance Coverage Litigation, and/or Commercial Litigation experience a plus.Strong research and writing skillsAbility to handle, with partner...

  • Litigation Associate

    3 weeks ago


    White Plains, United States Ondrovic & Platek PLLC Full time

    Ondrovic & Platek, PLLC., a fast-growing, respected Insurance Defense firm located in White Plains, NY, is seeking to add Associates with 5 to 10 years' of trial experience to our team to support our expanding practice.The firm has earned a reputation for effectively and efficiently litigating complex cases from inception to trial. Attorneys at Ondrovic &...

  • Associate

    2 weeks ago


    White Plains, New York, United States TransUnion Full time

    TransUnion's Job Applicant Privacy NoticePersonal Information We CollectYour Privacy ChoicesWhat We'll Bring:At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills...


  • White Plains, United States Classic Westchester Full time

    Job DescriptionJob DescriptionThe Operations department is dedicated to maintaining the integrity of client account records and providing accurate client account information using the Advent AXYS portfolio accounting system. Strong knowledge and experience with the Advent suite of portfolio accounting systems (AXYS, DATAPORT) required. Microsoft Access and...


  • White Plains, United States Madison Approach Full time

    Job DescriptionJob DescriptionWe are currently recruiting for an Associate Project Engineer for our client located in White Plains, NY. This is a 1 year temporary contract position. Work Schedule is Monday-Friday Pay Rate: $43/hr.Project OverviewThe Associate Project Engineer supports the Customer Project Delivery department in achieving the Business...

  • Associate Attorney

    4 weeks ago


    White Plains, United States Judit, Inc. Full time

    JOB TITLE: Associate Attorney - Land Use/Zoning JOB LOCATION: White Plains, NY JOB TYPE: Direct Hire DESCRIPTION: Our client's legal team is committed to providing each client with quality counsel, innovative solutions, and personalized service. Founded in 2000, the firm offers the legal expertise of 115+ attorneys, who have accumulated experience and...


  • White Plains, United States CohnReznick LLP Full time

    As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Senior Associate to join the team...