Client Service Associate
4 weeks ago
Job Requirements:High School diploma or equivalent; Associate or Bachelor's degree in Business, Finance, or related field preferred.Experienced in Client Services or other Administrative Role in the Financial industry a plus.Written and verbal communication skills.Interpersonal and client service skills.Organizational skills, attention to detail and proactive follow-up. Computer skills and knowledge of Microsoft Office products and Adobe Acrobat.Team player with the ability to collaborate with others.Charismatic and positive attitude.Ability to multitask, set priorities and meet deadlines. Ability to work in a fast-paced, evolving environment.Comfortable working independently.Motivated with a desire to learn and grow professionally.Microsoft Office: 2 years (Preferred).Customer Service: 2 years (Preferred).Transportation:No transportation is provided, you must provide self transportation to and from our Lake Mary Office.Employer will conduct a background check, drug test/screening and Motor Vehicle Record check. Job Responsibilities:Work with Prospects to help them onboard and join us as Clients. Work with existing Clients on various client service requests. Monitor Client inquires, research and reply via email and/or phone. Continually monitor and update Client database and portfolios. Assist when required with Client billing. Assist with office administrative duties. Other duties as assigned.Company is a boutique asset manager specializing in Sharia-compliant investing and halal investments. We offer professional, comprehensive wealth management solutions that align with Islamic guidelines to achieve clients' financial goals. We have been in business since 2003 and currently serve clients nationwide. We are looking for a Full-Time Client Service Associate who will be reporting to the Client Service Manager. This position requires working in our Lake Mary office. Work Schedule: Will be discussed with employer Salary: $15.00-$17.00 an hour (Depends on experience) To apply, Provide an Employ Florida Resume Online andProvide an Employ Florida Application Online (Address provided below) Employer is an Equal Opportunity Employer M/F/D/V
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Associate, Client Service
5 days ago
Lake Mary, United States The Bank of New York Mellon Corporation Full timeClient Service Associate **_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 “bank of banks” -...
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Client Service Associate
2 weeks ago
Lake Mary, United States BNY Mellon Full timeClient Service Associate 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 "bank of banks" - 97% of the...
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Client Service Associate
3 weeks ago
Lake Mary, United States BNY Mellon Full timeClient Service Associate 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 “bank of banks” - 97%...
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Client Service Associate
1 week ago
Lake Mary, United States BNY Mellon Full timeClient Service Associate 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 “bank of banks” - 97%...
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Senior Associate, Client Service
5 days ago
Lake Mary, United States THE BANK OF NEW YORK MELLON CORPORATION Full timeSenior Associate, Client Service 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 “bank of...
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Associate, Client Service I
3 weeks ago
Lake Mary, United States The Bank of New York Mellon Corporation Full timeClient Service Associate **_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 “bank of banks” -...
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Associate, Client Service I
3 weeks ago
Lake Mary, United States BNY Mellon Full timeClient Service Associate 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 "bank of banks" - 97% of the...
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Associate, Client Service I
3 weeks ago
Lake Mary, United States BNY Mellon Full timeClient Service Associate 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 "bank of banks" - 97% of the...
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Associate, Client Service I
2 weeks ago
Lake Mary, United States BNY Mellon Full timeClient Service Associate 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 "bank of banks" - 97% of the...
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Associate, Client Service I
2 weeks ago
Lake Mary, United States BNY Mellon Full timeClient Service Associate 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 "bank of banks" - 97% of the...
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Senior Associate, Client Service
3 weeks ago
Lake Mary, United States THE BANK OF NEW YORK MELLON CORPORATION Full time~Senior Associate, Client Service~ (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...
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Senior Associate, Client Service
3 weeks ago
Lake Mary, United States BNY Mellon Full time~Senior Associate, Client Service~ (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 "bank of...
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Senior Associate, Client Service
2 weeks ago
Lake Mary, United States BNY Mellon Full time~Senior Associate, Client Service~ (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 "bank of...
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Senior Associate, Client Service
3 weeks ago
Lake Mary, United States BNY Mellon Full timeSenior Associate, Client Service 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 "bank of banks" - 97%...
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Senior Associate, Client Service
1 week ago
Lake Mary, United States BNY Mellon Full timeSenior Associate, Client Service 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 "bank of banks" - 97%...
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Senior Associate, Client Service
6 days ago
Lake Mary, United States THE BANK OF NEW YORK MELLON CORPORATION Full timeBring 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 “bank of banks” - % of the world’s top banks...
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Associate, Client Service II
3 weeks ago
Lake Mary, United States BNY Mellon Full timeBring 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 "bank of banks" - 97% of the world's top banks work...
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Associate, Client Service II
1 week ago
Lake Mary, United States BNY Mellon Full timeBring 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 "bank of banks" - 97% of the world's top banks work...
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Lake Mary, United States The Bank of New York Mellon Corporation Full timeClient Service, Associate, Representative, Shareholder, Service, Retail, Banking
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Client Service Associate
3 weeks ago
Lake Mary, United States BNY Mellon Full timeOverview 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 “bank of banks” - 97% of the...
