Portfolio Client Services Specialist
Morgan Stanley
Morgan Stanley in Purchase, NY is seeking a Portfolio Associate to support Financial Advisors and Private Wealth Advisors on a daily basis, delivering excellent client service and maintaining trusted relationships. The role emphasizes clerical duties, calendar management, travel itineraries, expense reports, and training in the Portfolio Associate curriculum, with opportunities for growth and leadership nomination within the team. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Portfolio Client Services Specialist in Purchase, NY vacancy
- ...Client Management Specialist Founded through a passion for entrepreneurship, our success is due to... ...managing client product and business portfolios. This position encompasses the administration... ...for providing outstanding service to a client this role is a great fit!...SuggestedWork at office
- ..., professional first impression and assist with meeting setup, mail, and general administrative tasks. The role emphasizes client-focused service, confidentiality, and teamwork within a high-performance environment. Schedule is Monday-Friday; 8:30 AM-5:30 PM, with compensation...SuggestedWork at officeMonday to Friday
$90k - $120k
...Senior Client Delivery Specialist Our client is seeking a Senior Client Delivery Specialist for a direct hire opportunity. This role... ...leading high-impact initiatives, and delivering exceptional service across a portfolio of clients. The ideal candidate will partner with...SuggestedWork at officeLocal area- Grassi seeks a Client Accounting Services Senior in White Plains, NY to deliver precise accounting duties and support monthly close. You will work with diverse clients, applying GAAP and accurate journal entries while partnering with senior staff on special projects. The...Suggested
- Client Delivery Specialist - Associate - Full Time - HybridAbout the RoleWe’re partnering with our client... ..., including analyzing and explaining portfolio performance resultsConduct account-... ...programExcellent customer service skills and the ability to foster and...SuggestedFull timeWork at officeRemote work
- ...seeking a dedicated professional in White Plains, NY to enhance client experiences as part of their team. The role requires strong... ...relationship management skills, focusing on delivering extraordinary service aligned with the Tiffany brand values. Candidates should...
Tiffany & Co.
White Plains, NY5 days ago $28 - $30 per hour
...commitment to sustainable growth defines our brand values. With a portfolio comprising four distinguished global brands – Sandro, Maje,... ...payment status. Collaborate with internal teams (sales, customer service, finance) to resolve billing issues. Perform cash receipt...Hourly payWork at officeRemote workFlexible hoursSMCP NORTH AMERICA (US, CANADA)
White Plains, NY7 days ago$21.5 per hour
...wellbeing of our communities as a leader in clinical laboratory solutions. In this role, you will: Provide exceptional service to patients, clients, and the laboratory team over the phone. Work in a call center environment. Process billing claims, analyze...Hourly payDaily paidReliefWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services... ...advice, management of separate portfolio accounts, tax advice, trust and estate planning... ...Beach. Our mission is to provide our clients with a portfolio of services that...Work experience placementWork at office
Chilton Trust Company
Stamford, CT12 days ago - ...subject matter expert, providing guidance and recommendations to clients and junior staff on complex title matters. Collaborate... ...provide guidance to junior title agents and support staff. Manage a portfolio of complex title files, prioritizing tasks to meet deadlines and...Local areaRelocation
$22.19 - $30.02 per hour
...LVMH Group in White Plains, NY, seeks a Client Advisor to embody the Tiffany brand and deliver exceptional client experiences. Responsibilities... ...candidates should have retail experience, a passion for client service, and flexibility in working hours. This role offers an...Hourly payLVMH Group
White Plains, NY2 days ago- ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...consistent focus on relationship management, not portfolio management Demonstrate a deep...
$22 - $24 per hour
...Legal Receptionist White Plains, New York, United States Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership. Schedule: Monday–Friday | 8:30 AM – 5:30 PM Be the First Impression. Deliver Excellence Every day. We're seeking...Full timeTemporary workPart timeImmediate startMonday to FridaySPS North America Inc
White Plains, NY4 days ago£24k per year
...Customer Relationship Specialist Chester £24,000 plus bonus and benefits Our client, a leading UK asset finance company, are looking for an experienced Customer... ...include proposal and payout processing, customer service and risk and compliance. You must be an excellent...CBC Recruitment Solutions
Port Chester, NY1 day ago$100k - $105k
...and applying evidence-based therapeutic techniques to improve client outcomes. About the Organization\n Vital Spark Therapies is... ...fostering holistic well-being through comprehensive mental health services. Our team is composed of skilled mental health professionals,...Remote jobFull timeWork at officeImmediate startWork from homeFlexible hoursVital Spark Therapies
Scarsdale, NY5 days ago- ...Were looking for a Customer Service Rep to support the preparation and delivery of goods or services, work collaboratively across teams... ...along with gain knowledge of company offerings to better serve clients, provide excellent service to customers and team members,...Weekly payFlexible hoursShift work
- ...Customer Service Representative Location: White Plains, NY - Retail shop How will you contribute and grow? At Airgas, we are committed to building a diverse and inclusive workplace that embraces the diversity of our employees, our customers, patients, community...
- ...modeling and promoting the mission, values, and guiding principles with pride and integrity. ROLES AND RESPONSIBILITIES The Service and Sales Representative position provides a welcoming and safe environment for members and guests through a high level of customer...Local areaShift work
New York Sports Clubs
Scarsdale, NY2 days ago - ...Customer Service Rep Location: Clayton, MO or White Plains, NY Pay Rate: $25/hr, W2 Duration: 5 Month Contract Work Mode:... ...and specialized applications and renewals across a variety of clients and industries. Submit 50-100 applications per week, varying...Contract workWork at office
- ...Customer Service Representative (Contract) Partner with our dedicated team for exclusive access to this compelling role, offering expert... ..., you will serve as a key liaison for the Transactional Business License team, driving client success and seamless back RandstadContract workRemote work
$25 - $30 per hour
...Job Description Job Description Customer Service Representative $25 - $30 per hour | Port Chester, NYAt Royal Comfort, we've been delivering trusted HVAC solutions across Westchester and Fairfield County since 2017. With over a century of combined experience, our team...Hourly payWork at officeMonday to FridayRoyal Comfort
Port Chester, NY4 days ago$60k - $80k
...them make important decisions? Right at Home is seeking an experienced Client Advisor / Inside Sales professional to speak with families who are actively looking for home care services for a loved one. This is not a cold-calling position. You will work primarily...Right at Home Westchester
White Plains, NY6 days ago$17 - $17.5 per hour
Job Posting Location: 696 White Plains Road, Scarsdale, NY, 10583, United States Base Pay: $17.00 - $17.5 / Hour Job Category: New York - Westchester, Club Team, Front Desk Employee Type: Non-Exempt Manage Others: No Contact Information Name: NYSC - Scarsdale Phone: 91...New York Sports Club
Scarsdale, NY4 days ago$17 - $17.5 per hour
Job Posting Location: 4 City Center, White Plains, NY, 10601, United States Base Pay: $17.00 - $17.5 / Hour Job Category: New York - Westchester, Club Team, Front Desk Employee Type: Non-Exempt Manage Others: No Contact Information Name: NYSC - White Plains City Center...New York Sports Club
White Plains, NY4 days ago$20 - $30 per hour
...Customer Service Representative White Plains Are you ready to join a team that provides excellent service and value to our customers and our team members? At Mr. Handyman we're growing our team so we can continue to be one of the most well-respected home repair and...Work at officeImmediate start- ...Customer Service Representative Our pay rate is competitive based on the Client's desire for the best overall value. Pay rate is determined based on skills required, years of experience, and specific Client requirements. Required Education: High School Diploma or...
$100k - $275k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...Bank and the bank's capabilities and services to meet specific client needs. Job expectations... ...to work and identify the need for team specialists; collaborate closely with other team...Work at officeShift workDay shiftBank of America
Greenwich, CT5 days ago$19 per hour
...In this role you will: Be customer focused, able to multi-task in a high volume community counseling center Register new clients for services, verify insurance information, collect co‑pays, and schedule appointments Answer phones, direct calls and take messages Scan...Hourly payFull timeMonday to FridayMonday to Thursday$18 per hour
Customer Service Representative (Contract) - Remote Partner with our dedicated team for... ...Business License team, driving client success and seamless back-end operations... ...Remote Client Support Order Management Specialist Transactional Business License Remote...Hourly payPermanent employmentContract workTemporary workWork experience placementRemote workShift work- Trove is an administrative financial services company that understands the complex needs... ...the daily accounting and operations for a portfolio of assigned families and/or engagements.... ...accounting or related experiences, client service-oriented experience preferred Proficient...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Client Services Specialist. Be the first to apply!
Related searches
- full time remote customer service representative Purchase, NY
- remote customer service chat Purchase, NY
- customer service Purchase, NY
- customer service opportunity Purchase, NY
- client service Purchase, NY
- part time remote customer service Purchase, NY
- part-time customer service security Purchase, NY
- customer support Purchase, NY
- work at home online customer service Purchase, NY
- customer relations Purchase, NY