Client Service Associate
Axelon
Axelon Services Corporation - - Responsibilities: Assist in the coordination of client transitions activity (onboarding, off boarding) in close partnership with relevant business partners; Coordinate the maintenance activities (amendments to account name, fee schedules, benchmarks, client agreements, etc.); Assist team members to ensure ongoing client contractual obligations are being met; Fulfill ad-hoc client inquiries and requests; Assist in preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate in New York, NY vacancy
$35.36k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...SuggestedFull timeTemporary workWork at officeLocal area$88.08k - $140.93k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...“I can succeed as a Private Client Service Associate at Capital Group.” As the...SuggestedFull timeTemporary workLocal areaFlexible hours$80k - $105k
...Group offers a diverse range of financial services, including banking, leasing, securities,... ...corporate, institutional, and municipal clients. It connects a diverse client base to... ...Performs a variety of client service functions associated with supporting the strategic...SuggestedWork at officeLocal areaRemote workWork from homeWorldwide- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedWork at officeLocal area
PowerToFly
New York, NY5 days ago - ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...SuggestedImmediate start
Stifel Financial
New York, NY4 days ago $64.7k - $120.4k
...Client Service Associate The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements...Minimum wageMercer France
New York, NY12 days ago$45k - $50k
...Medicare Rights Center ( is a national, nonprofit consumer service organization that works to ensure access to affordable... ...stakeholders to improve the Medicare program. The Position—Client Services Associate Medicare Rights is seeking a full-time Client Services...Full timeRemote workMedicare Rights Center
New York, NY3 days ago- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life...Weekend workAfternoon shift
Winged Keel Group
New York, NY5 days ago $18 - $18.5 per hour
...Client Service Associate New York, New York, United States We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory for office...Temporary workWork at officeImmediate startShift workSPS North America Inc
New York, NY5 days ago- ...J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within...
J.P. Morgan
New York, NY16 hours ago $96k - $127k
...A global insights firm in New York is looking for a Client Services Associate to enhance their career in a fast-paced role. You'll engage experts, manage client needs, and participate in a dynamic work culture. With a combined salary of $96,000–$127,000, including a base...Third Bridge Group
New York, NY16 hours ago$85k - $110k
...Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely...Daley and Associates
New York, NY1 day ago- ...Client Service Associate Location: Seattle, WA or New York, NY Work Arrangement: Hybrid (Onsite 4 days/week) 4+ Month Contract with potential to convert to full-time About the Role The SMA Client Service team partners with the portfolio management team, operations...Full timeContract work
Metasys Technologies
New York, NY2 days ago - ...J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client... ...include assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series...
Aumni
New York, NY2 days ago - ...Citizens Bank is seeking a Wealth Manager Client Service Associate to support Wealth Managers with onboarding and ongoing client service. The CSA will manage client relationships with high net worth clients, ensuring clear communication of investment updates and performance...
Citizens Bank
New York, NY2 days ago $70k - $110k
...Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration. The ideal candidate will have experience...Work at officeGainor Staffing
New York, NY2 days ago- ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking...Remote workFlexible hours
HB Travels
New York, NY16 hours ago $95k - $115k
...patients in their complex journey from diagnosis to initiating and remaining on therapy to achieve optimal health outcomes. Client Solutions Associate In the role of Client Solutions Associate you will support multiple life sciences clients through platform implementation...Work at officeRelocationFlexible hoursCourier Health
New York, NY16 hours ago$61.2k - $71.7k
...Up Justice NYC has provided free legal services for low- and moderate-income individuals... ...families throughout New York City. Our clients live in rapidly gentrifying neighborhoods... ...affirmed. Position Summary The Client Services Associate will be responsible for providing direct...Work experience placementLive inWork at officeLocal areaRemote workBrooklyn Legal Services Corp
New York, NY16 hours ago- ...A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
Oppenheimer & Co.
New York, NY3 days ago - ...Knowledge/Skills: Proficient of Physical Certificate negotiability and required documents Knowledge/Skills: Ability to interact and communicate effectively with colleagues and clients Knowledge/Skills: Excellent written and verbal communication skills #J-18808-Ljbffr...
ApTask
New York, NY1 day ago $20 per hour
...Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard...Temporary workWork experience placementImmediate startSPS North America Inc
New York, NY5 days ago- ...Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and trust. You'll play a critical role in helping clients move...
Titan
New York, NY6 days ago $61.28k - $109.28k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and...Full timeCitigroup Inc
New York, NY16 hours ago$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hoursGuidepoint
New York, NY1 day ago$56k - $84k
...Job Description The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve clients’ core website personalization and optimization goals and objectives. The Associate Account Manager...Contract workLocal areaFlexible hoursUnavailable
New York, NY4 days ago$41.2k - $76.8k
...Client Service Associate Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful...Minimum wageWork at officeLocal areaNight shiftOliver Wyman
New York, NY16 hours ago- ...well. This is Raghav Jha, and I work for Soft Sages Technology. Please find the job description below for the position of "Client Service Associate" with our top client "Invesco" . Share your updated resume if interested. Client Service Associate Invesco Duration: 6...Contract work
RAJNAP TECHNOSOFT PRIVATE LIMITED
New York, NY1 day ago $50k - $55k
...boutique personal insurance brokerage is seeking an Entry-Level Clerical Associate to provide essential administrative and customer support. The role involves assisting senior team members, managing client files, and responding to customer inquiries. Ideal candidates will...Personal Risk Management Solutions
New York, NY16 hours ago- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
TradeJobsWorkForce
New York, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
Related searches
- client relationship associate New York, NY
- client services associate New York, NY
- client success associate New York, NY
- client engagement associate New York, NY
- client solutions associate New York, NY
- client account associate New York, NY
- registered client associate New York, NY
- transaction services specialist New York, NY
- patient service specialist New York, NY
- protective services officer New York, NY