Search Results: 8,006 vacancies
...Job Description
Job Description CLIENT SERVICE ASSOCIATE
MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY
Location: Nyack, NY... ...with clients
--Update Excel spreadsheets concerning client accounts and asset allocation
--Ability to adapt in a fast-paced...
Suggested
Full time
Position Title
Client Associate
Location
NY / New Rochelle
Job Summary
Provides personalized banking services to financial institution clients... ...compiles new client applications and information to open new accounts and orders all necessary check books and ATM cards.
Assist in...
Suggested
...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...
Suggested
Part time
Work from home
Work visa
Work alone
Flexible hours
What You'll Do
As an Associate, you will actively participate in a team assisting the Client Managers and Client Executives in coordinating and providing IMA services... ...instructions with strong attention to detail
Assists Account Managers by completing tasks and activities...
Suggested
Holiday work
Temporary work
Local area
Flexible hours
...responsible for developing and maintaining client relationships through proactive client... ...and actively managing client accounts and the coordinated delivery of services... ..., families, trusts and foundations. The Associate Client Advisor will act as a liaison between...
Suggested
Temporary work
Remote job
Summary
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 limited to,...
Suggested
Immediate start
Flexible hours
...Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger... ...seeking a future team member for the role of Associate, Client Service I to join our Wealth... ....
Supports a selected number of client accounts of limited complexity.
To be successful...
Suggested
Work experience placement
Flexible hours
Job Summary
We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great...
Suggested
Principal Responsibilities:
Reporting to the Director of Finance, position will aid in keeping accounts and records to support the Finance Department.It will be primarily focused on accounts payable, data entry, and general Finance Department responsibilities.
The JCC...
Suggested
Remote job
Afternoon shift
...: Due to continued growth we are currently seeking to add an Associate Account Manager to join our exceptional team. One of our most critical... ...the central point of contact and advocate for your assigned clients while guiding them through Charles IT’s offerings and...
Suggested
Holiday work
THE JOB / Account Director, Client Services (Adult Beverage Client)
CLIENT SERVICES / Responsible for leading Octagon's client business and day-to-day management of client programs.
***Our headquarters is in Stamford, CT, but the location of this position can be flexible...
Suggested
Holiday work
Flexible hours
Night shift
Weekend work
...market making, trust services and investment advisory and asset management services.
Job Description
The firm is seeking a Client Service Associate to join our Branch office team in Stamford, Connecticut. The primary responsibilities include servicing clients, marketing...
Suggested
...market strategies for their high-net-worth clients. iCapital services approximately $176... ...iCapital is looking to hire an Analyst or Associate to join the Corporate Finance team. This... ...will involve trail commission files, accounting and reporting responsibilities, month end...
Suggested
Full time
Remote job
Description
The Associate Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues via phone or chat and escalating cases to tier two teams or management when necessary. They handle cases related to at least five major...
Suggested
A healthcare network in New York is looking to boost their Accounts Payable Department in Westchester County with the addition of a new... ...:
~3+ years of Accounts Payable experience
~ Associate's and/or Bachelor's Degree
~ Experience with basic Accounting...
Suggested
For contractors
Job Description
Job Description Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents...
For contractors
Flexible hours
...Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the... ...a plus
Professional verbal and written communication
Skills:
Account Management
Client Management
Customer and Client Focus
Issue...
Seasonal work
Flexible hours
Shift work
...Job Description
Job Description As a Account Associate - State Farm Agent Team Member with Marisa Schaefer - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to...
Flexible hours
...bonus
Training & development
ROLE DESCRIPTION:
As an Account Associate - State Farm Agent Team Member for Paul Roman - State Farm... ...and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and...
Holiday work
Relocation bonus
THE JOB / Account Manager, Client Services
CLIENT SERVICES / Responsible for leading Octagon’s client business and day-to-day management of client programs.
***Our headquarters are in Stamford, CT, but the location of this position can be flexible with a preference for...
Holiday work
Remote job
Flexible hours
Weekend work
