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The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics (copy) and mail services in both physical and digital environments, with support for services in hospitality, facilities, audio/visual, reception, and other Williams Lea service lines as needed.
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The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.
$35,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Meet with clients in person along with client service and provide operational subject matter expertise and value added services to clients where required. As a member of the Equity Swap Middle Office Client Service team, you will be responsible for ensuring all aspects of trade lifecycle needs for global clients are completed on time, exceptions and client inquiries are resolved and provide subject matter expertise to the clients.
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4+ years of client service, product management or investment operations experience at a fund or financial services firm. We are seeking a driven, hard-working Senior Associate to join the Client Service Enterprise Home Office team to help service the company’s rapidly growing client base.
$125,000 - $145,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The firm is seeking a Client Service Associate to join our Private Client Division in New York. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
$50,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Client Service Associate reports directly to the Director of Client Services. The Client Service Associate will provide best in class service that can support all clients from a styling, sales, and issue resolution perspective.
$20 - $22 an hourFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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We are looking for someone with strong financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions.
$48,800 - $65,100 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Our client is a successful wealth management firm seeking an experienced Senior Client Service Associate for their firm in New York, New York. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment.
$90,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Under immediate supervision, Client Services Associate (NR) 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, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s.
$49,000 - $65,500 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Customer Service Associate Responsibilities:Work with the customer service team to complete tasksHandle tasks on assigned customer accountsAccurate data entry and paperwork regarding customer accountsProofread documents to ensure accuracyResponsible for the accuracy of all entries for client services and sales.
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Contribute to the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Client Service & Operations activities.
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A successful Associate Service Delivery Manager aligns Managed Services KPIs and customer outcomes with account management, sales overlays, and regional delivery leadership. The Associate Service Delivery Manager is responsible for developing and maintaining relationships with Managed Cloud clients, addressing their technical needs, and finding opportunities for expanding the Managed Cloud client base.
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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 area integrate with others in accomplishing the objectives of the subfunction/ job family.
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Your Role: As a Client Service Associate you will be the face of our organization - providing a world class level of excellent service to our discerning clientele. We seek an individual with more than just financial acumen - we are looking for someone with a friendly demeanor, an analytical outlook, and a strong desire to excel in the world of Financial Services.
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The group consists of 28 investment professionals located in New York City and services over 300 clients globally with over $22 billion in client assets. Partner with teammates to provide exceptional client service.
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client services jobs Title: associate service in New York, East-hartford, Connecticut
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