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Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Brokerage client support experience or financial services industry experience.
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Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
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The Customer Care Manager is responsible for scheduling of field staff, managing all touch-points (field staff, care recipient and family caregiver) and client care standards, and ensuring field staff are compatibility-matched while staying informed of client well-being.
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ADP is hiring Associate Client Support Consultants. Support might also involve partnering with multiple business units and teams for troubleshooting and delivering a seamless client experience.
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BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Morristown, NJ Office. If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you.
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The Client Advisor is responsible for achieving all objectives set forth by the company. Adhere to all store and company procedures while maintaining operational and client experience excellence.
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We’d love to meet you if your professional track record includes these skills: 5 years’ personal lines insurance experience with High Net Worth clientele Property & Casualty (P&C) License Client service orientation with balance on managing expectationsAbility to travel for client and company meetings as neededThese additional qualifications are a plus, but not required to apply:Bachelor’s degree Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
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In partnership with boutique management, support the execution of individualized client experience journeys to ensure seamless and memorable experiences fostering brand loyalty. CLIENT EXPERIENCE COORDINATOR - CARTIER, SHORT HILLS Job Mission Support the execution of the client experience strategy and identify opportunities for improvement in boutique with a view to ensure values and standards are upheld while providing exceptional service.
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In Client Services, it is your goal to exceed client expectations by proactively managing their requests and issues on cases and litigation matters. What you'll do:Respond to all client requests received via email and/or phone queue in a pleasant and professional manner and fulfill timelyResolve issues and/or escalate as needed; collaborate with applicable departments and/or colleagues to ensure prompt and accurate resolutionBuild and maintain relationships with and provide support to reporters, agencies, videographers, interpreters, etc.
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Owns client/site meetings, committees, and task forces to support strategic initiatives and goals. Coordinates and productively facilitates communication across virtual sites and effectively navigates through multilayer client relationships (vendors, consultants, etc.
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The Client Service Associate supports the Client Advisor team with day-to-day client needs and requests. Initiates and executes all money movements for investments and client liquidity needs.
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Additionally, the Client Partner will be actively initiating and supporting pre-sales/sales efforts in pursuit of new accounts in partnership with the General Manager and Sales; as well as supporting those new clients along with supporting existing clients by focusing on the following: Customer relationship management, expansion of services within the account(s) assigned and ensuring the delivery team(s) are delivering high-quality work.
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To apply, submit a resume.
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Solid understanding of Dodd-Frank, Fed, SEC, CFTC, FinCEN, EMIR, BCBS, SWAP, and Cohouse regulation related to Investment Banking client / product categories / traded (i.e. SWAPs). Job Title: Client Reference Data Specialist - KYC.
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Executing effective data consumption, mapping, and presentation skills and gap analysis highlighting KPI’s and CDE’s along the client onboarding lifecycle. Our client is transforming their wholesale banking onboarding and KYC processes.
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Title: client Company: Ethan Allen in Summit, NJ
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