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The Client Service Associate supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes.
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The Client Service Associate will be a key member of the team, providing support through a variety of tasks related to organization and communication. Meeting Follow Up – scan, save and process all notes and paperwork from meeting, provide updates in Salesforce Client Meeting object until closed.
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Keeping track of receipts as they relate to expenses for client sessions. Attending to all client needs in the facility. Knowledge of basic video systems, lighting or live sound a huge plus.
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Promote comprehensive and effective usage of the service as appropriate to each client. The Post - Trade Client Relationship and Services (CRS) Team for triResolve Margin (OSTTRA Collateral Management Solution.
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Daily monitoring/support of incoming queries across a broad spectrum of the client base, with a keen awareness of priorities for urgent vs non-urgent issues. Collaboration with internal teams on account management and client feedback.
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The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
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Job DescriptionOppenheimer & Co. Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their Chrysler East, NY branch office. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.
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Oppenheimer & Co. Inc. s Private Client Division is currently seeking a Registered Client Service Associate for their Midtown, NY branch office. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.
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Growing RIA firm needs Client Service Associate. CSA will complete all client service requests, which includes but isn’t limited to, new account set up, account updates, asset movement, reporting, back office system maintenance and ad hoc requests and projects.
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As an Associate on the Client Service team, you will understand your client s unique business questions and identify the experts who can best provide the answers. Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory.
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A client Service Associate is responsible for managing and maintaining relationships with travel clients, ensuring their satisfaction with products or services, and addressing any concerns or issues that may arise.
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The Customer Service Associate will be assisting in editing information in the internal system and responsible for documenting accurate information and feedback. They are seeking a Customer Service Associate to join their team.
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The Client Service Associate supports Senior Relationship Managers and Client Service team with account management responsibilities for investment management and personal trust accounts.
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Client Service Associate – Portuguese Speaker. As a Client Service Associate, your work is at the heart of what we do: you’ll be the link between our clients and the expert knowledge they seek.
$75,000 - $90,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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The Registered 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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client service associate jobs Title: service associate in New York
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