Jobs near Jersey City: 21,499
RS
Relevance Score ranked on: CLIENT SERVICE
Client Service Associate
New York
Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors Support client communication via team email to provide white-glove service for all channel...
Search Terms: Client Service, Associate, Service, Retail, Staffing
90.8
1.6mi
Updated: September 18
Investor Relations, Client Service Associate
New York
Monitor and process fund subscriptions, redemptions, and transfers, and liaise with Fund administrator. Update CRM/investor database. Liaise with internal compliance, legal, operations, and accounting teams. Respond to investor inquiries and requests for information. Update fund information in databa...
Search Terms: Client Service, Investor, Associate, Relations, Service
87.5
3.6mi
Updated: September 14
Tax Senior - Private Client Services
New York
Prepare and review high-net worth and ultra-high net worth individual (1040) income tax returns, gift tax returns (709), trusts/estates (1041), private foundations (990-PF), and some experience in entity returns (1065/1120 S) that are often see as part of a family group. Collaborate on engagement ass...
Search Terms: Client Service, Tax, Senior, Private, Client Relations
87
3.6mi
Updated: September 12
Client Services Coordinator
New York
Partner with Facilities teams to provide the highest level of service to the NBCUniversal clients based at 30 Rockefeller Plaza and other NYC/ NJ sites. Assist with communication between facilities project leadership and business units on construction projects and scheduled maintenance. Maintain an a...
Search Terms: Client Service, Coordinator, Project Management, Business Services, Client
87
3.6mi
Updated: September 12
Client Service Manager, Business Development
New York
The Retirement, Insurance, and 529 Division National Account team partners with Annuity, Retirement Plan and College Savings providers to grow market share of FT investment strategies. This is accomplished by building deep and broad relationships and creating innovative investment solutions that are ...
Search Terms: Client Service, Service Manager, Business Development, Manager, Client Relations
86.7
3.6mi
Updated: September 10
Seasonal Client Services Associate
New York
This position is responsible for assisting Bergdorf Goodman clients with graciousness and a solution-oriented approach. Experience handling the daily use of the Credit Systems, knowledge of Audit Works and cash office, assisting customers and associates with concerns, both escalated and otherwise is ...
Search Terms: Client Service, Associate, Seasonal, Customer Service, Retail
85.6
3.6mi
Updated: August 30
Client Service Representative
New York
Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms - Scheduling and confirming appointments - Placing outbound calls for follow-ups and reaching out to prospective clients - Presenting and explaining fees, including process...
Search Terms: Client Service, Representative, Service, Animal Care, Retail
85.6
3.6mi
Updated: August 29
Head of SMA Client Service
New York
The Head of SMA Client Service will lead and develop a team of Client Service Managers and Associates responsible for delivering exceptional client service to our fast-growing Invesco Separately Managed Account clients including RI - As and Broker Dealer Firms. The Manager will continuously improve t...
Search Terms: Client Service, Business Operations, Service Manager, Client Relations, Business Services
85.6
3.6mi
Updated: August 29
Client Service Associate
New York
The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our nex...
Search Terms: Client Service, Associate, Service, Client Relations, Retail
85.5
3.6mi
Updated: August 27
Client Service Associate (Hybrid NYC)
New York
Who We Are Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to...
Search Terms: Client Service, Relationship Manager, Business Operations, Associate, Insurance
85.3
3.6mi
Updated: August 24
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