Jobs near New York: 21,473
RS
Relevance Score ranked on: CLIENT SERVICE
Client Service Specialist
New York City
The Client Service Specialist will be responsible for the operational set-up of new accounts, client onboarding, and transaction request follow-up for both the Financial Advisor Services and Institutional businesses. This individual will also assist with the onboarding of new RIA, custodian, and othe...
Search Terms: Client Service, Specialist, Service, Asset Manager, Business Services
90.8
0mi
Updated: September 21
Non-Registered Client Service Associate
New York
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, an...
Search Terms: Client Service, Associate, Registered, Financial Advisor, Service
90.8
0mi
Updated: September 21
J.P. Morgan Advisors - Client Service Group Manager - Client Service Group Manager - New York, NY
New York
Join our team at J. P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firm...
Search Terms: Client Service, Manager, Service, Advisor, Support Staff
90.3
0mi
Updated: September 19
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
89.6
0mi
Updated: September 14
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
89.3
0mi
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
88.6
0mi
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
88.5
0mi
Updated: August 29
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
88.3
0mi
Updated: August 24
Client Services Solutions Associate
New York
About The Position As an Associate, Client Services Solutions on Team Finance, you will be responsible for supporting the Dotdash. Meredith Finance revenue organization by assisting in the development, upkeep and rollout of strategic processes as related to our Digital Advertising Sales business. Yo...
Search Terms: Client Service, Solutions, Associate, Solution, Finance
88.3
0mi
Updated: August 23
Client Services/Customer Care Support Analyst
New York
And Impact: OSTTRA plays a critical role in supporting global financial markets, connecting thousands of counterparties on our multi-asset networks that underpin the post-trade lifecycle from trade capture, through portfolio optimization, to clearing and settlement. OSTTRA is a joint venture between ...
Search Terms: Support Analyst, Client Service, Customer Care, Support, Analyst
87.6
2.9mi
Updated: September 20
- 1
- 2
- 3
- 4
- >
Job Abstracts is an independent Job Search Engine. Job Abstracts is not an agent or representative and is not endorsed, sponsored or affiliated with any employer. Job Abstracts uses proprietary technology to keep the availability and accuracy of its job listings and their details. All trademarks, service marks, logos, domain names, and job descriptions are the property of their respective holder. Job Abstracts does not have its members apply for a job on the jobabstracts.com website. Additionally, Job Abstracts may provide a list of third-party job listings that may not be affiliated with any employer. Please make sure you understand and agree to the website's Terms & Conditions and Privacy Policies you are applying on as they may differ from ours and are not in our control.