Jobs near New York: 21,161
RS
Relevance Score ranked on: CLIENT SERVICE
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
92.9
0mi
Updated: September 20
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
90.9
0.3mi
Updated: September 18
Client Services Associate
New York
Handle in-store and telephone inquiries in a prompt, professional and courteous manner while working to ensure first call resolution with every inquiry. Input and/or update data and file information efficiently and accurately. Ensure all inquiries resolved in accordance with department and HBC polici...
Search Terms: Client Service, Associate, Retail
89.9
2.9mi
Updated: September 20
Institutional Annuities Client Service Representative
Jersey City
Location Designation: Hybrid - 3 days per week At Institutional Annuities, New York Life's specialized annuity business, you'll play a pivotal role in crafting financial stability for businesses and institutions nationwide. Our diverse suite of annuity products, ranging from capital market offerings ...
Search Terms: Client Service, Representative, Contracts, Service, Processing
89.8
3.2mi
Updated: September 19
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
89
2.9mi
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
87.4
2.9mi
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
2.9mi
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
2.9mi
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
86.8
2.9mi
Updated: September 10
Client Service Agent I - Call Center #11
Far Rockaway
Correctly schedule appointments for patients to ensure providers are busy and productive within all locations Handle incoming calls Contact patients who need to cancel appointments and help them reschedule Provide patients with all pre-appointment information needed Requirements: High School diploma ...
Search Terms: Client Service, Call Center, Agent, Service, Retail
85.9
15mi
Updated: September 19
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