Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key infor...
The Client Onboarding team falls within Operations. In this role you will be responsible for requesting and reviewing documentation from clients to ensure compliance with Firm policies. This includes the performance of Anti-Money Laundering checks for existing and new clients and maintaining several...
We're seeking someone to join our team as a Client Tax Associate in Wealth Management Operations to perform numerous data reviews, tax forms, interacting with internal and external clients and vendors and ensure that all withholding and reporting obligations of the Firm are met. Manage any special h...
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Opens new client account...
We are seeking a talented, highly motivated business analyst to support the team with client collateral for new business pitches, client meetings and executive reporting. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our ...
New Jersey Law firm Seeking a Tax Associate with 3+ years’ experience. Motivated individual devoted to meeting the highest standards of excellence and serving clients, and who wants to be part of an established and dynamic office and firm. ...
A Client Support Associate within the Employee Health & Benefits team is an integral team member who supports the Account Management and Sale teams with high quality work product to ensure client needs and expectations are met. Client Support Associate, Employee Health & Benefits. The Client Support...
ASSOCIATE – CLIENT PROCESSING REPRESENTATIVE. We’re seeking a future team member for the role of Associate, Client Processing to join our Clearance & Collateral Management team. Provide quality, and complex client service and support to internal and external clients daily. Every day around the globe...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key infor...
Global Executive & Private Client Group (GEPC) Senior Associate. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice. Serve as a central point of contact and primary client interface related to supporting Japanese and...
Our Entry Level Client Relations Associate will focus on identifying and developing relationships and projects with targeted potential customers and specific client groups. The Entry Level Client Relations Associate is part of a thriving team environment centered on providing top notch customer enga...
Client Interaction: Serve as the first point of contact for clients, answering phone calls, scheduling, and confirming meetings, and preparing for client meetings. If you are a dedicated and detail-oriented professional looking to make a difference in a client-focused role, we encourage you to apply...
We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering result...
The Client Service Associate provides product support to clients and prospects. Total Plan Client Service Associate. Serve as an advocate for MSCI to the client, as well as an advocate for the client within MSCI. Lead platform training sessions with clients and support cross-functional client engage...
Newark NJ Law Firm seeking a Real Estate associate with complex and sophisticated lending transactions. ...
Senior Associate, Japanese Global Executive and Private Clients. In some circumstances, clients also may require proof of vaccination or testing (, to go to the client site). Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and chall...
Job responsibilities * Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades * Aid the Advisors by building and maintaining client relationships through ...
We’re seeking someone to join our team as a Client Tax Associate in Wealth Management Operations to perform numerous data reviews, tax forms, interacting with internal and external clients and vendors and ensure that all withholding and reporting obligations of the Firm are met. Manage any special h...
The Client Onboarding team falls within Operations. In this role you will be responsible for requesting and reviewing documentation from clients to ensure compliance with Firm policies. This includes the performance of Anti-Money Laundering checks for existing and new clients and maintaining several...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. This job is responsible for providin...
The Licensed 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 ...
As a Senior Client Solutions Architect Associate in Merchant Services, you contribute significantly to a team that innovates and supports the sales process in architecting comprehensive product solutions for clients with complex challenges. Innovate sales solutions, adapt products for client needs, ...
The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. Provide top ...
As a Client Service Associate in Payments you will support the effective execution of the firm wide operational risk and control framework across the Payments business. You will provide support to the Client Service teams on matters related to operational risk management, CORE (Compliance and Operat...
Job responsibilities * Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests * Adhere to and maintain the firm's controls pol...