A company is looking for a Client Services Associate II to provide exceptional support to customers and internal teams.Key ResponsibilitiesPerform duties of Client Services Associate and assist in training new employeesAct as a mentor to Client Services Associates and manage elevated cases in the absence of leadershipParticipate in department projects and assist with case audits for trainees as neededQualifications and EducationBachelor's degree preferred;
high school diploma or equivalent requiredExperience in a client services or support roleProficiency in Salesforce.com and Microsoft OfficeAbility to work as part of a team and manage multiple projectsFlexibility with working hours based on operational needs
Client Service Associate (Remote)
D Aceto Services LLC is seeking a motivated and customer-focused Client Service Associate to join our remote team. Provide accurate information about products and services to clients. In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service an...
Junior Associate Attorney - Private Client Services, New York Office
Junior Associate Attorney - Private Client Services, New York Office. A prestigious law firm's New York office is actively seeking first to third-year associates to join the Private Client Services Group. The Private Client Services Group offers a unique opportunity for associates to engage in a...
Client Services Associate
We are seeking a dedicated and detail-oriented Registered Client Service Associate to join our Wealth Management team, focusing on stock plan business and client equity plans. Title: Client Service Associate (must have Series 7 licence). Group with top-tier financial services. Ultra-High-Net-Worth c...
Junior Associate Attorney - Private Client Services, New York Office
Junior Associate Attorney - Private Client Services, New York Office This position is based in person in New York, NY, with a requirement for candidates to be licensed in New York. A prestigious law firm's New York office is actively seeking first to third-year associates to join the Private Client ...
Client Services Associate - $3 billion Firm in Westchester
Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects. The ideal candidate will have 3-8 y...
Client Services Associate
The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects. Our services portfolio covers everything from business support services such as interpretation, multicult...
Associate, Capital Markets Client Services
As a member of the Capital Markets Client Services team, you will serve as an expert for the S&P Capital IQ and Capital IQ Pro platforms. Additionally, Client Services interacts with many internal teams, including Sales, Content, Product, News, and Technical Support. You will be responsible for prov...
Associate, Client Services/Customer Care Advisors
You will be required to partner with leaders, peers, product associates, sales, and relationship managers on required projects to service our clients and facilitate the continuous improvement of our products and services. As an Associate, you are expected to support our clients and the business with...
Client Services Associate
After the project’s completion, the successful hire will be part of the day-to-day Client Services team, supporting the Client Advisors as needed and focused on. This position is in the Client Service Group of an established New York-based registered investment advisor focused on high-net-worth clie...
Registered Client Service Associate
We’re looking for a Registered Client Service Associate to:. ...