Client Associate jobs in New York

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Senior Associate, Client Service and Delivery-Aerospace
  • Willis Towers Watson
  • New York, NY
  • The Senior Associate, Client Service & Delivery is the person recognized as the primary client advocate in the aviation marketplace to represent the Willis Towers Watson Aerospace and coordinate ...
  • 14 hours ago

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Associate Client Strategist
  • The Bank of New York Mellon
  • New York, NY
  • Through an apprenticeship with a Senior Client Strategist, and support of regional management, the ... with associate level relationships within that networkKnowledge Base - Invest time to better ...
  • 2 days ago

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Client Services Associate
  • The Colony Group
  • Islip, NY
  • The Colony Group seeks a motivated and qualified individual for the position of Client Service Associate on a wealth management team in our Long Island, NY office. The individual selected for this ...
  • 2 days ago

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Licensed Client Service Associate-Russian/English
  • Citi
  • East Rockaway, NY
  • 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 ...
  • 2 days ago

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Client Relationship Manager
  • Third Eye Associates, Ltd
  • Pine Plains, NY
  • We are seeking a Client Relationship Manager to join our team! You will be responsible for helping clients by providing product and service information and resolving technical issues. Our ideal ...
  • 3 days ago

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Registered Wealth Management Client Associate
  • Bank of America Corporation
  • Albany, NY
  • Description The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a ...
  • 4 days ago

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Customer Support Associate (Weekends)
  • A Fast-Growing FinTech Startup
  • New York, NY
  • HireArt is helping our client, an innovative financial tech startup, hire weekend Customer Support Associates to support their growing customer base. This a fully remote, part-time, ongoing contract ...
  • 4 days ago

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Associate Client Services Manager - Capital Markets
  • Workiva
  • New York, NY
  • The Associate Client Services Manager will be responsible for day-to-day customer success activities spanning from the initial stages of onboarding to continued engagement and retention. The ...
  • 6 days ago

New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States. New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean. In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$46,972 to $59,923

Client Associate
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
March 10, 2021
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
February 21, 2021
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
February 03, 2021
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
January 19, 2021
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
January 16, 2021
Build solid working relationships with team members, acting as a resource for others whenever possible.
December 27, 2020
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
December 07, 2020
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
November 30, 2020
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
October 24, 2020
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
October 10, 2020