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10069
client service Jobs in Rye, New York
Client Associate
Milford, Connecticut
Coastal Bridge Advisors
Coastal Bridge Advisors is a private wealth management firm focused on helping clients enjoy the rewards of their hard work, both now and in the future. The firm offers a simple, comprehensive, and customized process tailored to each client's unique needs. Coastal Bridge...
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AS - Client Service Rep
New York, New York
Apollo Global Management
Position Overview AS - Client Service Rep Qualifications & Experience AS - Client Service Rep Pay Range The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance....
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Client Service Associate Paraplanner
New Jersey
RIA Recruiting
Client Service Associate/Paraplanner Personal Wealth Strategies, a well-established wealth management firm in the Hamilton, NJ area, seeks a talented and professional Client Service Associate/Paraplanner to join a fast-paced team. We are energetic, collaborative and client...
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Client Service Analyst Level 3
Parsippany, New Jersey
IQVIA INC (US10)
Job Overview Under broad guidance, ensures clients obtain maximum value from products and services in order to facilitate a positive and productive long-term relationship, either broad client or offering focused. Essential Functions • Ensures fulfillment of contract...
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Client Service Associate
New York, New York
National Financial Partners
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., an Aon Company, we combine the culture of a boutique firm with the...
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Client Service Analyst Level 3
Parsippany, New Jersey
IQVIA
Job Overview Under broad guidance, ensures clients obtain maximum value from products and services in order to facilitate a positive and productive long-term relationship, either broad client or offering focused. Essential Functions • Ensures fulfillment of contract...
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Client Service Analyst
Stamford, Connecticut
NewEdge Wealth
Job Summary: Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to a top Wealth Management team. This individual will be responsible for account opening and maintenance, reporting, cashiering...
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Senior Client Service Associate
Warren, New Jersey
Wealth Enhancement Group
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi...
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Client Service Support
New York, New York
Guggenheim Investments
Position Summary Guggenheim Partner's Investment Management seeks a self-motivated individual to join its Client Service Support ("CSS") team. Reporting to the Head of Client Service Support, this is a role in a highly integrated and visible team responsible for...
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Client Service Coordinator
Ridgefield, Connecticut
RVNAhealth
The Client Service Coordinator will be responsible for determining and managing client needs. This individual will work with new clients to develop a care plan and match appropriate caregivers. The Client Services Coordinator will work with the Director, Client Service...
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Senior Client Service Associate
Stamford, Connecticut
National Financial Partners
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, an Aon company, we combine the culture of a boutique firm with the stability...
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Senior Client Service Associate
New York, New York
National Financial Partners
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, an Aon company, we combine the culture of a boutique firm with the stability...
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Client Service Support
New York, New York
Eclaro
Client Service Support Job Number: 25-04075 Help drive change. ECLARO is looking for a Client Service Support for our client in New York, NY. ECLARO's client is a leading global bank stimulating change and innovation in the industry by offering top-notch financial products...
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Associate
Melville, New York
National Financial Partners
Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm...
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Client Service Associate
New York, New York
Pyramid Consulting
Immediate need for a talented Client Service Associate . This is a 06+months contract opportunity with long-term potential and is located in New York,NY(Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:25-66693 Pay Range: $27...
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Registered Client Service Associate
New York, New York
UBS
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a job title to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and...
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Client Service Associate
New York, New York
UBS
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation...
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Senior Client Service Associate
New York, New York
Beacon Pointe Advisors
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our New York, NY office. The Senior CSA will join a highly talented team of institutional investment consultants and analysts that...
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Client Service Representative
Little Falls, New Jersey
VCA Animal Hospitals
Part-Time Client Service Representative We are seeking an experienced Part-Time Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously....
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Client Service Representative
Iselin, New Jersey
VCA Animal Hospitals
Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every...
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Client Service Associate
Garden City, New York
Stifel
What You'll Be Doing A Registered Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records. What We're Looking For Perform clerical functions related to opening client accounts and ongoing account...
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Client Service Rep
Staten Island, New York
Northwell Health
Job Description Tracks all specimens as primary point-of-contact. Receives, processes, and verifies specimen. Logs specimens into the information system. Job Responsibility Handles telephone information requests promptly with courtesy, accuracy and respect for...
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Client Service Specialist
Westwood, New Jersey
Modera Wealth Management
About Modera Wealth Management: Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm...
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Client Service Associate
Hauppauge, New York
Stifel
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...
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Not Registered
White Plains, New York
Stifel
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...
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