118
Client Services Associate jobs in New York, NY
Eurasia Group —New York, NY
Help us improve on our current processes, utilize CRM and project management tools (ie. Salesforce, Monday.com) to stay organized, and regularly report to…
$85,000 - $95,500 a year
Quick Apply
Firstrade Securities Inc. —Flushing, NY
Daily interaction with customers by responding to inbound email and phone calls regarding investment information and services as needed.
$23.50 - $24.00 an hour
Quick Apply
Hurley Capital —New York, NY
Serve as the first line of defense, answering calls with enthusiasm and professionalism. Associate or bachelor’s degree in a related field (accounting, finance,…
$75,000 - $90,000 a year
Quick Apply
ECP Group —Brooklyn, NY
Communicate regularly with clientele to address and answer questions, record feedback, and ensure satisfaction. High school diploma or equivalent is required.
$40,000 - $50,000 a year
Quick Apply
10d
Delta Capita —New York, NY
Communication: Collaborate with internal teams such as credit, legal, and front office, as well as directly with clients to facilitate the onboarding process.
$70,000 - $90,000 a year
Quick Apply
9d
Morgan Stanley —New York, NY
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $54.6K - $69.2K a year
23h
Brooklyn Defender Services —Brooklyn, NY
The Client Services Team greets clients and visitors, assists clients coming to the office for appointments with BDS staff, and responds to Client Services…
$51,880 - $77,880 a year
Citi —Queens, NY
Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries. Appropriately assess risk when business decisions are made,…
$61,280 - $85,520 a year
7d
LIDO ADVISORS, LLC —New York, NY
Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with…
$60,000 - $75,000 a year
9d
Lazard —New York, NY
We help centralize all functional requests for our clients, making their customer experience as seamless as possible. Bachelor’s or advanced degree.
$65,000 - $85,000 a year
Flagstar Bank —New York, NY
Coordinates and assists back-office personnel in resolving credit problems, delinquent payment issues, and other related affairs.
$24.36 - $34.62 an hour
17h
Kohlberg Kravis Roberts & Co. —New York, NY
Prior experience in alternative investments (private equity, credit, real estate and/or infrastructure). Understand the various sources of content leveraged and…
$125,000 - $145,000 a year
Citi —New York, NY
Applies analytical thinking and knowledge of data analysis tools and methodologies. Appropriately assess risk when business decisions are made, demonstrating…
$78,320 - $109,280 a year
1d
JPMorgan Chase & Co —New York, NY
Host client calls, manage agenda and execute follow up points. You will manage incoming onboarding requests, assess and relay requirements and coordinate with…
$74,100 - $128,000 a year
14d
Aperio Philanthropy —Brooklyn, NY
Conducting qualification outreach to donors (emails, phone calls, meetings, etc.). Preparing plans and materials for donor calls, meetings, and solicitations.
$75,000 - $120,000 a year
AlphaSights —New York, NY
Taking ownership of every aspect of your projects, from initiating and managing client-expert communications to meticulously scheduling calls to ensure seamless…
$14,423 a month
AlphaSights —New York, NY
Taking ownership of every aspect of your projects, from initiating and managing client-expert communications to meticulously scheduling calls to ensure seamless…
$75,000 a year
Bessemer Trust Company —New York, NY
Handle routine communication with clients and their advisors via telephone, email and fax. Work with Client Administration Team to open accounts and coordinate…
$75,000 - $100,000 a year
1d
Neuberger Berman —New York, NY
Answer and route time sensitive phone calls; communicate accurate and detailed messages. Handle the daily review and maintenance of client accounts, including…
$80,000 - $95,000 a year
3d
Guggenheim Partners —New York, NY
Responsible for on-boarding of Guggenheim’s separately managed accounts, coordinating across the front, middle and back offices to ensure efficient workflow and…
$110,000 - $125,000 a year
2d
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