client services associate jobs in New York, NY

Wealth Enhancement Group —New York, NY3.6

Strong interpersonal skills required to develop team and client relationships. Record incoming assets to the appropriate blotting tool.

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.

Firstrade Securities Inc. —Flushing, NY

Daily interaction with customers by responding to inbound email and phone calls regarding investment information and services as needed.

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,…

Citi —Queens, NY3.9

Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries. Appropriately assess risk when business decisions are made,…

Brooklyn Defender Services —Brooklyn, NY4.2

The Client Services Team greets clients and visitors, assists clients coming to the office for appointments with BDS staff, and responds to Client Services…

Delta Capita —New York, NY2.9

Communication: Collaborate with internal teams such as credit, legal, and front office, as well as directly with clients to facilitate the onboarding process.

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…

Lazard —New York, NY4

We help centralize all functional requests for our clients, making their customer experience as seamless as possible. Bachelor’s or advanced degree.

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…

Atheneum Partners —New York, NY3.6

Communication and Outreach Skills: Develop both internal and external communication and outreach skills, including cold calls, emails, and more.

Medicare Rights Center —New York, NY4.5

Database entry, administrative and clerical responsibilities as assigned. Provide telephone and e-mail counseling to consumer and professional clients with…

JPMorgan Chase & Co —New York, NY3.9

Our Consumer & Community Banking communications team is seeking an experienced communications professional to help with internal, field and external…

AlphaSights —New York, NY3.6

Taking ownership of every aspect of your projects, from initiating and managing client-expert communications to meticulously scheduling calls to ensure seamless…

NYC Performance Lab —New York, NY

*Client Relations & Communications*: Serve as the first point of contact for clients, thoughtfully answering calls and emails, providing best in class customer…

JPMorgan Chase & Co —New York, NY3.9

Host client calls, manage agenda and execute follow up points. You will manage incoming onboarding requests, assess and relay requirements and coordinate with…

Pzena Investment Management —New York, NY4.6

We offer benefits to support the health and wellness of our employees and their families, such as additional health cover, life assurance, income protection,…

Neuberger Berman —New York, NY3.8

Answer and route time sensitive phone calls; communicate accurate and detailed messages. Handle the daily review and maintenance of client accounts, including…

Class Action Capital Recovery LLC —New York, NY

Class Action Capital (CAC)is a boutique class action claims management firm in the global litigation finance industry specializing in the identification,…