Associate, Private Client Page Group USAAssociate, Private ClientNew York, NY$260,000–$310,000 / yearFull timeThe firm delivers integrated legal solutions on complex, high-value matters, combining cross-border capability with deep sector expertise while prioritizing innovation, collaboration, and professional development. Join a sophisticated private client practice advising high-net-worth individuals and families on complex estate, tax, and succession matters.
NewSenior Associate - M&A Tax Advisory JobotSenior Associate - M&A Tax AdvisoryNew York, NY$120,000–$160,000 / yearOur team is comprised of former leaders from major accounting firms and elite legal practices who advise private equity funds, infrastructure investors, pension funds, corporate investors, and portfolio companies on sophisticated deal activity across infrastructure, renewable energy, healthcare, financial services, technology, real estate, industrials, and other high-growth sectors. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Litigation Associate JobotLitigation AssociateNew York, NY$200,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Its litigation practice is highly regarded for handling complex, high-exposure matters across commercial litigation, insurance defense, intellectual property, bankruptcy and restructuring, corporate disputes, and other sophisticated litigation matters.
NewTax Associate Kforce Inc.Tax AssociateNew York, NY$90,000–$108,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This firm offers a pleasant work culture, good work-life balance, competitive compensation (including Paid OT), exceptional benefits and solid growth potential and stability (this is not a remote role).
NewSenior Reporting Associate/Analyst (AUM) Vaco LLCSenior Reporting Associate/Analyst (AUM)New York, NY$100,000–$125,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. This role is responsible for producing and maintaining Assets Under Management (AUM), client flows, and revenue reporting to support senior leadership and key business teams.
NewSeasonal Tax Associate – Retail IntuitSeasonal Tax Associate – RetailYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Associate – In-Store IntuitTax Associate – In-StoreYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Associate - TurboTax Store IntuitTax Associate - TurboTax StoreYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewSeasonal Tax Associate - In-Store IntuitSeasonal Tax Associate - In-StoreYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Support Associate – Retail IntuitTax Support Associate – RetailYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewSenior Tax Associate Vaco LLCSenior Tax AssociateNew York, NY$110,000–$140,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Retail Customer Service Associate FedExRetail Customer Service AssociateHicksville, New YorkFull timep>Pay Transparency: . Preferred Qualifications: .
NewPayroll Associate – HR Operations ECLAROPayroll Associate – HR OperationsNew York, NY$36.36–$36.36 / hourThis position requires a detail-oriented professional who can manage routine payroll processes independently, apply sound judgment to resolve issues, and contribute to continuous process improvement initiatives. Position Overview:This role supports the execution of end-to-end payroll processing within an in-house SAP Employee Central Payroll (ECP) environment.
Registered Funds Mid-Level Associate Page Group USARegistered Funds Mid-Level AssociateNew York, NY$310,000–$390,000 / yearFull timeThe firm combines deep regulatory expertise with transactional strength, offers strong collaborative culture, invests in professional development, and provides meaningful pro bono opportunities alongside market-leading client work. Join a leading investment management practice as a mid-level associate focusing on 1940 Act registered funds and related matters.
Senior Associate Scientist Immunology & Inflammation JouléSenior Associate Scientist Immunology & InflammationTarrytown, NY$45–$55 / hourPerform tumor implantation in mice, tumor growth measurement, injections through various routes, general surgical techniques, and collection of blood and tissue samples . Process tissues and purify immune cells, develop and perform in vitro cell-based bioassays (primary mouse and human cells) .
Associate Scientist Immunology & Inflammation JouléAssociate Scientist Immunology & InflammationTarrytown, NY$40–$45 / hourHours: 8 AM - 5 PM. ResponsibilitiesSupport respiratory and inflammatory disease research by executing in vivo experiments using mouse lung inflammation models and allorejection models. Design, plan, and perform in vivo and in vitro assays, including tissue culture, cell-based assays, ELISA, multiplex assays (MSD/Luminex), and flow cytometry.
Associate, M&A & Private Equity Page Group USAAssociate, M&A & Private EquityNew York, NY$235,000–$365,000 / yearFull timeKnown for its strength in M&A, private equity, and capital markets, the firm delivers innovative, business-focused solutions through a collaborative culture, a deep bench of talent, and an extensive international platform. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
Intellectual Property Associate Page Group USAIntellectual Property AssociateNew York, NY$260,000–$365,000 / yearFull timeKnown for advising innovative clients across sectors, the firm combines deep technical expertise with commercial insight, offering lawyers the opportunity to work on high-profile matters in a collaborative and high-performing environment. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
IP & Technology Transactions Associate Page Group USAIP & Technology Transactions AssociateNew York, NY$310,000–$390,000 / yearFull timePage Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc. Join a leading IP & Technology Transactions team as a mid-level associate, advising on complex life sciences matters.
Associate Attorney The Baez Legal GroupAssociate AttorneyNew York City, NY$90,000–$115,000 / yearAs an Associate Attorney, you'll have the chance to dive into meaningful work from day one, managing your own caseload while collaborating closely with our principal attorney and paralegal on personal injury cases. Our practice combines serious litigation with a personalized, compassionate approach, giving attorneys the opportunity to do meaningful work that makes a real difference in clients’ lives.
Development & Asset Management Associate Page GroupDevelopment & Asset Management AssociateNew York, NY$120,000–$150,000 / yearFull timeA successful Development & Asset Management Associate should have: A wealth of asset management, acquisitions and overall development experinece ideally within residential affordable houising and community development. The Development & Asset Management Associate will support property acquisitions, asset management and development projects within the real estate industry biased in affordable housing development.
NewRegulatory Change Management Associate (IT) Page GroupRegulatory Change Management Associate (IT)Manhattan, NY$57–$70 / hourContractorp>We are seeking an IT Change Management Associate to support Regulatory Issue Management and Axiom implementation by ensuring issues are properly tracked, documented, and progressed in alignment with regulatory expectations. This person will also drive process improvements, including log management, documentation updates, issue burndown efforts, and advancement of Axiom Phase II objectives.
Marketing Associate III (Automation) BC ForwardMarketing Associate III (Automation)New York, NYFull timeThe ideal candidate will have strong experience in lifecycle strategy, marketing automation, and data-driven optimization and a proven ability to drive activation, engagement, and retention across the full customer journey. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
Associate, Emerging Companies and Growth Page Group USAAssociate, Emerging Companies and GrowthNew York, NY$235,000–$310,000 / yearFull timeRenowned for its strength in corporate, capital markets, and M&A, the firm combines deep industry insight with a collaborative culture to deliver innovative legal solutions and support clients from early-stage growth through to successful liquidity events. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
Registered Client Service Associate Citigroup IncRegistered Client Service AssociateEast Meadow, NY$78,320–$109,280 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateGreenwich, CTOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Registered Client Service Associate - Greenwich, CT Raymond James Financial IncRegistered Client Service Associate - Greenwich, CTGreenwich, CT$62,732–$90,000 / years57 - Securities Trader Exam - Financial Industry Regulatory Authority (FINRA), s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Registered Client Service Associate, Bilingual Spanish/English Preferred Citigroup IncRegistered Client Service Associate, Bilingual Spanish/English PreferredNew York, NY$78,320–$109,280 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
Senior Registered Client Service Associate - New York, NY Raymond James Financial IncSenior Registered Client Service Associate - New York, NYNY$80,000–$95,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Service Associate (Jericho, NY) Oppenheimer Holdings IncRegistered Client Service Associate (Jericho, NY)NY$50,000–$60,000 / yearp>Skills/Requirements: FINRA Registrations: Series 7 and 63/65 (or 66) required 3+ years' experience working as a sales assistant/RCSA in a corporate/brokerage environment Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role Must be able to maintain the highest level of confidentiality Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environment Demonstrate the ability to handle multiple tasks to completion with little or no supervision. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Client Service Associate Fortress Investment Group LLCClient Service AssociateNew York, NY$100,000–$140,000 / yearThe Credit and Real Estate Business Capital Formation Associate will: Respond to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines Liaising with fund administrators, and internal middle/back office, treasury, legal, and compliance teams to ensure timely and accurate delivery of investor correspondence and reporting Facilitate capital activity events including subscriptions, redemptions, transfers and reviewing and tracking documentation from investors while liaising with internal and external legal and tax counsel Updating and maintaining investor records Documenting processes and policies and recommending additional procedures to enhance investor communications Complete frequent investor reporting requests including DDQs and fee requests as well as sourcing responses and liaising with internal finance, asset management, and compliance teams to complete more complex reporting Have an understanding of and ensure compliance with FINRA, FATCA and ERISA obligations as well implementing AIFMD, FOIA, and AML/KYC procedures The ideal candidate will have: A bachelor's degree from a top university with a strong academic record At least 2 - 3 years of financial services experience - fund administration, fund operations, or fund accounting experience is preferred Credit and/or real estate experience a strong plus Advance proficiency in CRM systems focused on alternative investments Advanced proficiency in PowerPoint and Excel Excellent verbal and written communication skills and strong interpersonal skills Ability to effectively manage multiple priorities Self-motivation with the ability to work independently and as a team player Excellent organizational skills Meticulous attention to detail Strong work ethic and desire to excel in a dynamic and fast-paced work environment The base salary range for this position is expected to be between $100,000 and $140,000 The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The Client Service team communicates directly with investors and will play a critical role coordinating communication between investors, Wire Houses, Financial Advisors, Reginal/independent broker dealers, RIAs and our Administrator & Transfer Agent.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateWhite Plains, NY$59,000–$82,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Service Associate, Shared Support Team Edelman Financial Engines LLCClient Service Associate, Shared Support TeamWhite Plains, NY$54,000–$72,000 / yearRecognized by Barrons as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Thats why we are committed to managing our clients investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Service Associate Redshift Recruiting LLCClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Client Service Associate SPS-North AmericaClient Service AssociateNew York, NYIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. You'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.
Portfolio Administration & Client Service Associate - Spectrum Asset Management Principal Financial Group IncPortfolio Administration & Client Service Associate - Spectrum Asset ManagementStamford, CT$74,400–$126,000 / yearWho You Are You have a bachelors degree, or equivalent, preferably in finance, accounting, economics, business management, mathematics, or computer science two years minimum work experience in institutional asset management, operations, client support, or finance Basic knowledge of fixed income Strong Excel skills, including PivotTables, advanced formulas (e.g., INDEX/MATCH or XLOOKUP), and analysis of large datasets for reporting and reconciliation Skills That Will Help You Stand Out Competent skills with Python and SQL Experience with AI assisted code writing tools Knowledge of preferred and capital securities FINRA SIE, Series 7 and Series 63 preferred or ability to obtain within 180 days Experience with Bloomberg Terminal; including AIM, CMGR, PORT, and SQL database queries Excellent communication, writing, and organizational skills Salary Range Information Salary ranges below reflect targeted base salaries. Monitor and maintain client account performance and attribution reporting, internal composites, benchmarks and indices Analyze and maintain market constituents, and other strategic data for the firm Communicate and disseminate information to sales and marketing teams regarding portfolio, credit and market performance Design and implement systems to make client service data related activities more efficient Design, test, monitor, and internally report upon portfolio guideline compliance rules Coordinate and consolidate responses to requests for proposals Interface with portfolio managers and credit analysts, clients and affiliated compliance personnel regarding portfolio compliance and coordination Spectrum is a registered institutional advisor, with a subsidiary broker-dealer.
Portfolio Administration & Client Service Associate – Spectrum Asset Management Principal Financial GroupPortfolio Administration & Client Service Associate – Spectrum Asset ManagementStamford, Connecticut$74,400–$100,800 / yearFull timeWith over $18 billion in assets under management, Spectrum manages portfolios of preferred and capital securities for an international universe of corporate, pension fund; insurance and endowment clients; open-end and closed-end mutual funds domiciled in the United States, Ireland and Japan, and separately managed account programs for high net worth individual investors sponsored by a variety of broker-dealers. Spectrum’s Stamford office is located 15 minutes from the Metro-North Railroad (New Haven Line) and there city buses that runs daily between the Stamford Metro-North Station and the office park at which Spectrum is located.
Cash Management Client Service - Associate SMBCCash Management Client Service - AssociateNew York, NY$80,000–$105,000 / yearSMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients.
Client Service Associate AxelonClient Service AssociateNew York, NY$28–$28.69 / hourUnder supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products.
NewPrivate Client Services Associate Attorney Pernini Recruiting CompanyPrivate Client Services Associate AttorneyNew York, NY$245,000–$330,000 / yearp>Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing.
Client Service Associate Hanover Bancorp IncClient Service AssociateBrooklyn, NY$20–$25 / hourThis role is responsible for promoting and selling the Bank's products and services to both new and existing clients, supporting all branch functions, and serving as administrative and operational support to the overall business of the Bank. The Client Service Associate enhances the client experience by delivering exceptional service while proactively identifying opportunities to deepen relationships and grow deposits.
Client Service Associate - Kings Park, NY Kestra Financial Independent AdvisorClient Service Associate - Kings Park, NYKings Park, NY$25,000–$65,000The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
NewClient Service Associate redShift RecruitingClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Client Services Associate Citigroup IncClient Services AssociateGreat Neck, NY$61,280–$85,520 / yearProvide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
NewClient Service Associate (Midtown East, NY) Oppenheimer & Co. Inc.Client Service Associate (Midtown East, NY)New York, NYWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Client Service Associate Teachers Insurance and Annuity Association of America (TIAA)Client Service AssociateNY$48,000–$65,300 / yearUnder supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Cash Management Client Service - Associate Sumitomo Mitsui Banking CorpCash Management Client Service - AssociateNY$80,000–$105,000 / yearServe as a primary point of contact for day-to-day client inquiries related to cash management services, including payments, and digital banking access • Resolve service issues by investigating transactions, escalating problems, and coordinating with internal teams as needed • Troubleshoot client challenges related to ACH, wires, online banking portals, positive pay, remote deposit, lockbox, and liquidity tools • Ensure timely follow-up and provide clear, professional communication to clients. • Process requests entitlement changes, documentation updates, and service modifications • Monitor key service metrics such as exception items, payment failures, and fraud alerts, ensuring proactive outreach to clients • Assist with onboarding activities including initial client setup, platform training, and documentation coordination • Maintain accurate records of client interactions in service-tracking systems.
Client Services Associate Saks Fifth Avenue - New YorkClient Services AssociateNew York, NY$19.61–$24.51 / hourAdditionally, the ideal candidate has a strong working knowledge of the store, the designers it carries, as well as the many services offered, and they use this knowledge to provide customers with personalized assistance to enhance their shopping experience and convert interactions into sales. This position responds to all assigned customer escalations, ensuring a timely response and resolution to issues, ensuring the customer's overall Saks Fifth Avenue experience is a positive one.
Client Service Associate Morgan StanleyClient Service AssociatePurchase, NY$58,000–$115,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Part time Client Service Associate Morgan StanleyPart time Client Service AssociatePurchase, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.