Wealth Management-Albany-Senior Analyst-Client Services

You will join a fast-paced, dynamic team with broad connectivity across the firm and play a key role in maintaining accurate financial reports for our charitable entities. · ...

+Job summary · Wealth Management Senior Analyst-Client Services is responsible for maintaining accurate financial reports for charitable entities, performing controls on key processes, and ensuring timely reconciliations and strong cash controls.+ResponsibilitiesConduct Daily Rec ...

Job summary · As a Senior Analyst in Client Services, you will collaborate with teams across Goldman Sachs Asset & Wealth Management to administer charitable giving in Goldman Sachs Donor Advised Philanthropy Fund for Wealth Management Inc (GS DAF). · ...

CSS Position Summary · Provide continuous service to the clients, customers, and personnel of Affinity Group. Utilizes technology to place orders, maintain systems/financials, file documents and communicate information. Act as a resource to support the advancement of sales effort ...

CSS Position Summary: · Provide continuous service to the clients, customers, and personnel of Affinity Group. Utilizes technology to place orders, maintain systems/financials, file documents and communicate information. Act as a resource to support the advancement of sales effo ...

Primary Responsibilities · Frequent custodian interaction & paperwork processing. · Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians (primarily Fidelity) · Assist with ongoing client data management including tax, invest ...

If you are a current associate you will need to apply through our internal career site. · ...

We are looking for a candidate with prior corporate and customer service knowledge to join our team and experience the support, camaraderie and satisfaction that comes from working with a family-oriented professional company. · We have an open-door policy with access to all inclu ...

Client Services Specialist · Albany, New York | Full-Time | Monday–Friday, 9:00 AM – 5:30 PM · Starting at $22+ per hour · The Opportunity · Maggard Information Associates is expanding rapidly, and this is your opportunity to join a high-performing team that is transforming how d ...

TITLE: Client Service Banker · LOCATION: Greenbush Commons · REPORTS TO: Branch Manager · CLASSIFICATION: Full Time, Non-Exempt · PAY GRADE: NE 20 ($ $25.89 per hour) · AVAILABILITY: Monday-Wednesday 8:00am-4:45pm, Thursday-Friday 8:00am-5:15pm, Saturday 8:30am-12:30pm · Positi ...

The Remote Client Services Agent supports clients by assisting them with thorough travel research, · coordinating reservations, and ensuring all booking details are accurate and complete in a remote work environment.Process and manage all travel bookings for flights, · accommodat ...

The Remote Client Services Agent supports clients by assisting them with thorough travel research, coordinating reservations, and ensuring all booking details are accurate and complete. · ...

TITLE: Client Service Banker · LOCATION: Greenbush Commons · REPORTS TO: Branch Manager · CLASSIFICATION: Full Time, Non-Exempt · PAY GRADE: NE 20 ($ $25.89 per hour) · AVAILABILITY: Monday-Wednesday 8:00am-4:45pm, Thursday-Friday 8:00am-5:15pm, Saturday 8:30am-12:30pm · Position ...

We are seeking a detail-oriented and client-focused Client Services Associate to join our team. This role is ideal for someone with 1–3 years of experience in a client services or administrative support position who thrives in a professional, confidential environment. · The ideal ...

Operations partners with all areas of Goldman Sachs to deliver our institutional, consumer and asset management business and to provide a seamless experience for our client. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's ...

JobSummaryOperationspartnerswithallareasofGoldmanSachstodeliverourinstitutionalconsumerandassetmanagementbusinessandtoprovideseamlessexperienceforourclient.ResponsibilitiesReview and process pending client requests to ensure proper authorizations and supporting documentation are ...

In this role you will embody and spearhead our IMAGINE culture within your team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals. · ...

This position is work from home but employees must reside in the state of New York during their employment. The Service Desk Analyst will provide Level 1 support to clients. · ...

Operations partners with all areas of Goldman Sachs to deliver our institutional consumer and asset management business and to provide a seamless experience for our client. · ...

Description · Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide financial counseling services to clients. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its re ...