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Client Services Associate
3 weeks ago
PEAR Core Solutions, Inc. Jericho, United StatesA Client Service Associate role is now available for our Financial Services client. A prestigious position to work with wealth management professionals that care about their clients, and their people. · Responsibilities: · Provide new client onboarding and associated paper work p ...
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Financial Services Associate
2 weeks ago
NYU Langone Bethpage, United StatesJob Description · NYU Langone Health is a world-class, patient-centered, integrated academic medical center, known for its excellence in clinical care, research, and education. It comprises more than 200 locations throughout the New York area, including five inpatient locations, ...
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Seasonal Customer Service Associate
5 days ago
PGA Tour Superstore Westbury, United StatesGolf's Happy Place · Pay Range: $16.00hr - $18.24hr · At PGA TOUR Superstore, we're always looking for enthusiastic, self-motivated, flexible individuals who will share a passion for helping transform our business. As one of the fastest growing specialty retailers, we are dedicat ...
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Associate Director, Wellness Services-temp
1 week ago
New York Institute of Technology Old Westbury, United States· Associate Director, Wellness Services-temp · Job Location(s) · US-NY-Old Westbury · Job ID · Division · College of Osteopathic Medicine · # of Openings · 1 · Position Type · Temporary Staff · Type · Temporary Part-Time · Category · College of Osteopathic Medicine · Work Mode · ...
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Associate Director, Wellness Services-temp
6 days ago
New York Institute of Technology Old Westbury, United StatesOverview: · New York Institute of Technology's six schools and colleges offer undergraduate, graduate, and professional degree programs in in-demand disciplines including computer science, data science, and cybersecurity; biology, health professions, and medicine; architecture a ...
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Cashier & Customer Service Associate
3 weeks ago
P.C. Richard Carle Place, United StatesThis position is listed at the following store location Carle Place - 109 Old Country Road The Cashier & Customer Service Associate position mainly focuses on various clerical duties and customer service working within our retail showroom office, inc Customer Service, Cashier, As ...
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Client Service Associate, Account Management
1 week ago
National Financial Partners Corp. Plainview, United StatesWho we are: · Covala Group is an administrator of disability insurance benefits for corporate clients with offices on Wall Street in Manhattan. We are a 30-person team of energetic, collaborative problem solvers. Covala is a place where people with positive attitudes who value te ...
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Client Service Associate
3 weeks ago
Stifel Garden City, United StatesSummary · Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word pro ...
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Client Service Associate
4 weeks ago
Morgan Stanley Garden City, NY, United States Full timePOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care · The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capa ...
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Associate Product Services
2 weeks ago
Northwell Health Melville, United StatesJob Description · Job Description · Assists in the analysis, verification, tracking and development of implementation plans for system development and implementation of project access. Assists in consultation with departments to provide customer support during and post implemen ...
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Associate Product Services
6 days ago
Northwell Health Melville, United StatesJob Description · Assists in the analysis, verification, tracking and development of implementation plans for system development and implementation of project access. Assists in consultation with departments to provide customer support during and post implementation. · Job Respon ...
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Transportation Services Associate
3 weeks ago
Northwell Health Glen Cove, United StatesYou are here: · / · Transportation Services Associate | Transportation Services | Business... · Business Services, · Transportation Services, · Transportation Services, · Centralized Business Services · **Transportation Services Associate** · True North · Corporate, Glen Cove ...
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Associate Product Services
1 week ago
Northwell Health Melville, United StatesJob Description · Assists in the analysis, verification, tracking and development of implementation plans for system development and implementation of project access. Assists in consultation with departments to provide customer support during and post implementation. · Job Resp ...
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Transportation Services Associate
1 day ago
Northwell Health Glen Cove, United StatesYou are here: / Transportation Services Associate | Transportation Services | Business... Business Services, · Transportation Services, · Transportation Services, · Centralized Business Services · **Transportation Services Associate** · True North Corporate, Glen Cove, NY · ...
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Hospitality Service Associate, Housekeeping
1 week ago
NYU Langone Health System Mineola, United States Part timeNYU Langone Hospital-Long Island is a 591-bed university-affiliated medical center, which offers sophisticated diagnostic and therapeutic care in virtually every specialty and subspecialty of medicine and surgery. We are a major regional healthcare resource with a deep commitment ...
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Financial Services Associate
3 weeks ago
NYU Langone Bethpage, United StatesNYU Langone Health is a world-class, patient-centered, integrated academic medical center, known for its excellence in clinical care, research, and education. It comprises more than 200 locations throughout the New York area, including five inpatient locations, a children's hospi ...
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Customer Service Associate
3 weeks ago
Opulence Management Massapequa, United StatesOpulence is a local marketing and business development firm in the heart of New Hyde Park. We have partnered with some of the nations largest telecommunication companies to assist them with generating new customer acquisitions and bring awareness to their new products and service ...
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Guest Services Associate
6 days ago
European Wax Center Massapequa Park, United StatesJob Description · Job DescriptionEuropean Wax Center - Massapequa Park is looking to add a Guest Service Associate (GSA) to our busy center GSA's have the ability to move up, if the performance is present and the opportunity becomes available. · At European Wax Center, we are one ...
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Service Associate
3 weeks ago
Montefiore Bronx, United StatesSUMMARY OF POSITION: · It is expected that all Service Associates will function as members of a team dedicated to support the highest quality care and services to our patients by assisting in such functions as maintaining a safe, clean, and functional environment; assisting with ...
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Service Associate
3 weeks ago
UBS Weehawken, United StatesYour role · Are you incredibly organized with an eye for detail? Are you a skilled multitasker? · We're looking for a service associate to: · * undertake preparatory work, transaction processing, and control and reconciliations tasks · * provide support and advice for Team Associ ...
Client Services Associate - Jericho, United States - PEAR Core Solutions
Description
A Client Service Associate role is now available for our Financial Services client. A prestigious position to work with wealth management professionals that care about their clients, and their people.Responsibilities:
Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications.
Ensure full transfer of assets where applicable Facilitate alternative investments as well as annuities, life insurance and 529 investments.
Work directly with account custodians and investment platform providers as necessary. Partner with Advisory Team and Client Service Team to fulfill financial investment client needs.
Serve as the primary means to the financial advisors to facilitate opening accounts and servicing clients.
Must have financial services, wealth management industry experience.
Excellent benefits and great team of professionals to work with