Wealth Management Client Associate - Buffalo

The Client Service Associate is responsible for providing administrative support to financial advisors and branch offices. · Essential duties include:Servicing daily client inquiries over the phone and in-person. · Preparing letters, forms, and reports to assist with servicing ex ...

We believe that every dollar saved represents a lifetime of hard work and aspirations, · and every dollar invested has a job to do for our clients. · We are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, · st ...

Wealth Management Client Associates help clients pursue their life goals through personal relationships with advisory teams committed to their needs. · They provide client service support to Financial Advisors (FAs), ensuring timeliness and accuracy in client materials while emph ...

The primary responsibilities are to act as the liaison between the Laboratory Department and any customer having a relationship with the Catholic Health Department of Laboratory Services providing high quality customer service. · ...

Primary responsibilities are to act as the liaison between the Laboratory Department and any customer having a relationship with the Catholic Health Department of Laboratory Services and providing high quality customer service. · ...

This role is ideal for individuals who enjoy problem-solving, learning quickly, and working in an in-person, collaborative delivery environment. · ...

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. · We are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategi ...

Participar en la atención al cliente y brindar servicios financieros. · ...

The Private & Commercial Concierge Associate (PCC) serves as the first point of contact for our Private Bank clients and prospective clientele. · ...

We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply todayJoin our team as a Seasonal Client Support Associate and ...

Job summary · A Client Service Associate provides administrative support to financial advisors and branch offices. They handle client inquiries, process paperwork, and maintain records using CRM software. · Service daily client inquiries over the phone and in-person · Work both i ...

This job is responsible for providing client service support to potentially multiple financial advisors. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solution ...

Wealth Management Client Associate at Merrill Wealth Management provides operational support to Financial Advisors and their clients. The associate ensures timely execution of tasks while maintaining strong client relationships. · Serve as primary point of contact for client inqu ...

This role offers the flexibility of remote work while contributing to the important mission of improving mental health care. · Build strong relationships with clients to become a trusted partner & advisor. · Manage and resolve day-to-day customer inquiries and support requests. · ...

This role involves developing communication and diplomacy skills to exchange complex information with clients. It also requires ensuring customer data details are up-to-date across various systems. · ...

The Reference Data Services Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. · Responsible for opening and maintaining customer sub-accounts or product pricing setups, · L ...

The Reference Data Services Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; · Applies analytical thinking and knowledge of data analysis tools and methodologies. · Breaks ...

This is a customer contact role where the associate will communicate directly with customers to assist in the sales process and attend customer calls as appropriate. · ...

This is a full-time Associate position based on-site at our Buffalo office. · The Associate will collaborate with the firm's legal team to manage cases across various practice areas, · including researching legal issues, drafting legal documents, · representing clients in court p ...

+Job summary · Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. · +ResponsibilitiesManage a complex book of business with various funding methods. · Provide proactive suppo ...