Senior Associate, Client Service - Lake Mary

We are seeking a Client Service Associate to support our Registered Investment Advisor (RIA) clients with brokerage account services and platform navigation. · Assist Registered Investment Advisor (RIA) clients with opening new brokerage accounts, processing fund transfers, and m ...

This person will join the Client Service team within the Treasury Services department of the bank to support external clients in resolving complex day-to-day issues and leverage appropriate resources to resolve their inquiries. · The Client Services Officer will act as the main p ...

We are seeking a Client Service Associate to provide administrative and client support for Registered Investment Advisor (RIA) clients.This role focuses on brokerage account servicing, documentation, and platform support and is ideal for someone who is detail-oriented and comfort ...

The Client Service team works with external clients to resolve complex day-to-day issues and leverages resources to resolve inquiries. · They are responsible for front-line communication and support of clients' requests via telephone email or chat.Providing support to major clien ...

The Client Service Manager consistently provides the highest level of day-to-day service to internal and external clients. · ...

The Client Service team works with external clients to resolve complex day-to-day issues and leverages resources to resolve inquiries. · Providing support to major clients in addressing and resolving operational and technical issues; · Using developed communication skills to deli ...

This position involves working with external clients to resolve complex issues and providing top-notch professional communication and support. · ...

This Client Service role supports existing Registered Investment Advisory (RIA) clients within a fast-growing area of the business. This position focuses on assisting clients with brokerage account services, fund transfers, and account maintenance while delivering high-quality se ...

This is a hybrid role with onsite requirement 2 days a week. As a Support Specialist at Finastra, you are the face of the company to our clients and the voice of the client to our internal teams. · ...

This role will be fast paced and needs a candidate who is passionate about customer service, · enjoys multitasking, learning operational flows of resolving client inquiries, · and comfortable advocating for their clients. · Act as client service point of contact for daily inquiri ...

We are seeking a Client Service Associate to support our Registered Investment Advisor (RIA) clients with brokerage account services and platform navigation. · Assist Registered Investment Advisor (RIA) clients with opening new brokerage accounts, processing fund transfers, and m ...

The Client Service Manager provides the highest level of day-to-day service to internal and external clients. The role involves supporting and collaborating with Client Service Executives regarding client employee communication initiatives, · client presentations and deliverables ...

This Client Service role supports existing Registered Investment Advisory (RIA) clients within a fast-growing area of the business. · Ria client support: assist ria clients with opening new brokerage accounts, processing fund transfers and maintaining brokerage accounts/li>, clie ...

This Client Service role supports existing Registered Investment Advisory (RIA) clients within a fast-growing area of the business. The position focuses on assisting clients with brokerage account services, fund transfers, and account maintenance while delivering high-quality ser ...

We're seeking a future team member for the role of Senior Associate, Client Service join our Global Payments & Trade Client Services team. This role is located in Lake Mary, FL or Pittsburgh, PA. · ...

We're seeking a future team member for the role of Director, Corporate Trust Client Service Executive to join our team.This position is located in Lake Mary, FL or Pittsburgh, PA. · Serve as the primary service escalation for a portfolio of high-value clients, · Develop an execut ...

We're seeking a future team member for the role of Senior Associate, Client Service join our Global Payments & Trade Client Services team. This role is located in Lake Mary, FL or Pittsburgh, PA. · Act as client service point of contact for daily inquiries and ensuring timely res ...

This position is mainly responsible for completing the daily tasks. S/he needs to be attentive in following the procedures and reporting discrepancies. · Manage and maintain client account attributes to enable day-to-day client transaction requirements · ...

We're seeking a future team member for the role of Director, Corporate Trust Client Service Executive to join our team. This position is located in Lake Mary, FL or Pittsburgh, PA. · At BNY our culture allows us to run our company better and enables employees' growth and success. ...

We're seeking a future team member for the role of Director, Corporate Trust Client Service Executive to join our team. · ...

We're seeking an experienced Client Service Executive with 10+ years in client relationships and Corporate Trust to join our team. The role is located in Lake Mary, FL or Pittsburgh PA.As a Director Client Service Executive you will serve as the primary service escalation for hig ...