Senior Client Service Associate
Fusion Family Wealth - Woodbury, NY
Preparing asset allocation reports for new client proposals and existing client reviews. Fielding and responding to client inquiries....
Client Service Associate
Sterling National Bank - New York, NY
To oversee CSAs in the absence of the Client Service Supervisor. Experience in financial services including developing current and new client relationships,...
Bilingual Japanese Marketing/Client Service Associate
Alpha Global Search LLC - New York, NY
A leading global Asset Manager investing in credit, Private Equity and real estate is seeking a Marketing/Client Service Associate with Japanese skill who is...
Sales and Client Service Associate
Moody's - New York, NY
Sales and Client Service Associate. The Client Service associate is responsible for providing superior Customer Service as the first point of contact for Moody...
Registered Client Service Associate
Ameriprise Financial - Melville, NY
This position will start as a licensed client service associate with the growth opportunity available to become a financial advisor....