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Client Associate I Jobs

(I) Client Events Intern
By SXSW At Austin, TX, United States
Information management of client site plans before deadlines set internally and externally.
Event planning, data entry, audits.
Have strong written and verbal communication skills.
Client, venue, and vendor outreach
Review and catalog client deliverables.
Support the advancement of Sales activations.
Program Associate Grej(I)
By Ford Foundation At , New York $87,000 - $97,000 a year
Lead grantee training and leadership development support offered by the team (e.g., annual communications and fundraising training).
Attend relevant meetings and conferences to build relationships and knowledge and advance the foundation’s work.
Serve as backup for Program Assistants, Department Coordinator and Grants Managers as needed.
Exceptional organizational and communications skills
College degree plus a minimum of 3 years’ experience Strong proficiency with data collection, review, analysis and reporting
Medical and dental benefits for employee and immediate family on first day of work
Associate, Anti Money Laundering/Prevention/Know Your Client Representative I
By BNY Mellon At , Lake Mary, 32746
In this role, you’ll make an impact in the following ways:
To be successful in this role, we’re seeking the following:
Here’s a few of our awards:
Best Places to Work for Disability Inclusion , Disability:
Sales Associate I Jobs
By DFS Group Limited At New York, United States
Assist the Management team in the coordination and execution of merchandising activities, e.g. inventory management, promotional activities and merchandise stock flow
Respond to customer queries and complaints in a polite and courteous manner; refer to the Manager on Duty if appropriate
Ensure floor presentation meets or exceeds brand and DFS requirements
Minimum 1 year’s sales or cashiering experience in a retail environment
High energy level, have a positive approach to job and group responsibilities
Assist customers in selecting, purchasing, and refunding merchandise while demonstrating your excellence in customer service
Client Associate Jobs
By T & D Solutions, Inc. At Oklahoma City, OK, United States
Regularly attend client knowledge, training, and development meetings to enhance client program knowledge, conduct account performance reviews and communicate company goals.
Effectively track and report measures of success in the market.
Collaborate on new campaigns and strategies to increase market exposure and new business.
Excellent communicator, both verbal and written
Intense attention to detail with accuracy and consistency
Ability to build effective relationships with a wide range of people
Client Service Assistant I
By Savant Wealth Management At Rockford, IL, United States
We offer health, vision, dental, and 401K benefit options for you and your family.
Any combination of equivalent education and work experience will be considered.
Schedule and organize meetings as requested by the CSRs/Team Leader or Manager
Strong verbal and written communication skills
Description and Requirements for our Client Services Assistant
The Client Services Assistant position typically requires the following qualifications:
Qa Associate I Jobs
By Gilead Sciences At , Oceanside, Ca $65,960 - $85,360 a year
Provides QA oversight on deviations, CAPAs, and change managements.
Performs a wide variety of activities to ensure compliance with applicable regulatory requirements.
0+ years of relevant experience in a GMP environment related field and a BS OR
2+ years of relevant experience and an AA degree.
Prior experience in the pharmaceutical industry is essential, specifically support of Manufacturing QA.
Demonstrates knowledge of QA principles, concepts, industry practices, and standards.
Abc Sales Associate I
By State of Alabama Personnel Department At , , Al $26,100 - $41,669 a year
The term “regionally accredited school” refers to an institution of higher education accredited by one of the six
Some positions may require a valid driver’s license.
Applications for this class may be submitted directly to the ABC Board in person or online at [email protected], OR online,
Applications will be accepted until further notice. The State Personnel Department is not responsible for late receipt of applications
State of Alabama Personnel Department
ABC SALES ASSOCIATE I – 11706
Qa Associate I Jobs
By Azzur Group At , Cary, 27513, Nc
Implement efficient and compliant processes for protocol, SOP, report, and change control management preparation, execution, review, approval, and archiving.
Support/lead risk management activities, including risk mitigation plans and implementation.
Support supplier quality management activities, including audits, and quality agreement reviews.
Knowledge and experience in quality assurance operation role.
3+ years of relevant scientific/technical/business and industry experience, preferably in a CRO setting.
In-depth knowledge of GxP and ICH compliance relevant to a GMP QC lab operation.
Cib - Client Service - Associate I
By JPMorgan Chase Bank, N.A. At , Brooklyn, Ny $76,000 - $106,000 a year
Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
Required qualifications, Capabilities, and Skills
Preferred qualifications, Capabilities, and Skills
Collaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experience
Knowledge of financial markets, trade lifecycle, and settlement practices
Strong analytical & problem solving skills with proactive mindset to drive change
Client Associate Jobs
By Rockefeller Capital Management At Saratoga Springs, NY, United States
0-3 years prior customer service experience within banking or finance industry, or equivalent experience, preferred
Experience in actual account servicing roles, including on-boarding of new accounts, is a particular plus
Strong communication skills, both written and verbal
Coordinate with other team members to proof reports and deliver them, with execution instructions, in time for client meetings.
Perform one-off financial research requests using third-party data and software, and internal systems
Series 7 license preferred, or willing to take and pass required licensing exams
Client Associate Jobs
By Paramount At Atlanta, GA, United States
• Offer administrative and office management support to the team
• Cash management & RMDs
• Prepare client correspondence, obtain necessary management approvals, and transmit
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
• 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
• Strong client facing, interpersonal, organizational, and client service skills
Client Associate Jobs
By Brown Brothers Harriman At Chicago, IL, United States
Wealth Management/Private Banking experience preferred
Demonstrates efficient time management skills
Support the relationship management team in efforts to grow the business through client prospecting via associated research.
Create an office culture of accountability with respect to quality and timeliness by actively participating in performance management process.
The Client Associate also works with the office manager and relationship teams to minimize risk and exposure to the firm.
Manage self to develop both professionally and personally by utilizing the internal resources at BBH.
Client Associate Jobs
By Wells Fargo At Daytona Beach, FL, United States
Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
Brokerage or Financial Services industry experience
Experience interacting directly with customers
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Facilitate Financial Advisor and client requests for account related information and/or quotes
Stockroom Associate I (13931) Jobs
By NEOTech At Fremont, CA, United States

Job Knowledge, Skills & Abilities

Associate I - Client Operations
By JPMorgan Chase Bank, N.A. At , Boston, Ma
Responsible for issue management, escalation and remediation.
Ability to be effective in a global operating environment and a matrix management organizations.
3-5 years of experience in mutual fund operations, preferably in client-facing roles.
Strong technical skills including mutual fund accounting and generally accepted accounting fundamentals (GAAP).
Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients.
Experience working across multiple business areas and/or functions to deliver results.
Coordinator I, Client Services
By Advarra At United States
Escalates any customer or timeline issues to management
Conducts an administrative review of Protocol/site submissions by reading, reviewing, and understanding protocol requirements and all supporting documentation
Manages vendor relations and documentation for foreign language translations
Two (2) years’ experience in clinical research setting that includes applying regulations to the protection of human subjects.
Intermediate computer skills, including proficiency with MS Office Suite with an emphasis on Word and Outlook
Must have high level of attention to detail, accuracy and thoroughness; Problem solving skills
Security Associate I Jobs
By ALDI At , Naperville, Il
Effective time management; maximizes productivity.
Collaborates and Cooperates with Team: Commits to and supports a collaborative and high-performing working environment with peers and managers.
Excellent verbal and written communication skills.
Proficient in data entry and typing.
A minimum of 1 year of relevant security experience required.
Provides support to internal personnel and external service providers on a daily basis.

Are you looking for an exciting opportunity to join a dynamic team and make an impact? We are looking for a Client Associate I to join our team and provide exceptional customer service to our clients. You will be responsible for managing client relationships, providing guidance and support, and ensuring the highest level of customer satisfaction. If you are a motivated self-starter with excellent communication and problem-solving skills, this could be the perfect job for you!

A Client Associate I is a customer service professional who provides support to clients of a financial services firm. They are responsible for providing clients with information about products and services, processing transactions, and helping to resolve any customer service issues.

What is Client Associate I Skills Required?

• Excellent customer service and communication skills
• Ability to multi-task and prioritize
• Knowledge of financial services products and services
• Proficiency in computer applications
• Ability to work independently and as part of a team

What is Client Associate I Qualifications?

• Bachelor’s degree in finance, business, or related field
• Relevant experience in customer service or financial services
• Professional certification in financial services (e.g. CFP, CFA, etc.)

What is Client Associate I Knowledge?

• Knowledge of financial services products and services
• Understanding of financial markets and investments
• Knowledge of financial regulations and compliance
• Knowledge of customer service principles and practices

What is Client Associate I Experience?

• Previous experience in customer service or financial services
• Experience in a fast-paced environment
• Experience in problem-solving and conflict resolution

What is Client Associate I Responsibilities?

• Provide customer service to clients
• Process client transactions
• Assist clients with product and service inquiries
• Resolve customer service issues