Client Service Associate - Commercial Banking
By Phaxis At New York City Metropolitan Area, United States
Utilize business analytics and data management skills to create highly detailed, accurate financial and pipeline reports within designated timeframes.
Proficiency in business analytics and data management, with experience in generating detailed and accurate financial reports.
Handle loan advance/paydown requests, manage deposits, and address complicated challenges and tasks presented by the bank's demanding requirements.
Manage client relationships for bankers, ensuring their needs are met and exceeded.
Previous experience in a client service and support role, preferably within commercial banking.
Strong communication skills, both written and verbal, with the ability to interact professionally with high net-worth clients and businesses.
Aladdin Business, Client Service - Product Expert, Associate
By BlackRock At New York, NY, United States
Previous knowledge and experience with specialized portfolio construction/reporting tools
Build deep product and workflow expertise, handle the most complex client asks and elevate the knowledge of the support organization
Own complex Aladdin user inquiry demonstrating technical knowledge to determine root cause and steps to resolve
Formulate and implement strategic objectives to improve Aladdin user experience through process and technology enhancements
Deployment of new products and functionalities with Product Managers, Developers and Product marketing
In-depth technical understanding and knowledge of investment processes and workflows
Client Service Associate Jobs
By Morgan Stanley At , New York, 10036, Ny
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Portuguese speaking skills a plus
Exceptional writing, interpersonal and client service skills
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 Service Associate Jobs
By JPMorgan Chase Bank, N.A. At , New York, Ny $76,000 - $106,000 a year
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
Share your knowledge and become a mentor to help your team succeed.
Strong experience of Over the counter (OTC) Credit & Rates derivatives products
Excellent verbal and written communication skills.

Are you looking for a job that combines your customer service skills with a passion for helping others? We are looking for a Client Service Associate to join our team and provide exceptional customer service to our clients. You will be responsible for responding to inquiries, resolving customer issues, and providing guidance and support to our clients. If you are a people-person with excellent communication skills, this is the perfect job for you!

What is Client Service Associate Skill Requirements?

• Excellent customer service and communication skills
• Ability to work in a fast-paced environment
• Ability to multi-task and prioritize tasks
• Proficiency in Microsoft Office
• Knowledge of customer service principles and practices
• Knowledge of relevant computer applications
• Ability to work independently and as part of a team

What is Client Service Associate Qualifications?

• Bachelor’s degree in business, finance, or related field
• Previous experience in customer service or a related field
• Knowledge of customer service principles and practices
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to multi-task and prioritize tasks

What is Client Service Associate Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of relevant computer applications
• Knowledge of financial services products and services
• Knowledge of banking regulations and procedures

What is Client Service Associate Experience?

• Previous experience in customer service or a related field
• Previous experience in the financial services industry

What is Client Service Associate Responsibilities?

• Provide excellent customer service to clients
• Respond to customer inquiries and complaints in a timely manner
• Process customer transactions accurately and efficiently
• Maintain customer records and accounts
• Assist customers with account inquiries and transactions
• Monitor customer accounts