26 client service associate jobs found

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to...

Creative Circle Our client is looking for a DISO Access Control Specialist to support their team, onsite in Weehawken, NJ a minimum of 3 days per week, full time, for about 7 months. Summary The DISO Access Control Specialist plays a key role within the Business Risk Organization, supporting day-to-day Access Management and Cyber/Information Security operations. This individual ensures proper governance of entitlements, evaluates access risks, and collaborates across business and technology teams to uphold strong access control practices. They will support global and regional security initiatives, with daily operations aligned to U.S. time zones. This role requires strong analytical skills, careful attention to detail, proficiency navigating access management tools, and the ability to communicate effectively across multiple stakeholder levels. Requirements - Bachelors or Associate degree in business or technology field. - 4+ years of overall experience in data analysis, DISO,...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Private Markets - Senior Product Associate- Hybrid (US Only) Get to Know Us: Are you looking for a place that perfectly blends financial services and technology? Do you enjoy problem-solving? At SS&C, we help make our clients successful by solving their technical challenges and providing guidance on the use of our software and services offerings. As a Senior Product Associate, you'll play a key role in delivering exceptional service to clients and users in the Private Markets & Family Office sector. You will contribute to alternative investment and fund accounting products...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Associate Manager, Investor Services Locations : Evansville, IN | Union, NJ | Hybrid Get To Know Us: As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Our Investor Services Managers coordinate the overall work plan, manage and monitor work in progress and cultivate strong client relationships. Why You Will Love It Here! Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of the Role: At Hafetz and Associates our mission is to be the most successful provider of employee health products and services by offering our clients innovative, cutting-edge ideas tailored to meet their specific needs. We continually invest vast resources in updating our technology with advanced industry applications that not only improve our ability to service our clients with the latest tools in the industry but also allows us to provide solutions to keep our clients businesses in the...

Fidelity Investments Job Description: The Role The Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services' (FIWMS) platform. The Manager, Implementation Project Management will do the following: Onboarding of new Fidelity Registered Investment Advisors. Supporting existing advisors who are converting a book of business onto the platform. Leading mid-level to large Implementation Projects by going onsite to advisor offices to support client conversion projects or breakaway conversions. The Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion...