Client associate jobs in Commack, New York (NY) State

The primary purpose and function of the Chief of Staff is to manage the hospital and ensure the highest quality of veterinary care, exceptional client service, associate engagement and maximum productivity of the veterinary medical team. The Chief of Staff partners with the Practice Manager (if a...

In addition to Sales Associate roles of providing excellence in delivering the Client Experience, the Sales Lead is responsible for supporting the Store Manager and CO-Manager in overseeing the operational functioning of the store including, but not limited to:. The Sales Lead will refer all duti...

Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred * Experiencing managing client relationships preferred * Interest in marketing ...

The Client Service and Trading Associate is a full-time position and will report to the Executive Director. Serve as the primary contact for clients, addressing inquiries and providing exceptional client service through phone, email, and in-person interactions. Deliver outstanding client support ...

EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines. We are looking for a dynamic individual who excels in a progressive...

Melville office of a BCG Attorney Search Top Ranked Law Firm seeks a senior private clients associate attorney with 5-7 years of experience in estate planning for high net-worth clients, representing individuals, trusts, partnerships, limited liability companies, and corporations with respect to ...

An independent financial advisor practice with over $300MM AUM based in Melville, FL is hiring a Client Service Associate to their growing team. Manage all client inquiries and ad hoc requests such as account information, reporting, check request, wire/fund transfers and other account services re...

Effectively handles ATLAS and TMS clients, including working knowledge of overall process and reviewing of all clients provided text for Translations services and/or client placed ATLAS orders. Requires knowledge of all internal systems associated with projects (, DPS, Label Spec and Client Spec ...

Morgan Private Client, a new business focused on the affluent client segment. Morgan Private Client was formed following the firm's acquisition of First Republic and its employees. Associate within the Communications team, you will be reporting to the Head of Communications for the new business u...

Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals...

Job Summary As a Global Custody Product Management Associate within our dynamic team, you will play a crucial role in managing specific client segments, focusing on all commercial aspects from pipeline analysis to contract and fee negotiation. Your responsibilities will include working close...

Senior Associate, Japanese Global Executive and Private Clients. In some circumstances, clients also may require proof of vaccination or testing (, to go to the client site). Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and ch...

Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & private market strategies for their high-net-worth clients. Capital services approximately $176 billion in global client assets invested in 1,433 ...

Global Executive & Private Client Group (GEPC) Associate. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services practice. Serve as a central point of contact and primary client interface related to supporting Japanese and non-Japane...

Investment Management – Client Relationship Management Governance Support – Associate/Senior Associate. Investment Management – Client Relationship Management Governance Support – Associate/Senior Associate. The CRM function is central to MSIM’s client service model and acts as a conduit between ...

Transition Manager fields and tracks requests, relays requirements, host client & stakeholder meetings and coordinates with Reference Data, Know Your Client, Accounts, Credit, Legal and Operations teams to ensure client is on-boarded seamlessly and ready to trade within targeted timeframe. Goal i...

The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability i...

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing g...

Global Executive & Private Client Group (GEPC) Senior Associate. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice. Serve as a central point of contact and primary client interface related to supporting Japanese ...

As a Service Provider and Consulting firm servicing clients, our policy for physically working from the office (which may be the client's offices or our own offices, depending on the client) aligns with our client's policies and expectations, and these vary. Delta Capita is in search of a highly ...

The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability i...

About the Client: Our client's diversity and inclusion are central to their values. They seek talented individuals from diverse backgrounds to join their nationally recognized Private Clients team. Expertise in estate planning for high net-worth clients, including tax planning for estates, income...

The Private Client Associate is responsible for supporting the National Personal Insurance team in providing exceptional service to our Private Client customers. Work as a team with Private Client Account Managers, producers, sales support, and other team members to meet the needs of our Private ...

The role of the Client Relations Administrator is to provide superior client levels of service to while acting as Broadridge's face to the client. The Client Relations Administrator is the first point of contact for their clients and is expected to address client concerns, anticipate challenges, ...