Client associate jobs in Freeport, New York - Page 3Create job alerts

The Long Island Center for Oral and Maxillofacial Surgery is a well-established, multi-office practice seeking a motivated and personable surgeon to join our team as an associate, with the potential for future partnership.

If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!/ppResponsibilities:/pulliCoordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork/liliSu

Northwell Health – North Shore University Hospital.North Shore University Hospital.The Director will work with Hospital Leadership and the Medicine Service Line to optimize clinical operations and promote strategic planning to ensure continuous improvement within our clinical enterprise.Relevant o

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) w

Company is a worldwide provider of legal services, serving law firms, corporations, financial institutions and government agencieshelping them streamline the administration of business operations.Its scalable, flexible technology is designed to help you quickly and efficiently turn huge amounts of d

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. Operating within a culture where we hold each other accountable to our

Company is a worldwide provider of legal services, serving law firms, corporations, financial institutions and government agencieshelping them streamline the administration of business operations.Its scalable, flexible technology is designed to help you quickly and efficiently turn huge amounts of d

Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications. Partner with Advisory Team and Client Service Team to fulfill financial investment client needs. Facilitate account opening and mainten

As a Client Advisor with Venus ET Fleur, we'll encourage you to take extra time to understand our customer's needs and provide an extraordinarily one of a kind, customer service experience. At Venus ET Fleur we are committed to our team members, we want you to flourish! We are looking for an experie

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and pr

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) w

A Client Service Associate role is now available for our Financial Services client. Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications. Partner with Advisory Team and Client Service Team

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mai

Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings. The Client Services Associate is a developing professional role. Provide high level of support to Securities Specialists including but not limited to, client market updat

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Celebrating more than 60 years of rich history and recognition for service and

Communicate directly with client teams to request and process documentation. Participate in client onboarding, system migrations, and data clean-up projects. Strong attention to detail, willingness to learn, and comfort working in a client-service environment.

Job Responsibilities:/strong/pulliGreet clients over the phone with professionalism and a friendly attitude/liliRespond promptly to incoming calls, emails, and WhatsApp inquiries/liliConduct initial client intake by collecting and recording required information/liliFollow up with potential clients t

Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests. Client Management Associate II. Client Management Consultants (CMCs) in providing excellent client service.

Document key client achievements and other relevant data into systems that will assist in future client interactions. Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. As a member on the Client Services team, you'll

The Client Service Associate enhances the client experience by providing exceptional client service, selling/promoting the bank's products/services to all new and existing clients, supporting Branch functions as needed, and serving as administrative and operational support to the ongoing business Ba

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain client accounts, including collecting client information and required documentation in a clerical cap

Client Services Associates / Travel. About the job Client Services Associate / Travel. This opportunity is ideal for motivated individuals who thrive in a client-focused environment and are eager to build a rewarding career in the travel industry with complete flexibility.

Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. Cultivate and grow existing client relationships. Assist with marketing efforts and plan client events.

CAPTRUST is seeking a Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. Client Management Associate II. Deliver exceptional, proactive

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Provides excellent client service to the bank's clients through educating them on all of the bank's servi

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. Working with businesses of all sizes and across every industry, our ty

You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. Contact the leads we provide to schedule virtual meetings with clients. Present benefit programs to enroll new clients and cultivate relationships with them.

You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. Contact the leads we provide to schedule virtual meetings with clients. Present benefit programs to enroll new clients and cultivate relationships with them.

You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. Contact the leads we provide to schedule virtual meetings with clients. Present benefit programs to enroll new clients and cultivate relationships with them.

You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. Contact the leads we provide to schedule virtual meetings with clients. Present benefit programs to enroll new clients and cultivate relationships with them.

You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. Contact the leads we provide to schedule virtual meetings with clients. Present benefit programs to enroll new clients and cultivate relationships with them.

You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. Contact the leads we provide to schedule virtual meetings with clients. Present benefit programs to enroll new clients and cultivate relationships with them.

You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. Contact the leads we provide to schedule virtual meetings with clients. Present benefit programs to enroll new clients and cultivate relationships with them.

You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. Contact the leads we provide to schedule virtual meetings with clients. Present benefit programs to enroll new clients and cultivate relationships with them.

You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. Contact the leads we provide to schedule virtual meetings with clients. Present benefit programs to enroll new clients and cultivate relationships with them.

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day providing outstanding service and product knowledge. Respond to client requests for coverages while

You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. Contact the leads we provide to schedule virtual meetings with clients. Present benefit programs to enroll new clients and cultivate relationships with them.

Renewal by Andersen - Long Island Territory.Renewal by Andersen is the custom division of Andersen Windows.Founded in 1903, Andersen Windows has been the world’s largest and most recognized brand for exclusive window and door systems.Renewal by Andersen was founded with the objective of creating a

Present benefit programs to enroll new clients and cultivate relationships with them. You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. Contact the leads we provide to schedule virtual meetings with clients.

Immediate contract opportunity for Customer Service/Call Center Executive with direct client in Long Island City, NY. Trigyn's Direct Government Client has openings for Call Center / Customer Service Executive, who can work onsite in Long Island City, NY.