Client associate jobs in Levittown, New York - Page 3Crear alertas

May work with client's tax or legal counsel on client concerns. Gather client data and may prepare the materials for client meetings and reviews. Minimum of 1 year as Client Service Associate.

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. Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries.

Associate Client Representative/h2pWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Position Summary/ppThe Associate Client Representative supports the daily management of a high-

Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors. Quickly develop knowledge of a variety of forms and acco

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

Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team. Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ P

Document key client achievements and other relevant data into systems that will assist in future client interactions. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. Coordinate cli

Lateral-US/job/Garden-City/Advisor-Development-Program-Client-Associate26000638) Job Description: Advisor Development Program Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, compani

As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. Document key client achievements and other relevant data into systems that will assist in future client interactions. Coordinate cli

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

About the job Client Services Associate / Travel. Client Services Associates / Travel. Are you passionate about travel and committed to delivering outstanding client service? We are seeking.

Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. 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

Required Qualifications: * Displays confidence working as a self-starter in a sales role * Builds strong client relationships through effective communication and collaboration * Displays a proactive mindset and effective time management * Demonstrates a results-driven growth mindset and prioritizes

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

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

Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team. Registered Client Service Associates provide exceptional service to our clients and sup

Registered Client Service Associate. 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. Opens new client accounts and researches

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. Deliver exceptional, proactive service to the Wealth Client Se

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

We are committed to fair and equal treatment of associates and applicants and recruit, hire, promote, transfer and provide opportunities for advancement based on individual qualifications and job performance. In all matters affecting employment, compensation, benefits, working conditions, and opport

Customer Service Representative (Remote Position).Part-Time: $15–$18 per hour.Full-Time: $17–$22 per hour.We are seeking a friendly, patient, and professional Remote Customer Service Representative to handle customer inquiries and provide basic support across phone, email, or chat.This r

The Sales Associate will support the Store Management Team by generating sales, conducting housekeeping, merchandising, signing, pricing, POS operations and loss prevention in adherence to all Company policies and procedures. The Sales Associate is responsible for maintaining Guest Services as per C

Enhance the ALDI customer shopping experience in a collaborative team environment as an ALDI Cashier or Stocker.As a member of our team, you’ll be operating the registers or other machinery, stocking our shelves, keeping our stores looking their best, and serving our customers.Start a job that off

Enhance the ALDI customer shopping experience in a collaborative team environment as an ALDI Cashier or Stocker.As a member of our team, youll be operating the registers or other machinery, stocking our shelves, keeping our stores looking their best, and serving our customers.Start a job that offers

Performs cashiering duties, including general food service work.Maintains sanitation standards in the preparation, service and dining room facilities.Essential Duties and Responsibilities: Performs prep work such as washing, peeling, cutting and se Cashier, Food Service, Part Time, Worker, Food, Ben

Adecco is currently hiring Warehouse Associates in East Durham, NY at one of our premier manufacturing customers. For instant consideration for this Warehouse Associate - Night Shift position with Adecco in East Durham, NY, apply today. Benefit offerings available for our associates include medical,

Oversees, maintains, and repairs building support systems in a complex, warehouse environment.Also, performs maintenance related functions in support of warehouse operations.This role plays a critical part in sustaining operational efficiency and safety standards through proactive upkeep and repair

With more than 16,000 associates in 4,300 schools, ranging from large public institutions to small charter and private schools, Chartwells K12 is built on decades of food, education and operational experience driven by top culinary, nutrition, wellness, and sustainability talent. Associates at Chart

With more than 16,000 associates in 4,300 schools, ranging from large public institutions to small charter and private schools, Chartwells K12 is built on decades of food, education and operational experience driven by top culinary, nutrition, wellness, and sustainability talent. Associates at Chart

Customer Service Representative/h2pWASH is a company that our customers depend on to keep them going so they can provide valuable services to their clients across USA and Canada (Coinamatic Inc.

We align strategy with execution and provide secure service solutions by developing and using the latest technologies that thrive our resources to deliver industry-leading capabilities to our clients and customers, making it convenient for our clients to do business with InterSources Inc. This resul

Sales Representative At Puulse Marketing.As a Sales Representative at Puulse Marketing, you'll play a key role in connecting with potential customers over the phone and helping them choose the best solutions for their needs.This role is focused on closing sales, not lead generation.This is a full-ti

The ideal candidate is looking for a long-term position where they can utilize their cashier and customer service experience to engage with a luxury client base; and to join an organization whose values are based in teamwork, family, kindness and expertise!. Greeting and directing all service client

Provides SMART customer service at all times through the daily execution of Lowe's customer service policies, procedures and programs Seeks out customers to understand his/her needs and assists in locating, demonstrating, selecting, carrying, and/or loading merchandise Listens to and responds know

Ensure accurate ringing pricing of merchandise, use appropriate price overrides when necessary to charge the correct, current price of SKUs/ppManage all aspects of a customers expectations, clearly communicating product information, care, maintenance, timeframes delivery/ppAffirm the clients purch

They provide first level escalation for customer issues and assist in the supervision, coaching and training of other front end associates by participating in the training of new cashiers and utilizing all available tools to coach and develop other cashiers.

Our Guest Service Associate will be responsible for driving top notch guest experience while facilitating the completion of all store-level tasks.

Part-Time Store Cashier/Stocker.Enhance the ALDI customer shopping experience in a collaborative team environment as an ALDI Cashier or Stocker.As a member of our team, you'll be operating the registers or other machinery, stocking our shelves, keeping our stores looking their best, and serving our

As an Operations Generalist, you'll ensure our merchandising and inventory strategies are executed across the Pet Care Center utilizing our Petco processes.You will ensure the efficient and effective operations of the Pet Care Center to meet the needs of the guest and their pet/s.You'll work the tru