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

Under immediate supervision, client services associate (registered) assists one or more financial advisor(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 mailings, f

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)/Private

Join a Forbes Best-in-State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part of a nationally recognized, high-performing group at RBC Wealth Management. Senior Registered Client Associate. This role is perfect for experienced professionals with 3+ year

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 of

You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. At Gallagher, we're looking for a Client Service Associate to join our Commercial team. Support New Business activity via handling of new bus

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. Connect with in-store clients and develop and retain a following of repeat clients to drive indi

A large accounting and advisory firm is seeking a Tax Senior Associate for its Private Client Services in Melville, NY. This hybrid role requires expertise in tax compliance and the ability to build client relationships.

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

This role is perfect for experienced professionals with 3+ years in a Registered Client Associate position and active Series 7 and 66 (or 63/65) licenses, ready to deliver exceptional service in a fast-paced, collaborative environment. Senior Registered Client Associate. Join a Forbes Best-in-State

Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you're looking for! Join the nation's #1 multifamily lender as a Client Associate on our multif

Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you're looking for! Join the nation's #1 multifamily lender as a Client Associate on our multif

Act as primary client advocate and relationship manager across the client engagement journey: lead generation, needs scoping, presentation, pre-sales configuration, negotiation, onboarding & ongoing use are all in scope. We are seeking an accomplished and ambitious account executive to join our Clie

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

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

As a Senior Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor's practice. Senior Client Service Associate. This pivotal role focuses on enhancing client relationships, ensuring compliance with industry regulations, and suppor

Associate, POT Client Services - Operations with Goldman Sachs Wealth Services, L. Prior experience must include two (2) years in the following: utilizing Microsoft Office products to assist in daily functions, including: Excel for data analysis on large datasets for accurate reporting PowerPoint to

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Call Center Representative Agent experience not required.Remote Work From Home Call Center Representative Agent - Part Time Market Research Panel

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions to merchants.Slice has put together a comprehensive package of products and services.Slice delivers a

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Call Center Representative Agent experience not required.Remote Work From Home Call Center Representative Agent - Part Time Market Research Panel

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Call Center Representative Agent experience not required.Remote Work From Home Call Center Representative Agent - Part Time Market Research Panel

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Call Center Representative Agent experience not required.Remote Work From Home Call Center Representative Agent - Part Time Market Research Panel

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Call Center Representative Agent experience not required.Remote Work From Home Call Center Representative Agent - Part Time Market Research Panel

Build and manage a pipeline of prospective clients. Qualify clients and present financing options.

Introducing products such as life insurance, annuities, and Indexed Universal Life (IUL), helping clients plan and protect their financial future. Connect with potential clients through phone, video calls, and digital platforms - no cold calling required.

As a Sales Representative, your primary focus will be to communicate with prospective clients, understand their financial goals, and match them with solutions that meet their needs. Reach out to and follow up with potential clients (No cold calling). Build trust and long-term client relationships.

You will support your clients from the ideation to the completion of their home decor project by offering them custom-made window treatment solutions.

Educate clients on solar benefits to generate appointments. Make or receive calls from prospective clients interested in solar. Schedule consultations between clients and Sales Representatives.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Call Center Representative Agent experience not required.Remote Work From Home Call Center Representative Agent - Part Time Market Research Panel