Client associate jobs in Plainview, New York - Page 2Create job alerts

Job DescriptionBenefits: • Competitive salary, • Paid time off, • Training & development Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Establish customer relationships and follow up with customers, as needed., • Build referral partners to create leads and help more people., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification, • Promote successful and long-lasting customer relations.QUALIFICATIONS:, • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred in THE INSURANCE INDUSTRY., • Experience managing client relationships is preferred, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal, and listening, • Able to anticipate customer needs, • Able to effectively relate to a customerBENEFITS:, • Paid time off (holidays and personal/sick days), • Salary plus commission/bonus, • Health benefits, • Growth potential/opportunities for advancement within my agency

You will work with all aspects of the client experience by helping to deliver excellent service and support to clients, including financial paperwork and financial account review preparation. Minimum of 1 year as Client Service Associate. May work with client's tax or legal counsel on client concern

Paradigm is searching for an Associate Project Manager to support our client, a global leader in the legal industry.The Associate Project Managers (APM) assist with the administration of Remediation and/or Class Action projects.The APM works for the Project Manager who is the primary face of operati

Client Relations And Social Media Manager/h2pWe are seeking a professional, personable, and sales-driven individual to serve as the primary point of contact for clients while supporting the management of our social media presence.This position blends front desk, client relations, sales, and social m

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 Services Associate is a developing professional role.This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data.Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices.Go

Job DescriptionAt Veritext, we focus on the details – so legal teams can focus on the case. About the role: The Marketing Associate will support the marketing team in various initiatives, including database management, campaign coordination, and various other responsibilities. Utilizing a broad base of skills –organizational, analytical, and creative – this generalist position supports the execution of marketing strategy across Veritext. What you'll get to do: • Support marketing and sales executives with Salesforce.com and Marketo.com system administration., • Act as coordinator for Continuing Education programs for various constituents, including preparing applications, issuing certificates, and communicating with agencies, attorneys, paralegals, and independent contractors.., • Create and enhance content to increase search engine optimization (SEO)., • Assist with creating and analyzing marketing campaigns., • Audit databases and perform research to assure data completion and accuracy., • Assist in creation of reports and automation rules to ensure continuous database cleanliness., • Assist with the design, maintenance and organization of marketing collateral including ads, invitations, proposals and other collateral., • Provide support to marketing department including creative design, proofreading, maintenance of website., • Monitor marketing email inbox and route requests to appropriate departments., • Knowledgeable of Adobe Creative Suite, Hootsuite, and social media platforms, • Draft social posts and images to elevate engagement on Social Media while adhering to brand standards and guidelines., • Other duties as needed. The kind of teammate we’re looking for: • 2+ years work experience in a cooperate environment., • Customer service oriented with strong interpersonal skills, • Dedicated professional with the ability to respond to requests promptly and accurately, • Must possess excellent written and verbal communication skills, • Must be detail oriented, organized and be able to multi-task, • Ability to work well and take initiative in both independent and group settings, • Willingness and ability to learn new skills with enthusiasm What’s in it for you: • Competitive compensation and total rewards package, • Comprehensive medical, dental and vision insurance, • Hybrid or Remote work structure (depending on business needs), • Paid Time Off to rest, relax and pursue special interests outside of work (8 paid holidays, 3 personal days, vacation, sick and discretionary time), • Robust suite of mental health benefits with little to no fee for you (and your household members) to support overall mental wellbeing and provide sufficient access to high quality support from board-certified psychiatrists and licensed psychologists/therapists (app based, virtual counseling, daily emails, live and on-demand content, and more), • Matched 401(k) to help you save for your future, • Pet insurance to help your pet(s) live a long and happy life, • Flexible Spending Accounts (healthcare, dependent care, transit & parking), • Company-paid life insurance as well as short-term and long-term disability insurance, • Learning and development opportunities to advance both personally and professionally, • Veritext Summer Camp – a fun-filled culture building and learning experience, • Generous employee referral program, tuition reimbursement program, employee contests, social opportunities and more! About Veritext: Veritext is the global leader in technology-enabled court reporting services and litigation support solutions with a proven track record of industry excellence. For law firms, government agencies and enterprise corporations, we provide access to innovative technologies and remote solutions, the highest-quality network of reporters and legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service, and state-of-the-art conference spaces across North America. Veritext is committed to delivering comprehensive, client-focused legal solutions that address the evolving needs of the legal industry. Our solutions utilize the latest easy-to-use technologies to streamline the deposition process and reliably handle the most complex cases. All of this combined with unsurpassed data security (including HIPAA and PII compliance) ensures that Veritext clients have the best tools available and the confidence of working with the market leader. Veritext aspires to create a community based on collaboration, innovation, creativity and belonging. Our collective success depends on the robust exchange of ideas – an exchange that is best when the rich diversity of our perspectives, backgrounds and experiences flourish. To achieve this exchange, it is essential that all individuals and stakeholders feel and experience an environment where they are welcome, safe, secure, and heard. As such, we do not discriminate on the basis of race, color, religion, age, gender identity or expression, national origin, disability, veteran status, sexual orientation, marital status or any other classification protected by Federal, state, or local law. Any information provided will be used only in the compilation of data for EEO/Affirmative Action reporting. Completion of this data is voluntary and will not affect your opportunity for employment and/or terms or conditions of employment. About this posting: Compensation ranges, when noted, represent the expected base pay compensation range for this role. Ultimately, a number of factors including, but not limited to, your prior job-related knowledge and experience, geographic location, and qualifications will be considered when determining your pay and we may pay more or less than the posted range.

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.

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-

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

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

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.

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

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

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

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

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.

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.

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.

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.

We are on a journey to create a workplace where every associate can grow and achieve their best. 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 perform

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.

Capstone is a North American supply chain solutions partner with over 650 operating locations, 19,000 associates, and 60,000 carriers. As a "critical infrastructure industry" worker in the Transportation and Logistics industry, associates are considered exempt from local restrictions such as curfews

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.

Warehouse Associates perform a variety of warehouse responsibilities including but not limited to loading, unloading, selecting, freight hauling, auditing, repacking, sorting, palletizing, clean up, housekeeping and other duties as assigned by site leadership. Capstone is a North American supply cha

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.

Position Overview/h2pMCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients.

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.

This policy applies to all employees, including managers, supervisors, co-workers, and non-employees such as customers, clients, vendors, consultants, etc.

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.

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