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

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

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

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

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

Position Overview: The Program Associate plays a key role in delivering a seamless client experience by supporting program operations and building strong client relationships. Account Management: Maintain accurate client records and ensure clients receive timely updates and information regarding the

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

The Client Service & Case Design Associate. Experience working with CRM systems or client management tools is a plus. In addition, the Associate will assist with case design and reporting responsibilities—gaining exposure to plan structures, financial modeling, and insurance-based strategies o

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. Quickly develop knowledge of a variety of forms and account procedures in order to assist clients.

The Client Service & Case Design Associate. In addition, the Associate will assist with case design and reporting responsibilities—gaining exposure to plan structures, financial modeling, and insurance-based strategies over time. Assist in coordinating and preparing for annual client review meetin

A leading accounting and advisory firm in New York is seeking a Tax Senior Associate for their Private Client Services team.

Senior Registered Client Associate. 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. This role is perfect for experienced professionals with 3+ year

As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement. A

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

We are seeking an accomplished and ambitious account executive to join our Client Development (enterprise sales) team to help drive new client acquisition and our broader go-to-market strategy. Act as primary client advocate and relationship manager across the client engagement journey: lead generat

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

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

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

Our team members are at the heart of everything we do.At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on that purpose.If you want to make a difference at the center of health, come join our innovative company

Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance; credit union; referral bonuses.

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.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

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.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

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.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

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.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

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.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese