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

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

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

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-

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

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

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

The Client Services Associate is a developing professional role. Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings. Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries.

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

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

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.

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. Client Management Consultants (CMCs) in providing excellent client service.

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

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

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

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

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Registered Cl

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

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

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