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

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.

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

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

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

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

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

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.

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. When associat

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.

As a Winter Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Winter Associate, Client Service, 2026. Looking for an internship with commercial frontline responsibility and the opportunity to work on live client projects? Do you seek to

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

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

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. Deliver exceptional, proactive service to the Wealth Client Se

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

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. Demonstrates a client-centric mindset, always acting in the best interest of the client. Has experience w

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