Client relationship jobs in Plainview, New York (NY) State

As our Client Relationship Lead you will create and support growth strategies for targeted client segments at the store level, enabling associates to cultivate relationships with clients of the Neiman Marcus brand. Identify opportunities to deepen relationships with top clients for Private Client...

Strategic Client Management - Relationship Management - Analyst. Within SCM, the Relationship Management Group (RMG) sources business opportunities for Wealth Management, MSIM, and ISG by utilizing the Firm’s relationships with key MS business partners. Attractive candidates should have an intere...

Ensures all NEW clients receive the complete onboarding experience, which includes; A thorough client discovery leading to a truly exceptional Private Client Experience, An introduction to the IA and TA as per client needs, and the completion of all requisite client profiling documents. The Priva...

EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a commitment to delivering exceptional client services. Develop a working knowledge of the client's busine...

The Client Service and Trading Associate is a full-time position and will report to the Executive Director. Serve as the primary contact for clients, addressing inquiries and providing exceptional client service through phone, email, and in-person interactions. Founded in 2008, Hightower is a wea...

EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Develop a working knowledge of the client's business, take responsibility for ...

In this capacity, the Senior Business Banking Relationship Manager will be expected to develop and execute a formalized sales plan focusing on target markets, revenue size, referral sources and centers of influence while managing and executing on their individual pipeline. Development and acquisi...

Our Client Service Representative provides general account support and customer service to an impressive roster of multinational clients. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from loc...

We are seeking a Legal Admin Assistant/Mail Clerk to perform various administrative and clerical tasks. ...

MagnaCare is seeking Customer Service Representatives to assist members, physicians, hospitals, and other healthcare providers with member benefits, eligibility, claims inquiry, claim reconsiderations and appeals. Confirm customer understanding of the solution and provide additional customer educ...

Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do.Or, the opposite, not being able to get the answers.If you're fluent in English, Mandarin, and Cantonese, we can show you how to put all of your skills, your passions and your energ...

We are currently HIRING industry experienced Sales Professionals nationwide. We offer a highly lucrative earnings and benefits package with top salespeople earning between $50,000 to $2,000,000 annually. ...

Our account managers oversee projects, serve as expert consultants to our clients, and manage the efficient flow of communication across project teams. Management of assigned accounts consisting of project coordination and client consultation. Advise management on recommended courses of action or...

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Report all significant matters,...

Account Executives set targets, implement guidelines, and assist with any issues the employees may have. Must understand EDI compliance for account- review routing guidelines. ...

An independent financial advisor practice with over $300MM AUM based in Melville, FL is hiring a Client Service Associate to their growing team. Manage all client inquiries and ad hoc requests such as account information, reporting, check request, wire/fund transfers and other account services re...

We are in need of a Junior Account Manager who can act as the liaison between our renowned clientele we represent and their customer base. As a Junior Account Manager, you must possess a can-do attitude, an unwavering commitment to an unbelievable customer experience, and an entrepreneurial spiri...

Proven experience (at least 3-5 years) as a Relationship Manager or similar managerial position. Relationship Manager to join our team and take charge of managing our airline client at our Headquarters in Melville, NY. As a Relationship Manager, you will be the primary point of contact for the ai...

Our Client Service Representative provides general account support and customer service to an impressive roster of multinational clients. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from loc...

POSITION: Temp to Perm Part-Time Administrative Receptionist. Temp to Perm part time Administrative Receptionist at their JERICHO, NY office. ...

The Accounts Payable Supervisor oversees all activities within the Accounts Payable department. Reconcile Accounts Payable accounts daily. Oversee daily Accounts Payable operations for multiple entities. Supervise the Accounts Payable team and manage system reports. ...

Prepare sales documents in order to initiate and close sales. Degree preferably in Interior Design or related field, and a minimum 2 years sales “to the trade” experience -- or a minimum of 5 years sales “to the trade” experience in lieu of the aforementioned educational preferences. Eligible for...

Opal Wealth Advisors, located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to it's team of wealth management professionals. The intention of the Relationship Manager role is to:. ...

In this role, you'll deepen relationships with your clients by collaborating with peers across ... Private Client Financial Advisors are their clients' primary trusted advisor. In this role, they ...