Client service associate jobs in Plainview, New York (NY) State

The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability i...

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 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...

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...

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...

Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Registered Client Service Associate. Cultivate and enhance new and existing client relationships through active communication with clients, proce...

Goal is to deliver an excellent client experience in line with the needs and objectives of the client, Corporate Investment Bank Markets business and Digital Client Service organizations. Goal is to deliver an excellent client experience in line with the needs and objectives of the client, Corpor...

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Cultivate and en...

The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability i...

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. PWM Client Service Associate**. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabiliti...

Our Client Service Representative provides general account support and customer service to an impressive roster of multinational clients. Develop and leverage knowledge of customer needs and issues to deliver world class service to our clients. Participate in weekly client meetings. Excellent com...

A Client Service Associate role is now available for our Financial Services client. Responsibilities: 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...

Position Overview Our Client Service Representative provides general account support and customer service to an impressive roster of multinational clients. Essential Duties and Responsibilities Support the account management team in resolving day-to-day customer inquiries and escalate issues rela...

Private Client Financial Advisors are their clients' primary trusted advisor. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors work with...

Center 3 (19075), United States of America, McLean, VirginiaPrincipal Associate, Cyber Risk & Analysis - Cyber External Client Assurance - Independent Assurance (SOC 2, ISO27001)The Cyber External Client Assurance (CECA) - Independent Assurance team centrally facilitates Capital One’s commerciali...

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 ...

At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their future...

At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their future...

At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their future...

At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their future...

At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their future...

At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their future...

At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their future...