Client services manager jobs in Garden City, NYCreate job alerts

Job Summary We are seeking a motivated and detail-oriented Real Estate Assistant to support our real estate team in various administrative tasks. The ideal candidate will possess strong organizational skills and a customer service mindset, ensuring smooth operations within the office. This role is essential in helping our team manage client interactions, maintain schedules, and handle documentation efficiently. Responsibilities - Provide administrative support to real estate agents, including managing calendars and scheduling appointments. - Assist with data entry and maintain accurate records of transactions and client information. - Create and publish content for social media platforms (WeChat, Facebook, Instagram, etc.) - Design property flyers, email campaigns, and other marketing materials - Support real estate listing promotions, open houses, and company events - Track and report marketing performance metrics - Handle customer inquiries with professionalism and provide exceptional customer service. - Proofread documents for accuracy and completeness before distribution. - Organize and maintain office files, ensuring easy access to important documents. - Utilize Google Workspace tools for document creation, sharing, and collaboration. - Support the team in preparing marketing materials and listings for properties. - Coordinate open houses and property showings, ensuring all logistics are handled smoothly. Experience - Proven experience in an office environment; - Strong organizational skills with the ability to manage multiple tasks effectively. - Proficiency in Google Workspace applications (Docs, Sheets, Drive) is essential. - Proficiency in Canva - Strong time management skills to prioritize tasks efficiently. - Attention to detail for proofreading documents and maintaining accurate records. If you are passionate about real estate and possess the necessary skills to thrive in a fast-paced environment, we encourage you to apply for this exciting opportunity as a Real Estate Assistant. Job Type: Full-time Pay: $16.50 - $20.00 per hour Expected hours: 40 per week Benefits: Professional development assistance Referral program Work Location: In person

Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a financial services professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable , customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

Job Summary MASS DEVELOPMENT is seeking a highly organized and proactive Executive Assistant / Assistant project management to provide comprehensive support to our executive team. The ideal candidate will possess exceptional organizational skills, be adept at managing multiple tasks, and demonstrate strong communication abilities. This role is crucial in ensuring the smooth operation of the office and facilitating effective project coordination. Executive Assistant Duties - Manage executive calendars, scheduling appointments, meetings, and travel arrangements efficiently. - Organize and maintain office files, records, and documentation to ensure easy access and retrieval. - Transcribe meeting notes, create agendas, track follow-ups, and prepare reports or presentations as needed. - Coordinate various projects, ensuring timelines are met and deliverables are achieved. - Handle front desk responsibilities, including answering phone systems, greeting visitors professionally, screen emails, and draft correspondence on behalf of executives. - Assist with office management tasks to ensure a productive work environment. - Liaise with vendors, order supplies, maintain system. - Handle sensitive information with discretion. Assistant Project Management Duties - Monitor project progress, deadlines, and deliverables. - Coordinate project meetings, milestones, and timelines. - Maintain project files, reports, and meeting notes. - Support clear communication among team members and clients. - Help track budgets and costs. - Flag delays or problem to the project manager. Qualifications - Proven experience as an Executive Assistant or in a similar role that highlights strong organizational skills. - Excellent calendar management skills with the ability to prioritize tasks effectively. - Strong communication skills, both written and verbal, with a focus on customer service excellence. - Familiarity with phone systems and front desk operations is preferred. - Ability to work independently while also being a collaborative team player. - Proficient in Microsoft Office Suite, especially Excel. - Experience with QuickBooks for invoicing, expense tracking, and financial reporting - Familiarity with project management tools (e.g., Asana, Trello, Microsoft Project, Monday.com) - Experience preparing professional reports, presentations, and documentation - Knowledge of general office operations and administrative procedures If you are a motivated individual looking to contribute to a dynamic team while enhancing your professional skills, we encourage you to apply for this exciting opportunity as an Executive Assistant. Job Type: Full-time Pay: $20.00 - $27.00 per hour Expected hours: 40 per week

We are seeking a dedicated and enthusiastic Customer Support Representative to join our dynamic team. In this role, you will be the first point of contact for our clients, providing exceptional service and support. Your ability to communicate effectively and handle inquiries with professionalism will be key to ensuring customer satisfaction and loyalty. Duties Respond to customer inquiries via phone, email, and chat in a timely manner. Provide accurate information regarding products and services to clients. Assist customers with troubleshooting issues and resolving complaints. Maintain detailed records of customer interactions through data entry into our systems. Demonstrate excellent phone etiquette while managing multiple calls. Collaborate with team members to improve client services and enhance the overall customer experience. Stay updated on product knowledge and company policies to provide informed support. Experience Previous experience in customer service or customer support is preferred but not mandatory. Proficiency in English and Spanish is a must and required; multilingual skills are a plus. Strong communication skills, both verbal and written, are essential for effective client interaction. Familiarity with office software and computerized systems for data entry is necessary. A positive attitude and the ability to work well under pressure in a fast-paced environment. Join us as we strive to provide outstanding support to our customers while fostering a collaborative work environment. We look forward to welcoming you to our team!

Family owned company seeks individual with the ability to work well independently as well as part of a team. Ideal candidate must demonstrate ability to: Multitask Follow instructions well Be able to file electronically, be able to track jobs, project log etc. Generate payment requisitions Answer and manage incoming calls Type and review letters Assisting in creating PO requests with our vendors Manage all emails, faxes, mail and appointments, as well as reminders Organizing and maintaining client and employee records Excellent communication skills (verbal and written) Exceptional Math, spelling and grammar Close attention to detail Bilingual (English/Spanish) preferred Must have your own vehicle for bank and post office errands Must be reliable and trustworthy Must be able to work Monday through Friday (40 Hours) Must have Excellent Attendance Customer Service Microsoft Excel, Outlook, Word Docusign

Join Our Team: Sales Assistant for Financial Advisor at A & M Financial Services LLC A & M Financial Services LLC is seeking a motivated and detail-oriented Financial Advisor Assistant to join our investment firm and support our continued growth. In this role, you’ll work alongside a seasoned Financial Advisor to help clients achieve their financial goals while gaining valuable experience in the financial services industry. This position is ideal for someone looking to launch or grow a career in finance. You’ll have the opportunity to develop key skills, make meaningful contributions to client success, and be part of a supportive and professional team environment. Key Responsibilities: - Support Financial Advisors with daily operations, including scheduling, document preparation for client meetings, and providing exceptional customer service. - Communicate with clients both in-person and over the phone, assisting with the preparation and processing of new and existing account paperwork. - Handle sensitive and confidential information with discretion and professionalism. - Oversee various administrative functions, including managing office supplies, mail, and general office organization. - Utilize multiple computer systems in a paper-intensive setting and assist with additional tasks as needed. Qualifications and Skills: - High school diploma or higher. - Series 6,7 or 11 completed - Highly detail-oriented with the ability to thrive in a fast-paced environment. - Strong multitasking and time-management skills. - Proficient in Microsoft Office (Word, Excel), CRM platforms, and other relevant software tools. - Strong interpersonal and communication skills with a customer-first mindset.

Job Title: Case Manager Location: [Homeless Shelter- Horizon Hearts, Inc Location: Hempstead, NY 11550 Job Type: Full-time Salary: $50K to $60K Job Summary: The Case Manager at Horizon Hearts, Inc will provide comprehensive support to individuals experiencing homelessness. This role involves assessing client needs, developing personalized service plans, and coordinating resources to help clients achieve stability and self-sufficiency. Key Responsibilities: Conduct thorough assessments of clients' needs, strengths, and barriers. Develop and implement individualized service plans in collaboration with clients. Provide ongoing case management, including regular follow-up and adjustments to service plans. Connect clients with appropriate community resources, such as housing, healthcare, employment, and social services. Advocate for clients' needs within the shelter and the broader community. Maintain accurate and up-to-date client records and documentation. Collaborate with shelter staff, volunteers, and external partners to ensure comprehensive support for clients. Facilitate group sessions and workshops on topics such as life skills, job readiness, and health education. Monitor and evaluate clients' progress towards goals, providing support and encouragement. Participate in staff meetings, training sessions, and professional development opportunities. Requirements: Bachelor's degree in Social Work, Psychology, Human Services, or a related field. Minimum of 2 years of experience in case management, preferably in a homeless shelter or similar setting. Strong understanding of issues related to homelessness, poverty, and mental health. Excellent communication, interpersonal, and organizational skills. Ability to work independently and as part of a team. Proficiency in Microsoft Office and case management software. Valid driver's license and reliable transportation. Ability to handle sensitive information with confidentiality and professionalism. Commitment to the mission and values of [Horizon Hearts, Inc] Preferred Qualifications: Master's degree in Social Work or related field. Experience with trauma-informed care and crisis intervention. Bilingual in [English and Spanish] plus