Client services jobs in Uniondale, NYCreate job alerts

General Description: Assist Sales Executive and Account Manager in service and retention of Commercial clients. Responsibilities: - Provides internal assistance to 2-4 Commercial Lines Account Managers. - Processes client policies, endorsements, audits, cancelations, and restatements. - Revi...

Job Description We are currently seeking to hire an Entry Level B2B Client Sales Rep to join our team! You will be responsible for collaboration within a sales team to drive company revenue. In this role, you will conduct engaging sales presentation promoting our clients’ products and services. ...

Trusts, Estates & Fiduciary Litigation Associate Attorney (Long Island Law Firm) A premier Long Island law firm is seeking a litigation associate to join its nationally recognized Trusts, Estates, and Fiduciary Litigation practice. This is an excellent opportunity to work closely with high-net-w...

Job Title: Corporate Associate Attorney Location: On- Site Job Type: Full-time Compensation: $140,000 – $170,000 per year (commensurate with experience) Overview: A premier Long Island law firm is seeking a Corporate Associate Attorney with 3–5 years of experience in mergers and acquisitions, ve...

Our mission is to provide high quality legal services in a cost-effective manner and to act as strategic thinking partners for our client and customers. Everyone in a hybrid role is required to spend approximately 60% of the time within the office. Work arrangements could change over time based o...

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. 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'...

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function.The overall objective is to provide high quality custome...

PharMerica, an affiliate of BrightSpring Health Services, is a full-service pharmacy solution providing value beyond medication. Customer Service Pharmacy Technician. One year of previous experience with direct client communication - customer service.

The Client Services Associate is a developing professional role. Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenanc...

Job DescriptionLicensed Master Social Worker (LMSW) – Peace Valley Haven Inc. As an LMSW at Peace Valley Haven Inc., your role involves empowering adult men and women in a shelter environment to achieve self-sufficiency. Key responsibilities include: - Client Assessment and Diagnosis: Conduct...

Job Description About the Lighthouse Lighthouse is a New York City-based specialized agency dedicated to providing top-quality Applied Behavior Analysis (ABA) therapy services for children with autism. Our mission is to empower these children and their families by implementing evidence-based in...

Job Description The County of Nassau Department of Social Services is seeking qualified candidates for the position of Social Welfare Examiner I. GENERAL STATEMENT OF DUTIES Determines financial eligibility of applicants for the various programs administered by the Department of Social Service...

Job DescriptionCompany Description WHO IS AIR CHARTER SERVICE Air Charter Service (ACS) is a leading aircraft charter company that provides passenger and cargo aircraft charters worldwide. ACS provides the best charter solutions using local knowledge. With offices across North America, South ...

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuabl...

Job Description Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. Well train you invaluable skills, such as marketing, busi...

Job Description Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you invaluable skills, such as marketing, bus...

Tax Supervisor, Private Client Group. We are seeking a highly skilled and motivated Tax Supervisor to join our Private Client Practice team. The ideal candidate will have extensive experience in providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family...

Drive client retention and expansion by identifying cross-sell opportunities and ensuring exceptional client service. The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients....

Tax Senior, Private Client Group. As a Tax Senior in the Private Client group, you will be responsible for providing personalized tax advice, compliance, and planning services to high-net-worth individuals and families.

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. Personal inf...

Anchin's Private Client Group is looking for a Tax Manager who will be responsible for providing expert tax advice and services to high-net-worth individuals and family offices. Review complex tax filings for individuals, trusts, family investment partnerships, private foundations, estates and gi...

This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. Spend time with clients on the phone, via vi...

This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. Educate clients on account services, capabil...

This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. Educate clients on account services, capabil...

This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. Educate clients on account services, capabil...

Represent OASIS at board meetings, investor calls, and key client events. Demonstrated ability to lead teams and manage client relationships across sectors. About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofi...

Work with Entry Level Client Services Coordinator team members to secure new clients and to protect existing clients from competitors. The Entry Level Client Services Coordinator will be assigned an external existing customer and new customer base that our clientele provides for us. Provide onsit...

This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. Educate clients on account services, capabil...

This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. Educate clients on account services, capabil...

Responsible for administrative support for the Project Management Team by being a liaison between project management and sample receiving/log-in to successfully intake and manage the clients' work. Acts as a liaison regarding client project needs and provides guidance and suggested actions to the...

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

Exposure to a complete Product Life Cycle Development Gaining high visibility to work with teams across Client Services. Through deep client partnerships with some of the world's largest, most complex and demanding capital markets firms, we develop the flexible tools, technology and innovation th...

Open new client accounts and code accounts based on client features. The Operations Associate will join a well-established team supporting daily account maintenance, working closely with the Chief Investment Officer, Financial Advisors, and Client Services Teams. The ideal candidate will thrive i...

As a member of our Sales team you are motivated by a solutions-focused sales environment and find fulfillment in working with clients to resolve incredibly complex cyberthreats. Stay updated on industry news and trends and how they affect Palo Alto Networks products and services. We educate inspi...

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our Financial Services EY EDGE practice is made up of a team of profess...

Brooklyn-based biotechnology company that develops manufactures and markets hemostatic medical devices utilizing the companys proprietary hydrogel technology.The companys plant-based technology has revolutionized the current standard by stopping traumatic and surgical bleeds in seconds without th...

As an Account Manager within Private Client Services (PCS), you will be responsible for developing and servicing new and existing Private Client Group accounts. Account Manager - Private Client Services. Serving as an advisor to clients, you will maintain and retain existing business, while follo...

You will focus on identifying efficiencies and opportunities to enhance our clients experience and long-term initiatives that contribute to the advancement of our organization and financial health. Oversee office administration functions including customer onboarding order processing invoicing/bi...

Serve as liaison between clients and internal departments. Maintain professionalism in all interactions with clients, customers, and colleagues. Client Liaison Support - Entry Level Position.

Back to all jobs at King David Center for Nursing.King David Center for Nursing is an EEO employer - M/F/Vets/Disabled.King David Center for Nursing and Rehabilitation.Receptionist to join the team at our Skilled Nursing Facility in Brooklyn NY!.The Allure Group is a consortium of six rehabilitat...

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

The DSO Account Manager forNYC will primarily focus on gaining new Mid to Top Tier Hair Salons leveraging the Wella Color Portfolio and services while maintaining and growing current Wella customers.

May assist management to market JOC services to clients. Coordinate with applicable OGS staff within Construction and Design, contractors, consultants, and clients to. Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff.

SVP, the management services team, supports OCLI vision, one of the largest multi-specialty ophthalmology networks in the U. We expect our business partners, suppliers, clients, and all of our team members to uphold these commitments.

Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff. You can become part of an organization that has a strong track record and is looking to strengthen relationships and capabilities to continue being a trusted resource for our clie...

Seeking an Administrative Assistant that will provides administrative support to Senior Management.Responsible for administrative functions including answering incoming calls, scheduling and preparation of meetings, scheduling of domestic and international travel, maintenance of calendar, sorting...

Clinical Psychologist seeking a friendly, personable and reliable front office assistant to answer phones, greet patients and schedule appointents for busy office.

Excellent communication skills, with the ability to effectively liaise between internal teams, clients, and external partners. A positive attitude, strong work ethic, and willingness to go above and beyond to ensure client satisfaction and team success. This role will oversee the day-to-day proje...