Client services jobs in West Islip, NYCreate job alerts

We are seeking an experienced Client Service Representative to join our team. As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. Answering questions regarding products and services, i...

Get notified about new Client Services Representative jobs in. Provide effective administrative and clerical support in support of client and prospective client needs in a timely manner while prioritizing work appropriately. The Client Service Representative is responsible for providing efficient...

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...

Provide effective administrative and clerical support in support of client and prospective client needs in a timely manner while prioritizing work appropriately. The Client Service Representative is responsible for providing efficient and professional phone coverage and communications with client...

Headquartered in Farmingdale NY, we take pride in providing exceptional client support and maintaining strong professional relationships. Work with various client systems. Serve as liaison between clients and internal departments.

Demonstrates knowledge in Casellas business products and services as well as customer service and client relationship management. The Client Services Representative communicates with commercial and large industrial companies across the United States and Canada, building relationships, while manag...

As an Account Manager within Private Client Services (PCS), you will be responsible for developing and servicing new and existing Private Client Group accounts. Serving as an advisor to clients, you will maintain and retain existing business, while following up on referrals and rounding client ac...

About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reportingpowered by cutting-edge technology and a people-first culture. Communic...

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...

Finishes the client, shareholder, and co-worker initiated correspondence research items, including identifying the root cause that prompted the creation of each correspondence research item and reporting on the solution to each case. This job must be performed with respect for client privacy, acc...

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...