Client jobs in Oceanside, New York - Page 2Create job alerts

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are ready to schedule interviews for this week.We're seeking someone who is great with people, building rela

The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Enhance and preserve relationships with key partners to boost client introductions and

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are ready to schedule interviews for this week.We're seeking someone who is great with people, building rela

Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Tailor wealth management planning to meet client needs.

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are ready to schedule interviews for this week.We're seeking someone who is great with people, building rela

Maxim Healthcare Services - 559175 [Medical Office Assistant] As a Client Coordinator at Maxim Healthcare Services, you'll: Build relationships with Maxim clients and active caregivers to understand their scheduling needs, requirements, and preferences; Coordinate and confirm schedule with clients a

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are ready to schedule interviews for this week.We're seeking someone who is great with people, building rela

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasize

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are ready to schedule interviews for this week.We're seeking someone who is great with people, building rela

We're expanding our team and seeking a smart, organized, and client-obsessed. AGS, you will serve as a trusted day to day point of contact for our clients. This is a client-facing role built for someone who enjoys translating operational complexity into clean execution, owns communication end-to-end

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are ready to schedule interviews for this week.We're seeking someone who is great with people, building rela

The candidate will be responsible for collaborating with hospital executives, clinicians, and leaders to understand client needs, drive improvements in client interactions, ensure a seamless, positive experience throughout the sales process, and meet key Client Success metrics and KPIs. As a Client

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are ready to schedule interviews for this week.We're seeking someone who is great with people, building rela

Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. Opens new client accounts and researches client and security information using internal databases and other technologies. Prepares various business summary reports and client-specific repor

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are ready to schedule interviews for this week.We're seeking someone who is great with people, building rela

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mai

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are ready to schedule interviews for this week.We're seeking someone who is great with people, building rela

A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet th

Customer Service Sales Representative/h2pWere looking for motivated, service-minded individuals who enjoy helping others and communicating with people from all walks of life.If youre dependable, professional, and ready to take on new challenges, we want to hear from you.About The Position/h3pThis i

Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. Provide positive client experience by assisting with account questions, problems and/or co

Lead full-cycle bookkeeping, month-end close, and reconciliations for assigned clients. Experience with multi-entity environments and nonprofit or SMB clients is a plus. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first c

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, f

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets i

Assists with training, works with Client Service Manager on billing issues, takes on additional responsibilities and asks for additional projects, reviews daily work order reports of others, handles escalations and knows who and when will need to know of the issues, supervises the team when needed.

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets i

Branch Banking Client Consultant I - Float. A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greet

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets i

Competitive pay - As a Client Support Specialist at Baylor Genetics, you will: Communicate effectively with clients via phone, email, and chat to provide exceptional customer service; Collect and document client information accurately and efficiently to ensure prompt resolution of inquiries; Utilize

The Client Executive for Professional Liability is responsible for providing support to the Client Executive team and managing assigned client book(s); responsible for growing satisfied carrier and client relationships, expanding current product offerings, maintaining a profitable book of business,

Competitive pay - As a Client Support Specialist at Baylor Genetics, you will: Communicate effectively with clients via phone, email, and chat to provide exceptional customer service; Collect and document client information accurately and efficiently to ensure prompt resolution of inquiries; Utilize

Anchin is looking for a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional cli

Competitive pay - As a Client Support Specialist at Baylor Genetics, you will: Communicate effectively with clients via phone, email, and chat to provide exceptional customer service; Collect and document client information accurately and efficiently to ensure prompt resolution of inquiries; Utilize

About the Role: OASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development. Act as outsourced CFO for select clients, managing internal and external finance teams. D

Competitive pay - As a Client Support Specialist at Baylor Genetics, you will: Communicate effectively with clients via phone, email, and chat to provide exceptional customer service; Collect and document client information accurately and efficiently to ensure prompt resolution of inquiries; Utilize

Company is a worldwide provider of legal services, serving law firms, corporations, financial institutions and government agencieshelping them streamline the administration of business operations.Its scalable, flexible technology is designed to help you quickly and efficiently turn huge amounts of d

Competitive pay - As a Client Support Specialist at Baylor Genetics, you will: Communicate effectively with clients via phone, email, and chat to provide exceptional customer service; Collect and document client information accurately and efficiently to ensure prompt resolution of inquiries; Utilize

Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. The Branch Banking Client Consultant II provides best in class experience by resolving con

Competitive pay - As a Client Support Specialist at Baylor Genetics, you will: Communicate effectively with clients via phone, email, and chat to provide exceptional customer service; Collect and document client information accurately and efficiently to ensure prompt resolution of inquiries; Utilize

Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. The Branch Banking Client Consultant II-Licensed provides best in class experience by reso

Competitive pay - As a Client Support Specialist at Baylor Genetics, you will: Communicate effectively with clients via phone, email, and chat to provide exceptional customer service; Collect and document client information accurately and efficiently to ensure prompt resolution of inquiries; Utilize

Joining H&R Block as a seasonal Client Service Professional/Receptionist means youll focus on how to wow clients now and in the future. Answer phones and greet clients in a personalized, friendly, and inviting manner. Match clients with the best-suited tax professional for their needs.

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients

Competitive pay - As a Client Support Specialist at Baylor Genetics, you will: Communicate effectively with clients via phone, email, and chat to provide exceptional customer service; Collect and document client information accurately and efficiently to ensure prompt resolution of inquiries; Utilize

Working with the client's C-level or board-level sponsorship, you will help source, convert, develop and maintain the relationships with our client's most senior executives. Working in close partnership with our Client Success and Client Executive teams to ensure individual, team and firmwide succes

The Tax Supervisor will play a key role in managing client relationships, overseeing tax compliance, and providing strategic tax planning advice to optimize our clients' financial positions. Department: Tax, Private Client Group. Serve as the primary point of contact for high-net-worth clients and f

The Bloomingdale's Client Specialist's primary responsibility is to maximize sales in their designated area/brand/category. This is done by offering outstanding service and product knowledge, maintaining compelling merchandise presentation, building personal clientele, and educating other colleagues

As a Client Services Representative, you will be the first point of contact for our clients, providing support, guidance, and assistance. Follow up with clients to ensure satisfactory resolution and maintain communication throughout the process. Analyze data to identify trends, patterns, and areas f

The Client Service Associate enhances the client experience by providing exceptional client service, selling/promoting the bank's products/services to all new and existing clients, supporting Branch functions as needed, and serving as administrative and operational support to the ongoing business Ba