associate, client & advisor services Jobs - 549


USI Insurance Services - Uniondale,NY

General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and...

Date : 2025-01-05T03:22:08Z

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Alliant - The Audience Company - Brewster,NY

Drive Client Success, Fuel Your Career Are you a highly motivated individual who thrives on turning data into powerful insights and building strong client relationships? Do you have a passion for ensuring customer success...

Date : 2025-01-01T09:13:17Z

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Edward Jones - Lancaster,NY

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals:...

Date : 2025-01-01T08:13:15Z

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Bold Business - Plainview,NY

[Administrative Assistant / Remote] Anywhere in U.S. / Competitive Pay - As a Data Entry Agent you'll: Be responsible for reviewing and completing Enrichment Tasks as defined and trained by the client; Perform application data entry; Verify vendor...

Date : 2025-01-04T07:50:04Z

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BNY - New York,NY

Vice President, Client Presentation Manager At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the...

Date : 2025-01-02T16:19:24Z

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Point Wealth Management - Melville,NY

About Point Wealth Management: At Point Wealth Management, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this...

Date : 2025-01-02T14:09:06Z

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CitiStaffing - New York,NY

Receptionist Financial Services firm with global reach is looking for a Receptionist to join their team! RESPONSIBILITIES INCLUDE: Meet and greet clients and...

Date : 2025-01-01T18:09:02Z

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Respect Auto Group - Bronx,NY

Job Title: Service Advisor Summary Automotive service advisors greet customers, listen to their description of the problems or service needed, determine the type of service required and prepare repair...

Date : 2025-01-01T06:48:13Z

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New York City, NY - New York,NY

The NYC Department of Homeless Services (DHS) is one of the largest organizations of its kind committed to preventing and addressing homelessness in New York City. Collaborating with other public agencies and not-for-profit partners, the...

Date : 2025-01-01T06:47:49Z

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University of Rochester - Rochester,NY

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the...

Date : 2025-01-02T08:13:05Z

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