Client Service Associate Jobs in Garden City, NY | Glassdoor

Client Service Associate Jobs in Garden City, NY

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  • 3.5
    UBS – New York, NY
    Est. Salary $40k-$59k
    23 days ago 23d
    please copy req 141381BR…
  • 3.3
    Lazard Asset Management – New York, NY
    Est. Salary $51k-$74k
    27 days ago 27d
    production of all new business and client service presentation materials. The Client Service Associate has direct interaction as the… objectives of the respective business channel by servicing existing clients. The longer-term goal for this role is to get involved…
  • 3.4
    Citibank – New York, NY
    Est. Salary $29k-$42k
    9 days ago 9d
    Communicate regularly with clients on items such as monthly statements; provide full customer service. Full knowledge of the Firm's… reviewing client accounts. Answer phones, take messages, and respond to client requests, when appropriate. Take client's orders…
  • 3.8
    Lenox Advisors – Stamford, CT
    Est. Salary $36k-$52k
    17 days ago 17d
    policy process. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting… financial success. We have an immediate opportunity for a Client Service Associate, supporting a successful Financial Advisor/Insurance…
  • 3.6
    First Republic Bank – New York, NY
    Est. Salary $46k-$66k
    4 days ago 4d
    sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events… interpersonal skills to interface with clients, prospects, custodians and colleagues Excellent customer service skills Use of considerable…
  • 3.8
    HighTower Advisors – New York, NY
    Est. Salary $35k-$57k
    24 days ago 24d
    functions. Job Description : Client Service Associate Be the first point of contact for clients and visitors in the office and… reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy Process client requests (wires…
  • 3.7
    Thrivent Financial – Long Island City, NY
    Est. Salary $38k-$56k
    3 days ago 3d
    institutions during the new-business or product-service process. The Client Service Associate reports to and is employed by the Westbury… personable, engaging, with a passion for client service Strong written and verbal communication skills Flexible and collaborative…
  • First Republic – New York, NY
    Est. Salary $39k-$57k
    1 days ago 1d
    sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events… skills to interface with clients, prospects, custodians and colleagues * Excellent customer service skills * Use of considerable…
  • 3.7
    Morgan Stanley – New York, NY
    23 days ago 23d
    ultra-high-net-worth clients, their families and foundations. The PWM Registered Associate is a client-facing role. Through… the specific needs and service issues of high net worth clients in order to cultivate existing client relationships. The…
  • 2.7
    Sterling National Bank – New York, NY
    Est. Salary $28k-$40k
    1 days ago 20hr
    value honesty, integrity and go above and beyond for their clients. It’s an exciting time to work for Sterling National Bank…
  • 3.5
    UBS – Jericho, NY
    Est. Salary $28k-$40k
    22 days ago 22d
    other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team… ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with…
  • 2.7
    Sterling National Bank – New York, NY
    Est. Salary $27k-$39k
    26 days ago 26d
    value honesty, integrity and go above and beyond for their clients. It’s an exciting time to work for Sterling National Bank… skills Effective Decision Maker Results oriented Strong service orientation. Job Location Stony Point, New York…
  • 4.4
    Myriad Supply – New York, NY
    Est. Salary $27k-$41k
    1 days ago 21hr
    to ensure that all client requests, orders, quotes, etc. are up to date, accurate, and conveyed to the client. This role will have… support is the combination of efficiency, excellent customer service, and creative problem-solving. About the role: You will be…
  • 3.5
    Citi – New York, NY
    Est. Salary $29k-$43k
    9 days ago 9d
    Communicate regularly with clients on items such as monthly statements; provide full customer service. Full knowledge of the Firm's… reviewing client accounts. Answer phones, take messages, and respond to client requests, when appropriate. Take client's orders…
  • 3.8
    Raymond James Financial – New York, NY
    Est. Salary $29k-$41k
    25 days ago 25d
    , and spreadsheets to assist with servicing existing clients and prospecting for new clients. • Creates and maintains records… to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks…
  • 2.7
    Sterling National Bank – New York, NY
    Est. Salary $30k-$44k
    17 days ago 17d
    to the right place. What you will do: Assist the Client Service Manager in maintaining the operational integrity of the… value honesty, integrity and go above and beyond for their clients. It’s an exciting time to work for Sterling National Bank…
  • 3.5
    UBS – New York, NY
    Est. Salary $40k-$59k
    4 days ago 4d
    other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team… ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with…
  • 3.5
    Stifel Nicolaus – New York, NY
    Est. Salary $27k-$39k
    16 days ago 16d
    assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.… event; Client Service Associates may not be designated speakers or present products to clients or prospective clients at such…
  • 3.7
    The Mind Gym – New York, NY
    Est. Salary $65k-$109k
    2 days ago 2d
    our S&P 100 clients, outlining service delivery and revenue growth strategies for existing and potential clients Building and… behavioral change adviser to clients Collaborating with Client team (Sales), Solutions team and other Client Services colleagues to…
  • 3.7
    Morgan Stanley – New York, NY
    Est. Salary $40k-$58k
    16 days ago 16d
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint. Superior interpersonal, organizational and client service skills Experience Industry experience is a plus.…
  • 3.5
    UBS – Stamford, CT
    Est. Salary $29k-$40k
    8 days ago 8d
    Are you truly service oriented? Do you possess your Series 7 license and have experience supporting clients? We’re looking for… other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team…
  • 3.7
    Morgan Stanley – New York, NY
    Est. Salary $41k-$60k
    14 days ago 14d
    POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. DUTIES and RESPONSIBILITIES:… PowerPoint. * Superior interpersonal, organizational and client service skills. Other Qualifications * Be authorized to work…
  • 4.0
    Integral Ad Science – New York, NY
    Est. Salary $59k-$102k
    26 days ago 26d
    Client Service Managers (CSM) are challenged with ensuring flawless campaign execution and partner operation. CSMs work strategically… creative executions. Responsibilities: Implement client campaigns Client operations training (CMP usage, UI walkthrough of publisher…
  • Child Guidance Center of Southern CT Inc – Stamford, CT
    21 days ago 21d
    documenting client visits and staff schedules and manage appointments Collect and document up-to-date client insurance… qualifying clients, both as part of the intake process and in support of the agency’s on-going relationships with clients
  • 3.5
    CIBC – New York, NY
    Est. Salary $28k-$40k
    9 days ago 9d
    prepare correspondence, maintain files Integral support for client service teams and special projects as assigned/requested Handle… years’ experience in trust and/or investments *Strong client service orientation *Proficient with Microsoft Word, Outlook,…
  • Beacon Wealth Management, LLC – Hackensack, NJ
    Est. Salary $37k-$56k
    30+ days ago 30d+
    completion Assist in the client file management and provide input to open items and actions to associate and lead advisors Key… Responsibility Involvement in most aspects of pre-client meeting activities such as client paperwork, presentations, and preparation of…
  • 3.5
    Bayada – Hauppauge, NY
    Est. Salary $28k-$44k
    1 days ago 23hr
    an Associates / Staffing / Client Service Manager to join our Hauppauge, NY office. Associates / Staffing / Client Service Manager… MANAGEMENT SKILLS AND HELP OUR HOME BOUND CLIENTS! Associate / Staffing / Client Service Manager, Hauppauge, NY, Home Care…
  • 3.4
    Citibank – Rockville Centre, NY
    Est. Salary $29k-$42k
    21 days ago 21d
    Licensed Customer Associates are expected to support Financial Advisors and provide world class customer service where the focus… focus is on client satisfaction and deepening relationships. Job Responsibilities Efficiently manage inquiries from CWM FAs…
  • 2.4
    Lord Abbett – Jersey City, NJ
    Est. Salary $32k-$46k
    22 days ago 22d
    to ensure all client reporting and certifications are completed in a timely manner 3+ years of Client Service experience,… , serving Institutional Clients preferred but not required Service orientation and experience working as a part of a cohesive…
  • 3.5
    Citi – Rockville Centre, NY
    Est. Salary $29k-$43k
    21 days ago 21d
    Licensed Customer Associates are expected to support Financial Advisors and provide world class customer service where the focus… focus is on client satisfaction and deepening relationships. Job Responsibilities Efficiently manage inquiries from CWM FAs…
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