- Guardian Life (New York, NY)
- …and Business Risk ("SaBR") team is seeking a positive professional to join the team as a Supervision Advisor on our Brokerage suitability team ! **You ... build positive relationships with both the local agency management team and our field reps while also working in...requests while also insuring the best interest of the client . This individual will be expected to increase their… more
- M&T Bank (Hauppauge, NY)
- …for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring ... all resources and solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers...base .Promote and sell the full array of financial services distributed by the Company to current and new… more
- Citigroup (New York, NY)
- …Lending provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending ... overall Firm targets. + Partner with Citi Wealth Integrated Client Solutions team on loan opportunities for...7, 66 (or 63/65) preferred. **Job Family Group:** Private Client Product Services **Job Family:** IF Lending… more
- H&R Block (New York, NY)
- …tools (ie, video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services + Understand ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...needs and you'll have the support of an expert team , dedicated to providing you with advanced tax training… more
- H&R Block (New York, NY)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It...math, accounting, or finance What you'll bring to the team + Assist with the beginning of the tax… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and...team . + Provide a high level of customer service . **Education/Previous Experience** + High School Diploma or equivalent… more
- Publicis Groupe (New York, NY)
- …. The Client Service Specialist report to the Director of Client Services and collaborate with other departments, such as Product, UX design, Technical ... **Overview** **How You'll Make an Impact** The Client Service Specialist will work across...e-commerce strategies are aligned with overall business strategy. The Client Services Specialist will work closely with… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …teams and excel at operating independently in fast-paced environments. What You'll Do Client Services + Partner with clients across diverse industries to deliver ... high-quality service + Build and manage long-term client ...accountants and managers + Serve as a resource and advisor for team members and leadership What… more
- Raymond James Financial, Inc. (Depew, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...team + Provide a high level of customer service _Custom Wealth Strategies and its employees are_ **_independent… more
- World Insurance Associates, LLC. (Syosset, NY)
- …and policy change requests + Carrier document attachments and Certificates of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data ... unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local… more