Jobs near Freeport: 4,983

RS

Relevance Score ranked on: CLIENT RELATIONS

Registered Client Relationship Analyst

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a clien...

Search Terms: Client Relations, Relationship, Analyst, Registered, Financial Advisor

84.1

7mi

Updated: August 04

Associate Relationship Manager

The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Cl...

Search Terms: Relationship Manager, Relationship, Associate, Manager, Client Relations

76.1

9.6mi

Updated: August 08

About the Role. As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuab...

Search Terms: Tax, Associate, Client Relations, Accounting, Retail

72.1

0mi

Updated: August 10

Branch Banking Assistant Leader

The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community. Job Responsibilities:JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achi...

Search Terms: Banking, Sales Leader, Leader, Leadership, Assistant

70.1

9.1mi

Updated: August 29

About the Role. As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuab...

Search Terms: Tax, Associate, Client Relations, Accounting, Retail

69.2

2.7mi

Updated: August 10

Outside Commercial Lines sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth. Responsibilities:Achieve annualized new business sales of $175 k in our target market ...

Search Terms: Producer, Sales Associate, Brokerage, Client Relations, Management

68.9

3.6mi

Updated: August 11

Outside Employee Benefits sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth. Responsibilities:Achieve annualized new business sales of $200 k in our target market...

Search Terms: Producer, Sales Associate, Brokerage, Client Relations, Management

68.9

3.6mi

Updated: August 11

About the Role. As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions while building valuab...

Search Terms: Tax, Associate, Client Relations, Accounting, Retail

68.7

3.9mi

Updated: August 10

Private Client Specialist I - Melville, NY

The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clien...

Search Terms: Client Specialist, Financial Planning, Specialist, Relationship Manager, Private

68.3

15mi

Updated: August 27

Director, Family Office

Serve as the primary relationship lead for complex, multi entity high net worth clients and family offices. Lead all internal and external client communications with clarity, professionalism, and strategic insight. Oversee the delivery of day to day family office services including bill pay, cash man...

Search Terms: Director, Family, Office, Accounting, Client Relations

68.2

7mi

Updated: August 18

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