Jobs near Uniondale: 5,285
RS
Relevance Score ranked on: CLIENT RELATIONS
Registered Client Relationship Analyst
Garden City
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
84.6
5.2mi
Updated: August 04
Associate Relationship Manager
Jericho
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
76.9
6.3mi
Updated: August 08
EB Producer
Uniondale
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
72.2
0mi
Updated: August 11
P&C Producer
Uniondale
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
72.2
0mi
Updated: August 11
Branch Banking Assistant Leader
Farmingdale
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
71.4
7.7mi
Updated: August 29
Tax Associate
HEMPSTEAD
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
70.2
1.5mi
Updated: August 10
Tax Innovation - Tax Data Transformation - Director
Melville
The Opportunity. As a Tax Innovation - Tax Data Transformation - Director, you will specialize in delivering comprehensive solutions that integrate business, experience, and technology aspects. Within our Tax practice, you will work closely with clients to understand their needs, design and implement...
Search Terms: Tax, Director, Innovation, Client Relations, Data
69.9
12mi
Updated: August 21
Private Client Specialist I - Melville, NY
Melville
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
69
12mi
Updated: August 27
Tax Associate
FREEPORT
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
68.9
3.6mi
Updated: August 10
Tax Associate
WESTBURY
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
68.8
3.6mi
Updated: August 10
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