Jobs near Jericho: 4,729

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

83.5

9.2mi

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

81.2

0mi

Updated: August 08

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

70.9

6mi

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

70.1

1.5mi

Updated: August 10

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

70.1

1.5mi

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

69.7

7.1mi

Updated: August 27

CRE Portfolio Manager

The CRE Credit Products Portfolio Manager I supports the underwriting, structuring, and management of commercial credit relationships. This role exists to provide critical financial analysis, assist in risk assessment, and ensure sound credit decision-making. As a key partner to Relationship Managers...

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

69.6

1.5mi

Updated: July 30

Banking & Capital Markets Tax Senior Associate

The Opportunity. As a Banking & Capital Markets Tax Senior Associate, you will play a pivotal role in our Financial Services Tax practice, helping clients navigate the complex national and international tax environment. You will provide strategic consulting on business analysis, working capital manag...

Search Terms: Capital Markets, Tax, Senior, Associate, Banking

69.5

7.1mi

Updated: August 04

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

3.1mi

Updated: August 10

Branch Banking Client Consultant II Licensed

Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Busi...

Search Terms: Banking, Consultant, Licensed, Financial, High School

68.9

0mi

Updated: July 30

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