Jobs near Great Neck: 6,812
RS
Relevance Score ranked on: CLIENT SERVICE
Client Services Representative
Westbury
This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client fi...
Search Terms: Client Service, Representative, Financial Advisor, Registered, Customer Service
88.1
8.1mi
Updated: December 24
Client Services Representative
Westbury
This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client fi...
Search Terms: Client Service, Representative, Financial Advisor, Registered, Customer Service
88.1
8.1mi
Updated: December 24
Sr. Client Services Analyst
New York City
The salary range for this role is $73,000 - $100,100/year Bonus As a Sr. Client Services Analyst on the Strategic Accounts Team at Numerator, you'll play a crucial role in supporting core clients. You'll act as an extension of our partners' teams, guiding users on Numerator's Insights platform and le...
Search Terms: Client Service, Analyst, Technology, Client, Business
85.3
13mi
Updated: December 21
Client Service Coordinator
New Hyde Park
Make money! Make a Difference! We offer a base salary and a consistent schedule that enables you to have an excellent work-life balance. We also provide an extensive training program on all our hair loss solutions. New management believes in the power of hair and how it makes people feel happy, secur...
Search Terms: Client Service, Coordinator, Service, Client, Retail
85
4.2mi
Updated: November 28
Senior Director, Strategic Planning - Client Services
Greenwich
Search Terms: Client Service, Director, Strategic, Planning, Senior
84.7
18mi
Updated: December 21
Tax Manager - Private Client Services
New York
Randstad is currently seeking experienced Tax Managers with a background in Private Client Services for opportunities in the NYC & Long Island, NY areas. The ideal candidate will have extensive experience in Private Client Services and be local to these areas, as this role follows a hybrid work model...
Search Terms: Client Service, Tax Manager, Tax, Manager, Private
84.1
13mi
Updated: December 15
Senior Client Service Associate-Registered
Garden City
The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to preserve long-term client relations...
Search Terms: Client Service, Associate, Registered, Financial Advisor, Service
84.1
5.2mi
Updated: November 15
Client Services Representative
Westbury
About Us: Veterinary Care Group - Westbury is a compassionate and well-established veterinary clinic dedicated to providing high-quality care for pets in our community. We are looking for an enthusiastic and customer-oriented Veterinary Receptionist to join our team. If you are passionate about anima...
Search Terms: Client Service, Representative, Customer Service, Operations, Retail
83.4
8.1mi
Updated: November 20
Wealth Management Client Associate
Great Neck
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, incl...
Search Terms: Client Associate, Management, Wealth, Financial Advisor, Client Service
83.4
0mi
Updated: December 24
Client Service Associate
Greenwich
Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the ...
Search Terms: Client Service, Associate, Service, Asset Manager, Financial Planning
82.7
18mi
Updated: December 07
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