Jobs near Brentwood: 3,411
RS
Relevance Score ranked on: CLIENT SERVICE
Client Services Administrator
Brentwood
Do you have experience in the client service sector? Are you looking for a foot in the door with a prestigious financial services company? If so, then this opportunity is for you! We are seeking a client service representative for a hybrid opportunity with a long-standing client. Apply today! Qualifi...
Search Terms: Client Service, Administrator, Business Services, Staffing, Client
89.2
0mi
Updated: August 14
Sr Client Services Manager - National Accounts
Melville
Performs a combination of duties in accordance with departmental guidelines:Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. Provides technical, adminis...
Search Terms: Client Service, Manager, Account, Evaluation, Skills
85.2
8mi
Updated: August 22
Client Services Manager - Middle Market/Construction
Melville
Performs a combination of duties in accordance with departmental guidelines:Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. Provides technical, adminis...
Search Terms: Client Service, Manager, Construction, Evaluation, Skills
85.2
8mi
Updated: August 22
Associate, Client Service
Melville
Process account onboarding, including preparation of Advisory Agreements and custodial account agreements Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance Handle asset movement requests with clients and ...
Search Terms: Client Service, Associate, Service Advisor, Business Services, Client
83.6
8mi
Updated: July 30
Tax Senior Manager I Private Client Services
Melville
Regarded as a Subject Matter Expert within business unit and shares knowledge. Make recommendations on internal department procedures. Recognize business opportunities for our clients and for CBIZ - Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of ...
Search Terms: Client Service, Manager, Tax, Senior, Private
83.2
8mi
Updated: July 18
Commercial Lines-AVP, Client Services Manager (hybrid NY)
Plainview
The AVP, Client Service Manager serves as a strategic partner and primary relationship manager to a select group of Sales Advisors/ Producers. As a trusted extension of the Advisor team, you will lead the coordination and delivery of client service activities across Commercial Property & Casualty (P&...
Search Terms: Client Service, Commercial, Manager, Relationship Manager, Service Manager
83.1
12mi
Updated: August 05
Branch Banking Client Platform Specialist
Farmingdale
The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline managem...
Search Terms: Banking, Specialist, Business Development, Client Service, Platform
76.2
11mi
Updated: August 21
Wealth Management Client Associate
Smithtown
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
75.1
5.7mi
Updated: August 07
Wealth Management Client Associate
Melville
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
74.8
8mi
Updated: August 13
Assistant Vice President, Personal Lines Claims
Melville
The Assistant Vice President, Personal Lines Claims is a senior-level claims advocacy position responsible for managing a portfolio of personal lines claims on behalf of HUB International Northeast’s individual and family clients, with a primary focus on high net worth and Private Client accounts. Th...
Search Terms: Claims, Vice President, Leadership, Account Executive, Assistant
74.8
8mi
Updated: August 13
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