Jobs near Smithtown: 3,129
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
85
5.7mi
Updated: August 14
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
82.9
11mi
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
82.5
11mi
Updated: July 18
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
79.2
0mi
Updated: August 07
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
75.4
16mi
Updated: August 21
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
74.2
11mi
Updated: August 13
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
74.2
11mi
Updated: August 13
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
73.1
11mi
Updated: July 18
Partnership Taxation Sr Associate - Asset Management/REIT
Melville
As a Partnership Tax Senior Associate, you’ll perform compliance for complex tax returns and provide tax consulting services for your individual, trust, partnership, and S corporation clients – all with the resources, environment, and support to help you excel. You’ll collaborate with the Partnership...
Search Terms: Partnership, Associate, Management, Accounting, Client Service
68.6
11mi
Updated: August 20
New Business Consultant
Melville
The New Business Consultant is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of contact betwee...
Search Terms: Business Operations, Consultant, Business, Salesforce, Client Service
66
11mi
Updated: August 12
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