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CLIENT RELATIONSHIP SPECIALIST - NEW YORK, NY (UPPER EAST SIDE)

1+ years of Client/Customer Service experience. Previous experience in Financial Services/Wealth Management and/or closely related industry.. While licensing is preferred, it is not required for this role, Charles Schwab will supp...

CompanyCharles Schwab
AddressNew York, NY
CategoryRetail
Job typeFull-time, Part-time
Date Posted 4 days ago See detail

Client Relationship Specialist - New York, NY (Upper East Side)

Charles Schwab

New York, NY

1+ years of Client/Customer Service experience. Previous experience in Financial Services/Wealth Management and/or closely related industry.. While licensing is preferred, it is not required for this role, Charles Schwab will supp...

4 days ago seen See more...

Insurance Relationship Consultant - Health & Benefits

Adp

El Paso, TX

Develop strong, positive relationships with clients by providing strategic support of their initiatives. Build and enhance business partnerships by building trust with key client decision makers. Maintain effective client relation...

6 days ago seen See more...

Insurance Relationship Consultant - Health & Benefits

Adp

Florham Park, NJ

Develop strong, positive relationships with clients by providing strategic support of their initiatives Build and enhance business partnerships by building trust with key client decision makers Maintain effective client relationsh...

6 days ago seen See more...

Client Relationship Manager - Entry Level

Divergent Marketing Solutions

San Diego, CA

Engage with customers to build and maintain relationships while presenting potential products and services directly available to them. Drive revenue for the associated campaign by strengthening customer relationships using active...

6 days ago seen See more...

Client Services Associate - Institutional Relationship Specialist

Equity Trust

Fort Myers, FL

Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits). Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and o...

3 days ago seen See more...

Benefits Relationship Life Cycle Consultant - Now Hiring

Adp

Sacramento, CA

$66,560.00 - $113,700.00 per year

Do you love being in front of a crowd?. Are you a strategic thinker?. Do you think benefits are fun?. You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to...

4 days ago seen See more...

Private Client Relationship Manager (Fort Lee, NJ) - Now Hiring

Citizens

Fort Lee, NJ

Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition. Perform regular, proactive outreach to manage, deepen and...

2 weeks ago seen See more...

Home Builder Relationship Consultant (Outside Sales)

Phoenix Systems

Alpharetta, GA

Hunt and onboard new builder accounts. Set up new builder accounts and handoff to our builder development team for finalization. Maintain strong relationships with Home Builder partners, serving as the primary point of contact. Se...

2 weeks ago seen See more...

Bilingual Benefits Relationship Consultant (English/Spanish)

Adp

Tallahassee, FL

Do you love being in front of a crowd? Are you a strategic thinker? Do you think benefits are fun? You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to dri...

2 weeks ago seen See more...

Benefits Relationship Consultant

Adp

Hartford, CT

Do you love being in front of a crowd? Are you a strategic thinker? Do you think benefits are fun? You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to dri...

2 weeks ago seen See more...

Bilingual Benefits Relationship Life Cycle Consultant (English/Spanish)

Adp

New York, NY

Do you love being in front of a crowd?. Are you a strategic thinker?. Do you think benefits are fun?. You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to...

7 days ago seen See more...

Bilingual Benefits Relationship Life Cycle Consultant (English/Spanish) - Now Hiring

Adp

Sacramento, CA

$66,560.00 - $113,700.00 per year

Do you love being in front of a crowd?. Are you a strategic thinker?. Do you think benefits are fun?. You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to...

7 days ago seen See more...

Benefits Relationship Life Cycle Consultant

Adp

New York, NY

Do you love being in front of a crowd?. Are you a strategic thinker?. Do you think benefits are fun?. You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to...

7 days ago seen See more...

Bilingual Benefits Relationship Life Cycle Consultant (English/Spanish)

Adp

San Diego, CA

$66,560.00 - $113,700.00 per year

Do you love being in front of a crowd?. Are you a strategic thinker?. Do you think benefits are fun?. You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to...

a week ago seen See more...

Chemistry Sales & Clients Relationship Specialist

Broadpharm

Remote

$65,000 - $95,000 a year

Building and maintaining profitable relationships with key customers and potential new customers. Understanding customers individual R&D project and addressing their needs. Overseeing the relationship with customers handled by ou...

2 weeks ago seen See more...

Benefits Relationship Life Cycle Consultant

Adp

Albany, NY

Do you love being in front of a crowd?. Are you a strategic thinker?. Do you think benefits are fun?. You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to...

2 weeks ago seen See more...

Benefits Relationship Life Cycle Consultant

Adp

Hartford, CT

Do you love being in front of a crowd? Are you a strategic thinker? Do you think benefits are fun? You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to dri...

2 weeks ago seen See more...

Bilingual Benefits Relationship Life Cycle Consultant (English/Spanish)

Adp

Albany, NY

Do you love being in front of a crowd?. Are you a strategic thinker?. Do you think benefits are fun?. You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to...

2 weeks ago seen See more...

Relationship Benefits Consultant

Adp

Albany, NY

Do you love being in front of a crowd?. Are you a strategic thinker?. Do you think benefits are fun?. You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to...

2 weeks ago seen See more...

Bilingual Benefits Relationship Life Cycle Consultant (English/Spanish)

Adp

San Diego, CA

Do you love being in front of a crowd?. Are you a strategic thinker?. Do you think benefits are fun?. You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to...

2 weeks ago seen See more...

Bilingual Benefits Relationship Life Cycle Consultant (English/Spanish)

Adp

Los Angeles, CA

Do you love being in front of a crowd?. Are you a strategic thinker?. Do you think benefits are fun?. You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to...

2 weeks ago seen See more...

Benefits Relationship Life Cycle Consultant

Adp

Los Angeles, CA

Do you love being in front of a crowd?. Are you a strategic thinker?. Do you think benefits are fun?. You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to...

2 weeks ago seen See more...

Bilingual Relationship Benefits Consultant

Adp

Albany, NY

Do you love being in front of a crowd?. Are you a strategic thinker?. Do you think benefits are fun?. You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to...

2 weeks ago seen See more...

Benefits Relationship Life Cycle Consultant

Adp

Tallahassee, FL

Do you love being in front of a crowd? Are you a strategic thinker? Do you think benefits are fun? You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to dri...

2 weeks ago seen See more...

Client Relationship Manager

Voya Financial

Remote

$86.2K - $109K a year

Maintain and strengthen relationships with key clients, distribution partners and TPAs Develop business plans that identify key clients and list action steps to manage those relationships Consult with clients and brokers on invest...

3 weeks ago seen See more...

Private Client Relationship Manager

Webster Bank

Brooklyn, NY

$85,000 a year

Identifying and referring mortgage CRA opportunities when appropriate.EXPERIENCEAt least at least 6 years of financial services industry experience in one or a combination of the following areas: corporate, consumer, mortgage, inv...

3 weeks ago seen See more...

Client Relationship Manager I

Bluecross Blueshield Of South Carolina

Columbia, SC

$82.5K - $105K a year

Serves as primary contact for clients. Handles less complex clients and works with other Relationship Managers, Consultants, Client Advocates, NA Operations and Support, Reporting Medical Management, Product Development. etc. and...

3 weeks ago seen See more...

Client Relationship Coordinator

Prohome Llc

Cape Coral, FL

$18 - $20 an hour

Serve as the lead point of contact for a group of homeowners, sub-contractors, builders & developers within assigned territories. Respond to customer inquiries, claims & request for service calls. Coordinate subcontractors to meet...

3 weeks ago seen See more...

Client Relationship Manager

Sage Marketing

Greenvale, NY

$16 - $25 an hour

Modern office setting. Food provided. Work-from-home days. Growth opportunities. 1 year. 8 hour shift. Day shift. Bonus opportunities. Performance bonus. Greenvale, NY 11548: Relocate before starting work (Required)....

3 weeks ago seen See more...

Client Relationship Manager (IT)

Msp Hire, Inc.

Milwaukee, WI

Generate new accounts through prospecting, networking, and referrals. Collaborate with the IT department to manage client accounts and create customized solutions. Conduct needs analysis and present proposals at client sites. Demo...

3 weeks ago seen See more...

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