Client Service jobs in Port Chester, NY
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CLIENT SERVICE ASSOCIATE, INSURANCE (STAMFORD, CT OR NYC )
Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...
| Company | Nfp |
|---|---|
| Address | Stamford, CT |
| Category | Retail |
| Job type | Full-Time |
| Date Posted | 4 weeks ago See detail |
Client Service Associate, Insurance (Stamford, CT or NYC )
Nfp
Stamford, CT
Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...
4 weeks ago seen See more...
- View all Nfp jobs - jobs in Stamford, CT
Senior Client Service Associate
Gemharvest
Stamford, CT
$80,000 - $120,000 a year
Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients. Participate in the growth of a growing, independent RIA by servicing client needs...
4 weeks ago seen See more...
- View all Gemharvest jobs - jobs in Stamford, CT
Client Service Associate
Newedge Capital Group Llc
Stamford, CT
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). Collect appropriate documentation to set up new accounts and services. Open new acc...
a month ago seen See more...
Director, Client Services
Epsilon
Bronx, NY
Manage a team of account managers that work across Yieldify's US book of business. Define strategy for activating Yieldify across newly signed clients. Create training materials for onboarding new service team hires. Collaborate w...
2 weeks ago seen See more...
- View all Epsilon jobs - jobs in Bronx, NY
Director, Client Services - Now Hiring
Epsilon
Bronx, NY
Manage a team of account managers that work across Yieldify's US book of business. Define strategy for activating Yieldify across newly signed clients. Create training materials for onboarding new service team hires. Collaborate w...
2 weeks ago seen See more...
- View all Epsilon jobs - jobs in Bronx, NY
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