Private Client Service jobs in New York, NY

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ADMINISTRATOR, CLIENT SERVICES

Database Management Processes Client Services ticket/email requests, including but not limited to the necessary due diligence and report generation to ensure Accounts, Contacts, and Building objects are up-to-date along with the...

CompanyMilrose Consultants Llc
AddressNew York, NY
CategoryInformation Technology
Job typePart-Time
Date Posted a month ago See detail

Administrator, Client Services

Milrose Consultants Llc

New York, NY

Database Management Processes Client Services ticket/email requests, including but not limited to the necessary due diligence and report generation to ensure Accounts, Contacts, and Building objects are up-to-date along with the...

Client Services JOB Training Program - Now Hiring

Year Up

New York, NY

$525 per week

The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mello...

Client Service Representative

Vca Animal Hospitals

New York, NY

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

Entry Level Client Services Opportunity

Year Up

New York, NY

$525 per week

The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mello...

Director, Client Services

Epsilon

New York, 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...

Client Services Rep (Insurance) - No Experience Required

Hire-Standard Staffing

New York, NY

Engage with clients to understand their financial goals and concerns.. Present tailored solutions to safeguard their assets effectively.. Maintain a pulse on the industry, ensuring you offer the best and most updated advice.. Fost...

Entry Level Client Services Role

Year Up

New York, NY

$525 per week

The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mello...

Private Client Financial Advisor - Borough Park - Brooklyn, NY

Pix11

New York, NY

Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals fro...

Client Service Representative (Full Time)

Vca Animal Hospitals

New York, NY

ESSENTIAL FUNCTIONS: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms Scheduling and confirming appointments Placing outbound calls for follow-ups...

Client Services Career Training Program - Now Hiring

Year Up

New York, NY

$525 per week

The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at BNY Mello...

CLIENT SERVICES ADVISOR (FT) - Hybrid

Zimmermann

New York, NY

24.00-25.00 Per Hour

To provide exceptional client service via email, phone, WhatsApp, social, and live chat. To achieve a high level of service satisfaction for Online, Wholesale, and In-store clients. To build client relations, generating a strong c...

Director, Client Services

Pix11

New York, 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...

Director, Client Services

Pix11

New York, 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...

Director, Client Services

Pix11

New York, 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...

Director, Client Services

Pix11

New York, 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...

Client Service Representative - Veterinary

Vca Animal Hospitals

New York, NY

Access to the people and financial resources of a large veterinary community. Leadership opportunities. Career development programs. Opportunities to give back through strong Shelter partnerships and VCA Charities. Tuition support...

Private Client Financial Advisor - Borough Park - Brooklyn, NY

Citizens

New York, NY

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

Associate Manager (Go Trade+), Client Service Trade Support

Ss&C Technologies

New York, NY

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans. Your Future: 401k Matching Program, Professional Development Reimbursement. Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid H...

Client Service Associate

Advisor Business Solutions

New York, NY

$64k-83k (estimate)

Engage and promptly addressing HNW client requests with concierge role. Open new accounts, process client money movement requests. Support operations manager with account requests, back-office support, preparing reports and sp...

Japanese Business Services - Private Tax Manager

Pix11

New York, NY

Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse com...

Banking/Financial Services Client Executive - New York Tri-State Area

Ntt Data, Inc.

New York, NY

Responsible for revenue and profit goals and effectively manages P&L across multiple deal structures within Banking & Financial Services domains.. Requires strategic ability to interface and successfully influence multiple C-level...

Private Wealth Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

Japanese Business Services - Private Tax Manager

Pwc

New York, NY

Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse com...

Private Client Relationship Manager (Brooklyn) - Now Hiring

Citizens

Brooklyn, NY

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...

Director, Client Services

Epsilon

Brooklyn, 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...

Private Client Market Leader - Mid Atlantic (PA/NY)

Citizens

Brooklyn, NY

$135,000 - $175,000 per year

Lead and motivate a team of 30+/ licensed Private Client Relationship Managers (PCRMs) across a specified, broad geography, both in person and remotely. Inspire team to achieve business results and customer experience goals by con...

Client Services Rep (Insurance) - No Experience Required

Hss

Brooklyn, NY

Engage with clients to understand their financial goals and concerns.. Present tailored solutions to safeguard their assets effectively.. Maintain a pulse on the industry, ensuring you offer the best and most updated advice.. Fost...

Director, Client Services - Full-time / Part-time

Epsilon

Brooklyn, 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...