Hybrid Client Service Specialist - Financial Services
Orion Advisor Technology
Orion Advisor Technology is seeking a Service Team Specialist who will act as the first point of contact for clients and investment representatives. The role involves processing daily work, ensuring accuracy, and meeting business objectives. Candidates should have experience in the financial services industry, a degree in Business or Finance, and at least 1 year of customer service experience. This position offers a hybrid work environment and a competitive benefits package including health, dental, vision, and more. #J-18808-Ljbffr Orion Advisor Technology
- A financial services firm is seeking a Client Service Specialist in New York. The role involves delivering exceptional service to clients, resolving requests, and... ...strong organizational skills. The position offers a hybrid work model, requiring 3 days in the office and 2...SuggestedWork at officeRemote workFlexible hours
- A financial services firm is seeking a Client Service Specialist in New York, NY. The ideal candidate should have over 3 years of client-facing experience, strong... ...accurate support to clients and advisory teams. A hybrid work schedule is offered, requiring 3 days of in-office...SuggestedWork at officeRemote work
- A financial services firm in New York is seeking a strong client support representative with a Series 7 license. This role involves providing high-quality customer... ...excel in communication and be comfortable with a hybrid work model, working in the office three days a week...SuggestedWork at office3 days per week
- ...Executive - Associate Director in New York for the Financial Services sector. You will be focused on delivering exceptional client service by understanding client issues,... ...and benefits package is offered, along with a hybrid work model. #J-18808-Ljbffr Ernst & Young...Suggested
- Liberty Personnel Services, Inc. is seeking a Conflicts and Intake Coordinator to ensure compliance with conflict of interest rules and manage client intake in a hybrid work environment. The ideal candidate will have a Bachelor's degree and experience in a law firm, with...Suggested
- An innovative financial services company is seeking a Business Development Representative to generate opportunities for financial advisors. This... ...products. A competitive salary and benefits package is offered, with a hybrid work model based in NYC. #J-18808-Ljbffr Betterment
- ...location. This full-time role involves serving clients, handling transactions, and acquiring new... ..., and demonstrate excellent customer service and problem-solving skills. The position... ...build trust with clients. As part of a hybrid role, the candidate would participate in...Full time
$75k - $80k
A leading law firm in New York City is seeking a Client Services Specialist to provide administrative support to their Client Services and Marketing teams. The hybrid position requires strong communication and organizational skills, along with a bachelor's degree and 2+...- ...contribution. Position Overview This role supports a growing financial services organization by delivering structured financial education... ...advancement opportunities Career Path Advancement into senior specialist, leadership, or training roles based on performance. #J-1880...Remote workFlexible hours
- ...A leading financial services firm is seeking a part-time Client Service Specialist to support a Senior Financial Adviser. This fully remote position involves assisting with daily client activities, maintaining client records in CRM, and engaging with clients through various...Part timeRemote work
- ...Position Overview The Client Services Specialist supports client-facing operations by coordinating education sessions, managing communication, and assisting with onboarding processes. This role is service-oriented and process-driven. Key Responsibilities Coordinate and...Remote work
- ...A growing financial services organization is looking for professionals to deliver structured financial education and guide clients through an engagement process. This role, which requires no prior financial services experience, emphasizes professionalism and relationship...Remote work
$25 - $26 per hour
...a dedicated administrative support professional to assist with client coordination and data management. The ideal candidate will excel... ...organization, and teamwork, leveraging skills with Microsoft Office in a hybrid work environment. Responsibilities include managing account...Hourly payFull timeWork at office- A leading law firm in New York is seeking a Client Development Specialist to support client teams and business development initiatives. The ideal... ...tight deadlines. The position offers competitive compensation and a hybrid work environment. #J-18808-Ljbffr Ropes & Gray LLP
$17 - $26 per hour
## Sales Coordinator - Bilingual: English/Spanish (Hybrid: Onsite & Remote) (Southeast Region)Applyremote type: Hybrid Workerlocations... ...Foods.com as a source for order entry as well as Value added Services* Contact customers to highlight on-going promotions and opportunities...Remote jobMinimum wageTemporary workWork at officeLocal areaWeekend work- A leading healthcare provider is seeking a Client Experience Consultant to partner with Middle Market Account Executives. This hybrid role involves driving retention and growth by optimizing client value from services. Ideal candidates will have health-related industry...Work at office
$64.7k - $107.8k
Client Experience Consultant, Middle Markets - Cigna Healthcare - Hybrid (NJ or NY) The Client Experience Consultant partners with Middle Market Account Executives to... ...the value they receive from Cigna's products and services. This role executes and coordinates activities...Permanent employmentTemporary workCasual workWork at officeLocal areaRemote work- A leading financial services company in New York City is seeking an Enterprise Client Services Specialist to support their Operations team. This role involves assisting clients with inquiries and ensuring smooth communication between clients and internal teams. The ideal...Flexible hours
$100k - $150k
A financial services company is seeking a Client Advisor to service ultra-high net worth clients by developing and maintaining relationships. The role involves... ...$150,000, along with competitive benefits including a hybrid work environment and a 401(k) plan. #J-18808-Ljbffr...Work at office$76.44k - $95k
...Porter has an opening for a Client Account Specialist. The Client Account Specialist may work a hybrid work schedule in our Los Angeles... ...required. Experience with Financial Management Systems software.... ...delivering exceptional client service through teamwork and an ability...Work at officeRemote work$100k - $115k
A financial services firm in New York seeks a Client Services Support professional to join its team. This role involves onboarding separately managed accounts and monitoring operational processes to ensure timely resolution of client requests. Ideal candidates will have...$42k - $65k
A global communications consultancy in New York is seeking an Account Coordinator to support client services teams in executing campaigns. In this full-time hybrid role, you will conduct research, manage projects, and assist in the development of media strategies. The...Full timeInternship- A financial services firm based in Pennsylvania is seeking a Client Service Associate to provide comprehensive operational and administrative support to the Client Services department. The ideal candidate will process custodial documentation, assist with client transactions...
- ## Senior Client Implementation Specialist (Hybrid- NYC)Applylocations: New York, NYtime type: Full timeposted on: Posted Yesterdayjob requisition... ...role, preferably in the investment management or financial services industry.* Familiarity with investment management concepts...
- ...A financial services organization seeks a Client Relationship Specialist to work fully remote with flexible scheduling. In this entry-level sales role, you will connect with individuals and families regarding life insurance options, helping them make informed decisions...Remote workFlexible hours
- ...Ellie Mental Health - 205 seeks a Client Financial Services Coordinator to support clients' financial needs from anywhere in the United States. This role is crucial in ensuring seamless financial operations while collaborating with clinical staff. The ideal candidate will...Remote work
- ...new business opportunities and building relationships with Financial Services clients. Candidates should have over 10 years of sales experience,... ...enabled enterprise solutions. EY offers a competitive compensation package along with a hybrid working model. #J-18808-Ljbffr EY
$23 per hour
A nonsectarian organization in New York seeks a Bilingual Client Support Specialist to join its Program Development Team. The role focuses on providing... ...and be fluent in English and Spanish. This full-time hybrid position offers an hourly pay of $23.00, comprehensive...Hourly payFull time- A leading professional services organization is seeking a Billing Specialist in New York, NY, to manage end-to-end client billing and administrative processes. The ideal candidate must be detail-oriented and customer-focused, capable of handling complex billing in a fast...Full time
- ...person team. This full-time position involves handling billing for clients while collaborating across various teams within the... ...teamwork and resourcefulness. After initial training in the NYC office, a hybrid work schedule may be available. #J-18808-Ljbffr NFP CorpFull timeWork at office
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