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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Hybrid Client Service Specialist - Financial Services in Brooklyn, NY vacancy
- 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
- ...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
- 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 BettermentSuggested
- Our client is seeking a Client Accounting Specialist responsible for managing the financial and billing functions for an assigned portfolio of attorneys and clients within a... ...Washington D.C., Seattle, or Santa Monica — all hybrid. RESPONSIBILITIES: Review client and...SuggestedWork at office
- ...International Sales Coordinator in New York. The role involves client servicing, campaign management, and administration tasks. Candidates... ...communication skills. This full-time position operates in a hybrid work model, offering various benefits including medical, dental...SuggestedFull timeWork at office
$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+...$16.46 - $20.56 per hour
Customer Support Specialist - Hybrid (Full-time) How would you like to join... ...the most highly regarded financial institutions in New Jersey... ...each call. This role engages clients to interpret needs, troubleshoot... ...and procedures, products, services and marketing trends to...Full timeWork at officeLocal areaMonday to FridayFlexible hours- 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 growing financial services organization is seeking professionals for a role focused on delivering structured financial education through virtual meetings. Ideal candidates will have strong communication skills and a professional presence, while prior financial services...Remote job
$115k
...Position Title: Senior Client Billing & Revenue Specialist Location: New York, NY OR Washington, DC (Hybrid – 2 days/week) Organization... ...-driven professional services environment. The ideal... ...efficient collections, and strong financial coordination across...Work at office2 days per weekkay search group
New York, NY3 days ago$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 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 job
$40k - $60k
...NOW.... COMMERCIAL SALES REPRESENTATIVE- TITLE INSURANCE/ COMMERCIAL REAL ESTATE Location: Cleveland, Ohio HYBRID Our client, a leading financial services company and one of the nation’s premier providers of title insurance and real estate transaction services, is...- Ministry Brands is hiring a Client Support Specialist, Background Screening in Tulsa, OK or Tampa, FL. This hybrid role requires providing user support to enhance customer experience through timely inquiries and resolutions. You will collaborate with teammates, address...Flexible hours
$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- ...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
$18.17 - $27.31 per hour
CAI Cox Automotive Corp Svcs., LLC is seeking a Customer Care Specialist II for a hybrid role, combining remote work and occasional in-office visits. The ideal candidate will have strong client service skills and a commitment to supporting users of the Private Store platform...Hourly payWork at officeRemote work- Client Accounting Specialist (Columbus, GA) Our company seeks a full‑time Client... ...accurate and timely accounting services to a portfolio of... ...accounting, client service, and financial operations. The Client... ...in a remote and in‑office hybrid team setting Why This Role...Full timePart timeInternshipWork at officeLocal areaRemote work
$75k - $85k
A prestigious law firm in New York is looking for a Client Accounting Electronic Billing Rate Coordinator to manage e-billing processes... ...electronic billing experience are required. This position offers a hybrid work schedule and competitive salary within the range of $75,000...- 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 jobFlexible hours
- ...Banker in New York to provide exceptional customer service and process banking transactions. This hybrid role combines responsibilities of a Customer Service... ...dedicated to providing quality service and fostering strong client relationships, apply now! #J-18808-Ljbffr Apple...
- Luigi Lavazza SPA is hiring a Customer Service Specialist - Retail to support the Retail division. This role focuses on daily operations and... ...in Microsoft Office Suite, with SAP experience as a plus. A hybrid work schedule is offered along with various employee benefits...Work at office
- A growing accounting and financial services firm is seeking a detail-oriented Senior Associate to... ...and overall financial health. This is a hybrid role with a mix of in-office and remote... ...accurate bookkeeping for multiple clients, including reconciliations, journal entries...Work at officeRemote work
$100k - $125k
NPAworldwide is seeking an Accounting & Bookkeeping Associate for a well-established NYC insurance defense firm. This hybrid role is based in Midtown Manhattan and reports to the Firm Administrator. The ideal candidate will have over 5 years of experience in an accounting...- ...and communication skills, with opportunities for bonuses and health insurance. Candidates should have prior insurance experience and be bilingual in Spanish. The position offers a competitive salary and flexibility with a hybrid work model. #J-18808-Ljbffr Ryansalonia
- ...candidates will have 1-3 years of experience in a digital strategy role, strong media math skills, and proficiency in project management. Taboola offers a hybrid work model, fostering a culture of potential and collaboration with major brands. #J-18808-Ljbffr TaboolaWork at office
$80k - $90k
A financial data analytics company is seeking a Demand Generation Associate to execute integrated campaigns and drive qualified pipeline. This hybrid role entails demand generation tasks, including email and media campaigns, alongside sales development efforts. Ideal candidates...Flexible hours$17 - $22.55 per hour
...Branch Banking-Client Consultant I-Float Location: Forest Hills, NY 11375 Branch Banking Client Consultant I-Float travels... ...provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional...Local areaFlagstar Bank
Forest Hills, NY2 days ago- ExpertHiring is seeking a dedicated professional in Kentucky to support financial planners and client interactions. The role involves preparing for client meetings, conducting research on financial products, and collaborating with team members to enhance efficiency. Ideal...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Client Service Specialist - Financial Services. Be the first to apply!
Related searches
- online customer service representative Brooklyn, NY
- customer advisor Brooklyn, NY
- airport customer service agent Brooklyn, NY
- customer support associate Brooklyn, NY
- employee relations assistant Brooklyn, NY
- participant services representative Brooklyn, NY
- inbound call center customer service representative Brooklyn, NY
- service agent Brooklyn, NY
- insurance customer service advisor Brooklyn, NY
- customer success associate Brooklyn, NY