Client Service Specialist
Lever
Lever, Inc. is hiring for a remote financial-services role focused on engaging interested individuals, mapping protection needs, and guiding enrollments. You will build and service a client list while working with pre-qualified leads and ongoing mentorship. This position offers flexible hours and a step-by-step onboarding process designed for self-starters who enjoy helping families in a performance-driven environment. #J-18808-Ljbffr Lever
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Service Specialist in New York, NY vacancy
$175k - $225k
Senior Client Quant Specialist, Enterprise Sales - Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10053641 Description & Requirements Quantitative investment and research workflows continue to evolve...SuggestedTemporary workFor contractorsWork experience placementWork at officeBloomberg
New York, NY4 days ago- ...MonthlyIndustry Asset Management;Hedge FundSelling Points Drive impactful client service operations in a dynamic financial environment. Collaborate... ...and regulatory compliance.Job DescriptionSMA Client Service Specialist OverviewServe as a pivotal SMA Client Service Specialist,...SuggestedRemote work
Green Key Resources
New York, NY4 days ago - ...Job DescriptionResponsibilities include but are not limited to:Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury...SuggestedHourly payWork at office
Valley National Bank
New York, NY5 days ago $35k - $40k
...Salary Range: $35,000.00 To $40,000.00 Annually Client Solutions Specialists are responsible for overseeing client and service relations during the evening portion of the working day. They maintain client relationships by responding to inquires and requests in a courteous...SuggestedWork experience placementWork at officeAfternoon shiftAssured Environments
New York, NY2 days ago$20 - $26 per hour
...absolute integrity. East West Bank gives people the confidence to reach further. Overview We are currently seeking a Client Service Specialist in our C&I/Structured Finance banking group. The Client Service Specialist will work with and provide service and...SuggestedWork at officeFlexible hoursUnavailable
New York, NY4 days ago$68.3k - $79.8k
...Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The successful candidates will facilitate client relationships and assist them with various needs including transactions...Morgan Stanley
New York, NY5 days ago- ...FlightSafety International is seeking a Client Services Representative to deliver an excellent frontline customer service experience. You will manage multiple phone lines, greet visitors, coordinate schedules, and support training delivery at our Learning Centers. The...
FlightSafety International
New York, NY5 days ago $70k - $90k
...Responsibilities Serve as central point of contact for ingesting client requests Coordinate between client, advisor, and additional... ...Suite (competency or ability to learn quickly) Customer service background preferred Excellent verbal, written, analytical,...Permanent employmentTemporary workWork at officeFlexible hoursCorient Capital Partners
New York, NY4 days ago$27.25 - $29.18 per hour
...Client Relations SpecialistAre you a bilingual, client-centered professional who communicates... ...The ASPCA is seeking a Client Relations Specialist to support a welcoming, compassionate... ...'s local and national work. This client services role requires excellent knowledge of...Hourly payWork experience placementWork at officeLocal areaImmediate startASPCA
New York, NY4 days ago$21.01 - $29.41 per hour
...Job Title Pay Range: $21.01 - $29.41 Deliver client service for daily record-keeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction. Education And Experience Associate...Full timeTemporary workPart timeWork at officeRemote workWork visaFlexible hoursNBT Bank
New York, NY5 days ago$22.81 - $23.96 per hour
...Survivors and their children. We are committed to providing these services with empathy, compassion, professionalism, non-judgement, and... ...Responsibilities: Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work...Hourly payFull timeContract workWork at officeImmediate startRemote workFlexible hoursShift workSafe Horizon
New York, NY2 days ago$28.85 - $36.06 per hour
...Client Service Specialist Neill Wealth Partners | Philadelphia, PA | Full-Time | In Office About Neill Wealth Partners Neill Wealth Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Philadelphia, Pennsylvania. Led by a CFP...Hourly payFull timePrivate practiceWork at officeLocal areaFlexible hoursJambalaya Group
New York, NY3 days ago$85k - $110k
...Client Service Specialist Iron Birch Advisors | New York City, NY | Fully Onsite About Iron Birch Advisors Iron Birch Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. We serve individuals, families, and business owners...Private practiceWork at officeLocal areaShift workJambalaya Group
New York, NY2 days ago- ...Portfolio Administrator & Client Service Specialist Location: New York, NY We’re partnering with an established investment management firm to hire a Portfolio Administrator & Client Service Specialist. The firm serves high-net-worth families, charitable organizations...Full time
Coda Search│Staffing
New York, NY4 days ago $65k - $75k
...Client Services exists to make working with Maiden Home feel thoughtful, calm, and confident — especially when things are complex, emotional... ..., supported, and taken care of. As a Client Concierge Specialist, you’ll be the first point of contact for many of our...Work at officeWork from homeMaiden Home
New York, NY3 days ago- ...Remote Client Account Specialist About the Role: Nuvant is seeking Client Account Specialists to join our growing team. In this role, you... ...goals, answer questions, and match them with the right services. If you enjoy building relationships, providing value, and...Remote workFlexible hours
Nuvant Consulting Group
New York, NY4 days ago - ...educational programs offer an artistic and creative environment where sales, client services, class coordination, and education come together. We are seeking a **Freelance Sales & Client Success Specialist** to support prospective and existing students from initial inquiry...Base plus commissionFor contractorsFreelanceImmediate startRemote work10 hours per weekWeekday work
PhotoManhattan
New York, NY6 days ago $75k - $105k
...“Bank”) is a New York City–based, full-service commercial bank providing tailored banking... ...for MCBankNY.com. We are a client-focused organization that values technological... ...Position Summary: The Client Onboarding Specialist is responsible for delivering a seamless...Work experience placementWork at officeLocal areaRemote workMetropolitan Commercial Bank
New York, NY3 days ago- ...Seasonal Sales Professional, you are an integral part of making Bloomingdale’s like no other store in the world. The Bloomingdale’s client is your # 1 priority. With your love of fashion and styling talent, you will create exceptional customer experiences. \n What...Part timeSeasonal workFlexible hoursWeekend workAfternoon shift
Bloomingdale's
New York, NY23 days ago - The Contract Specialist Team sits within J.P. Morgan Asset Management's Client Service organization, leading timely, accurate client agreements while partnering across teams to ensure a controlled, client-focused process.Job SummaryAs a Vice President within Asset Management...Contract work
JP Morgan Chase
New York, NY2 days ago $125k - $250k
...provide outstanding long-term investment performance, exceptional client service and a comprehensive suite of investment management solutions... ...Income Institutional Portfolio Manager / Senior Product Specialist will join the Mortgage & Securitized Team and serve as a key...Temporary workMorgan Stanley
New York, NY2 days ago- ...The Role We are seeking a professional and people-focused Client Success Specialist to help create positive experiences for clients from their... ...through phone, email, and online platforms Previous customer service, client success, sales, or administrative experience is a...Full timePart timeRemote workFlexible hours
- AO Garcia Agency is seeking a remote financial-services seat focused on guiding families through enrollment with warm, pre-qualified leads... ...be coached and mentored, with flexible hours, as you build a client list and manage enrollments. Ideal candidates are self-starters...Remote jobFlexible hours
- Brobston Group LLC in New York seeks a Seasonal Client Services Advisor for the Omnichannel Client Services team from October 2026 to January 2027. You will handle client inquiries and provide personalized fashion advice across digital and in-store touchpoints. Fluent English...Seasonal workWeekend work
$59k - $90k
...work and excellence. Job Description Position Summary: The Client Arrangements Specialist supports the Client Arrangements department through data... ...written and verbal communication skills Strong client service, analytical and problem-solving skills Excellent organizational...Full timeWork at office$18.17 - $27.31 per hour
Company Cox Automotive - USA Job Family Group Vehicle Operations Job Profile Fleet Client Services Specialist II Management Level Individual Contributor Flexible Work Option Can work remote but need to live in the specified city, state, or region Travel % No Work Shift...Hourly payLive inCurrently hiringRemote workVisa sponsorshipFlexible hoursShift work- ...more, go to THE ROLE We are looking for a motivated Client Experience Strategy Specialist to join our team. In this role, you will support the Client... .... If you’re passionate about delivering great service, adding value to your team, and helping clients achieve...For contractorsWork at officeLocal areaRemote work
$21 - $28 per hour
...crafting our exceptional pieces to inspiring clients to express and celebrate the many facets... ...of our future. The Client Success Specialist is a pivotal role that is responsible for ensuring an exceptional after-sales service experience, upholding the unparalleled standards...Work at office- We’re looking for a Client Services Specialist who can take genuine ownership of our client relationships. Your job is to make sure clients feel supported, informed, and confident in the work we’re doing together. You’ll keep commitments moving, spot risks before they...Work at office
- Job Title: Client Intake Specialist Type: Independent Contractor Location: Remote | South Africa Working Arrangement: Full-time, Virtual About... ...Us The Law Offices of Sabrina Li, P.C. is a leading, full-service U.S. immigration law firm with offices in Los Angeles,...Full timeFor contractorsWork at officeRemote workHome officeFlexible hoursShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist. Be the first to apply!
Related searches
- walgreens customer service associate New York, NY
- inside customer service representative New York, NY
- customer service rep remote New York, NY
- airport customer service agent New York, NY
- bilingual customer support specialist New York, NY
- lead customer service representative New York, NY
- client experience specialist New York, NY
- customer service associate New York, NY
- customer success specialist New York, NY
- virtual customer service advisor New York, NY