Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor Client Services Specialist

$17.3 - $26.9 per hour

Cetera Financial Group

A leading financial services firm is seeking a Client Support Specialist in Pearl River, NY. This role involves assisting Financial Advisors with daily operations, enhancing client service experiences, and preparing client paperwork. Candidates should have a high school diploma or GED and strong administrative skills, with the potential for career growth in the financial sector. The base salary ranges from $17.30 to $26.90 per hour, depending on experience and location. #J-18808-Ljbffr Cetera Financial Group

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor Client Services Specialist in Pearl River, NY vacancy
  • J.P. Morgan Chase is seeking a Private Client Advisor in Nanuet, NY. The role focuses on building client relationships and offering personalized...  ...solutions, requiring at least 2 years of relevant financial services experience. Candidates must hold active Series 7 and 66... 
    Suggested

    Aumni

    Nanuet, NY
    1 day ago
  • $19.23 - $28.37 per hour

    KeyBank in Monsey, NY is seeking a Financial Wellness Associate to support client servicing and transaction efforts. This hybrid role involves engaging clients and providing financial guidance, ensuring strategic use of time for branch performance. Candidates should have... 
    Suggested
    Hourly pay

    KeyBank

    Monsey, NY
    19 hours ago
  • $19.23 - $28.37 per hour

     ...Job Summary Be a problem solver, trusted advisor, and partner to the people and...  ...communities. FWA's split their time between client servicing and transaction support (70% of time),...  ...guidance and solutions to assist in client's financial wellness, both in person and through... 
    Suggested
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    Key Bank

    Monsey, NY
    19 hours ago
  • $40k - $120k

     ...Are you interested in a career in financial services but prefer supporting advisors rather than building your own book of business? Lee, Nolan & Koroghlian...  ...MassMutual firm, is seeking a Financial Advisor Assistant / Client Service Associate to support our growing team. This... 
    Suggested

    Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

    Saddle Brook, NJ
    2 days ago
  • VCA Animal Hospitals in Spring, Pennsylvania, is seeking a Client Service Specialist to enhance our collaborative team. This role offers a 4-day work week and a fulltime position with excellent benefits including medical, dental, vision, and generous pet discounts. As a... 
    Suggested
    Full time

    VCA Animal Hospitals

    Spring Valley, NY
    19 hours ago
  • A financial services firm based in Saddle Brook, NJ, seeks a Financial Advisor Assistant / Client Service Associate to support financial advisors. The role combines operational support with analytical tasks, helping improve client service and contribute to the growth of... 

    Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

    Saddle Brook, NJ
    2 days ago
  • J.P. Morgan Chase in Nanuet, NY is looking for a Financial Advisor to support clients by delivering personalized investment solutions and fostering a diverse culture. The position requires at least 2 years of relevant experience and a strong commitment to client success... 

    Fairygodboss

    Nanuet, NY
    3 days ago
  • $64.1k - $88.1k

     ...Saddle Brook, New Jersey, is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials and managing client...  ...interactions. This role involves assisting with financial plans and conducting investment research to enhance... 

    Threadneedle group

    Saddle Brook, NJ
    2 days ago
  •  ...This person supports Financial Advisors (Registered Representatives) with running their day-to-day...  ...practice while enhancing the customer service level and experience. This person works...  ...Representative(s) to prepare and process client paperwork, perform client financial... 
    Work at office
    Flexible hours

    Cetera Financial Group

    Pearl River, NY
    3 days ago
  •  ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly...  ...seen them succeed in sales and client relationship roles. If you’re competitive... 
    Full time
    Part time

    SkyKey Financial

    Monsey, NY
    4 days ago
  •  ...Morgan Stanley in Paramus, New Jersey is looking for Registered Client Service Associates to provide exceptional service and support to Financial Advisors. In this role, you'll assist with client needs and build trusted relationships while delivering top-notch service... 

    Morgan Stanley

    Paramus, NJ
    3 days ago
  •  ...Responsibilities Client relations – greet clients in a welcoming and friendly way when they first enter the hospital Responsible for administrative duties File maintenance Charging clients Sending statements Answering emails Keeping clients up to date with new preventative... 
    Local area

    National Veterinary Associates

    Spring Valley, NY
    1 day ago
  • Lee, Nolan & Koroghlian, LLC in Saddle Brook, NJ is seeking a Financial Services Advisor to work directly with clients on their financial journeys. This role focuses on relationship building, helping clients achieve long-term financial freedom. Ideal candidates are self... 

    Lee, Nolan & Koroghlian, LLC

    Saddle Brook, NJ
    4 days ago
  •  ...Talent Group is seeking bankers for their Consumer, Small, and Business Banking division. Candidates should possess strong customer service skills and at least 6 months of customer interaction experience. This position offers a comprehensive benefits package, including... 

    Quality Talent Group

    Sparkill, NY
    1 day ago
  •  ...a role focused on building customer relationships and delivering tailored financial solutions. Ideal candidates will have 6+ months of customer interaction experience and will engage with clients while ensuring compliance with financial regulations. This position offers... 
    Full time
    Part time
    Flexible hours
    Shift work

    Quality Talent Group

    Valley Cottage, NY
    1 day ago
  •  ...division. This role offers a supportive culture and opportunities for career advancement in a leading financial institution. Candidates should possess a strong customer service mindset, with at least 6 months of customer interaction experience and the ability to work... 
    Flexible hours

    Quality Talent Group

    Orangeburg, NY
    2 days ago
  • $62.4k

     ...Associate Private Client Advisor Location: 93 N Middletown Rd - Pearl River, New York 109...  ...Affluent client base with planning and financial wellness as the basis of their methodology...  ...clients, including client management, service delivery, and other resources to... 
    Temporary work
    Work experience placement
    Bank staff
    Work at office
    Immediate start

    KeyCorp

    Pearl River, NY
    2 days ago
  • Client Service Specialist We are seeking an experienced Client Service Specialist to join our team. Here at VCA SCAH we are a collaborative team and truly enjoy our work environment! We have a 4 day work week and are looking for a fulltime, year round person with great... 
    Full time

    VCA Animal Hospitals

    Spring Valley, NY
    19 hours ago
  • $68k - $90k

    Morgan-Stanley is seeking a Client Service Associate in Paramus, NJ to provide exceptional service and support to Financial Advisors and their clients. This role involves executing transactions, managing client communications, and supporting the team's marketing strategies... 

    Morgan-Stanley

    Paramus, NJ
    1 day ago
  • This person supports Financial Advisors (Registered Representatives) with running their day-to-day...  ...practice while enhancing the customer service level and experience. This person works...  ...Representative(s) to prepare and process client paperwork, perform client financial... 
    Work at office
    Flexible hours

    Cetera Financial Group

    Pearl River, NY
    2 days ago
  • $45k - $65k

     ...identify customer needs, and market appropriate products and services. Maintain a strong work ethic with a total commitment to success...  ...in Montvale, NJ and help customers with their insurance and financial services needs, including: Auto insurance Home insurance... 
    For contractors
    Work at office

    Noah Khaja - State Farm Agent

    Montvale, NJ
    a month ago
  • $16.5 - $19.4 per hour

     ...Michaels Stores is seeking team members in Nanuet, NY, for the role involving customer service and retail support. Responsibilities include assisting customers, providing checkout services, and promoting the Rewards program. This position offers a competitive pay range... 
    Hourly pay

    Michaels Stores

    Nanuet, NY
    1 day ago
  • $17 - $25 per hour

     ...Sales Associate / Customer Service Representative Drybar is a blow dry-only bar and our philosophy is simple. Focus on one thing and...  ...sales associates to provide excellent customer service to our clients. Benefits: Competitive compensation plan with potential to... 
    Hourly pay
    Local area
    Flexible hours
    Shift work

    Drybar Shops

    Nanuet, NY
    19 hours ago
  • $19.7 - $23.17 per hour

     ...needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store'...  ...careful handling of documents, media, and packages Processes financial transactions using a Point of Sale terminal (POS), including handling... 
    Work at office
    Local area
    Shift work

    FedEx Office and Print Services

    Nanuet, NY
    19 hours ago
  • $16.5 - $19.4 per hour

     ...The Michael's Companies is hiring a Service Team Member in Nanuet, NY. This role involves delivering friendly customer service, assisting customers in the store, and ensuring a fast checkout experience. You will help maintain store recovery standards and assist with the... 
    Flexible hours

    The Michaels Companies, Inc.

    Nanuet, NY
    1 day ago
  • $10 - $13 per hour

     ...Retail Customer Service Representative - Benefit and Perks Competitive Compensation Flexible Scheduling Hard work, collaboration, humanity, fun, and laughter Career path development A PostNet Retail Customer Service Representative is responsible for assisting customers... 
    Hourly pay
    Work at office
    Local area
    Flexible hours

    PostNet Syracuse

    Spring Valley, NY
    1 day ago
  • $18.75 - $25 per hour

     ...Summary Be a problem solver, trusted advisor, and partner to the people and...  ...resource in identifying and resolving client servicing issues, serve as the primary troubleshooter...  ...questions and listen to clients to uncover financial needs and transition clients to a banker... 
    Hourly pay
    Work experience placement
    Flexible hours
    Shift work
    Day shift

    Key Bank

    Tarrytown, NY
    3 days ago
  •  ...& Co. in Orangeburg is hiring a Private Client Banker to manage the banking relationships...  ...ensuring customers receive personalized service. The ideal candidate will have over a...  ...opportunity to significantly impact customers' financial experiences. #J-18808-Ljbffr JPMorgan... 
    Flexible hours

    JPMorgan Chase & Co.

    Orangeburg, NY
    1 day ago
  • Quality Talent Group is hiring bankers for a top-ranked financial services provider in West Nyack, NY. Join a team committed to talent development...  ...position involves proactive customer outreach and educating clients on banking solutions. #J-18808-Ljbffr Quality Talent Group

    Quality Talent Group

    West Nyack, NY
    19 hours ago
  • CrossCountry Mortgage, LLC is seeking a skilled Loan Processor to provide excellent customer service by efficiently obtaining necessary documentation for loan underwriting. The ideal candidate will have a minimum of 5 years’ experience in residential mortgage processing... 

    CrossCountry Mortgage, LLC

    Montvale, NJ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor Client Services Specialist. Be the first to apply!