Financial Advisor Client Services Specialist
$17.3 - $26.9 per hourCetera 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
- 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
$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...SuggestedHourly pay$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...SuggestedHourly payWork experience placementWork at officeDay shift$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- 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...SuggestedFull time
- 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...
- 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...
$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...- ...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 officeFlexible hours
- ...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 timePart time
- ...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...
- ...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
- 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...
- ...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...
- ...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 timePart timeFlexible hoursShift work
- ...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
$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 workWork experience placementBank staffWork at officeImmediate start- 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
$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...- 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 officeFlexible hours
$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 contractorsWork at office$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$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 payLocal areaFlexible hoursShift work$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 officeLocal areaShift work$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$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 payWork at officeLocal areaFlexible hours$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 payWork experience placementFlexible hoursShift workDay shift- ...& 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
- 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
- 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...
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