Trusted Personal Lines Advisor & Client Advocate
$51.8k - $74kRSC Insurance Brokerage, Inc.
RSC Insurance Brokerage, Inc. is seeking an Account Manager to serve as a trusted advisor for Personal Lines clients. You will build relationships and provide exceptional service while managing accounts and developing new business opportunities. The ideal candidate has 3-5 years of experience, a valid P&C broker’s license, and proficiency in AMS 360 and EPIC. The position offers an annual salary range of $51,800 - $74,000 and a dynamic work environment with potential travel. #J-18808-Ljbffr RSC Insurance Brokerage, Inc.
$38.25k - $61k
Santander Consumer USA Inc. seeks a Relationship Banker in New York to serve as a trusted advisor to customers. The role involves building relationships, understanding financial needs, and promoting banking products. The ideal candidate will have strong sales and customer...Suggested- ...Perillo Group in Pennsylvania is seeking a Financial Advisor to provide guidance and support to clients in achieving their financial goals. The ideal... ...assessing clients' financial situations, developing personalized financial plans, implementing investment strategies...Suggested
- ...Our client is a prestigious global law firm renowned for its work with successful individuals, their private capital, and businesses in... ...and offices worldwide. Our client seeks attorneys specializing in Trusts, Estate planning (wills, trusts, probate), Tax planning, Wealth...SuggestedWork at officeWorldwideRelocation
- ...collaborating with a prestigious boutique firm to fill an unposted private client services associate position in New York City. The ideal... ...collaborative group that advises high-net-worth individuals on trust, estate, and tax matters. The firm offers a hybrid office policy...SuggestedWork at office
$180k - $250k
Offit Kurman is seeking a Trusts & Estates Attorney to join their New York City office, focusing on private client services. This role is ideal for a mid-level attorney with 4-8 years of experience in trusts and estates law, and involves drafting various estate planning...SuggestedWork at office$25 - $27.88 per hour
Bank of America is looking for an enthusiastic Client Associate in New York, NY. In this role, you will engage clients in the lobby and assist them with transactions using self-service resources. The position involves processing cash transactions, building relationships...Hourly pay$54.8k - $75k
...RSC Insurance Brokerage, Inc. is seeking a motivated Account Manager to provide best-in-class service for Personal Lines clients. This role involves building strong relationships, managing client accounts, and collaborating with a dynamic team to ensure comprehensive...$54.8k - $75k
...Risk Strategies is seeking an Account Manager to serve as a trusted advisor for Personal Lines clients in the United States. The ideal candidate will build and maintain relationships while managing client accounts and developing new business opportunities. The role requires...$55k - $80k
...Client Advocate The Client Advocate supports clients throughout the Victim Compensation Fund... ...professionalism, and emotional intelligence to build trust and reduce client stress. Communicate... ..., interns, or any other covered persons because of age, race, creed, color,...Work at officeLocal areaRemote workMonday to Friday- ...individuals and institutions is seeking a Trust & Estate Tax Counsel to join their team... ...financial planning. Collaborate with Financial Advisors and their teams to design and implement... ...and estate plans for high-net-worth clients. Support Financial Advisors throughout the...Immediate start
- Jobot is seeking a Senior Attorney specializing in Trusts and Estates for an AM200 Firm in New York. The role requires a Juris Doctor (JD) degree and a minimum of 4 years of experience in trust and estates law. Candidates must be detail-oriented with skills in strategic...
- ...Chase is seeking a Client Service Representative in New York to create memorable experiences for clients through exceptional service. You will be responsible for managing client relationships, educating them on banking solutions, and ensuring compliance with regulations...
- ...A respected financial institution in the United States is seeking a Trust Portfolio Manager to oversee trust and investment relationships. In this role, you will grow a book of business, manage investment portfolios, and ensure compliance with regulations. The ideal candidate...
- ...Hiring Attorney (Employment & ADA Law) We are seekingan Attorney (Employment & ADA Law) to become apart of our team!You will represent clients in legalproceedings,draw up legal documentsand advise clients on legal transactions. Responsibilities Represent clientsin court or...
$115.44k - $186.16k
...more specific details for this role. Line of Business: TD Wealth Job Description: The Private Client Services (PCS) Senior Trust Advisor administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships. Establishes...Work experience placementWork at officeLocal areaWork from homeFlexible hours$96.5k - $207.5k
...Special Needs Trust Advisor Make banking a Fifth Third better® We connect great... ...high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with... ...such payment based upon company, line of business and/or individual performance...Work at office$91k - $145.6k
...more specific details for this role. Line of Business: TD Wealth Job Description: The Private Client Services (PCS) Trust Advisor II administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships....Work experience placementWork at officeLocal areaWork from homeFlexible hours- ...Children's Home and Family Services in New York seeks a skilled advocate for their UJA Trust Advocacy Program to provide case management for... ...position involves home visits, phone consultations, and managing client trust accounts while ensuring Medicaid compliance....Full timeRemote work
- ...community-focused organization is looking for a highly skilled advocate for the UJA Trust Advocacy Program in New York. This full-time position... ...individuals with Developmental or Mental Illness as well as older clients. Responsibilities include home visits, phone consultations...Full timeRemote work
- ...A leading remote service provider in the United States is seeking motivated individuals to connect with clients requesting information on benefits. This fully remote role involves guiding clients through various programs without cold calling. Full training is provided,...Remote workFlexible hours
$16.5 - $18.38 per hour
...A nonprofit organization dedicated to financial wellness is seeking a Client Success Specialist to support clients in its Debt Management Program. This full-time, remote role focuses on enhancing customer experience, requiring strong empathy and communication skills....Hourly payFull timeRemote work$90k - $120k
...WTW is hiring an Associate Client Advocate in New York to support client relationships and execute strategies at the insurance program level. The ACA will manage existing business accounts, provide strategic insights, and ensure an exceptional client experience. Ideal...$80k
...outgoing and detail oriented individual to work in the UJA Trust Advocacy Program as a highly skilled advocate. Responsibilities include providing case management... ...consultations as well as managing a caseload of client trust accounts which include processing of bills to...Full timeRemote work$90k - $110k
...Litigation Management, Inc. is hiring a Key Client Strategist in Chesterland, OH. The ideal candidate has over 5 years in consultative sales or strategic account management within the legal services field. This role involves developing and nurturing relationships with...$45k - $55k
...Distinguished Programs is seeking a Client Services Advocate specializing in urban real estate insurance. This remote position involves supporting renewal activities, servicing policies, and providing exceptional customer service. Applicants should have at least two years...Remote work$19 - $20 per hour
...Beyond Finance is seeking a Customer Service Representative to provide exceptional support to clients in financial hardship programs. This remote position requires a caring and proactive approach to customer service, focusing on relationship building and issue resolution...Hourly payRemote work$43k
...Bilingual (Spanish) Client Advocate CAMBA's Resources for Inclusive Support and Empowerment (RISE) Program aims to reduce transmission... ...Knowledge about, understanding of, and ability to work closely with, persons with HIV/AIDS and related issues. Experience and/or...Full timeWork at officeAfternoon shift- ...Client Advocate The Department of Social Services (DSS) is comprised of the administrative units of the New York City Human Resources Administration (HRA) and the Department of Homeless Services (DHS). HRA is dedicated to fighting poverty and income inequality by providing...Work at officeImmediate start
$19.06 per hour
...Client Advocate CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive... ...plan with employer match, paid time off (vacation, personal, and sick time), and paid holidays. CAMBA is an Equal Opportunity...Hourly payPermanent employmentFull timeWork at office$43k
...A community support organization in New York City seeks a Bilingual Client Advocate to facilitate peer support events, conduct outreach for program recruitment, and assist clients in navigating health-related services. The ideal candidate will have experience in advocacy...Full time
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