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.
$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$125k - $150k
Friedman Williams in New Jersey is seeking a Trusts and Estates Attorney to focus on estate and trust administration and fiduciary matters... ...manage tasks independently and communicate effectively with clients. The role requires 2-5+ years of experience in trusts and...Suggested- ...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
- 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
$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 insurance...Suggested- ...is seeking a Sr. Claims Consultant for Private Risk Management to manage high-net-worth personal lines insurance claims. This role involves serving as a trusted advisor for clients, guiding them through complex claims scenarios involving luxury assets. The ideal candidate...
$21.59 - $25 per hour
...women, children, and families. Qualifications The Healthy Start Client Advocate, Community Health Worker (CHW), offers family-centered and... ...the Healthy Start encounter. Has the ability to establish a trusting and respectful relationship with families and maintain boundaries...Hourly payFull timeLocal area- ...Location: Remote Position Summary The Client Advocate plays a critical role in ensuring HMG clients... ...by ensuring best-in-class service. This person is responsible for overseeing a... ...success, and what matters to them to build trust, keep them happy, and turn them into HealthMark...Remote work
- Bank of America is seeking a dedicated client engagement professional to assist clients with transactions using innovative banking solutions. In this role, you will educate clients about self-service resources while accurately processing cash transactions. The ideal candidate...
- 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...
$96.5k - $207.5k
...Function The Special Needs Trust (SNT) team is responsible... .... The SNT Trust Advisor will provide fiduciary expertise... ...quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring... ...payment based upon company, line of business and/or individual...Work at office$96.5k - $207.5k
Fifth Third Bank, N.A. in New York, New York, seeks a dedicated SNT Trust Advisor to manage Special Needs Trusts and develop client relationships. This position requires a Bachelor’s degree and extensive experience in trust and estate administration. Offering a competitive...- ...Client Advocate The Department of Social Services (DSS) is comprised of the administrative units of the New York City Human Resources... ...Quorum (IQ) system. This position is also open to qualified persons with a disability who are eligible for the 55-a Program. Please...Work at officeImmediate start
$21.58k
...P/T Client Advocate I The incumbent will conduct both online and in-person outreach to recruit MSM and TGNC clients for program services, as well as create and post content for online campaigns to address HIV prevention and other health topics. The Client Advocate will...Part timeWork at officeAfternoon shift$43k
...Bilingual (Spanish) Client Advocate CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together... ...about, understanding of, and ability to work closely with, persons with HIV/AIDS and related issues. Experience and/or comfort...Full timeLive inWork at officeAfternoon shift$23k - $25k
Digital Insurance LLC is looking for a Client Advocate to build relationships with customers and resolve benefit inquiries effectively. The ideal candidate will have at least three years of customer service experience, preferably in insurance, along with excellent communication...- Bank of America is seeking a client service professional for their Merrill Wealth Management division in New York, NY. This role is pivotal in providing excellent support to Financial Advisors and enhancing client relationships through a thorough understanding of bank offerings...
- ...promote the brand's philosophy and provide a luxurious customer experience. You will be responsible for maximizing sales and fostering client relationships. The ideal candidate will possess a passion for luxury fashion, excellent communication skills, and the ability to...
- A health IT solutions provider is looking for a Client Advocate to ensure client satisfaction and loyalty. You will oversee a portfolio of... ...experience. This remote role may require up to 25% travel for in-person meetings. Join a team that values growth and excellence in...Remote job
- Camba is seeking a dedicated Housing Coordinator in New York, NY, to assist clients in their journey toward self-sufficiency. This role includes developing workshops for housing readiness, coordinating with case managers, and acting as a liaison for clients in need of various...
- Beyond Finance is looking for a dedicated Customer Service Representative to assist clients enrolled in financial hardship programs. This remote position requires strong communication skills and a commitment to providing high-quality service. Key responsibilities include...Remote job
- A leading software solutions provider is seeking a Client Success Representative to foster client relationships and ensure client satisfaction. The successful candidate will have extensive experience in customer success within a SaaS environment, along with strong problem...Remote job
- CAMBA is hiring a Client Advocate in New York, NY. This role involves assisting clients in accessing community resources and supporting their mental health and recovery goals. Responsibilities include client liaison with outside organizations, planning social support events...
$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. Responsibilities...Remote jobHourly payFull time$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- A community support organization in New York City seeks a Client Care Coordinator to manage and support families in a transitional residence program for homeless families. Responsibilities include conducting assessments, maintaining client confidentiality, and providing...Full time
- Bank of America is looking for a motivated team member to provide client service support to Financial Advisors in Kentucky. This role involves ensuring client satisfaction by educating clients on banking services, maintaining accurate client records, and supporting operational...Work at office
- Osborne Association in New York is looking for a Trauma Informed Care Specialist to deliver intensive support to clients with active criminal cases. This hybrid position involves assessing client needs, developing individualized care plans, and providing key resources,...Flexible hours
$65k - $85k
A financial services firm is seeking a financial professional to assist clients in achieving their financial goals. Responsibilities include providing tailored financial advice, managing client relationships, and educating clients on various financial services. The ideal...- ...services firm is seeking a Senior Home Lending Advisor based in New York. In this role, you will... ...your expertise in home lending to guide clients throughout the mortgage process, offering... ...strong client relationships to foster trust and satisfaction. This position requires...
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