Private Client Services Lead - High-Net-Worth Insurance
Gallagher
Gallagher is seeking a Private Client Service Manager in New York to manage personal insurance programs for High Net Worth individuals. The role requires building strong client relationships, conducting annual reviews, and leading insurance strategies. Applicants should have a Bachelor’s degree with at least 5 years in client service and/or claims management, alongside supervisory experience. Gallagher offers excellent benefits, including competitive salaries and flexible work hours. #J-18808-Ljbffr Gallagher
- A leading insurance firm in Town of Bedford seeks a Private Client Service Manager to manage High Net Worth individuals' insurance programs. You will ensure clients' needs are met and foster lasting relationships through exceptional service. The ideal candidate has a Bachelor...Private clientHigh net worthFull time
- ...At Gallagher, we help clients face risk with... ...they’re free to grow, lead, and innovate. You’ll... ...trust. Overview As a Private Client Service Manager at Gallagher,... ...trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring...Private clientHigh net worthWork at officeFlexible hours
$60k - $200k
...Commercial Lines Sales Executive (Client Advisor) World Insurance Associates ("World") is a unique financial services organization with a global network of brokers... ...commercial lines insurance, high net worth / private client, employee benefits, human capital...Private clientHigh net worthBase plus commissionImmediate start$90k - $115k
...Executive Assistant / Office Coordinator Our client, a boutique wealth management and family office... .... With a reputation for exceptional client service and a highly personalized approach, the firm serves high-net-worth individuals and families through investment management...High net worthWork at office- ...98059 Job Summary The Private Client Advisor’s focus will be... ...methodology and will lead with these concepts. The... ...of investment services to KeyBank Mass Affluent... ...Education Qualifications High School Diploma (required... ...) Resident State Insurance Licenses (Life, Variable...Private clientBank staffWork at officeNight shift
$62.4k
## Private Client AdvisorApplylocations: Cortlandt Manor, NYtime... ...methodology and will lead with these concepts.... ...of investment services to KeyBank Mass Affluent... ...and Key.**Education*** High School Diploma or equivalent... ...)* Resident State Insurance Licenses (Life, Variable...Private clientBank staffWork at officeImmediate startFlexible hoursNight shift$88.4k - $132.6k
...enhance processes, workflows, and client service within the affluent and High Net Worth segments. The role requires... ...clients through converting referral leads. Manage client follow‑up and adhere... ...0 days of starting in the role. Insurance Group 1 required. Must meet all...High net worthWork at office- ...SAFE Act in Yorktown Heights, New York. This role requires 5-8 years of experience and involves enhancing client relationships within the affluent and High Net Worth segments. Responsibilities include identifying client needs, offering financial solutions, and ensuring...High net worth
$88.4k - $132.6k
A leading financial services firm is seeking a Wealth Relationship Management Sr. Analyst in Yorktown Heights, New York. This seasoned professional will deepen client relationships, offering tailored financial solutions while ensuring compliance with regulations. The ideal...High net worth- JPMorganChase is looking for a Private Client Advisor in Thornwood, New York. This role is essential in delivering personalized financial planning and investment solutions to clients. You will leverage your expertise in financial advisory and client management to foster...Private client
- Aramark is seeking a Food Service Manager at the Westchester County Department of Corrections. This management position focuses on overseeing... ...include enhancing team performance and maintaining client relationships while achieving financial targets. Join us to make...
- Aramark is seeking a Food Service Manager for the Westchester County Department of Corrections in Town of Ossining, New York. This management role involves overseeing dining operations and ensuring customer satisfaction through effective team leadership and adherence to...
$80k - $120k
...position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross selling, as... ...centers of influence and lead sources with clients that fall in... ...partners such as lawyers, financial services professionals, realtors and other...High net worthTemporary workLocal areaFlexible hours$120k - $140k
...EB Account Executive manages highly complex employee benefits clients and serves as the primary service contact. In this role, you'll... ...primary liaison between clients and insurance carriers, providing proactive,... ..., and Health Care Reform. Lead client renewals, including...Contract workTemporary workWork at officeLocal areaFlexible hours$44k - $80k
...Client Support Specialist We have an exciting opportunity for... ...enhancing relationships with our high-net-worth clients who have assets of $2... ..., and therefore have complex service and investment needs. In this... ...well-being support, market-leading retirement, generous paid...High net worthFull timeRemote work$160k - $225k
...Family Offices (Financial Services) Please note: Public... ...financial services client experience are encouraged... ...the complex needs of high-net-worth individuals and... ...hands-on Controller to lead and manage all aspects... ...for this job Medical insurance 401(k) Paid maternity...High net worthFull timeWork at office- ...Scope of the Role You will help lead the GC section within a... ...delivering accredited analytical services for clients across water, utilities,... ...spectrometry instrumentation in a high-throughput environmental... ...Tetra Tech offers private healthcare, a business performance...Private clientFull timeTemporary workLocal areaWorldwide
- MavisTire in Mount Pleasant, NY is seeking full-time Automotive Assistant Managers and Service Managers to join their team. The positions support operational efficiency, customer service, and manage repair workflows. Candidates should have at least 1 year of experience...Full time
$130k - $150k
...level? On offer is a high-impact leadership... ...strong reputation, loyal client base, and commitment to... ...business. The Role: Lead and manage daily field... ...Efficiency Systems, Field Service Coordination, Service... ...act as an employer-paid private personnel agency....$19.65 - $21.86 per hour
.... THE OPPORTUNITY The Service Leader is responsible for maintaining... ...Making sure great tasting, high quality food is served... ...Medical, dental, and vision insurance Digital Tips Paid time... ...a demonstrated purpose as it leads the way in digital, technology...Work at officeLocal areaShift work- ...availability. Responsibilities Managing facility with top-notch cleaning and organizational skills. Providing exceptional customer service at the club (handling prospective members, members’ needs, security, etc.). Managing emails and/or daily ongoing marketing +...Full timePart timeSummer workWork at officeWeekend workAfternoon shift
$85k - $90k
...conducts direct sales activities leading to quality referral generation for the agency's private pay service line, StayWELL. Working... ...membership in local networking and client advocacy groups and ongoing... ...-paid life and disability insurance; wellness and employee assistance...Full timeWork at officeLocal area$18 - $30.2 per hour
...role, you will support the Customer Service & E-Commerce programs; this means you lead processes supporting the checkout... ...in a manner that sustains a high performing Team and minimizes turnover... ...Whole Benefits may include health insurance, retirement plan benefits, eligibility...Hourly payFull timeWork at officeFlexible hoursNight shift- A leading financial services firm seeks a Private Client Banker in Yorktown Heights, NY. You will be the primary contact for affluent clients, managing their banking relationships and providing tailored financial advice. The ideal candidate has strong relationship management...Private client
- ...and compassionate caregivers for a live-in role supporting a private client in Bedford Hills, NY. This position runs Thursday through Sunday... ...the client’s home during scheduled days, ensuring consistent, high-quality care and companionship. This role requires reliability...Private clientDaily paidLive inNight shift
$50k - $70k
...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... ...are located in Bedford Hills, NY and help customers with their insurance and financial services needs, including: Auto insurance...For contractors- Ulta Beauty in Yorktown is seeking an Experience Manager to lead a team in delivering exceptional sales and guest experiences. This role involves managing salon services, driving retail growth, and maintaining guest satisfaction through operational excellence. The ideal...
£30k - £50k per year
Role: Commercial Insurance Consultant Location: Bedford Hours: Monday... ...Working on warm sales leads generated by the telemarking... ...insurance products to prospect clients Retaining repeat business... ...increases to 25 days after 5 years’ service Private Medical Insurance through...Monday to Friday$118k - $200.5k
...Commercial / Industrial Environmental Services Lead Location: Valhalla, NY or New York City,... ...complex environmental projects, driving client growth, and ensuring compliance with environmental... ...Develop and expand the client base for high‑level environmental services,...Contract workFor subcontractor- Aramark is seeking a management professional to lead their dining operation in Mount Pleasant, New York. The ideal candidate will engage... ...members, ensure safety and sanitation, and effectively manage client relationships. Responsibilities include developing team...
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