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

Client Services Associate

TemPositions

Description

Our client is seeking a client services associate who is accustomed to working in a fast paced environment. The ideal candidate will have excellent communication skills and a professional demeanor. This is an excellent opportunity for individuals who are starting out their career and looking to gain additional experience.

Responsibilities

  • Log and schedule service appointments and calls
  • Preparing client invoices and assisting in billing
  • Maintaining and developing relationships with vendors and clients
  • Manage high volume of incoming calls and emails
  • Will train, but must have great phone, PC and customer care skills

Requirements

  • Friendly and professional phone and customer service skills
  • Strong follow-up skills
  • A keen eye for detail
  • The ability to work independently and as part of a team
  • A drive to rapidly master knowledge of Company services and systems
  • The ability to meet deadlines in a fast-paced work environment
  • Basic PC & office equipment knowledge (Word and Excel)
  • A minimum typing speed of 40 WPM
  • Bachelor's degree preferred
  • 1+ years of experience

Work Schedule:
• 40 hours per week, plus available overtime. Schedule is generally Mon – Fri, plus some evening and weekend hours required.


Required:
Normal hours: 9:00 a.m. to 6:00 p.m.
• A few times each month: 1:00 p.m. to 10:00 p.m. 
• Working a shift on Saturday or Sunday. 

Benefits:
We offer eligible employees competitive pay and access to a range of benefits and support programs based on assignment type, schedule, length of employment, and eligibility requirements, including medical, dental, vision, prescription coverage, short-term disability, 401(k), employee assistance, childcare assistance, discounts, paid holidays, and longevity bonuses. Depending on the benefit, cost may be paid by the Company, the employee, or shared between both.

EOE:
We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

#Melv

#MelvPriority

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Freeport, NY vacancy
  • $31.2k - $90k

     ...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role... 
    Suggested
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Garden City, NY
    15 hours ago
  • $18 - $18.5 per hour

    We are seeking a reliable and detail-oriented Client Services Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory for office and pantry supplies, while providing support to ensure... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Local area
    Immediate start
    Shift work

    SPS North America

    East Meadow, NY
    4 days ago
  •  ...discounts Flexible schedule We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills . As a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional... 
    Suggested
    Hourly pay
    Relocation package
    Flexible hours

    Jackson Hewitt - 1766

    Jackson Heights, NY
    3 days ago
  • Oppenheimer & Co. Inc. in Jericho, NY is seeking a Client Service Associate for the Private Client Division. The role focuses on servicing clients, coordinating schedules, marketing support, maintaining databases, and providing organizational help while interacting with... 
    Suggested

    Oppenheimer & Co Inc

    Jericho, NY
    3 days ago
  • Oppenheimer & Co. Inc.’s Private Client Division is seeking a Registered Client Service Associate in Jericho, NY to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal... 
    Suggested

    Oppenheimer & Co. Inc.

    Jericho, NY
    1 day ago
  • $50k - $65k

     ...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881...  ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The RCSA'... 
    Local area

    Oppenheimer & Co. Inc.

    Jericho, NY
    2 days ago
  • $50k - $60k

     ...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company...  ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Jericho, NY. The... 
    Local area

    Oppenheimer & Co. Inc.

    Jericho, NY
    10 days ago
  •  ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ..., and delivering extraordinary customer service while maintaining a strong commitment to...  ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will... 

    JP Morgan Chase

    Garden City, NY
    1 day ago
  •  ...Wealth Management Client Associate Garden City, New York To proceed with your application, you must be at least 18 years of age....  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Garden City, NY
    15 hours ago
  • $25 - $44 per hour

     ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Lynbrook, NY
    4 days ago
  • $25 - $44 per hour

     ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Day shift

    Bank of America

    Garden City, NY
    4 days ago
  • $75k - $90k

     ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our...  ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how... 
    Full time
    Flexible hours

    RBC

    Jericho, NY
    3 days ago
  • $55k - $90k

     ...in‑State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part of a nationally recognized, high‑...  ...Series7 and66 (or 63/65) licenses. You will deliver exceptional service in a fast‑paced, collaborative environment, serving as a... 
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    Jericho, NY
    3 days ago
  •  ...RBC Wealth Management in Jericho, NY seeks a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage account questions, onboarding, documentation, and compliance in a fast-paced, collaborative setting. You will process transfers... 

    RBC Capital Markets, LLC

    Jericho, NY
    15 hours ago
  • $75k - $85k

     ...Responsibilities Serve as central point of contact for ingesting client requests Coordinate between client, advisor, and additional...  ...Suite (competency or ability to learn quickly) Customer service background preferred Excellent verbal, written, analytical,... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    CI Financial Careers

    Garden City, NY
    4 days ago
  • $20 - $23 per hour

     ...Client Service Representative $20–$23/hour + Comprehensive Benefits | Saturdays Required Be the person who makes a great experience even better. At South Shore Animal Hospital, we believe caring for pets means caring for the people who love them, too. We're looking... 

    All Creatures Animal Clinic Ltd

    Wantagh, NY
    15 hours ago
  •  ...plaintiff-focused firm dedicated to advocating for individuals who have suffered personal injuries. The firm emphasizes attentive client service, clear communication, and thorough case preparation. Team members collaborate closely to build strong cases, pursue fair... 
    Full time

    Law Offices of Jason A. Greenberg

    Freeport, NY
    6 days ago
  • $140k - $148k

    Salary: $140,000 - $148,000 per year. A bit about us: Our client, a prestigious, full-service firm based out of NY is looking for an experienced Tax Associate to join their team. The firm offers excellent benefits, a strong office culture, and opportunity for growth.... 
    Work at office
    Local area
    Flexible hours

    Jobot

    Uniondale, NY
    5 days ago
  • $20 - $23 per hour

     ...for an accommodation or an alternative application process. Client Benefits Associate (Part-time) Salary Range: $20.00 To $23.00 Hourly Position...  ...of supplies and re-orders on a timely basis. Requests service maintenance for all office equipment. Compiles all information... 
    Hourly pay
    Part time
    Work at office
    Afternoon shift

    Outreach Development Corp.

    Ridgewood, NY
    5 days ago
  • $75k - $90k

     ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to...  ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how... 
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    Jericho, NY
    5 days ago
  •  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Garden City, NY
    21 days ago
  •  ...we offer a collaborative approach to wellness and mental health services, encompassing modalities such as mental health therapy,...  ...Seeking a Front Desk Manager to act as the crucial connection among clients, providers, and external referrals. This role demands a deep comprehension... 
    Full time
    Part time
    Monday to Friday

    Pathways Within

    Massapequa, NY
    1 day ago
  • $17 - $20 per hour

     ...we offer a collaborative approach to wellness and mental health services, encompassing modalities such as mental health therapy,...  ...Seeking a Front Desk Manager to act as the crucial connection among clients, providers, and external referrals. This role demands a deep comprehension... 
    Hourly pay
    Full time
    Part time
    Work at office
    Monday to Friday

    Pathways Within

    Garden City, NY
    3 days ago
  • $130k - $190k

     ...liability, and general liability. \n Join a team that values strong writing, independent judgment, responsiveness, and excellent client service. \n Opportunities for continued professional growth, increasingly sophisticated case responsibility, and bonus potential. \n... 
    Remote job
    Immediate start

    Orion Placement

    Hempstead, NY
    6 days ago
  •  ...Our client is looking for a Financial Client Relationship Associate to support clients across financial planning, investment recommendations, and ongoing account...  ...Handle client account maintenance and day-to-day service needs Develop financial plans based on clients... 
    Full time

    JCW Group

    Jericho, NY
    4 days ago
  • $120k

     ...financial advisor to join our ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help clients achieve their financial goals. Successful financial planning is rooted in excellent communication, forward... 
    Work at office

    New York Life - Uniondale

    Uniondale, NY
    5 days ago
  • $70k - $110k

     ...Automotive Service Advisor / Service Writer Merrick, NY Full-Time Automotive Dealership Position 5-Day Work Week | MondaySaturday $70,000 $110,000+ Annual Earning Potential (Inclusive Base + Commission + Bonuses) Join Merrick Jeep Chrysler Dodge Ram Part of the VIP... 
    Base plus commission
    Full time
    Immediate start

    Westbury Jeep Chrysler Dodge

    Wantagh, NY
    1 day ago
  • $125k - $150k

    Job description: Providing legal advice to its clients, helping them navigate the complexities of estate planning, and ensuring the protection...  ..., providing them with regular updates and excellent customer service Qualifications: Must have expertise in elder law, estate... 
    Full time
    Work at office

    Affinity Executive Search

    Garden City, NY
    2 days ago
  •  ...Job Description We are seeking a motivated and experienced Service Advisor to join our team. As a Sales Service Advisor, you will...  ...providing exceptional customer service and sales support to our clients. The Sales Service Advisor plays a crucial role in enhancing... 
    Full time
    Contract work
    Work at office
    Weekday work

    Atlantic Auto Group

    Hempstead, NY
    3 days ago
  • $65k - $75k

     ...Job Description Job Description   Customer Sales & Service Representative – B2B Company: JP Impact Group Location: Long...  ...represent B2B products and services Build and maintain long-term client relationships Deliver exceptional customer service while... 
    Base plus commission
    Daily paid
    Full time
    Immediate start
    Monday to Friday

    JP Impact Group Inc

    Hempstead, NY
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!