Client Relationship Specialist
Walker Billingsley & Bair
Future Opening: Client Relationship Specialist 401(k) 401(k) matching Opportunity for advancement Paid time off Profit sharing Client Relationship Specialist in a small Central Iowa law firm with four locations. The position would be located in our Newton office. Prior office experience is preferred. The specialist will work directly with clients and the attorneys while providing excellent customer service to clients. The basic requirements are: Superb customer service experience, on phone and in person. Strong organizational skills and attention to detail. Strong computer skills, specifically excellent working knowledge of Microsoft Office and Adobe. Capable of working quickly and efficiently with little supervision. Ability to follow directions and use established systems to complete assignments. Dedication to work product and willing to go the extra step to make sure your work is done correctly and on time. Compassionate with people during trying times in their lives. Plus, 1. You need to be able to write well in English with proper grammar. 2. You need to be able to meet deadlines. 3. You need to have a system for yourself to prioritize tasks. Duties/Responsibilities: Answering incoming phone calls for intake and scheduling of new and current clients. Greet clients when they come to the office. Provide clerical support to attorneys and paralegals. Performs other related duties as assigned. 401(k) and match Profit sharing Paid time off Paid holidays Quarterly and Annual performance bonus opportunities Flexibility #J-18808-Ljbffr
- JPMorgan Chase & Co. in New York seeks a Relationship Banker at a Chase Branch to represent our brand with hospitality, using banking solutions and fintech to help clients. You will own client relationships, acquire and retain accounts, tailor product recommendations,...Suggested
- JPMorgan Chase & Co. in New York seeks a Relationship Banker at a Chase Branch to represent... ...in acquiring, managing, and retaining client relationships, using financial knowledge... ...online platforms, and collaborating with specialists to meet complex financial needs while...Suggested
- Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in delivering high-quality client service in a fast-paced environment. You will help cultivate client relationships, manage administrative tasks, and assist...Suggested
- JPMorganChase is seeking a Relationship Banker for a Chase Branch in New York. You will represent the brand, acquire, manage, and retain client relationships using financial knowledge to offer thoughtful solutions that meet their financial needs. You will collaborate with...SuggestedWeekend workAfternoon shift
- ...Responsibilities: Supports the Relationship Managers and other team members to promote banking products and services to Financial Institutions clients. Assist RM to establish business relationships and promote bank products and services to prospective clients based...Suggested
- Social Capital Resources located in New York City is seeking candidates to support Relationship Managers in promoting banking products and services to Financial Institutions clients. Candidates will assist in establishing business relationships and evaluating transactions...
$90k - $110k
.... Overview The Assistant Relationship Manager will support the Relationship Manager with business development and managing the relationship with the branch's Global Corporate Clients assigned, structuring of products and services to meet customer needs, as well...Work experience placement$48.6k - $65.96k
The Relationship Coordinator solicits and provides information via telephonic efforts in support... ...each product line to prospective clients. In addition, the Relationship Coordinator... ...appointments for HF CompleteCare Specialist and Intake Nurses in Salesforce. Schedules...Permanent employmentTemporary workWork experience placementCasual workImmediate startRemote workMonday to FridayShift work- A global financial services firm is seeking a Private Client Advisor in New York, NY. This role involves building client relationships, providing personalized investment solutions, and educating clients on financial management. Candidates must have at least 2 years of...
- .... Morgan Wealth Management in Queens, NY is seeking a Private Client Advisor to deliver comprehensive financial planning and investment... ...solutions, and collaborate with partners to deepen client relationships while maintaining high ethical standards. The role emphasizes...
- ...for a Financial Advisor to enhance the financial well-being of clients while supporting teammates and fostering diversity within the... ...personalized investment solutions to clients with a focus on relationship management. The ideal candidate will have a minimum of 2 years...
$28 - $35 per hour
Job Title: Client Advisor - Jewelry Reports to: Jewelry Manager/Store Director Division: Retail Overview: The Client Advisor-Jewelry... ...department goals. Clienteling - focus on developing long-term relationships with the client so that they are more likely to think about...Hourly payLocal areaImmediate startFlexible hoursShift work- ...along the way. \n Job Overview \n The Bloomingdale’s Client Specialist’s primary responsibility is to maximize sales in their designated... ...experience allowing you to build and cultivate customer relationships \n Embrace and be proficient with technology \n...Full timeFlexible hours
- ...seeking a Sales Development Representative to join their remote sales team. The role involves identifying and nurturing customer relationships and articulating the company's value proposition. Candidates should have 1-3 years of sales experience and strong communication...Remote jobFlexible hours
- ...up meetings with Account Executives, and demonstrate value to potential clients. You will report to the Sales Manager and focus on generating MRR growth through proactive outreach and relationship building. Ideal candidates bring 0-2+ years in sales or customer-facing...Remote job
- A leading financial institution is seeking a Private Client Advisor in New York, NY to provide exceptional investment solutions and... ...comprehensive financial planning. In this full-time role, you will build relationships with clients while supporting their financial needs. The ideal...Full time
- JPMorgan Chase & Co. in New York seeks a Relationship Banker at a Chase Branch to foster lasting client relationships with hospitality and financial insight. You... ...in‑branch service. You will collaborate with specialists to address complex needs, maintain regulatory compliance...
- JPMorganChase is seeking a Relationship Banker in New York to deliver relationship-based banking services within a branch setting. You will engage clients, assess financial needs, and provide thoughtful product recommendations while leveraging digital tools such as Chase...
- Nutrafol is seeking a highly motivated Customer Relationship Specialist to deliver white-glove service to physicians and dermatologists. This remote role supports an East Coast team, with responsibilities spanning order placement, inquiries, and post-sale engagement to...Remote job
- A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role involves building relationships with clients and offering tailored advice to meet their diverse financial needs...
- ...Association is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service resources, and assist... ...cash transactions accurately and build enduring client relationships. Responsibilities include managing center traffic, scheduling,...
- Chase in New York City is seeking a Relationship Banker to welcome clients, assess financial needs, and provide thoughtful solutions using our latest banking technology. You will build lasting client relationships and represent our brand with hospitality and integrity....
$125k - $250k
...term investment performance, exceptional client service and a comprehensive suite of... ...Institutional Portfolio Manager / Senior Product Specialist will join the Mortgage & Securitized... ...to support client engagement, deepen relationships, enhance transparency around the team’s...Temporary work- ...financial services organization is seeking a Wealth Management Relationship Associate to support Financial Professionals with day-to-day... ...Work across internal departments to resolve operational and client service issues efficiently. Provide guidance to Financial Professionals...Full timeLocal area
$130k - $210k
...mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community... ...and learn new ones “I can succeed as the Enterprise Client Relationship Manager”As an Enterprise Client Relationships Manager, you...Full timeTemporary workLocal areaFlexible hours- Strong relationships start with listening, clear communication and reliable follow-through. If these are strengths you have developed throughout... ...programs. The role combines relationship development, client engagement and digital marketing. You will connect with prospective...Part timeRemote work
- The Wealth Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth... ...who will focus on creating new and deepening existing wealth relationships with high net worth and ultra-high net worth clients across...
$88.4k - $132.6k
...Commercial and Business Sales, Banking & InternationalCompany: CitiCiti is looking for a Senior Relationship Associate to play a central role in managing and deepening client relationships across a global banking network. In this position, you will work closely with...Full timeWork at officeRemote work$75k - $100k
...Description Job Description Legal Growth Strategy & Client Engagement Specialist Company: HireNow Staffing (Direct Placement Partner) HireNow... ...engagement programs. Excellent organizational and relationship-building abilities. Strategic thinking combined with exceptional...Full timeWork at officeRemote workVisa sponsorship- VersiTech is seeking a Relationship Manager to enhance client relationships across the Bold Integrated Payments and Tonic POS Software partnerships. The role focuses on improving the client experience, managing day-to-day requests, and collaborating with Client Services...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Specialist. Be the first to apply!
- customer service administrator New York, NY
- client support specialist New York, NY
- food service sales representative New York, NY
- participant services representative New York, NY
- client onboarding specialist New York, NY
- logistics customer service representative New York, NY
- customer operations specialist New York, NY
- client experience specialist New York, NY
- client service officer New York, NY
- licensed insurance customer service representative New York, NY




