Client Relationship Manager
ETS, Inc.
Client Relationship Administrator| Plattsburgh, NY
ETS is looking for a Client Relationship Administrator to join our client's team.
Primary responsibilities as a Client Relationship Administrator:
- Act as a liaison between clients and advisors to ensure exceptional service
- Provide research support on client portfolios, investment options, and market trends
- Support clients by preparing presentations, paperwork, and compliance materials
- Coordinate communication between clients and multiple advisors, ensuring follow-up and next steps
- Assist with research, client meetings, trade execution, and portfolio review processes
Your skills and experience:
- Strong Microsoft Office skills and ability to learn financial software
- Professional experience working directly with clients in a service-focused environment
- Excellent oral/written communication and interpersonal skills
- Ability to manage multiple priorities with accuracy and attention to detail
- Strong problem-solving, research, and organizational abilities
For immediate consideration for the Client Relationship Administrator role, contact Kasie Bartley at ETS today.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
ETS, Inc.Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Manager in Plattsburgh, NY vacancy
- ...Client Relationship Administrator| Plattsburgh, NYETS is looking for a Client Relationship Administrator to join our client's team.Primary... ...oral/written communication and interpersonal skillsAbility to manage multiple priorities with accuracy and attention to detailStrong...SuggestedWork at officeImmediate start
ETS Inc
Plattsburgh, NY3 days ago $75k - $110k
...reducing turnover, and fueling growth for our clients, and we want you to join our team as an... ..., and referrals Develop meaningful relationships with client companies, communicate... ...years of business development or account management experience preferred Self-motivated, competitive...SuggestedFull timeETS (United States)
Plattsburgh, NY2 days ago$104.8k - $149.3k
...main OEMs in energy sector, cultivating relationships with decision-makers and technical... ...record of success in devopping business, managing key accounts and achieving sales targets... ...what we do and how we do it - for our clients and each other.If you’re ready to revolutionize...SuggestedContract workWork experience placementWork at officeWorldwideWabtec
Plattsburgh, NY5 days ago$100k
...cloud‑based, intuitive technology solutions that enable them to manage all the hassles of running and growing a business, so business... ...become part of the personal connection that strengthens the relationship people have with Xplor products. Job Description Are you...SuggestedWeekly payLocal areaRemote workVisa sponsorshipFlexible hoursXplor Pay
Plattsburgh, NY2 days ago- ...provide the tools for powerful multi-platform marketing solutions to create partnerships to retain and grow our client base. You will report to the Local Sales Manager. If you want to work for the best, we want to hear from you today! Responsibilities Produce revenue across...SuggestedWork experience placementLocal areaFlexible hours
HEARST STATIONS INC
Plattsburgh, NY3 days ago $113k - $140k
...requiring relocation.Job SummaryThe Sales Manager manages and implements plans to... ...ResponsibilitiesIdentifies builds and develops new client business within the road construction... ...targets, key clients and cultivating relationships with existing clients.Performs sales activities...Temporary workLocal areaWorldwideRelocationRelocation packageColas
Plattsburgh, NY5 days ago$21 - $22 per hour
...Customer Service Manager New opportunity available for a Customer Service Manager. The Customer Service Manager position is one of hourly store management. Stores are open Monday through Saturday, 9:00AM to 8:00PM and we are closed on SUNDAY. Responsibilities:...Hourly payFull timeFlexible hoursHobby Lobby
Plattsburgh, NY3 days ago$15.5 - $17.85 per hour
...Sundays off along with one other weekday off. Schedules and hours per week/overtime work may change throughout the year as dictated by management and business needs.This is an excerpt from the full job description and is not intended to be all-inclusive. Other related duties...Hourly payFull timeTemporary workFlexible hoursWeekday workRent-A-Center
Plattsburgh, NY4 days ago$77.54k - $115.83k
...customers. This role is responsible for developing and maintaining relationships for a strategic set of customers through account penetration,... ...priorities, and follow through on commitments! A Typical Day Manage and drive strategic account performance through development of...Work at officeParts Town
Plattsburgh, NY5 days ago$75k - $170k
...territory to develop prospect list. Utilizing company project management & customer engagement software (PORT, ZOHO). Making sales... ...products and services. Maintaining customer records and relationships with key customer contacts. Answering customer questions...Full timeLive inWork at office- ...Monaghan Medical Corporation is seeking a Customer Service/Sales Support Manager to join our team. This role focuses on building relationships, ensuring QMS adherence, capturing the voice of the customer, and leading efforts to develop and implement strategic sales tools...
Trudell Medical
Plattsburgh, NY1 hour ago - ...providing the best service in the industry.We are looking for a sales manager to join our growing sales department. You’ll work closely with... ...:Work directly with our employees and customers to develop relationships and help to enhance the sales processBuild rapport with...Local area
Della Chevrolet
Plattsburgh, NY5 days ago $69k
...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for... ...guidance and solutionsStrong verbal communication and relationship-building skillsSales or customer service experience...Remote workWork from homeFlexible hoursHMG Careers
Plattsburgh, NY4 days ago$17 - $22.7 per hour
...Sales ManagerThe Sales Manager leads and champions a high-performing selling culture across the store, driving strong sales results and an engaging customer experience. This role oversees front-end and service operations, ensuring consistent execution of selling behaviors...Full timeLocal areaFlexible hoursNight shiftMichael's Inc
Plattsburgh, NY4 days ago$80k - $100k
...NY market, are seeking a Digital Sales Manager to lead and expand our digital revenue.... ...developing teams and driving measurable client outcomes.This role offers the opportunity... ...businessBuild and maintain client and agency relationships to drive retention and growthPartner...Work experience placementSummer workLocal areaFlexible hoursHearst
Plattsburgh, NY5 days ago- ...Parts Sales ManagerAutoZone's Store Management team drives store performance, fosters a productive team, and ensures exceptional customer... ...will be considered individually based on factors such as the relationship between the position sought and the criminal offense, the...Hourly payFull timeTemporary workPart timeLocal areaFlexible hoursNight shiftDay shift
AutoZone
Plattsburgh, NY6 days ago - ...A leading parts distributor in Plattsburgh is seeking a Director of Customer Partnerships to manage and grow relationships with key customers. The ideal candidate will have 5-7 years of experience in consultative sales, a proven track record in account leadership, and...
Parts Town
Plattsburgh, NY5 days ago $46.92k
...development so they can reach their full potential. Responsibilities include: * Providing daily supervision and mentorship * Managing household routines and student schedules * Administering medications and ensuring student wellness * Driving students to...Full timeWork from homeRelocationRelocation packageFlexible hoursWeekday workMilton Hershey School
Plattsburgh, NY1 day ago$63.5k - $82.5k
...Direct Store Delivery operations, merchandising excellence, relationship building, sales execution, coaching exposure, and operational... ...Support route sales execution through merchandising, inventory management, product freshness, and adherence to operational standards....TraineeshipWork at office$16 - $35 per hour
...assists with daily front desk operations, supports Front Desk Agents during busy shifts, handles escalated guest concerns, and helps manage the check-in and check-out process to ensure efficiency and accuracy. Responsibilities include supervising front desk staff,...Hourly payFull timeShift workNight shiftAfternoon shift$100k
...income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE... ...experience preferred Excellent verbal, written, interpersonal, relationship building and presentation skills Strong work ethic with a drive...Local areaSlice Merchant Services
Plattsburgh, NY5 days ago- ...Overview We are seeking a Customer Care Coordinator who is passionate about delivering excellent service and building positive client relationships. In this role, you will help guide travelers through the planning process while ensuring each client receives attentive,...Remote workFlexible hours
Excitingtravelnow
Plattsburgh, NY1 day ago $18.95 - $27.25 per hour
...department, the store, and throughout the organization through the utilization of the Cash Office/Front End Communication Board and Task Management. Observe and ensure compliance with company sanitation, safety, and food safety standards. Observe and follow all company...Work at officeLocal areaHannaford Supermarkets
Plattsburgh, NY4 days ago- ...Job DescriptionJob Description As part of the Subway® Team, you as a Manager will focus on eight main things: Providing an excellent guest experienceEnsuring that great food is prepared & servedKeeping our restaurants functional, clean and beautifulManaging inventory and...Full timePart timeLocal areaWeekend workDay shiftAfternoon shift
Subway 19109 0
Plattsburgh, NY4 days ago $50k - $65k
...Manager Trainee PositionStewart's Shops is a fast growing convenience store chain in New York and Vermont with friendly store associates and great customers! We are looking for manager trainees to join our fast track training program in our shops. Our manager trainees...Full timeTraineeshipFlexible hoursStewart's Shops
Plattsburgh, NY3 days ago- ...Residential Manager Position Available! Are you passionate about supporting individuals with developmental disabilities? We're seeking a dedicated Residential Manager to join our team! The responsibility of a Residential Manager is to oversee our residential homes,...Flexible hours
The Advocacy & Resource Center
Plattsburgh, NY3 days ago $165.7k - $223.8k
...Job Description: Saab, Inc. is looking for a Capture Manager in our Surveillance Systems Division. This individual will be responsible... ...across assigned accounts and programs. Build and maintain relationships with military, government, industry, and contractor...Contract workTemporary workFor contractorsWork experience placementCasual workWork at officeLocal areaSAAB
Plattsburgh, NY2 days ago$82.25k - $102.81k
...6 - US What you’ll need to succeed as a Senior Service Center Manager at XPO 5 years of supervisory experience Thorough knowledge of... ...Experience balancing operations leadership with external sales and relationship building Experience with process improvement Able to multitask...Work experience placementWork at officeLocal areaImmediate startVisa sponsorshipRelocation packageShift workNight shiftAfternoon shiftXpo-bc1cd16f
Plattsburgh, NY3 days ago- ...more than a paycheck - they're about being independent, having fun, and making new friends. If you're already a successful manager, you need to check out our Restaurant General Manager position. As a Restaurant General Manager, you have the keys to a $1 million+...
KFC
Plattsburgh, NY3 days ago - ...Service Manager Opportunity The DELLA Auto Group believes our current success and future growth is attributed to our employees.... ...customer does not get mishandled Spend quality time building relationships with the customers Requirements: Technical automotive...Local area
DELLA Auto Group
Plattsburgh, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Manager. Be the first to apply!
