Client Services - Jericho, NY

This is a full-time on-site Client Services role located in Jericho, NY. The role involves supporting and building relationships with clients, ensuring satisfaction through effective communication and customer service. · Assisting with financial account management, · Addressing c ...

We are nice people doing honest work. We truly care about our employee's work life balance. · Serve as a primary point of contact for client inquiries via phone and email, · Coordinate client meetings and onboard new clients, · Maintain complete and up-to-date client records, · ...

Who We Are: · Oppenheimer & Co. Inc. (�Oppenheimer�) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities b ...

We are seeking a dynamic and detail-oriented Client Service Admin to join our on-site team. · Card fulfillment shipping and delivery · Process order requests through company portal Manage FedEx account operations Allocate card stock to appropriate agentsInventoriumangement ...

Oppenheimer & Co. Inc.'s Private Client Division seeks a Registered Client Service Associate for their Jericho branch office. · ...

We are seeking an experienced Client Service Representative to join our team. · At VCA Animal Hospitals, we take our mission statement – your pet's health is our top priority and excellent service is our goal – very seriously. · ...

Job summary · 30-35 hours per week (full time) $20.00 per hour M-F 9 – 3pm · Process order requests through company portal · Manage FedEx account operations · Allocate card stock to appropriate agents · ...

The IT Site Technician serves as the primary IT resource for TTM sites providing strategic technical support operational coordination and compliance oversight for all site-level IT activities. · ...

+30-35 hours per week Job summaryManage FedEx account operations and card fulfillment, shipping and delivery. · ...

Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. · The RCSA's primary responsibility is to support Financial Advisors in sales, · marketing and day-to-day operations of a growing wealt ...

The IT Site Technician serves as the primary IT resource for TTM sites providing strategic technical support operational coordination and compliance oversight for all site-level IT activities. · Associate's degree in computer science Information Technology or related field · Bach ...

We are seeking a Private Client Services (PCS) Manager in the Tax Department. · ...

Client Services Specialist · Ambassador Education Solutions, a national provider of course materials to higher education colleges and universities, and to K12 schools, seeks a Client Services Specialist to join our Client Services Team. The position's work schedule is hybrid and ...

The IT Site Technician serves as the primary IT resource for the TTM sites,This role acts as a critical liaison between the site and enterprise IT,The ideal candidate will combine strong technical expertise with excellent communication skills, · ...

Description · 30-35 hours per week (full time) $20.00 per hour · M-F 9 – 3pm (Spanish Speaker Preferred) · Card fulfillment, shipping and deliveryProcess order requests through company portal · Manage FedEx account operations · Allocate card stock to appropriate agents · Inventor ...

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. · ...

Responsible for the service of client's life insurance policies. · ...

Job Title: Client Service Associate, Investment and Insurance Support · Location: Melville, NY, In Office · Industry: Wealth Management · Employment Type: Full-Time · Work Arrangement: In office or hybrid, depending on experience · Compensation: $70k-80k plus bonus · Overview · O ...

The Client Service Coordinator drives the flow of clients and pets through · the hospital, maximizes productivity, · ensures good communication with associates · and clients. · Actively recruits new clients. · Promotes hospital services. · ...

Alcott HR is seeking a strategic and forward-thinking Director of Client Services to lead and evolve the client service function within our PEO (Professional Employer Organization). This role is responsible for enhancing the overall client experience across our co-employment mode ...