Top 48 Client services associate Jobs in Bay Shore Ny

Senior Operations & Client Services Associate
Florio Wealth Management Group —Westbury, NY
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- In-person
- Health insurance
- 401(k)
Quick Apply
4d
Sr Clinical Trial Supplies Associate - Hybrid Based (NY or NJ) - Client Dedicated
Syneos - Clinical and Corporate - Prod —New York State
- $56,400 - $95,900 a year
- Full-time
- Bachelor's degree
- Team management
- Organizational skills
- Employee stock purchase plan
- Health insurance
Associate Client Advocate - Benefits Admin (Hybrid)
NFP Corp —Plainview, NY
- $40,000 - $44,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Project management
- Health savings account
- Paid holidays
Quick Apply
13d
Client Relations Ambassador
Selective Remodeling —Massapequa, NY
- $45,000 - $90,000 a year
- Email
- Mid-level
- High school diploma or GED
- Ability to sit for extended periods
Quick Apply
Client Relations Ambassador
Selective Remodeling —Massapequa, NY
- $45,000 - $90,000 a year
- Email
- Mid-level
- High school diploma or GED
- Ability to sit for extended periods
Quick Apply
Client Associate/Registered Client Associate
Royal Bank of Canada —Jericho, NY
- $75,000 - $90,000 a year
- Full-time
- Word processing
- Data analysis skills
- Research
- Disability insurance
- Health insurance
5d
Client Service Associate / Sr. Client Service Associate
Wealth Enhancement Group —Deer Park, NY
- $51,450 - $84,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Senior Client Service Associate
CJM —Deer Park, NY
- $90,000 - $95,000 a year
- Email
- Mid-level
- Office
- Data entry
- Health savings account
- Health insurance
Quick Apply
5d
Client Service Representative
VCA Animal Hospitals —West Islip, NY
- $18 - $23 an hour
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
3d
Registered Private Client Associate - Hauppauge, NY
Janney Montgomery Scott LLC —Hauppauge, NY
- $75,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
Client Experience Associate
Appliance World of Huntington Inc. —Huntington, NY
- From $25 an hour
- Weekends as needed
- Hospitality
- Dealership
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
Senior Client Relationship Administrator (Hybrid)
Broadridge —Edgewood, NY
- $36 - $40 an hour
- Email
- Hybrid work
- Sales
- Research
- Mid-level
Client Service Representative
VCA Animal Hospitals —West Babylon, NY
- $19 - $21 an hour
- Weekends as needed
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
14d
J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY
JPMorganChase —Huntington, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Inside Sales/Customer Service
Kamco Supply - Syosset —Syosset, NY
- $20.00 - $26.63 an hour
- Hybrid work
- Background check
- Writing skills
- Pass drug screening
- Travel reimbursement
- Wellness program
Quick Apply
Private Client Associate - Garden City, NY
Janney Montgomery Scott LLC —Garden City, NY
- $50,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
CLIENT SERVICES SPECIALIST
Ambassador College Bookstores Inc —Plainview, NY
- $21 - $24 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Quality control
Senior Registered Client Associate
Royal Bank of Canada —Jericho, NY
- $55,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Client Support Associate
Safavieh Inc. —Port Washington, NY
- $25 - $28 an hour
- Full-time
- Google Workspace
- Communication skills
- Entry level
- Free parking
- Paid holidays
Quick Apply
Assistant Personal Lines INSURANCE Private Client Advisor
Pryor Associates Executive Search —Hauppauge, NY
- Up to $85,000 a year
- Mid-level
- Office
- Communication skills
- Paid holidays
- Dental insurance

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Senior Operations & Client Services Associate

Florio Wealth Management Group
Westbury, NY

Quick Apply

Job Details

Full-time
$75,000 - $90,000 a year
4 days ago

Benefits

Health insurance
401(k)
Paid time off
401(k) matching

Qualifications

Process improvement
Bachelor's degree
Attention to detail
Account management
Process management

Full Job Description

Senior Operations & Client Services Associate

Full-Time | In Person | Westbury, NY

10+ Years in Financial Services? Maybe It’s Time to Stop Commuting Past Your Career.

You’ve spent years learning this business.

You know what good client service looks like.

You know how accounts actually get opened, funded, transferred, serviced, documented, and kept moving.

You know the difference between someone who understands financial-services operations and someone who simply follows a checklist.

And after 10+ years in the industry, you may also know something else:

You shouldn’t have to spend hours commuting into Manhattan every week just to find meaningful work.

Florio Wealth Management Group is looking for an experienced financial-services professional to join our team in Westbury, Long Island.

We’re looking for someone local who wants to bring a decade or more of industry knowledge to a growing wealth management firm where experience, judgment, relationships, and attention to detail are genuinely valued.

This Is Not an Entry-Level Operations Position

We are not looking for someone who needs to learn the financial-services industry from scratch.

We’re looking for the person other people have relied on.

Someone who understands what happens behind the scenes when serving investment and insurance clients.

Someone who can look at a piece of business and know what needs to happen next.

Someone who catches missing information before it creates a problem.

Someone advisors trust because when they hand something to you, they know it will get handled.

If you have 10+ years of financial-services experience and that sounds like you, we should talk.

Why Florio Wealth Management Group?

For nearly four decades, Florio Wealth Management Group has helped families and locally owned businesses make better financial decisions.

Our approach goes beyond products and transactions.

We believe financial planning should start with what matters most to the client, their values, their goals, their family, their business, and the life they want to build.

Our team works collaboratively to coordinate financial planning, investments, insurance, and related wealth-management needs so clients receive a more organized and integrated experience.

And now we’re looking for an experienced operations and client-service professional who can help us deliver that experience at an exceptional level.

What You’ll Own:

Client Service

You’ll play an important role in making sure clients feel known, supported, and taken care of.

That includes:

· Managing client service requests from beginning to resolution

· Coordinating scheduling, communications, reports, documentation, and follow-up

· Supporting advisors before, during, and after client meetings

· Managing and improving the client onboarding experience

· Overseeing financial-planning renewals, documentation, fee collection, and follow-through

· Building strong relationships with clients and serving as a trusted point of contact

· Identifying service issues early and taking ownership of getting them resolved

Clients shouldn’t have to wonder what’s happening.

Advisors shouldn’t have to chase things.

You’ll help make sure neither happens.

Operations

This is where your experience becomes especially valuable.

You’ll help keep the engine of the firm running by:

· Opening and maintaining investment and insurance accounts

· Processing custodian, carrier, client, and firm paperwork

· Supporting asset transfers and investment implementation

· Monitoring account activity and transactions

· Supporting trading, reporting, documentation, and CRM workflows

· Managing insurance underwriting cases through completion

· Preparing recurring operations reports

· Helping maintain and improve the firm’s procedures and Standard Operations Manual

· Assisting with compliance-related processes

· Coordinating securities, insurance, and professional licensing renewals

· Tracking required Continuing Education

We don’t just want someone who can follow our processes.

We want someone experienced enough to recognize when a process can be better.

The Person We’re Looking For:

You’ve probably spent much of your career inside an RIA, broker-dealer, insurance firm, wealth-management practice, or similar financial-services environment.

You understand the language.

You understand the paperwork.

You understand the urgency.

And you understand how much trust clients place in the people handling their financial lives.

The strongest candidate will have:

· 10+ years of financial-services industry experience

· Significant experience with investment and insurance new-business processing

· Experience supporting advisors and high-touch client relationships

· Familiarity with RIA and/or broker-dealer operations

· Experience with mutual funds, annuities, 529 plans, custodians, insurance carriers, and investment platforms

· Strong CRM and workflow-management experience

· Exceptional attention to detail

· The ability to manage multiple priorities without constant supervision

· A polished, personable, professional communication style

Experience with Advisor’s Assistant or a similar CRM is a plus.

A bachelor’s degree is preferred.

And Yes — We’re Looking for Someone Local

This opportunity is based in Westbury, NY.

We’re especially interested in experienced professionals who already live on Long Island and want to build the next chapter of their career here.

Maybe you’ve done the LIRR commute.

Maybe you’ve spent years driving west before sunrise and coming home after dinner.

Maybe you’ve reached the point where giving several hours of your week to a commute no longer feels like a good trade.

You don’t necessarily need to leave the financial-services industry to change your quality of life.

You may just need to stop commuting to Manhattan.

This is a hybrid role that gives you the opportunity to work with an established wealth-management firm right here on Long Island.

What We Offer

· Competitive salary

· Health insurance subsidy

· Paid vacation and sick time

· 3% retirement plan match

· Flexible scheduling

· Discretionary paid time off

Most importantly, you’ll join a team where your experience isn’t simply another line on your résumé.

It’s the reason we’re hiring you.

You May Be a Great Fit If…

You’re already successful in financial services.

You’re not trying to escape the industry.

You’re looking for a better place to apply everything you’ve learned.

A smaller team.

Closer relationships.

Meaningful responsibility.

Less bureaucracy.

And a commute that doesn’t consume your life.

If you’ve built 10+ years of financial-services experience and you’re ready to bring that expertise to a Long Island wealth-management firm where it can make a real impact, we’d like to hear from you.

Pay: $75,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in bay shore ny

Senior Operations & Client Services Associate

Sr Clinical Trial Supplies Associate - Hybrid Based (NY or NJ) - Client Dedicated

Associate Client Advocate - Benefits Admin (Hybrid)

Client Relations Ambassador

Client Relations Ambassador

Client Associate/Registered Client Associate

Client Service Associate / Sr. Client Service Associate

Senior Client Service Associate

Client Service Representative

Registered Private Client Associate - Hauppauge, NY

Client Experience Associate

Senior Client Relationship Administrator (Hybrid)

Client Service Representative

J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY

Inside Sales/Customer Service

Private Client Associate - Garden City, NY

CLIENT SERVICES SPECIALIST

Senior Registered Client Associate

Client Support Associate

Assistant Personal Lines INSURANCE Private Client Advisor

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