Top 73 Client services associate Jobs in Commack, Ny

Private Client Associate
EPIC Brokers —Melville, NY
- $33.34 - $41.03 an hour
- Hybrid work
- Computer skills
- Communication skills
- Entry level
- Paid parental leave
- Paid holidays
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9d
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
Client Service Representative (Hybrid - Flexible Options)
Broadridge —Edgewood, NY
- $28 - $31 an hour
- Email
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
11d
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
Client Success Specialist
Northeast Building and Home LLC —Bridgeport, CT
- $29.81 - $40.38 an hour
- Weekends as needed
- Background check
- Salesforce
- English
- Health savings account
- Health insurance
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Client Support Associate
Stamford Business Group —Port Chester, NY
- $54,340.65 - $65,442.50 a year
- Full-time
- Background check
- In-person
- Entry level
- Professional development assistance
Quick Apply
11d
Private Client Services Manager
Gallagher —Rye Brook, NY
- $84,000 - $140,500 a year
- High school diploma or GED
- Analysis skills
- Supervising experience
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 Service Representative
VCA Animal Hospitals —Farmingdale, NY
- $18 - $22 an hour
- Full-time
- Maintenance
- Entry level
- Paid holidays
- Health insurance
Client Relationship Associate
Opal Wealth Advisors —Jericho, NY
- $70,000 - $80,000 a year
- Full-time
- Hospitality
- Office
- Finance
- Health insurance
- Dental insurance
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2d
Client Service Associate
Matarazzo Staiger Wealth Management —Bohemia, NY
- $22 - $26 an hour
- Part-time
- Office
- Bachelor's degree
- In-person
- Health insurance
- Paid time off
Quick Apply
11d
CLIENT SERVICES SPECIALIST
Ambassador College Bookstores Inc —Plainview, NY
- $21 - $24 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Quality control
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
FX PB Client Services Associate
National Westminster Bank PLC —Stamford, CT
- $74,160 - $130,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
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
- Health insurance
Associate, Client Service Operations
Bridgewater Associates —Westport, CT
- $135,000 - $200,000 a year
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
Client Advisor - Tanger Outlets Deer Park
Brooks Brothers —Deer Park, NY
- $22.75 - $31.88 an hour
- Weekends as needed
- Mid-level
- 2 years
- Communication skills
- Paid holidays
- Health insurance
Client Services Associate
Valitana LLC —Stamford, CT
- $100,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
10d
Client Service Associate
Morgan Stanley —Greenwich, CT
- $35,360 - $61,200 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Disability insurance
5d
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

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Private Client Associate

EPIC Brokers -
Melville, NY

Quick Apply

Job Details

$33.34 - $41.03 an hour
9 days ago

Benefits

Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Referral program
Pet insurance

Qualifications

Insurance products customer support
Customer relationship building
Account maintenance
Phone communication
Managing clients in a customer support role
Sales quoting
Customer relationship management
Coordinating with insurance clients
Computer skills
Billing issue inquiries
Handling account queries
Cross-functional collaboration
Account management
Communication skills
Entry level
Time management

Full Job Description

LOCATION: Hybrid to Melville, NY, Bridgehampton, NY, Jersey City, NJ and Summit, NJ

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" – people who know what they want and aren't afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients.

RESPONSIBILITES:

Work as a team with Private Client Relationship Managers, producers, sales support, and other team members to meet the needs of our Private Client customers by assisting with account reviews, quoting, billing inquiries, and other tasks as needed.
Field and respond promptly to client inquiries via, phone, mail and email in a professional and courteous manner.
Develop a strong working knowledge of our carrier's websites and utilize the sites to secure accurate and timely information for our clients.
Document all communications with clients and carriers in a prompt manner. Records must reflect the most current status at all times.
Comply with all internal procedures and practices while demonstrating the ability to meet service and quality standards.
Assume ownership of problems until the resolution is successfully accomplished.
Work as a team and contribute to the team effort by openly sharing insurance knowledge.
Become a student of the business. Seek insurance knowledge through training and education.

EDUCATION AND EXPERIENCE

College graduate or experience equivalent
P&C Insurance License required / Can be obtained once hired

SKILLS AND ABILITIES

Articulate, strong oral and written communication skills.
Strong problem-solving skills.
Ability to work independently and within a team environment.
Accepts full ownership of issue and follows through to completion.
Must be accurate, detailed and thorough.
Strong organizational and time management skills.
Independent user of technology.

COMPENSATION:

Non-Exempt: The hourly pay range for this position is $33.34 – $41.03 per hour and standard workweeks are 37.5 hours. This range represents the employer's good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 employees nationwide – and we're growing! It's a great time to join the team and be a part of this growth. We offer:

Generous Paid Time off
- Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women's Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We're in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

#LI-TM1

#LI-Hybrid

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Refine Your Search

client services associate jobs in commack, ny

Private Client Associate

Client Service Associate / Sr. Client Service Associate

Client Service Representative (Hybrid - Flexible Options)

Client Experience Associate

Client Success Specialist

Client Support Associate

Private Client Services Manager

Registered Private Client Associate - Hauppauge, NY

Client Service Representative

Client Relationship Associate

Client Service Associate

CLIENT SERVICES SPECIALIST

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

FX PB Client Services Associate

Assistant Personal Lines INSURANCE Private Client Advisor

Associate, Client Service Operations

Client Advisor - Tanger Outlets Deer Park

Client Services Associate

Client Service Associate

Private Client Associate - Garden City, NY

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