Top 853 Client associate Jobs in Farmingdale, Ny

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
Customer Service Representative
LPS Direct —Farmingdale, NY
- $25 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Quick Apply
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
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 Relationship Associate
Opal Wealth Advisors —Jericho, NY
- $70,000 - $80,000 a year
- Full-time
- Hospitality
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Complex Litigation Associate Attorney
Chaffin Luhana LLP —Stamford, CT
- Full-time
- Remote
- Travel
- Senior level
- 4 years
- Commuter assistance
- Dental insurance
Quick Apply
Associate Attorney
Keller O'Reilly & Watson, P.C. —Woodbury, NY
- $95,000 - $125,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Analysis skills
- Health insurance
- 401(k)
Quick Apply
Associate Attorney - Federal Litigation
Bee Ready Law Group, LLP —Mineola, NY
- $90,000 - $250,000 a year
- Full-time
- Writing skills
- Mid-level
- In-person
- Health insurance
- 401(k)
Quick Apply
Full-Time Associate Veterinarian
Suveto —Huntington, NY
- From $125,000 a year
- Full-time
- In-person
- Entry level
- Paid parental leave
- Disability insurance
Quick Apply
Tax Associate – TurboTax Store
Intuit —Melville, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Sales Associate
Broadway National Inc —Hauppauge, NY
- $65,000 - $75,000 a year
- Full-time
- Up to 50% travel
- Mid-level
- Business development
- Paid holidays
- Health insurance
Quick Apply
Tax Associate – TurboTax Store
Intuit —Mineola, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Tax Associate – In-Store
Intuit —New Rochelle, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Litigation Associate Attorney (Construction & Commercial Litigation
Orion Placement —Hempstead, NY
- $105,000 - $155,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Senior Associate Attorney - Construction Litigation NY
Everforth, Cybercoders —Uniondale, NY
- $140,000 - $180,000 a year
- Full-time
- Mid-level
- US work authorization
- Fair chance
- Paid holidays
- Health insurance
Tax Associate – In-Store
Intuit —Stamford, CT
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Litigation Associate Attorney (Construction & Commercial Litigation
Orion Placement —Melville, NY
- $105,000 - $155,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Vendor Sourcing Associate - (Onsite)
W Services Group LLC —Hauppauge, NY
- $21.50 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Writing skills
Quick Apply
Accounting Associate
TaxFrame —Elmhurst, NY
- $40,000 - $60,000 a year
- Full-time
- Hybrid work
- Background check
- English
- Bachelor's degree
- Work from home
- Professional development assistance
Quick Apply
Associate Attorney - General Liability & Labor Law
Kelly, Rode & Kelly, LLP —Mineola, NY
- $135,000 - $175,000 a year
- Email
- Hybrid work
- Writing skills
- Employment & labor law
- Mid-level
- Health insurance
- Dental insurance
Quick Apply

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client associate jobs near farmingdale, ny

Registered Private Client Associate - Hauppauge, NY

Janney Montgomery Scott LLC -
Hauppauge, NY

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Job Details

Full-time
$75,000 - $90,000 a year

Benefits

Paid parental leave
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Professional development assistance
Life insurance
Referral program

Qualifications

Customer communication
Microsoft Outlook
Professional ethics
Employee relationship building
High school diploma or GED
Series 7

Full Job Description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.
What you are good at

Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.

What you have

Requirements:

High School diploma; Associate’s or Bachelor’s degree preferred
Prior office experience preferred but not required
Series 7, 63 and 65, or 66
Excellent customer service skills
Proficient skills in Word, Excel, PowerPoint, and Outlook
Able to work effectively in a fast paced, deadline-oriented environment
Strong attention to detail
Able to work effectively as part of a team
High ethical standards

Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will be $75,000 to $90,000 Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

Apply Now

Refine Your Search

client associate jobs in farmingdale, ny

Registered Private Client Associate - Hauppauge, NY

Customer Service Representative

Private Client Associate

Private Client Associate - Garden City, NY

Client Relationship Associate

Complex Litigation Associate Attorney

Associate Attorney

Associate Attorney - Federal Litigation

Full-Time Associate Veterinarian

Tax Associate – TurboTax Store

Sales Associate

Tax Associate – TurboTax Store

Tax Associate – In-Store

Litigation Associate Attorney (Construction & Commercial Litigation

Senior Associate Attorney - Construction Litigation NY

Tax Associate – In-Store

Litigation Associate Attorney (Construction & Commercial Litigation

Vendor Sourcing Associate - (Onsite)

Accounting Associate

Associate Attorney - General Liability & Labor Law

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