Top 79 Client services 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
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
Bilingual Insurance Sales & Customer Service Representative
Daniella Smolanick Insurance Agency Inc —Bayside, NY
- $42,000 - $200,000 a year
- Full-time
- Bilingual
- Spanish
- Sales
- COVID-19 protective measures
- Paid holidays
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
8d
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
8d
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
Client Benefits Associate
Outreach Development Corp. —Brentwood, NY
- $24 - $25 an hour
- Full-time
- Word processing
- Computer literacy
- Office
Quick Apply
4d
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
Client Services Administrator (Shareholder Communications) - Contract (Hybrid)
Broadridge —Edgewood, NY
- $20 - $22 an hour
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
5d
Client Service Associate
Stifel —White Plains, NY
- $43,800 - $65,500 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
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 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 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 Service Representative
VCA Animal Hospitals —Copiague, NY
- $19 - $21 an hour
- Weekends as needed
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
Associate Client Success Director
IQVIA —Greenwich, CT
- $86,000 - $239,500 a year
- Full-time
- Remote
- Master's degree
- 8 years
- Bachelor's degree
- Work from home
5d
Registered Client Service Associate - Locust Valley, NY
Raymond James Financial, Inc. —Locust Valley, NY
- $45,000 - $65,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
4d
Senior Registered Private Client Associate - Garden City, NY
Janney Montgomery Scott LLC —Garden City, NY
- $75,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Office
- Paid parental leave
- Disability 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

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Registered Private Client Associate - Hauppauge, NY

Janney Montgomery Scott LLC -
Hauppauge, NY

Apply Now

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 services associate jobs in farmingdale, ny

Registered Private Client Associate - Hauppauge, NY

Private Client Associate

Bilingual Insurance Sales & Customer Service Representative

Client Relations Ambassador

Client Relations Ambassador

Client Relationship Associate

Client Benefits Associate

Client Service Associate / Sr. Client Service Associate

Client Service Representative (Hybrid - Flexible Options)

Client Services Administrator (Shareholder Communications) - Contract (Hybrid)

Client Service Associate

Private Client Associate - Garden City, NY

Client Experience Associate

CLIENT SERVICES SPECIALIST

Senior Registered Client Associate

Client Service Representative

Associate Client Success Director

Registered Client Service Associate - Locust Valley, NY

Senior Registered Private Client Associate - Garden City, NY

Client Support Associate

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