Top 1725 Customer service representative Jobs in Jamaica, Ny

Wealth Management: Client Service Associate
Northwestern Mutual —New York, NY
- $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- 5 years
- Disability insurance
- Health insurance
Quick Apply
7d
Digital Customer Service Agent
Tower Management of NY —Long Island City, NY
- From $19 an hour
- Temporary
- Bilingual
- Spanish
- Sales
- Health insurance
- Dental insurance
Quick Apply
E-Commerce Operations & Customer Experience Specialist
Bond No. 9 New York —New York, NY
- $75,000 a year
- Full-time
- Spanish
- Merchandising
- Mid-level
Quick Apply
Customer Service Representative
Dual Fuel Corp —Mount Vernon, NY
- $66,300 - $75,000 a year
- Full-time
- Sales
- Customer service
- English
- Health insurance
- Dental insurance
Quick Apply
Dispatcher / Customer Service Specialist
LUND FIRE PRODUCTS —Bayside, NY
- $20 - $24 an hour
- Full-time
- Microsoft Outlook
- Customer service
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Call Agent, Bureau of Customer Support
DEPT OF HEALTH/MENTAL HYGIENE —Queens, NY
- $24.38 - $28.00 an hour
- Part-time
- Spanish
- Computer literacy
- 3 years
- Wellness program
- Health insurance
Call Agent, Bureau of Customer Support
Agency DEPT OF HEALTH/MENTAL HYGIENE —Queens, NY
- $24.38 - $28.04 an hour
- Part-time
- Spanish
- Computer literacy
- 3 years
- Wellness program
- Health insurance
Customer Service Representative
IME Guards —Queens, NY
- $45 - $55 an hour
- Part-time
- Microsoft Word
- High school diploma or GED
- Driver's License
Quick Apply
Community Associate
NYC HOUSING AUTHORITY —Queens, NY
- $44,545 - $74,134 a year
- Weekends as needed
- Research
- Mid-level
- Microsoft Office
- Loan forgiveness
13d
Customer Success Associate
Precision Medicine —New York, NY
- $25 an hour
- Full-time
- Remote
- Medical office experience
- HIPAA
- Administrative experience
- Paid training
- Health insurance
Quick Apply
21h
Dental Lab Customer Service Manager - Relocation Assistance Provided
21st Century Dental Laboratory —Garden City, NY
- $65,000 - $100,000 a year
- Full-time
- Mid-level
- Mentoring
- Recruiting
- Relocation assistance
Quick Apply
11d
Veterinary Client Service Representative (CSR) - Bay Ridge
One Love Animal Hospital —Brooklyn, NY
- $20 - $26 an hour
- Full-time
- Computer literacy
- Typing
- In-person
- Health insurance
- 401(k)
Quick Apply
Customer Service Representative
URvet Care Veterinary Hospital —Roslyn Heights, NY
- $22 - $25 an hour
- Part-time
- Background check
- Customer service
- Driver's License
- Health insurance
- Paid time off
Quick Apply
Participant Services Representative ( 2 years plus of Health & Welfare Customer Service experience)
IATSE National Benefit Funds —New York, NY
- $41.64 an hour
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Customer Relations/ Sales Bilingual :Punjabi, Urdu ,Hindi ,Nepali , Bengali
JWIZ —Kew Gardens, NY
- $48,800 - $73,200 a year
- Full-time
- Sales
- Customer service
- Office
Quick Apply
11d
Customer Relations, Product Testing & Telephone Outreach Associate
Caymana Consulting —Fresh Meadows, NY
- From $24 an hour
- Part-time
- Background check
- Computer literacy
- Mid-level
- Paid training
- Opportunities for advancement
Quick Apply
5d
Customer Service Representative (Bengali/English)
Special Touch Home Care —Brooklyn, NY
- $19.50 an hour
- Part-time
- Office
- Administrative experience
- High school diploma or GED
- Health insurance
- Paid time off
Quick Apply
Bilingual Customer Service Representative (Spanish/ English) - $25-$35/hr
AI Greenhome Inc. —Queens, NY
- $25 - $35 an hour
- Urgently hiring
- Spanish
- Computer literacy
- English
- Paid training
- Paid time off
Quick Apply
OMEGA Luxury Timepieces - Customer Service Representative - Fifth Avenue
Swatch Group —New York, NY
- $21.00 - $25.50 an hour
- Word processing
- Research
- Mid-level
- Free parking
- Paid holidays
Quick Apply
Senior Customer Service Representative
Sunnyside Community Services —Sunnyside, NY
- $23 - $27 an hour
- Weekends as needed
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
5d

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Wealth Management: Client Service Associate

Northwestern Mutual -
New York, NY

Quick Apply

Job Details

Full-time
$80,000 a year
7 days ago

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Professional development assistance
Retirement plan

Qualifications

Microsoft Word
Financial planning
Wealth management
Regulatory compliance
Series 7
Client meetings
Securities law compliance support experience
Bachelor's degree
Attention to detail
Client services
Securities Industry Essentials
Relationship management
FINRA License
Investment risk management
Experience practicing in the securities industry
Legal compliance

Full Job Description

Wealth Management: Client Service Associate

Northwestern Mutual Midtown Manhattan, NY

We are looking for a highly self-sufficient individual with a solid foundation in finance to join our team as a Client Service Associate. Our ideal candidate will be able to clearly understand what is happening during client meetings, think critically, and contribute without requiring constant direction. This person will understand the purpose behind their work and be able to anticipate the next steps. This is not a sales role, nor is it simply a transactional or administrative role.

This is a great opportunity for someone who is currently a CSA or a Jr Advisor with an upbeat personality, detail-oriented, knowledgeable and experienced in investments and can clearly and professionally communicate with clients. Ideal candidates will thrive in a support role, assisting Wealth Management Advisors in the service and sales cycle for both insurance and investment clients. This is a client facing role so excellent interpersonal and communication skills and a cheerful attitude are a must, as you will work closely with all facets of the team and act as the liaison between the Network and Home Office, advisors and clients. Client Service Associate will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

We are a top-performing Northwestern Mutual wealth management firm located in Midtown Manhattan. We provide advanced financial planning, investment management, and strategic wealth solutions through sophisticated, tax-aware planning and investment strategies with precision and purpose. As a team, we value accountability, professionalism, and long-term relationship management in a results-oriented and dynamic atmosphere.

NOTE: This role requires 5 days a week (8:30am-6:30pm EST). Remote work is a consideration for candidates who are fully licensed with investment experience. All applying candidates must meet our qualifications and job responsibilities to be considered.

Compensation & Benefits

Salary: $80,000
Bonus Structure: Opportunity to earn up to $20k annually based on performance
Health & Dental Insurance: Offered through NM platform
Paid Time Off/Vacation/Sick Time: Available through NM platform
Retirement Plan: Available through NM platform
Long-Term and Short-Term Disability Insurance: Available through NM platform
Professional Development: FINRA coursework and continuing education supported

Job Skills & Qualifications

· Bachelor’s degree is required

· Minimum of 5 years of experience in financial services/wealth management

· FINRA Series 7 required

· SIE (Securities Industry Essentials)

· Life & Health Insurance license or the ability to obtain within 30-days of hire

· Public Notary Certificate or ability to obtain within 90 days of hire

· Solid understanding of financial planning, regulations, compliance requirements and industry best practices

· Attention to detail with the ability to stay highly organized and accountable at all times

· Tech savvy with thorough working knowledge of MS Office applications (Word, Excel) and ability to learn our client relationship software, clearing firm's system, and other systems

Job Responsibilities

· Open investment and advisory accounts

· Process transfers and other asset movement

· Review retirement projections and update retirement models based on information from client meetings

· Capture detailed notes during client calls and meetings

· Follow up with clients for statements and outstanding documentation

· Prepare paperwork to ensure meetings are fully organized beforehand

· Send calendar invitations and coordinate scheduling

· Track action items and provide diligent follow-up

· Keep client files and workflows organized

· Understand a client’s financial picture well enough to identify what needs to be updated/completed after meetings

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over a sponsorship of an employment Visa at this time. Candidates must be 21 years of age or older with the ability to complete and satisfactorily pass a background search (local, state and federal) and FINRA brokerage screening, credit check, education verification, drug tests, skills assessments, and interviews. This role requires individuals to stand, sit for prolonged periods of time w/constant repetitive motions (may include wrists, hands, or fingers).

Job Type: Full-time

Base Pay: $80,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Professional development assistance
Retirement plan

Education:

Bachelor's (Required)

Experience:

financial services/wealth management/insurance: 5 years (Required)

License/Certification:

Public Notary Certificate (Preferred)
Life and Health Insurance license (Preferred)
Series 7 (Required)

Work Location: Hybrid remote in New York, NY 10022

Quick Apply

Refine Your Search

customer service representative jobs in jamaica, ny

Wealth Management: Client Service Associate

Digital Customer Service Agent

E-Commerce Operations & Customer Experience Specialist

Customer Service Representative

Dispatcher / Customer Service Specialist

Call Agent, Bureau of Customer Support

Call Agent, Bureau of Customer Support

Customer Service Representative

Community Associate

Customer Success Associate

Dental Lab Customer Service Manager - Relocation Assistance Provided

Veterinary Client Service Representative (CSR) - Bay Ridge

Customer Service Representative

Participant Services Representative ( 2 years plus of Health & Welfare Customer Service experience)

Customer Relations/ Sales Bilingual :Punjabi, Urdu ,Hindi ,Nepali , Bengali

Customer Relations, Product Testing & Telephone Outreach Associate

Customer Service Representative (Bengali/English)

Bilingual Customer Service Representative (Spanish/ English) - $25-$35/hr

OMEGA Luxury Timepieces - Customer Service Representative - Fifth Avenue

Senior Customer Service Representative

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