Top 1441 Customer service representative Jobs in Matinecock 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
9d
Account Services Supervisor
Universal Photonics —Central Islip, NY
- $56,864.27 - $85,000.00 a year
- Full-time
- Background check
- ERP systems
- Mid-level
- Health savings account
- Health insurance
Quick Apply
13d
Service Coordinator - (Onsite)
W Services Group LLC —Hauppauge, NY
- $23 - $26 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- In-person
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
Associate Cleaning Services
W Services Group LLC —Hauppauge, NY
- $21.50 an hour
- Full-time
- Microsoft Outlook
- Communication skills
- Entry level
Quick Apply
6d
Trilingual Customer Service Representative
Anchor Health Home Care —Brooklyn, NY
- $18 - $20 an hour
- Full-time
- Spanish
- Customer service
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Bilingual Spanish Customer Service Representative
Express Employment Professionals —Hauppauge, NY
- $18 - $19 an hour
- Full-time
- Spanish
- Computer literacy
- English
Quick Apply
18h
Bilingual Pet Relocation Counselor (Project Manager) - Spanish, English
WorldCare Pet Transport —Darien, CT
- $63,000 - $65,000 a year
- Full-time
- Spanish
- Customer service
- English
- Health insurance
- Paid time off
Quick Apply
17h
Manager, Client Services
Valley National Bank —New York, NY
- $73,700 - $125,800 a year
- 5 years
- Office
- High school diploma or GED
Quick Apply
Customer Account Manager
Arkwin Industries —Bethpage, NY
- $75,000 - $85,000 a year
- Full-time
- Background check
- Basic math
- ERP systems
- Health insurance
- Dental insurance
Quick Apply
Customer Success Lead
Preston Harris Group —New York, NY
- $175,000 a year
- Monday to Friday
- Mid-level
- Office
- Communication skills
Quick Apply
1d
Entry Level Customer Support Associate
Crown & Card New York —Floral Park, NY
- $50,000 - $60,000 a year
- Full-time
- Background check
- No experience needed
- High school diploma or GED
Quick Apply
2d
Bilingual Insurance Customer Service Representative
GEICO Commack —Commack, NY
- $22.56 - $25.64 an hour
- Full-time
- Spanish
- English
- Office
- Profit sharing
- Health insurance
Quick Apply
20h
Administrative Customer Service Assistant
General Security Inc. —Plainview, NY
- $18 - $22 an hour
- Full-time
- Background check
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Associate I, Customer Support
CardWorks Servicing LLC —Woodbury, NY
- $17.50 - $22.00 an hour
- Weekends as needed
- Spanish
- Computer literacy
- English
- AD&D insurance
- Paid holidays
Quick Apply
6d
Associate, Alternatives Distribution and Client Services
Macquarie Group Limited —New York, NY
- $110,000 - $150,000 a year
- Full-time
- 5 years
- Finance
- Bachelor's degree
- Paid parental leave
- Health savings account
Verizon Representative
White Plains Development Enterprise —New Rochelle, NY
- $55,000 - $60,000 a year
- Full-time
- Background check
- In-person
- Communication skills
- Professional development assistance
- Opportunities for advancement
Quick Apply
2d
Guest Management
Quintessentially Lifestyle —New York, NY
- $80,000 - $100,000 a year
- Weekends as needed
- Hybrid work
- 7 years
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
14d
Entry Level Team Member
White Plains Development Enterprise —White Plains, NY
- $50,000 - $55,000 a year
- Full-time
- Background check
- No experience needed
- In-person
- Paid training
- Professional development assistance
Quick Apply
2d
Verizon Team Member
White Plains Development Enterprise —White Plains, NY
- $50,000 - $55,000 a year
- Full-time
- Background check
- In-person
- Entry level
Quick Apply
2d

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Wealth Management: Client Service Associate

Northwestern Mutual -
New York, NY

Quick Apply

Job Details

Full-time
$80,000 a year
9 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 matinecock ny

Wealth Management: Client Service Associate

Account Services Supervisor

Service Coordinator - (Onsite)

Bilingual Insurance Sales & Customer Service Representative

Associate Cleaning Services

Trilingual Customer Service Representative

Bilingual Spanish Customer Service Representative

Bilingual Pet Relocation Counselor (Project Manager) - Spanish, English

Manager, Client Services

Customer Account Manager

Customer Success Lead

Entry Level Customer Support Associate

Bilingual Insurance Customer Service Representative

Administrative Customer Service Assistant

Associate I, Customer Support

Associate, Alternatives Distribution and Client Services

Verizon Representative

Guest Management

Entry Level Team Member

Verizon Team Member

I want to receive the latest job alert for customer service representative in matinecock ny

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