Top 990 Client associate Jobs in Melville Ny

Client Experience Associate (RIA)
Opal Wealth Advisors —Jericho, NY
- $70,000 - $80,000 a year
- Full-time
- 5 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Slater Slater Schulman LLP —Melville, NY
- $120,000 - $175,000 a year
- Full-time
- Background check
- Employment & labor law
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sr Associate, Defense Litigation
SCG Recruiting —Syosset, NY
- $150,000 - $175,000 a year
- Full-time
- 7 years
- Employment & labor law
- In-person
- Health insurance
- 401(k)
Quick Apply
1d
Associate Attorney
LAW OFFICES OF LPB —White Plains, NY
- $150,000 - $200,000 a year
- Full-time
- 7 years
- Microsoft Outlook
- Writing skills
- Health insurance
- Paid time off
Quick Apply
Associate Attorney
Bee Ready Law Group, LLP —Mineola, NY
- $90,000 - $175,000 a year
- Full-time
- Writing skills
- Mid-level
- In-person
- Health insurance
- 401(k)
Quick Apply
4d
Associate Attorney
Keller O'Reilly & Watson, P.C. —Woodbury, NY
- $95,000 - $125,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Office
- Health insurance
- 401(k)
Quick Apply
Associate Attorney
Front Door Management —West Harrison, NY
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Insurance Defense Associate Attorney
JACOBSON & SCHWARTZ, LLP —Jericho, NY
- $75,000 - $150,000 a year
- Full-time
- Mid-level
- Administrative experience
- In-person
- Health insurance
- Paid time off
Quick Apply
9d
Associate Attorney
Baxter & Smith, PC —Hicksville, NY
- $80,000 - $160,000 a year
- Full-time
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney - Plaintiff Personal Injury
Rosenberg & Gluck, LLP —Holtsville, NY
- $65,000 - $150,000 a year
- Full-time
- Computer literacy
- Writing skills
- Research
- Health insurance
- 401(k)
Quick Apply
Defense Litigation Associate
SCG Recruiting —Syosset, NY
- $125,000 - $145,000 a year
- Full-time
- Mid-level
- In-person
- 2 years
- Health insurance
- 401(k)
Quick Apply
1d
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
Associate Attorney
Sheharyar Ali Law Group P.C. —Valley Stream, NY
- $75,000 - $100,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 1 year
- Paid time off
- Professional development assistance
Quick Apply
13d
Associate Veterinarian at Greenwich Animal Hospital
Greenwich Animal Hospital —Greenwich, CT
- $140,000 - $170,000 a year
- Full-time
- Mid-level
- Communication skills
- Continuing education credits
- Disability insurance
Quick Apply
Associate Attorney
The Law Offices of Joseph H. Nivin, P.C. —Forest Hills, NY
- $105,000 - $125,000 a year
- Email
- Hybrid work
- Writing skills
- Mid-level
- 2 years
- Health insurance
- 401(k)
Quick Apply
3d
Client Service Associate
Twenty Four Wealth Management —Darien, CT
- $65,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Paid training
- Paid holidays
Quick Apply
Litigation Associate, Construction/Insurance
SCG Recruiting —Melville, NY
- $125,000 - $150,000 a year
- Full-time
- Mid-level
- 3 years
- In-person
- Health insurance
- Dental insurance
Quick Apply
4d
Landscape Sales Associate
Quality Island Landscaping —Huntington, NY
- $67,000 - $120,000 a year
- Full-time
- Google Workspace
- Residential
- Driver's License
- 401(k) matching
Quick Apply
Associate Attorney – Commercial Real Estate Transactions
Orion Placement —Greenwich, CT
- $160,000 - $200,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Business development
- Disability insurance
- Health insurance
Quick Apply
Litigation Associate, Insurance Defense
SCG Recruiting —Islandia, NY
- $130,000 - $160,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
4d

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client associate jobs near melville ny

Client Experience Associate (RIA)

Opal Wealth Advisors
Jericho, NY

Quick Apply

Job Details

Full-time
$70,000 - $80,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching

Qualifications

Professional ethics
Bachelor's degree

Full Job Description

Client Experience Associate (for a Registered Investment Advisory)

Intention of Role:

Accountable that each client achieves their goals through The Opal Way, and that each client’s experience with Opal Wealth Advisors is exceptional
Serve as primary contact for a group of clients
Partner with Advisory Team and Client Service Team to fulfill client needs
Ensure Lead advisors have the needed administrative resources to deliver the client experience
Note: Role is formally titled "Relationship Manager"

Client Experience:

Manage new client onboarding process to ensure an exceptional client experience
Manage and schedule client reviews. Utilize opportunities and resources to honor client preferred communications (calls to confirm, email confirms, Calendly, etc)
Primary Contact for client day to day service needs. Handle client requests where possible, and then connect the client to the appropriate person where appropriate (FA, CSA, etc)
Monitor service items and communicate to the client when they are complete
Manage Client Experience touch points including thoughtful and proactive recognition of special occasions (birthday, celebration, health issues, loss, etc)
Get to know clients as much as possible and memorialize in the CRM
Listen for opportunities to deliver “Wow moments” with minimum monthly targets
Ensure clients are set up and confident when using the Opal Client Portal
Ensure each client is set up with Opal Binder
Seek and listen for opportunities for clients to offer Opal to friends and family (referrals)
Ensure clients are attending Opal Events, and they are inviting guests to those events

Remarkable Service Delivery:

Manage client specific relationship service needs as appropriate (unique cash flows, reporting, etc)
Manage client requested cash flow needs (wires, ACH transfers, journals, LOAs, etc)
Ensure each client takes their RMD each year and maintain the integrity of the RMD data
Facilitate unsolicited trade requests from clients and trade requests from Financial Advisor

Financial Advisor Partnership:

Help manage the Financial Advisors schedule to ensure maximum efficiency and productivity
Prepare administrative needs for client reviews (Set up conference room, provide performance reports and documents to fulfill service needs, make restaurant reservations if appropriate, or prepare whatever is needed for the review to be set up for success)
Consistently find opportunities to partner with FAs to elevate the client experience and enable the FA to spend as much time working with clients and doing business development as possible, without being pulled back into service issues
Ensure Financial Advisor has what they need administratively to fulfill operational and client responsibilities (ex: Opal stationary, audio-visual set up, Zoom, phones, tech resources, etc)

Business Operations:

Ensure CRM (Salesforce) data is complete and accurate for each household and consistent across tech platforms while inspecting that Advisory Notes are updated after each client review
Track and report results of key service measures against firm objectives
Adhere to compliance policies and procedures

Prerequisites and Proficiencies

High ethical standards
Strong emotional intelligence
Excellent interpersonal skills and a customer service approach to problem solving
Ability to communicate clearly and concisely.
Team player mentality
Related experience and product knowledge a plus - Compensation based on experience
Familiarity with CRMs (eg Salesforce) a plus
Strong organizational skills and the ability to manage, prioritize, work under pressure

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off

Education:

Bachelor's (Preferred)

Experience:

Customer Service: 1 year (Preferred)
Financial Services: 1 year (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in melville ny

Client Experience Associate (RIA)

Associate Attorney

Sr Associate, Defense Litigation

Associate Attorney

Associate Attorney

Associate Attorney

Associate Attorney

Insurance Defense Associate Attorney

Associate Attorney

Associate Attorney - Plaintiff Personal Injury

Defense Litigation Associate

Associate Attorney - General Liability & Labor Law

Associate Attorney

Associate Veterinarian at Greenwich Animal Hospital

Associate Attorney

Client Service Associate

Litigation Associate, Construction/Insurance

Landscape Sales Associate

Associate Attorney – Commercial Real Estate Transactions

Litigation Associate, Insurance Defense

I want to receive the latest job alert for client associate in melville ny

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