Top 1325 Excellence services, llc Jobs in New York, Ny

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Finance
- Health savings account
- Health insurance
Quick Apply
Property Manager
Solstice Residential Group, LLC —New York, NY
- $90,000 - $110,000 a year
- Full-time
- Background check
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Concierge
IHMS LLC. —New York, NY
- $41 an hour
- 8 hour shift
- Mid-level
- Hotel
- High school diploma or GED
Quick Apply
Customer Service Representative
Continuum Global Solutions —Brooklyn, NY
- $17 - $18 an hour
- Weekends as needed
- Computer literacy
- High school diploma or GED
- Computer skills
- Paid training
- Health insurance
5d
Superintendent
Daisy Mgmt LLC —New York, NY
- $90,000 - $95,000 a year
- Full-time
- Mid-level
- Residential
- High school diploma or GED
- Health insurance
- Paid time off
Quick Apply
Host/Hostess
IHMS LLC. —New York, NY
- $33 an hour
- Full-time
- Mid-level
- Hotel
- Ability to stand for extended periods
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Luxury SUV Driver - NYC
Connolly Street LLC —New York, NY
- $80 - $100 an hour
- Contract
- Background check
- Clean driving record
- Customer service
Quick Apply
4d
Sales Associate NYC
ATLANTIS MANAGEMENT GROUP LLC —New York, NY
- $17 - $18 an hour
- Part-time
- Entry level
- Paid training
- Commuter assistance
Sales Associate - NY
ATLANTIS MANAGEMENT GROUP LLC —Bronx, NY
- $17 - $18 an hour
- Part-time
- Entry level
- Paid training
- Commuter assistance
6d
Sales Associate- NYC
ATLANTIS MANAGEMENT GROUP LLC —Bronx, NY
- $17 - $18 an hour
- Part-time
- Entry level
- Paid training
- Commuter assistance
6d
Counter Associate (Columbus Ave)
Magnolia Operating LLC —New York, NY
- $17 - $19 an hour
- Heavy lifting
- Bakery
- Entry level
Quick Apply
Full-Time Night Shift Cleaner
UG2 LLC —New York, NY
- $24.04 an hour
- Full-time
- Customer service
- Office
- Ability to lift 50 pounds
Quick Apply
Host Pm & Brunch - Carversteak NY
RABBLE HK LLC —New York, NY
- $20 - $24 an hour
- Part-time
- Inventory management
- Ability to lift 50 pounds
- Ability to stand for extended periods
- Vision insurance
Quick Apply
12d
Part Time Server at the Crosby Street Hotel
Crosby Hotel LLC —New York, NY
- $12 an hour
- Part-time
- Ability to walk for extended periods
- Hotel
- Cash register
- Commuter assistance
- Paid holidays
Quick Apply
Guest Services Team Member- Bank of America Winter Village at Bryant Park
The Sports Facilities Companies —New York, NY
- $17.00 - $17.50 an hour
- Weekends as needed
- 18 years or older
- Ability to sit for extended periods
- Computer skills
Quick Apply
13d
Sales Associate NY
ATLANTIS MANAGEMENT GROUP LLC —Bronx, NY
- $17 - $18 an hour
- Part-time
- Entry level
- Paid training
- Commuter assistance
Counter (Nights and Weekend Availability, Central Park South)
Magnolia Operating LLC —New York, NY
- $17 - $18 an hour
- Part-time
- Heavy lifting
- Bakery
- Entry level
Quick Apply
5d
Operations Analyst
DataCT LLC —New York, NY
- $90,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- SQL
- Disability insurance
- Health insurance
Quick Apply
Customer Sales Support Specialist
Quagen Pharmaceuticals, LLC —W Caldwell, NJ
- $65,000 - $80,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
10d
Project Manager, Creative Services
Orveon Global US LLC —New York, NY
- $100,000 - $115,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Opportunities for advancement
Quick Apply

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excellence services, llc jobs near new york, ny

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
New York, NY

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Opening bank accounts
Customer communication
Confidential information handling
Managing clients in a customer support role
Series 7
Bachelor's degree
FINRA License
Financial services
Experience practicing in the securities industry

Full Job Description

Registered Client Administrative Manager

Zelniker Dorfman Private Wealth Location: Manhattan, NY

About Zelniker Dorfman Private Wealth

Zelniker Dorfman Private Wealth is a leading wealth management practice dedicated to providing comprehensive financial planning, investment management, and personalized service to high-net-worth individuals, families, business owners, multigenerational households, athletes & entertainers.

Our team is committed to delivering a white-glove client experience through thoughtful advice, operational excellence, proactive communication, and long-term relationship management. We are seeking an experienced, detail-oriented Registered Client Administrative Manager to support our financial advisors and help deliver an outstanding client experience.

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Position Overview

The Registered Client Administrative Manager (CAM) plays a critical role in supporting Financial Advisors and serving as a key point of contact for clients. This individual will oversee many of the operational and administrative functions of the practice while ensuring a seamless client experience.

The ideal candidate is highly organized, proactive, client-focused, and experienced in the wealth management industry. This role requires strong operational knowledge, attention to detail, excellent communication skills, and the ability to manage multiple priorities within a fast-paced environment.

Key Responsibilities:

Client Service & Relationship Management

Serve as a primary point of contact for client service requests and inquiries.
Deliver exceptional service to high-net-worth and ultra-high-net-worth clients.
Maintain accurate and up-to-date client records and documentation.
Proactively follow up on client requests and ensure timely resolution.
Coordinate client communications and appointment scheduling.

Account Administration & Operations

Open and maintain brokerage, advisory, retirement, and trust accounts.
Process account transfers, distributions, deposits, withdrawals, and money movement requests.
Collect and review required documentation for account onboarding and maintenance.
Assist advisors with trade processing and operational support, as permitted by applicable regulations and firm policies.
Ensure all paperwork is properly completed and processed efficiently.

Meeting Preparation & Advisor Support

Prepare meeting agendas, reports, performance reviews, and planning materials.
Coordinate and schedule client meetings, reviews, and follow-up activities.
Manage advisor calendars and assist with business travel arrangements.
Support workflow management and practice efficiency initiatives.

Compliance & Risk Management

Maintain compliance with firm policies and regulatory requirements.
Assist with audits, record retention, and documentation reviews.
Monitor account paperwork and follow-up requirements.
Support regulatory and operational best practices.

Qualifications:

Required

Active FINRA Series 7 license.
Active Series 66 license (or Series 63 and 65).
Minimum 2 years of experience in wealth management, brokerage operations, or financial services.
Strong understanding of account opening, transfers, client service, and operational workflows.
Exceptional organizational and time management skills.
Excellent written and verbal communication skills.
High level of professionalism and discretion when handling confidential client information.

Preferred

Bachelor's degree in Business, Finance, Economics, or related field.
Experience supporting Financial Advisors within a wealth management practice.
Experience working with affluent or high-net-worth clients.
Experience with Raymond James operational systems.
Familiarity with CRM systems, financial planning software, and custodial platforms.

Benefits:

Competitive salary
Performance-based bonus opportunity
401(k)
Health insurance
Dental insurance
Vision insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Paid Time Off (PTO)
Parental Leave
Life Insurance
Employee Assistance Program (EAP)
Professional development opportunities

Work Location:

Manhattan, NY (In-Person)

Job Type: Full-time

Education:

Bachelor's (Preferred)

Experience:

Financial services: 2 years (Preferred)

License/Certification:

Active FINRA Series 7 and 66 (or 63 and 65) Licenses (Required)

Work Location: In person

Quick Apply

Refine Your Search

excellence services, llc jobs in new york, ny

Registered Client Administrative Manager

Property Manager

Concierge

Customer Service Representative

Superintendent

Host/Hostess

Luxury SUV Driver - NYC

Sales Associate NYC

Sales Associate - NY

Sales Associate- NYC

Counter Associate (Columbus Ave)

Full-Time Night Shift Cleaner

Host Pm & Brunch - Carversteak NY

Part Time Server at the Crosby Street Hotel

Guest Services Team Member- Bank of America Winter Village at Bryant Park

Sales Associate NY

Counter (Nights and Weekend Availability, Central Park South)

Operations Analyst

Customer Sales Support Specialist

Project Manager, Creative Services

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