Top 79 Client services associate Jobs in Plainview, Ny

Client Service and Operations Associate - Hightower Westchester
HighTower Advisors —Harrison, NY
- $85,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Paid parental leave
- Health savings account
Quick Apply
11d
Junior Client Service & Relations Associate - Altium Wealth Management
HighTower Advisors —Harrison, NY
- $65,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Office
- US work authorization
- Paid parental leave
- Health savings account
Quick Apply
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
5d
CLIENT SERVICES SPECIALIST
Ambassador College Bookstores Inc —Plainview, NY
- $21 - $24 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Quality control
J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY
JPMorganChase —Huntington, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Client Service Representative
VCA Animal Hospitals —Farmingdale, NY
- $18 - $22 an hour
- Full-time
- Maintenance
- Entry level
- Paid holidays
- Health insurance
Client Service Associate
Matarazzo Staiger Wealth Management —Bohemia, NY
- $22 - $26 an hour
- Part-time
- Office
- Bachelor's degree
- In-person
- Health insurance
- Paid time off
Quick Apply
7d
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 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 Service Representative (Hybrid - Flexible Options)
Broadridge —Edgewood, NY
- $28 - $31 an hour
- Email
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
7d
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
Private Client Services Manager
Gallagher —Rye Brook, NY
- $84,000 - $140,500 a year
- High school diploma or GED
- Analysis skills
- Supervising experience
12d
Client Support Associate
Stamford Business Group —Port Chester, NY
- $54,340.65 - $65,442.50 a year
- Full-time
- Background check
- In-person
- Entry level
- Professional development assistance
Quick Apply
7d
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
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
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
Human Resources Client Services Administrator
Hofstra University —Hempstead, NY
- $58,500 - $60,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Paid time off
Corporate Client Associate
Dream Opportunity —Long Island, NY
- $65,000 - $85,000 a year
- Full-time
- Google Workspace
- Writing skills
- Research
Quick Apply
FX PB Client Services Associate
National Westminster Bank PLC —Stamford, CT
- $74,160 - $130,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
10d
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

I want to receive the latest job alert for client services associate in plainview, ny

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near plainview, ny

Client Services Associate jobs in Harrison, NY

Client Services Associate jobs in Stamford, CT

Registered Client Associate jobs in Garden City, NY

Client Associate jobs in Long Island, NY

Customer Service Representative jobs in Edgewood, NY

Client Associate jobs in Melville, NY

Customer Service Representative jobs in Farmingdale, NY

Tax Associate jobs in Austin, TX

Supply Chain Associate jobs in New York, NY

Client Services Associate jobs in Raleigh, NC

Client Services Associate jobs in Virginia Beach, VA

First Year Associate Attorney jobs in New York, NY

Client Services Associate jobs in Clackamas, OR

Client Services Associate jobs in Louisville, KY

Medical Health Services Managers jobs in California

Bilingual Customer Service Associate jobs in Rochester, NY

Bilingual Customer Service Associate jobs in New Albany, OH

Work From Home Customer Service jobs in Arlington, TX

Remote Customer Service jobs in Oklahoma

Bilingual Customer Service Associate jobs in Lubbock, TX

Client Service and Operations Associate - Hightower Westchester

HighTower Advisors -
Harrison, NY

Quick Apply

Job Details

Full-time
$85,000 - $95,000 a year
11 days ago

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Office supply management
Customer records maintenance
Investment advisory support
Microsoft Excel
Office activity coordination
Microsoft Outlook
Business travel arrangements
Bachelor's degree in communications
Account maintenance
Financial transaction processing
Phone communication
Marketing
Expense management
Bachelor of Science
Bachelor's degree in business
Improving operational efficiency
3 years
Meeting scheduling
Managing clients in a customer support role
Bachelor's degree in marketing
Salesforce Cloud
Bachelor's degree
Managing clients in a finance role
Task prioritization
Client services
Investment account customer support
Office supply ordering
Vendor communication
Project task coordination
Communications

Full Job Description

Your Future Team
Hightower Westchester is a fast-paced, thriving financial advisory practice based in Harrison, New York. We are a client-centric team that provides a holistic approach to wealth management. We're searching for a director of operations and client service who naturally has a “do what it takes” attitude to support a seasoned team while providing a quality experience our clients have come to expect. You will report to the Managing Directors.

The Client Service and Operations Associate is a strategic team member responsible for integrating operational efficiency and client service. You will support long-term growth and sustainability. This is an in-office position.

Characteristics you will need to be successful in this role:

Adaptable. You are comfortable working in a fast-paced environment.
Agile. You maintain composure and remain positive under pressure.
Team player. You love collaborating and sharing ideas. You trust your teammates, and support.
Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.
Organized. You create clear and logical processes to support your work and that of the organization.

What You'll Do

Timely, consistent, and accurate completion of operational tasks, activities and workflows including account services and transaction processing
Field client requests and complete tasks, following through to ensure our client's needs are met while following compliance standards
Ensure the prospect and client experience is performed as designed by managing and following the prospect and client timelines, and completing multi-step tasks
Work with our custodian (Fidelity) to open accounts, obtain account information and complete service requests
Opening and updating separately managed accounts
Preparing subscription documents for alternative investments
Document and update contact information, status updates, and other important information within the CRM database. (Salesforce)
First contact for clients and visitors in the office and by phone demonstrating high levels of meaningful engagement
Scheduling meetings and travel
Light office management including using Concur (expense management), resolving vendor and IT issues, ordering office supplies
Opportunity to learn different functions within the practice by supporting multiple roles
Assist Marketing with client events and client gifts
Assist the team in operational, administrative, and marketing functions

What You'll Bring

Team player and a “client first” attitude
BA/BS degree preferred in Business/Marketing/Communications or related field
Strong Microsoft Office and Outlook competency with an emphasis on Excel
Salesforce experience a plus
Process-driven tasking and follow up skills
Excellent client-facing skills
Strong written and verbal communication skills
The ability to accomplish a variety of tasks in a detailed, efficient, and organized manner
3 or more years of experience with Financial Service and or Client Service
Series 65. If not licensed it must be achieved within 6 months of hire. Other licenses may be required over time

What We Offer

Annual base salary range of $85,000-$95,000 based on qualifications and experience
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
Flexible PTO plan
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance

Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

#LI-Onsite

Quick Apply

Refine Your Search

client services associate jobs in plainview, ny

Client Service and Operations Associate - Hightower Westchester

Junior Client Service & Relations Associate - Altium Wealth Management

Private Client Associate

CLIENT SERVICES SPECIALIST

J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY

Client Service Representative

Client Service Associate

Client Service Associate / Sr. Client Service Associate

Client Experience Associate

Client Service Representative (Hybrid - Flexible Options)

Bilingual Insurance Sales & Customer Service Representative

Private Client Services Manager

Client Support Associate

Private Client Associate - Garden City, NY

Registered Private Client Associate - Hauppauge, NY

Senior Registered Client Associate

Human Resources Client Services Administrator

Corporate Client Associate

FX PB Client Services Associate

Senior Registered Private Client Associate - Garden City, NY

I want to receive the latest job alert for client services associate in plainview, ny

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected