Top 167 client services associate Jobs in purchase, ny

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
Digital Sales & Customer Service
Salesone LLC —Norwalk, CT
- Up to $20 an hour
- Full-time
- Sales
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
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
Director of Client Services
Sunnyside Community Services —Sunnyside, NY
- $135,000 - $145,000 a year
- Full-time
- Hybrid work
- Nursing
- RN License
- Office
- Paid holidays
- Disability insurance
Quick Apply
4d
Client Service Associate / Client Relationship & Operations Professional
Asset Management Group Inc —Stamford, CT
- $75,000 - $90,000 a year
- Full-time
- Background check
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
12d
Client Relations Representative
Verragio —New York, NY
- $70,000 - $80,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Commuter assistance
- Health insurance
Quick Apply
Associate Business Analyst, Client
Macquarie Group Limited —New York, NY
- $145,000 - $165,000 a year
- Full-time
- Mid-level
- Analysis skills
- 4 years
- Paid parental leave
- Health savings account
4d
Wealth Management - Client Services Associate
Partnership Employment —Woodbury, NY
- Up to $80,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Luxury Client Advisor (Portuguese, Spanish, Russian, Italian, or Mandarin Speaker)
JPSearch —New York, NY
- $25 - $31 an hour
- Weekends as needed
- Spanish
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
3d
Client Relationship Coordinator (Administrative)
Barnum Financial Group —Elmsford, NY
- $60,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
Stifel —White Plains, NY
- $43,800 - $65,500 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Client Care Coordinator
Choice Of New Rochelle In —White Plains, NY
- $36,500 - $40,000 a year
- Full-time
- Spanish
- Working with individuals with disabilities
- Computer literacy
Quick Apply
Client Service Associate
Vista Wealth Solutions —Armonk, NY
- $50,000 - $55,000 a year
- Full-time
- Research
- Mid-level
- Office
Quick Apply
9d
Retail Sales/Customer Service
Madison's Niche/D.K.Brothers by Madison's Niche —Woodbury, NY
- $17 - $20 an hour
- Part-time
- Merchandising
- Communication skills
- Entry level
- Employee discount
Quick Apply
Private Client Services Manager
Gallagher —Bedford Hills, NY
- $65,500 - $127,500 a year
- Full-time
- High school diploma or GED
- Supervising experience
- Bachelor's degree
- Paid parental leave
- Health savings account
Brokerage Client Service Associate - Greenwich, CT
Truist Bank —Greenwich, CT
- $65,000 - $80,000 a year
- Full-time
- English
- Research
- Mid-level
- AD&D insurance
- Paid holidays
Wealth Management Client Associate
Bank of America —Greenwich, CT
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Part Time Client Advisor-Vilebrequin
Vilebrequin —Greenwich, CT
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
- Commuter assistance
- Health insurance
Registered Client Service Associate
Morgan Stanley —Greenwich, CT
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
Estabrook Capital Management LLC —New York, NY
- $85,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Finance
- Math
- Health insurance
- Dental insurance
Quick Apply

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Junior Client Service & Relations Associate - Altium Wealth Management

HighTower Advisors -
Harrison, NY

Quick Apply

Job Details

Full-time
$65,000 - $75,000 a year

Benefits

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

Qualifications

Customer communication

Full Job Description

Your Future Team
Do you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a welcoming style? Is efficiency one of your strengths, allowing you to handle multiple tasks at once while ensuring accuracy and consistent completion? Do want to begin a career in the dynamic wealth management industry?
Founded in 2010, Altium believes that our clients wealth decisions are often compelled by a higher sense of purpose. Our mission far exceeds wealth generation: we want to empower our clients to create the life that they envision for themselves, their families, and their communities.
Altium Wealth is looking for a strategic professional to join our growing Client Service team. Our Client Service team directly impacts our client experience and is important to the success of the organization.
Please note this position requires you to be in the office Monday-Friday

What You'll Do

You will serve as a liaison between clients and advisors, delivering quality service both internally and externally.
Coordination and preparation for client meetings, including post-meeting documentation and follow-up
Schedule meetings including confirmation emails
Use the group's different applications (Outlook, Salesforce, Schwab, TD, Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
Field client requests and complete tasks, following through to make sure client's needs are met while following compliance standards
Manage client data within CRM (Salesforce) and monitor to ensure accuracy
Process and track insurance maintenance requests for client policies
Other responsibilities as may be assigned

What You'll Bring

Team player who shows a client first attitude
Adaptable to constant change
Attention to detail and strong follow up/follow through skills
Excellent customer-facing skills
Strong written and verbal communication skills
The ability to accomplish a variety of tasks in a thoughtful, organized manner and able to prioritize and re-prioritize throughout the day
Show strong aptitude to anticipate client requests
Maintain composure and remain positive under pressure even in time sensitive and complex situations
1+ years of experience in Financial Services
1+ years of experience maintaining client relationships and providing service in a corporate environment
Proficiency in MS Outlook and MS Word (Excel a plus)
Prior experience with CRM software, preferably Salesforce

What We Offer

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)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Salary range- $65,000-$75,000 plus discretionary bonus (exact amount is dependent on experience)

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

Quick Apply

Refine Your Search

client services associate jobs in purchase, ny

Junior Client Service & Relations Associate - Altium Wealth Management

Digital Sales & Customer Service

Client Service Associate

Director of Client Services

Client Service Associate / Client Relationship & Operations Professional

Client Relations Representative

Associate Business Analyst, Client

Wealth Management - Client Services Associate

Luxury Client Advisor (Portuguese, Spanish, Russian, Italian, or Mandarin Speaker)

Client Relationship Coordinator (Administrative)

Client Service Associate

Client Care Coordinator

Client Service Associate

Retail Sales/Customer Service

Private Client Services Manager

Brokerage Client Service Associate - Greenwich, CT

Wealth Management Client Associate

Part Time Client Advisor-Vilebrequin

Registered Client Service Associate

Client Service Associate

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