Top 97 Client services associate Jobs in Woodbury, Ny

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
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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
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Digital Sales & Customer Service
Salesone LLC —Norwalk, CT
- Up to $20 an hour
- Full-time
- Sales
- Customer service
- Mid-level
- Health insurance
- Dental insurance
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Client Relations Ambassador
Selective Remodeling —Massapequa, NY
- $45,000 - $90,000 a year
- Email
- Mid-level
- High school diploma or GED
- Ability to sit for extended periods
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8d
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
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Client Engagement Associate
Freudigman & Billings, LLC —Westport, CT
- From $65,000 a year
- Full-time
- Background check
- Google Workspace
- Bachelor of Science
- Health insurance
- Dental insurance
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Client Service Representative (Hybrid - Flexible Options)
Broadridge —Edgewood, NY
- $28 - $31 an hour
- Email
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
FX PB Client Services Associate
National Westminster Bank PLC —Stamford, CT
- $85,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
CLIENT SERVICES SPECIALIST
Ambassador College Bookstores Inc —Plainview, NY
- $21 - $24 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Quality control
Client Relationship Associate
Opal Wealth Advisors —Jericho, NY
- $70,000 - $80,000 a year
- Full-time
- Hospitality
- Office
- Finance
- Health insurance
- Dental insurance
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Client Benefits Associate
Outreach Development Corp. —Brentwood, NY
- $24 - $25 an hour
- Full-time
- Word processing
- Computer literacy
- Office
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4d
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
Client Service Associate
Stifel —White Plains, NY
- $43,800 - $65,500 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Private Client Associate
The Pack HR, LLC —White Plains, NY
- $85,000 - $115,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health savings account
- Health insurance
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Operations & Client Services Associate
S.E. Minor & Co. —Greenwich, CT
- $55,000 - $70,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
10d
Client Support Associate
Safavieh Inc. —Port Washington, NY
- $25 - $28 an hour
- Full-time
- Google Workspace
- Communication skills
- Entry level
- Free parking
- Paid holidays
Quick Apply
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
Client Service Associate
Morgan Stanley —Greenwich, CT
- $35,360 - $61,200 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Disability insurance
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
Registered Client Service Associate (Jericho, NY)
Oppenheimer & Co. Inc. —Jericho, NY
- $50,000 - $60,000 a year
- Mid-level
- 3 years
- Organizational skills
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Private Client Associate

EPIC Brokers -
Melville, NY

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Job Details

$33.34 - $41.03 an hour

Benefits

Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Referral program
Pet insurance

Qualifications

Insurance products customer support
Customer relationship building
Account maintenance
Phone communication
Managing clients in a customer support role
Sales quoting
Customer relationship management
Coordinating with insurance clients
Computer skills
Billing issue inquiries
Handling account queries
Cross-functional collaboration
Account management
Communication skills
Entry level
Time management

Full Job Description

LOCATION: Hybrid to Melville, NY, Bridgehampton, NY, Jersey City, NJ and Summit, NJ

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" – people who know what they want and aren't afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients.

RESPONSIBILITES:

Work as a team with Private Client Relationship Managers, producers, sales support, and other team members to meet the needs of our Private Client customers by assisting with account reviews, quoting, billing inquiries, and other tasks as needed.
Field and respond promptly to client inquiries via, phone, mail and email in a professional and courteous manner.
Develop a strong working knowledge of our carrier's websites and utilize the sites to secure accurate and timely information for our clients.
Document all communications with clients and carriers in a prompt manner. Records must reflect the most current status at all times.
Comply with all internal procedures and practices while demonstrating the ability to meet service and quality standards.
Assume ownership of problems until the resolution is successfully accomplished.
Work as a team and contribute to the team effort by openly sharing insurance knowledge.
Become a student of the business. Seek insurance knowledge through training and education.

EDUCATION AND EXPERIENCE

College graduate or experience equivalent
P&C Insurance License required / Can be obtained once hired

SKILLS AND ABILITIES

Articulate, strong oral and written communication skills.
Strong problem-solving skills.
Ability to work independently and within a team environment.
Accepts full ownership of issue and follows through to completion.
Must be accurate, detailed and thorough.
Strong organizational and time management skills.
Independent user of technology.

COMPENSATION:

Non-Exempt: The hourly pay range for this position is $33.34 – $41.03 per hour and standard workweeks are 37.5 hours. This range represents the employer's good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 employees nationwide – and we're growing! It's a great time to join the team and be a part of this growth. We offer:

Generous Paid Time off
- Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women's Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We're in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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Refine Your Search

client services associate jobs in woodbury, ny

Private Client Associate

Client Experience Associate

Digital Sales & Customer Service

Client Relations Ambassador

Bilingual Insurance Sales & Customer Service Representative

Client Engagement Associate

Client Service Representative (Hybrid - Flexible Options)

FX PB Client Services Associate

CLIENT SERVICES SPECIALIST

Client Relationship Associate

Client Benefits Associate

Registered Private Client Associate - Hauppauge, NY

Client Service Associate

Private Client Associate

Operations & Client Services Associate

Client Support Associate

Private Client Associate - Garden City, NY

Client Service Associate

Client Service Associate / Sr. Client Service Associate

Registered Client Service Associate (Jericho, NY)

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