Client Services Associate

2 weeks ago

Westbury, United States PEAR Core Solutions Full time

Client Service Associate A prestigious position to work with wealth management professionals that care about their clients, and their people. Responsibilities: Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications. Facilitate account opening and maintenance for existing financial planning clients. Ensure full transfer of assets where applicable Facilitate alternative investments as well as annuities, life insurance and 529 investments. Work directly with account custodians and investment platform providers as necessary. Partner with Advisory Team and Client Service Team to fulfill financial investment client needs. Serve as the primary means to the financial advisors to facilitate opening accounts and servicing clients. Must have financial services, wealth management industry experience. Excellent benefits and great team of professionals to work with

  • Client Service Coordinator

    2 weeks ago

    Westbury, United States Banfield Full time

    Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly...

  • Client Service Representative

    6 days ago

    Westbury, United States VCA Full time

    We are seeking an experienced Client Service Representative to join our team.At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously. With every opportunity, we aim to exceed each pet owner’s expectations.We’re looking for a personable yet highly professional...

  • Client Service Coordinator

    2 weeks ago

    Westbury, United States Banfield Pet Hospital Full time

    Client Service CoordinatorThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and...

  • Client Services Administrative Assistant

    7 hours ago

    Westbury, New York, United States Florio Wealth Management Group Full time

    Florio Wealth Management Group is a Long Island based Registered Investment Advisor (RIA) servicing individuals, families, and small businesses in a variety of financial planning areas. Specializing in the areas of fee-based planning, investment and risk management and group & retirement benefits, the firm is looking for an experienced client service...

  • Customer Service Associate

    2 weeks ago

    Westbury, NY, United States Walgreens Full time

    Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Customer Experience Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer...

  • Customer Service Associate I

    2 weeks ago

    Westbury, NY, United States Dollar Tree Full time

    We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain security of cash and protect company assets Keep...

  • Customer Service Associate I

    1 week ago

    Westbury, NY, United States Dollar Tree Full time

    We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain security of cash and protect company assets Keep...

  • Customer Service Associate I

    1 week ago

    Westbury, NY, United States Dollar Tree Full time

    We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain security of cash and protect company assets Keep...

  • Customer Service Associate I

    2 weeks ago

    Westbury, NY, United States Dollar Tree Full time

    We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain security of cash and protect company assets Keep...

  • Customer Service Associate I

    7 days ago

    Westbury, NY, United States Dollar Tree Full time

    We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain security of cash and protect company assets Keep...