Current jobs related to Client Services Administrator - Westbury - Thrivent Financial

  • Client Services Representative

    1 month ago

    Westbury, United States Cetera Financial Group Full time

    Job DescriptionThis person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Client Services Representative

    2 months ago

    Westbury, United States Cetera Financial Group Full time

    Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Client Service Representative

    1 day ago

    Westbury, United States VCA Animal Hospitals Full time

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

  • Client Service Representative

    2 months ago

    Westbury, United States VCA Animal Hospitals Full time

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

  • Client Relations Manager

    1 week ago

    Westbury, New York, United States Brighton Health Plan Solutions LLC Full time

    About the PositionThe Client Relations Manager plays a pivotal role in fostering and sustaining positive relationships with both new and existing clients, ensuring their satisfaction and promoting loyalty. This role demands a candidate who is meticulous, professional, and articulate, ensuring that all communications—both written and verbal—are clear and...

  • Client Relationship Manager

    1 week ago

    Westbury, New York, United States Brighton Health Plan Solutions, LLC Full time

    Position OverviewRole SummaryThe Client Relationship Manager is responsible for fostering and sustaining positive interactions with clients to guarantee their satisfaction and loyalty. This position requires meticulous attention to detail, professionalism, and effective communication skills to provide accurate information.Key Responsibilities- Develop and...

  • Client Relationship Coordinator

    1 week ago

    Westbury, New York, United States Cetera Financial Group Full time

    Position Overview:This role is designed to assist Financial Advisors in managing their daily investment operations while elevating the overall client service experience. The individual will collaborate closely with Registered Representatives to facilitate client documentation, execute financial transactions, nurture client relationships, arrange meetings,...

  • Administrative Assistant

    4 days ago

    Westbury, New York, United States Taylor Root Full time

    Job Title: Legal AssistantWe are seeking a highly organized and detail-oriented Legal Assistant to provide essential support to our attorneys and clients at Taylor Root. As a key member of our team, you will contribute to the smooth operation of our office by ensuring the delivery of high-quality legal services.Key Responsibilities:Drafting and responding to...

  • Administrator - CPA firm

    7 days ago

    Westbury, United States Todres & Company, LLP Full time $52,000 - $62,000

    Job DescriptionJob DescriptionBoutique CPA firm seeks an experienced individual to perform the following:,tax return administration and efiling, and general office management including purchasing supplies , record maintenance , phones and typing. Handle client requests in a friendly and professional manner. Quickbooks skills helpful.Prior CPA firm experience...

  • Administrative Assistant

    2 weeks ago

    Westbury, United States Miller Environmental Group Full time

    Job DescriptionJob DescriptionDescription:Miller Environmental Group is seeking a detail-oriented Administrative Assistant to provide administrative and operations support for branch operations of a projects-based company. Under the direction of the Branch Manager, Essential tasks include electronic and paper filing of supporting documentation for each...

  • Administrative Assistant

    1 week ago

    Westbury, United States Miller Environmental Group Full time

    Miller Environmental Group is seeking a detail-oriented Administrative Assistant to provide administrative and operations support for branch operations of a projects-based company. Under the direction of the Branch Manager, Essential tasks include electronic and paper filing of supporting documentation for each project, billing, payroll coordination,...

  • Client Acquisition Specialist

    1 week ago

    Westbury, New York, United States movers and cleanout crew inc Full time

    Job OverviewPosition Type: Full-time/Part-timeAbout Our Company: Movers and Cleanout Crew Inc. is a vibrant and expanding organization focused on delivering top-notch moving and cleanout solutions. We take pride in offering outstanding customer service and ensuring seamless experiences for our clients. As we grow, we are in search of a driven and...

  • Administrative and Technical Support Specialist

    3 months ago

    Westbury, United States Amentum Full time

    Amentum, is a government services provider of strategic solutions to the defense, homeland security, and the Intelligence Community. Amentum provides intelligence analysis and security, training and education, and intelligence support    strategy and policy support, intelligence and operations support, program management, and international business...

  • Funeral Assistant

    3 months ago

    Westbury, United States Carriage Services Full time

    Job DescriptionJob DescriptionFuneral Assistant - AmbassadorAt Carriage Services, we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Join us on this...

  • Business Process Advisor

    2 weeks ago

    Westbury, United States Atlas Search Full time

    Job DescriptionJob Description**MUST live in NY, NJ, CT, VT, or FL Our client is a reputable health care enablement company that strives to provide innovative, customizable, and sustainable solutions that encourage patient activation and improve the quality of care. They are looking to hire a Business Process Advisor to join their team and assist with...

  • Service Business Development

    3 weeks ago

    Westbury, United States Rallye BMW Full time

    Job DescriptionJob DescriptionThe Rallye Motor Company, Long Island's premier luxury automotive group, has an immediate career opportunity in our BMW Service Business Development Center (BDC) for a BDC Representative! The BDC representative will supplement the service team by booking service appointments, answering client inquiries, and conducting...

  • Service Business Development

    1 week ago

    Westbury, United States Rallye BMW Full time

    The Rallye Motor Company, Long Island's premier luxury automotive group, has an immediate career opportunity in our BMW Service Business Development Center (BDC) for a BDC Representative! The BDC representative will supplement the service team by booking service appointments, answering client inquiries, and conducting follow-up calls, while promoting BMW...

  • Service Business Development

    3 months ago

    Westbury, United States Rallye BMW Full time

    Job DescriptionJob DescriptionThe Rallye Motor Company, Long Island's premier luxury automotive group, has an immediate career opportunity in our BMW Service Business Development Center (BDC) for a BDC Representative! The BDC representative will supplement the service team by booking service appointments, answering client inquiries, and conducting...

  • Service Business Development

    7 days ago

    Westbury, United States Rallye BMW Full time

    The Rallye Motor Company, Long Island's premier luxury automotive group, has an immediate career opportunity in our BMW Service Business Development Center (BDC) for a BDC Representative! The BDC representative will supplement the service team by booking service appointments, answering client inquiries, and conducting follow-up calls, while promoting BMW...

  • Automotive Service Cashier

    3 months ago

    Westbury, United States Rallye BMW Full time

    The Rallye Motor Company, Long Island's premier luxury automotive group, has an immediate opportunity for a Service Cashier with Rallye BMW! Seeking reliable, energetic, motivated individuals with previous cashier experience who enjoy working in a fast paced environment. The ideal candidate is looking for a long-term position where they can utilize their...

Client Services Administrator

2 months ago

Westbury, United States Thrivent Financial Full time

Summary This position provides licensed administrative support to Jason Rogoff. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Client Services Administrator reports to and is employed by Jason Rogoff. This position is part time, Mon-Friday working 9 a.m. to 3:30 p.m. Compensation ranges between $25-30/hr dependent upon licensure and experience. Job Description Position Roles/Responsibilities/Accountabilities Handles incoming telephone calls and responds to requests for information Researches inquiries regarding client accounts Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services Performs routine administrative duties such as maintaining office supplies and processing mail Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature Supports projects, administration of various programs, and processing functions as needed Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors Updates the contact management system with client/member contact and preference information Assists Financial Advisors in the preparation and follow up for the client/member meetings Collaborates with financial associates to assist client with product changes Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings Verbal or written communications with prospective or existing customers regarding financial matters Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc) Obtaining customer financial information Accepting and/or entering securities trade orders from customers, including unsolicited trade orders Explain, discuss, or interpret insurance coverage; analyze exposures or contracts Indicate to customer that requested coverage is or will be bound or issued Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts Support questions and transactions with variable insurance and annuities products, if appropriately licensed Additional responsibilities may be assigned in accordance with licensure and business needs Position Qualifications Previous administrative/secretarial experience desired Must be securities registered (series 7 & 66 or 6 & 63). Must be insurance licensed/appointed Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration. Must be willing to complete the appropriate Long Term Care training required in the states in which support work would be conducted. If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products. Demonstrated customer service orientation/experience, 2+ years preferred Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Basic understanding of our products and services, and Thrivent Financial Competencies Planning/Organizing Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the team Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of Jason Rogoff's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.