1mo
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Client Experience Associate
Scarsdale, New York, United States
$51k-$76k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; prior customer service or retail banking/wealth management experience; strong decision-making, organizational and analytical skills; knowledge of branch products, operations and regulations; required to maintain Notary Public; must be authorized to work in the U.S.
3w
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Client Experience Representative
Syosset, New York, United States
$45k-$65k/yr OnsiteFull Time
1+ YOEMinimum one year professional experience preferred; degree preferred. Must be detail-oriented, pleasant demeanor, strong interpersonal and communication skills, familiarity with Microsoft Office and Outlook, and ability to remain stationary most of the day.
Microsoft Office, Outlook
2mo
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Part-Time Client Experience Host
Westchester County, New York, United States
$20-$30/hr OnsiteContract
Experience in customer service or sales; ability to persuade; comfortable with social media posting; reliable transportation.
Tablet / iPad, Social media tools
2mo
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Client Experience & Safety Associate
Hartford, Connecticut, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1+ year office/clinic experience; security or law enforcement training preferred; ability to interact respectfully with patients; must pass drug screen and background check.
1mo
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Client Experience Office Coordinator (Spring Valley, NY, US, 10977)
Spring Valley, New York, United States
$25-$30/hr OnsiteFull Time
2+ YOEMinimum two years office administration experience, valid driver's license, strong phone and communication skills, proficient with Microsoft Outlook/Word/Excel; CRM and SAP experience preferred.
CRM, SAP, Microsoft Outlook, Microsoft Word, Microsoft Excel
1mo
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VP of Client Experience and Operational Excellence
White Plains, New York, United States
$185k/yr OnsiteFull Time
Bachelor's in Business/Marketing required (MBA preferred); proven strategic leadership experience; deep CRM, automation, and systems knowledge; strong analytical, communication, and cross-functional collaboration skills.
Monday.com, CRM, API, AI
2d
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Client Associate/Registered Client Associate
Farmington, Connecticut, United States
$44k-$77k/yr OnsiteFull Time
Bachelor’s degree or equivalent experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; FINRA registrations preferred.
Word Processing Software, Desktop Tools
1mo
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Client Associate
New Haven, Connecticut, United States
OnsiteFull Time
1+ YOE1+ year client service experience preferred (finance), Series 7 and 66 licenses for registered CSAs, strong communication and attention to detail, proficiency in Microsoft Office Suite.
Microsoft Office Suite
3w
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Client Partner
Mahwah, New Jersey, United States
$149k-$201k/yr OnsiteFull Time
13+ YOE13+ Mgmt13+ years experience in client partnership/account management with Life Sciences/MedTech domain knowledge, executive presence, commercial acumen, and experience leading complex global engagements.
cloud, data and analytics, AI/GenAI, ERP, infrastructure, cybersecurity, automation
1mo
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Client Associate
Westport, Connecticut, United States
OnsiteFull Time
3+ YOEPrefer 3-5 years client service experience in finance or a related degree; Series 7 and 66 licenses not required at hire; strong communication, attention to detail, and proficiency with Microsoft Office.
BrassRing, Microsoft Office
1mo
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Senior Client Accountant
Mexico or Stamford
OnsiteFull Time
5+ YOEAccountable for accounting of premiums and claims for assigned clients; reconciling facultative reinsurance closings; posting claims; credit control and collections; client queries; Excel automation and SAP experience preferred; strong English skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, SAP
2w
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
Provide client service support to financial advisors, manage client requests, promote banking products, and follow policies to protect clients and manage risk.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Client Service Coordinator
Newburgh, New York, United States
$18-$23/hr OnsiteFull Time
Coordinating pet and client flow, maximizing clinic productivity, ensuring clear communication with clients and associates, and providing a friendly customer experience to encourage returns and referrals.
Workday
1mo
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Private Client Advisor
Norwalk, Connecticut, United States
HybridFull Time
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license, strong client service, ability to travel for meetings, and familiarity with luxury carriers a plus.
1mo
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Client Care
Brewster, New York, United States
$20-$25/hr OnsiteFull Time
Provide client communication, schedule appointments, return calls, coordinate records and discharges, perform follow-up calls, and ensure timely callbacks; reliable transportation required.
ezyVet, Google Sheets
2mo
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Client Advisor-Manhasset
Manhasset, New York, United States
$22-$30/hr OnsiteFull Time
3+ YOERetail or luxury retail experience, proven sales results, flexible hours, ability to work with diverse clients, POS proficiency, and work authorization in the U.S.
POS systems, Outlook
3w
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Client Service Representative
Larchmont, New York, United States
$18-$20/hr OnsiteFull Time
Front-desk client service including greeting, phone answering, scheduling, payment processing, client education; animal-related experience preferred; strong interpersonal and computer skills; flexible schedule.
Workday
1mo
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Transportation Client Advisor
Wallingford, Connecticut, United States
$75k-$150k/yr HybridFull Time
3+ YOE3+ years client-facing or business development experience; P&C or Life & Health license preferred or able to obtain; experience with CRM and AI applications; strong communication and consultative sales skills.
CRM, AI
1w
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Client Services Support
Long Island City, New York, United States
$22-$28/hr OnsiteFull Time
Provide client-facing administrative support, coordinate deliveries/pickups with warehouse and carriers, maintain client relationships, track feedback, and handle phone/email customer service.
1mo
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Client Services Liaison
Astoria, New York, United States
$50k-$80k/yr OnsiteFull Time
Organized liaison supporting client services manager: coordinate clients and subcontractors, manage warranty/post-construction issues, perform site inspections, maintain Procore/SharePoint records, prepare reports, and track compliance and financial documents.
Procore, Microsoft SharePoint, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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