60 client services administrator jobs at 44 companies in Brookhaven, NY

2w
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Client Services Administrator (Shareholder Communications) - Contract (Hybrid)
Edgewood, New York, United States
$20-$22/hr HybridContract, Temporary
Broadridge
BroadridgeNYSE: BR: Provides technology and infrastructure for global financial services.
Requires detail orientation, multitasking, writing, critical thinking, organization, typing, computer skills, and Microsoft Office experience; a bachelor's degree is preferred but not required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet Explorer
1mo
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Client Services Manager
Fairfield, Connecticut, United States
OnsiteFull Time
Moneco Advisors
Moneco Advisors: Independent wealth management and financial planning firm.
3+ YOE3+ years client services or administrative experience, strong verbal and written communication, Microsoft Office proficiency, CRM experience preferred, background in financial services a plus.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Outlook
1w
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Client Technologies Administrator
New Haven, Connecticut, United States
$71k-$107k/yr OnsiteFull Time, Temporary
Yale University
Yale University: Provides higher education and conducts global academic research.
2+ YOEBachelor's degree and two years of experience or equivalent; MacOS and Windows expertise, machine deployment experience, analytical and troubleshooting skills, strong communication, documentation, and customer service abilities.
ServiceNow, Microsoft Intune, macOS, Windows, Linux, ArcGIS, Active Directory
2mo
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Client Services Manager - National Accounts
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yr HybridFull Time
CNA
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
Microsoft Office, Claims systems
2mo
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Field Service Client Administrator - NY
East Elmhurst, New York, United States
$23-$27/hr FieldFull Time
Aventiv Technologies
Aventiv Technologies: Provider of technology and communication solutions for correctional facilities.
High school diploma/GED, reliable transportation, proficiency with Microsoft Office, ability to troubleshoot and repair kiosks/tablets, travel regionally (up to one week with notice), strong communication and account management skills.
Securus, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3mo
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Client Service Admin - Wallingford, CT
Wallingford, Connecticut, United States
$40k-$75k/yr OnsiteFull Time
Fosdick Fulfillment
Fosdick Fulfillment: Direct-to-consumer and retail order fulfillment and distribution services.
1+ YOEBachelor’s degree in Communications or Business Administration plus 1-3 years in Client Services/Account Management or related fields; effective communicator; able to travel between CT facilities.
3mo
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Office Administrator / MTC
Stamford, Connecticut, United States
$25-$30/hr OnsitePart Time
HomeServices of America
HomeServices of America: Integrated residential real estate brokerage and homeownership service provider.
3+ YOEAdministrative support, office operations, scheduling, client service, social media support, staff supervision, real estate license preferred.
Microsoft Word, Microsoft Excel, Microsoft Publisher, Microsoft Access
5d
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Branch Office Administrator
Westbury, New York, United States
$28-$31/hr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Requires client service, account management, administrative support, analytical thinking, attention to detail, computer literacy, teamwork, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Client Associate
Westport, Connecticut, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
3mo
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Client Service Coordinator - 005229
Norwalk, Connecticut, United States
$18-$23/hr OnsiteFull Time
Banfield Pet Hospital
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Customer service, communication, multitasking, client education on pet care, administrative tasks, cash handling.
2mo
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Client Navigator - Level II
Elmhurst or Queens County
OnsiteFull Time, Temporary
NYC Health + Hospitals
NYC Health + Hospitals: The largest municipal health care system in the US.
2+ YOE1+ MgmtBachelor's degree plus 1 year supervisory experience OR high school diploma plus 2 years customer service with 1 year supervisory/administrative experience; supervisory experience, client interaction, reporting, and confidentiality required.
4d
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Branch Office Administrator - Westbury, NY
Westbury, New York, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Strong client service, analytical thinking, attention to detail, adaptability, communication, computer literacy, teamwork, and ability to learn financial services operations and firm technology.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Registered Client Relationship Analyst
Jericho, New York, United States
$31k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEProvide client service and administrative support to financial advisors; execute money movement transactions; onboard and maintain client accounts; active securities registrations required; 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MS Online, eSign, eAuthorization
1w
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Client Service Associate
Hamden, Connecticut, United States
$44k-$66k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, administrative knowledge, customer service and communication skills, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Client Service Associate
Hamden, Connecticut, United States
$44k-$66k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and customer service knowledge, and proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Client Success Manager
Purchase, New York, United States
$85k-$135k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
1+ YOE1-5 years equity compensation administration/B2B experience; knowledge of global and complex equity plans; must pass CEE exam and obtain CEP designation; strong client management, project management, analytical and communication skills.
Shareworks, Equity Edge Online
3mo
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Client Service Coordinator 001152
Valley Stream, New York, United States
$18-$23/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOECustomer-facing coordinator handling client intake, scheduling, retail dispensing, administrative and financial tasks; comfortable around animals; 1 year related experience preferred; high school diploma preferred.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
3w
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Field Services Technician
Newtown, Connecticut, United States
OnsiteFull Time
ALS
ALSAustralian Securities Exchange: ALQ: Provides global analytical testing and laboratory services for diverse industries.
2+ YOEHigh school diploma, 2+ years office experience, strong client interaction, proficiency with Microsoft Excel and Microsoft Word, excellent communication, organized and detail oriented.
Microsoft Excel, Microsoft Word
2w
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Client Care Specialist 2
Queens or Jamaica
OnsiteFull Time
AIDS Healthcare Foundation
AIDS Healthcare Foundation: Global nonprofit providing HIV/AIDS medical care and advocacy services.
Requires a valid medical assistant certificate or diploma; national medical assistant licenses are preferred. Performs clinical, testing, administrative, and front-office healthcare duties.
2w
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Front Desk/Client Service Coordinator - Guilford, CT
Guilford, Connecticut, United States
OnsiteFull Time
E.A. Buck Financial Services
E.A. Buck Financial Services: Independent financial firm providing retirement and wealth planning services.
Professional phone presence and prior front-desk or customer-service experience; organized, proficient with Microsoft 365/Outlook, able to multitask and use a CRM; strong verbal and written communication.
Microsoft 365, Outlook, Redtail, Microsoft Teams