4 client support representative jobs at 3 companies in Poughkeepsie, NY
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Client Services Representative
Rockland County, New York, United States
$21-$27/hrOnsiteFull Time
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
Provide administrative and client support to financial advisors, prepare paperwork and client materials, schedule appointments, maintain records, and communicate with clients; high school diploma and customer service/administrative experience required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, AdviceWorks, SmartWorks, Redtail
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
Provide administrative and client support to financial advisors; high school diploma/GED; administrative or customer service experience; strong communication, time management, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, AdviceWorks, SmartWorks, Redtail
Spot On Veterinary Hospital & Hotel: Provides comprehensive veterinary care and luxury pet lodging services.
Customer-service focused individual with strong communication and organizational skills, able to work in a fast-paced environment and support client relations, financial tasks, and basic marketing; willingness to work in Stamford or Westport, CT.
Sonic Healthcare USA: Provides clinical laboratory and anatomical pathology diagnostic services.
Ensure specimen integrity and CAP/CLIA compliance, generate and resolve QA reports, communicate with clients and lab staff, and document case resolutions; proficiency with Microsoft Office required.