Client Services Representative

11595 Westbury, New York Cetera Financial Group

Posted today

Job Viewed

Tap Again To Close

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 prep Client Service, Representative, Financial Advisor, Registered, Customer Service, Client Relations, Retail

View Now

Client Services Coordinator

07036 Linden, New Jersey AMMON ANALYTICAL LABORATORY LLC

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

The Client Service Coordinator completes administrative customer service duties in the laboratory, ensuring highest quality customer service by performing the following duties. Duties & Responsibilities: Answer incoming calls and transfer to appropri

View Now

Client Services Representative

11536 Garden City, New York TIBCO Software

Posted today

Job Viewed

Tap Again To Close

Job Description

Client Services Representative Location:Garden City, NY, United States Job Type:Full Time Job Category:Administrative Job Industry:Admin/ Clerical Salary:We offer competitive compensation and benefits. Description We're looking for a. Client Services Client Service, Representative, Client, Technology, Retail

View Now

CLIENT SERVICES REPRESENTATIVE

11210 Brooklyn, New York NYC Jobs

Posted today

Job Viewed

Tap Again To Close

Job Description

Clerical Associate III

Family Independence Administration (FIA) provides temporary help to individuals and families with social service and economic needs to assist them in reaching self-sufficiency via essential and diverse programs/services, such as temporary cash assistance, SNAP, childcare, eviction prevention services, adult protective services, job training, employment plans/support, domestic violence assistance, child support enforcement, etc. Under direction of the Front Door Reception (FDR) Supervisor, with latitude to exercise independent judgment and initiative, the Client Services Representative is responsible for routing visitors to HRA sites with multiple program areas to the appropriate service in connection with Public Assistance, SNAP, Medicaid and other HRA client-facing services FIA Operations is recruiting for four (4) Clerical Associate III, to function as Client Services Representatives, who will:

  • Greet and assist clients with utilization of the universal kiosks to ensure clients are directed to the appropriate unit within the BAC, SNAP, Medicaid offices and other HRA client-facing services. Describes the various services provided by the Agency and hands out Access HRA brochures and other agency information as needed.
  • Interact with visitors seeking services from multiple program units; asks visitors for the reason for their visit and assists individuals in determining the appropriate program unit for routing purposes; assigns appropriate pass/ticket to enter designated area, enlightens the customers to the location and color associated with each service area.
  • Hand out appropriate Cash Assistance, Medicaid and SNAP Application Kits to individuals applying for benefits; provide general assistance with navigating through the portal within Access HRA to facilitate the application process. Remind applicants to add all pertinent household members in preliminary online application.
  • Review appointment letters, court papers, and other documents presented; determine whether customers have an emergency or need a reasonable accommodation to provide a quick service.
  • Assist applicants with scanning and uploading documents; troubleshoot usage of the copy machines and multi-function printers in Document Drop Box area if applicants are having difficulty.
  • Issue Model Office tickets in PC Banks to clients for in-person interviews; seek supervisor assistance if applicants are having trouble or has questions surrounding eligibility for benefits.

Work Location: Dekalb Center 275 Bergen St., Brooklyn NY Hours/Schedule: 9:00am-5:00pm CLERICAL ASSOCIATE - 10251

Minimum Qualifications Qualification Requirements A four-year high school diploma or its educational equivalent approved by a State's department of education or a recognized accrediting organization and one year of satisfactory clerical experience. Skills Requirement Keyboard familiarity with the ability to type at a minimum of 100 key strokes (20 words) per minute.

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

View Now

Client Services Associate

11753 Jericho, New York PEAR Core Solutions

Posted today

Job Viewed

Tap Again To Close

Job Description

A Client Service Associate role is now available for our Financial Services client. 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!

View Now

Client Services Associate (Reprographics)

10604 West Harrison, New York SPS North America Inc

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate (Copy and Print) provides exceptional office and mail services, delivering operational functions in the following areas:Processing high volume copying, printing, finishing, and reprographics orders on site. This position fulfills jobs for document duplication, printing, finishing, binding, lamination, and other processing. This position will also troubleshoot equipment and ensure supplies are at satisfactory levels.Processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning.Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service.Typical Work Schedule: Monday to Friday, 9:00am-6:00pmDuties and Responsibilities:Provides 5-star customer service to all employees (in all forms of communication).Copy, Print & Scanning Services: Operates advanced reprographic and scanning equipment to fulfill high-volume print and digital imaging requests. Performs finishing work such as binding, cutting, and padding. Ensures quality and accuracy of all output.Equipment Maintenance: Performs routine maintenance on copy/print devices including loading paper, changing toner and cartridges, and troubleshooting minor issues to maintain uptime.Digital & Physical Workflow: Manages both hard copy and electronic job submissions, handles color calibration and image adjustments, and prepares orders for delivery or distribution.Mailroom Support (as needed): Assists with receiving, sorting, and distributing inbound/outbound mail and packages. Maintains tracking records and provides status updates on deliveries.Facility & Admin Support: Monitors and replenishes office supplies, supports pantry and meeting room setups, performs light cleaning, and assists with employee moves or space arrangements.Customer Service & Teamwork: Builds strong professional relationships with employees and internal teams, trains backup staff, and takes initiative to improve workflows or assist during downtime.Competencies:Strong verbal and written communication skills.Excellent customer service skills.PC skills MS Office Suite experience.Ability to handle multiple tasks simultaneously.Good organizational skills.Working knowledge of MFD equipment.Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions.Possesses ability to work independently and capable of completing projects.Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials.Qualifications and Education Requirements:High School Diploma (or equivalent) required.1+ years prior work experience preferred.Ability to work assigned work hours determined by manager.Excellent organizational and time management skills.Analytical abilities and aptitude in problem-solving.Superb written and verbal communication skills.Current knowledge or ability to learn computer-based systems required for functions of position.Required to maintain an overall professional appearance and attitude.Adhere to all policies and procedures required.Physical Demands:Approximately 50% of the time this position requires the below physical demands.Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs.Ability to walk, bend, kneel, stand, and/or sit for an extended period of time.Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.).Ability to lift or move 40 lbs. or greater frequently.Travel: None or NegligibleOther Duties:This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.Pay Range$17-$19 USDWHAT WE OFFERCareer Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!We Recognize Talent: We offer a variety of recognition programs for all levels of employees!Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off.Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.About SPSSPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.Colorado only:We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.To view our privacy policy, click on the link below: Data Privacy StatementAcknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

View Now

Bilingual Japanese Client Services Administrator

07030 Jersey City, New Jersey BizTek People

Posted today

Job Viewed

Tap Again To Close

Job Description

Bilingual Japanese Customer Support Administrator

One of the leading financial institutions is seeking a Bilingual Japanese, Customer Support Administrator.

Responsibilities:

  • Prepare various reports to perform reconciliation and checking process
  • Understand proper operational workflows
  • Cooperate with other teams to provide good customer services
  • Manage communication records
  • Manage checklists on time
  • Perform other customer services related tasks as requested

Requirements:

  • Bilingual Japanese/English
  • Excellent communication skills
  • Excellent MS Word, Excel skills
  • MS Access a plus
  • Bachelor's degree
  • Detail Oriented
  • Team Player
  • Experience in Financial Industry a plus

Benefits:

A full benefit package

Skill set:

Japanese, Excel, Customer skill

View Now
Be The First To Know

About the latest Customer service manager Jobs in New York !

Tax Director - Private Client Services

08830 Iselin, New Jersey EisnerAmper

Posted 6 days ago

Job Viewed

Tap Again To Close

Job Description

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.

What it Means to Work for EisnerAmper:
  • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
  • You will have the flexibility to manage your days in support of our commitment to work/life balance
  • You will join a culture that has received multiple top "Places to Work" awards
    • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
    • We understand that embracing our differences is what unites us as a team and strengthens our foundation
    • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
  • Review of tax projections, tax workpapers and tax returns. Specifically, Federal and State Individual and Fiduciary tax returns.
  • Oversee and manage the tax return process including identification and resolution of tax issues
  • Experience with corporation and partnership accounting and tax concepts
  • Mentor, train and manage staff accountants to meet deadline and prioritize workload
  • Effectively manage multiple tax engagements in a team environment, and also work independently. Identify potential opportunities for new and/or expanded client services
  • Ability to lead and manage engagements, including budgeting, billing and engagement economics
  • Highly proactive approach to serving clients
Basic Qualifications:
  • Bachelor's degree in Accounting or equivalent field is required
  • Public accounting experience
  • CPA
  • 10 + years work experience in tax compliance, specialization in individual, fiduciary, estate and gift taxation
Preferred/Desired Qualifications:
  • Master's degree in tax or equivalent field preferred


EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

About Our Tax Team

As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.

A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.

Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.

About EisnerAmper

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email:

#LI-JB1

Preferred Location:

Iselin

For NYC and California, the expected salary range for this position is between

and

The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
View Now

Accountant II, Client Services, AIGRM

07054 Parsippany, New Jersey AIG - American International Group, Inc.

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

At AIG, we are reimagining the way we help customers to manage risk. Join us as an Accountant II, Client Services, AIGRM to play your part in that transformation. Its an opportunity to grow your skills and experience as a valued member of the team. Client Service, Accountant, AI, Management, Accounting, Account

View Now

Software Developer- Client Services (Buy Side)

11021 Great Neck, New York $100000 - $150000 Annually FlexTrade

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

full-time

FlexTrade Systems is a provider of customized multi-asset execution and order management trading solutions for buy- and sell-side financial institutions. Through deep client partnerships with some of the world's largest, most complex and demanding capital markets firms, we develop the flexible tools, technology and innovation that deliver our clients a competitive edge. Our globally distributed engineering teams focus on adaptable technology and open architecture to develop highly sophisticated trading solutions that can automate and scale with your business strategies.


At FlexTrade, we hold our values close to heart, with pride and gratitude, as they guide us in everything that we do. We are dedicated to giving our clients a competitive edge, taking ownership of our responsibilities, being flexible to adapt to ever changing environment and technology, bringing integrity to ever interaction and we continue to improve, grow together and collaborate as one team. All of these while having Fun truly makes FlexTrade a wonderful place to work.

Client Services Development team:

Everyone with an idea is welcome to collaborate with our diverse Client Services team here at FlexTrade. We believe in having a sound Engineering process while at the same time, maintaining the belief that every process should evolve to enhance Development efficiency with designing new technologies and methodologies. We take pride in our ability to execute complex projects and deliver them on time to our customers. All this while having fun at work!


What will you be doing:

As a critical member of our Client Services Engineering & Development team, you will be responsible for:

  • Developing and implementing solutions for integrated FlexTrade Products.

  • This role will involve C++ programming on Unix Environment with rapidly evolving technology group supplying top quality solutions to our growing top tier Wall Street client base.

  • Recommending Product Ideas based on Client experiences and resolve complex technical issues independently.

  • Exposure to a complete Product Life Cycle Development Gaining high visibility to work with teams across Client Services. Mentoring and guiding the junior team members and interns



What we expect from you:

  • Strong proficiency in C++ programming on Linux/Unix systems environment.

  • Proficient with Data Structures, Multithreading and Problem-Solving capabilities.

  • Practical Knowledge of the latest C++11 and C++ 14 standard is appreciated

  • Familiar with OS Concepts and Basic Database skills.

  • Bachelor’s or Master’s Degree in Computer Science, Information Technology, Engineering and/or related discipline.

  • Excellent Communication skills with an attitude and appetite to learn and grow .

Does this sound like you? We would love to hear from you. Please use the link on this page to apply, and we will get back to you as soon as we are able. For more information visit or follow us on twitter and LinkedIn for the latest updates.


**FlexTrade Systems, Inc. does not accept unsolicited resumes from search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an authorized agreement for a particular SOW (Statement of Work) in place is hired: such resumes are deemed the sole property of FlexTrade Systems, Inc.**


**FlexTrade Systems, Inc. is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law.**

Apply Now
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Customer Service Manager Jobs View All Jobs in New York