5 private client services client manager jobs found in Jericho

About the Role   We are seeking a skilled Account Manager to join our dynamic Insurance team in Jericho, NY. Key Responsibilities Include   Serve as primary day-to-day client contact; Manage client service needs ; Present custom solutions to clients and prospects in a clear and professional manner   Communicate client needs to account management team and coordinate client services, including but not limited to:   Claims reviews   Insurance training   Kick of meetings   Stewardship meetings   Renewal strategy meetings   Analyze client risk profile and develop marketing strategy with team and client   Analyze all client documents (including quotes, binders, policies, endorsements), recommending changes or amendments for improvement   Cultivate local carrier relationships to support company visibility and credibility in the...

* This position may be filled at the Account Associate or Senior Account Associate level, depending on qualifications and experience. About the Role   We are seeking a driven, energetic, experienced Account Associate to join our dynamic Insurance team in Jericho, NY. Key Responsibilities Include   Prepare, issue,   file,   update and manage   time-sensitive   insurance documents critical to the business, including but not limited to:  certifications of insurance, endorsement requests, loss summaries, quotes, binding requests, renewal letters, mod analysis, and many more! Learn industry terminology and commercial insurance coverage basics   Conduct research; compile information for Account Managers and Account Executives   Participate in off-site carrier, client, and prospect meetings as   required   Keep insurance filing and database system up to date (Applied Epic)...

Position Title Teller Location Jericho, NY 11753 Job Summary In this role, you will be providing excellent service to clients by assisting them with processing routine financial transactions on a day-to-day basis in accordance with all Bank policy and procedures. Salary Range: $18.62 -$24 hour Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Greet and service clients in a friendly and courteous manner. Answer phones. Provide account information, answer client questions and direct clients appropriately for further assistance as needed. Process client transactions, including but not limited to, cash and check deposits, withdrawals, check cashing, loan payments, issue official checks and money orders, transfers, general ledger entries, completion of CTRs, etc. accurately and efficiently. Maintain an adequate cash supply at all times: buying from & selling to the vault as needed ensuring established drawer limits are not exceeded....

About the Role   We are seeking a driven, eager to learn Account Associate to join our dynamic Surety team in Jericho, NY. Key Responsibilities Include   Manage all administrative service delivery functions including bond issuance, modifications, renewals and cancellations, invoicing, collections, file and database management, and other related activities.   Keep surety filing and database system organized and up to date (Erlon & Applied Epic)  Responsible for accurate and timely billing  Manage the clients’ daily bonding needs, including receipt and review of bond requests.  Maintain ongoing communication with clients and their underwriters to ensure a high level of customer service and with Account Managers and Account Executives to ensure a high level of customer deliverables.  Additional responsibilities as required  Skills & Experience That Lead to Success:   Data entry experience as well as excellent interpersonal skills are a must...

About American Global   American Global is a privately held insurance and surety brokerage firm specializing in construction risk management. We support contractors, owners, and developers across every project milestone and geography, delivering client experience that is relationship-driven and deeply value-focused. We are committed to cultivating analytical expertise and developing future leaders of the surety practice.   Role Overview   As a Surety Analyst, you will serve as the foundation of our Surety Practice. You’ll begin by learning the fundamentals of underwriting, financial and operational analysis, and the construction industry. Over your first 1–2 years, you will develop the modeling, analytical, and industry expertise necessary to support Account Executives and clients. This role is the starting point in a structured progression leading toward client-facing responsibilities and leadership within American Global’s...