157 client relationship assistant jobs found

Position Title Branch Banking Assistant Leader   Location New York, NY 10038   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers to...

Position Title Branch Banking Assistant Leader   Location New Hyde Park, NY 11040   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: JOB RESPONSIBILITIES Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income).  Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. Sales Leadership and Coaching: Support in the coaching, development and mentorship of the team members. Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in our broader communities and customers...

Discover a Career That Empowers You — Join HUB International!   At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.   Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.   As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North...

Position Title Executive Assistant   Location New York, NY 10018   Job Summary The Executive Assistant is responsible for enhancing the effectiveness by providing advanced information management support (typically at an Executive or high-level management level), administrative support and organizational support. Responsible for handling a wide and complex range of administrative and executive support related tasks working under minimal supervision. Interact with staff (at all levels) in a fast-paced environment, sometimes under pressure and remains flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality. Also responsible for gathering information to prepare reports, assisting with the planning of events, managing and directing certain inquiries, managing and prioritizing meetings for the executive and assisting with the creation of timely communications within the division. May be required to apply knowledge of assigned...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

Discover a Career That Empowers You — Join HUB International!   At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.   Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.   As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North...

The Company  Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com. The Business Corporate Risk and Broking We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our global capabilities, specialist industry experience, and unparalleled market...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Job Title: Strategy and Engagement Associate Location: Hybrid in New York, Dallas, Chicago, or Miami Who are we?      Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a...

We are GROWING and we are searching for you! Join our team and unlock your potential.     Sign-On Bonus Opportunity of up to $1,000* Pay Range: For a Bilingual Insurance Sales Representative is $16-$20/ hourly.    Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives!      Our Company: Confie  and its family of companies - Freeway Auto Insurance , Acceptance  Insurance, Southern Harvest, InsureOne, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the  #1 Personal Lines Agency  by the  Insurance Journal  for the tenth straight year! With over 1250 locations with retail locations across 27 states and licensed providers for all states, we encourage you to take your career and income potential to new heights! We are proactively looking for  bright, talented , and  motivated  individuals who...

We are growing and searching for you!     Pay Range: For a Bilingual Insurance Sales Representative is $16-$20/ hourly.    Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives!      Our Company: Confie  and its family of companies - Freeway Auto Insurance , Acceptance  Insurance, Southern Harvest, InsureOne, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the  #1 Personal Lines Agency  by the  Insurance Journal  for the tenth straight year! With over 1250 locations with retail locations across 27 states and licensed providers for all states, we encourage you to take your career and income potential to new heights! We are proactively looking for  bright, talented , and  motivated  individuals who are goal oriented and excited for career advancement.  Come Grow With Us! What We Offer:...

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. Location: Hybrid, with an onsite presence of 3 days per week at our NYC, NY or Bethesda, MD office. Reports To: Head of Marketing Analytics ABOUT THE ROLE Within Marketing at GEICO — a team in the middle of a significant...

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for a Senior Underwriter in our Financial Institutions (FI) team. Our Sompo Financial Institutions team offers diverse capabilities targeted at providing Directors & Officers (D&O), Errors & Omissions (E&O) Employment Practices (EPL), Fiduciary (FLI), and Fidelity as part of our portfolio of products. We work through a network of Retail & Wholesale brokers who share our commitment to long-term partnerships built on a strong service proposition. Location: This position will be based out of our New York, NY office. We strive for collaboration, which is why we offer a work environment where our employees thrive and develop long-lasting careers. Our business, your impact, our opportun ity: What you’ll be doing: • Underwrite and maintain a profitable portfolio of Financial Institution risks with a focus on the Eastern region that will...

Position Title Branch Banking Client Consultant I   Location New Hyde Park, NY 11040   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with...

Position Title Branch Banking Client Consultant I   Location Hewlett, NY 11557   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and...

The Supervisory Accountant, Reinsurance, is a key member of AIG’s Reinsurance Controllership team ensuring accurate accounting, robust internal controls and timely financial reporting for AIG’s domestic Commercial and Personal insurance businesses.  Reporting to the Assistant Director, Reinsurance , this role is primarily responsible for execution of financial and operational controlling activities associated with administration of external excess of loss and quota share for Western World reinsurance programs and involves direct engagement with an extensive offshore platform. Success in this role will require ability to accurately and timely process reinsurance related activities in the sub-ledger/general ledger to meet monthly close deadlines, demonstrate appropriate level of understanding of assigned reinsurance programs, manage an offshore team, and clearly and effectively respond to inquiries from management. Key Responsibilities: Coordinating excess of loss and...

We are Growing and searching for you! Pay Range:  For a Bilingual Customer Service Representative is  $15-$16/ hourly.  Our Perks: Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $10 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans.  Our Company:   Confie  and its family of companies -  Freeway Auto Insurance,  Acceptance Insurance, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the #1 Personal Lines Leader in Insurance Journal for...

We are GROWING and we are searching for you! Join our team and unlock your potential.     Sign-On Bonus Opportunity of up to $1,000* Pay Range: For a Bilingual Insurance Sales Representative is $16-$20+/ hourly.    Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives!      Our Company: Confie  and its family of companies - Freeway Auto Insurance , Acceptance  Insurance, Southern Harvest, InsureOne, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the  #1 Personal Lines Agency  by the  Insurance Journal  for the tenth straight year! With over 1250 locations with retail locations across 27 states and licensed providers for all states, we encourage you to take your career and income potential to new heights! We are proactively looking for  bright, talented , and  motivated  individuals who...

Position Title Branch Banking Client Consultant II-Licensed   Location Lawrence, NY 11559   Job Summary Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to...

Position Title Branch Banking Client Consultant II   Location Howard Beach, NY 11414   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team...

Position Title Branch Banking Client Consultant I   Location Roslyn, NY 11576   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account...