94 client service advisor jobs found

Position Title Investment Advisory Associate   Location New York, NY 10018   Job Summary The Investment Advisory Associate works along with the Investment Group Director servicing the needs of brokerage clients. Assists with client on boarding and customer service. Enters trades on clients behalf.   Job Responsibilities: JOB RESPONSIBILITIES Support the Investment Group Director with broker-dealer, registered investment advisor and insurance business. Complete sales and required route documents for processing/updating accounts, takes appropriate action when a debit occurs, track transfer of client assets. Assure activity/account processing is in compliance with pertinent laws and regulations. Ensures federal, state, insurance licenses are monitored/up to date. Follow up on routine client correspondence and phone inquiries. Maintains accurate and current customer records and branch files such as marketing, correspondence, etc. Review all documentation in light...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Make a Difference with Nationwide At Nationwide, we believe in protecting what matters most—people and communities. Our Senior Living Risk Management Team supports organizations that provide care and services to senior living communities. By joining us, you’ll play a vital role in helping senior living providers create safer environments, prevent harm, and strengthen trust . Your expertise will empower these communities to fulfill their mission while...

2027 Guardian Summer Intern, Client Solutions and Wealth Management Our 2027 Summer Internship Program is a paid 10-week learning experience where you will be immersed in the daily environment of a thriving global financial services company. You will gain invaluable industry and organizational knowledge through daily business interactions and job assignments, in addition to engaging in projects that directly affect our business, interact with senior leaders in conversational settings, and network with employees and interns across our offices. This 10-week internship provides you with realistic experiences and information of what it is like to work at Guardian.   You will be assigned to one of the following domains: Client Solutions, Wealth Management, Distribution, Principal Owner Development, or Business Transformation.   Internship Dates: The internship program will run from Thursday, May 27, 2027- Friday, August 6, 2027 .   We review applications on a rolling...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a S enior Account Executive, Employee Benefits to join our growing team .       Our Employee Benefits Practice within PEPG is seeking a collaborative, driven, and resilient Senior Account Manager for our team .  The Senior Account Manager will fulfill an integral role in developing cohesive relationships with client groups by designing cost-effective benefits programs, streamlining enrollment initiatives, and serving as a strategic advisor to the portfolio companies in which we serve. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Employee Benefits accounts within a fast-paced environment .         How You Will Contribute:       Proactively manage a full book of...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role Actuarial analysts are expected to develop proficiencies in completing standard analyses, while also taking part in more advanced analyses as needed. You will be familiar with Howden Re’s tools and approach, contribute to their development and present solutions and services to our clients. Work across analytics, brokers, and other functions to identify and respond to client needs and develop additional opportunities related to products and services Data collection and manipulation in spreadsheets and other database applications Prepare client-ready presentations to communicate analysis results to brokers and clients Understand reinsurance contracts and products (terminology, terms and conditions) Manage workflow proactively and take initiative on internal projects to improve processes,...

Position Title Treasury Management-Sales & Payments Officer Sr Location New York, NY 10018 Job Summary A Senior Treasury Management Sales & Payments Advisor, focuses on the most complex new business generation for prospects and existing clients in conjunction with a banking relationship team. Acts as primary TM Advisor on opportunities, to help clients with ways to optimize their working capital management through utilization of the banks’ TM solutions. This will include localized market knowledge and specialty segments supported within the Commercial and Private bank. Collaboration with the team which includes; Relationship management, Client Service, Product Leadership and Implementation is critical to success. Job Responsibilities: JOB   RESPONSIBILITIES       New business development activities including calling efforts, joint sales   opportunities   and revenue generation.     Maintain s   professional level ( c...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is seeking   a   Senior Account Manager, Private Equity   to join our growing team !             The Senior Account Manager serves as a strategic advisor to key client groups, delivering consultative guidance on collaborative initiatives, risk profile evaluations, policy audits, proposals, and renewals. This individual will   leverage   strong relationship management and industry   expertise   to drive client success while effectively prioritizing and managing workflows to ensure the   timely ,   accurate , and seamless execution of critical   objectives .   This role   operates   within Brown & Brown’s Private Equity practice, Krauter & Company. Krauter & Company is a full-service international insurance and benefits brokerage that has...

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary The Senior Personal Lines High Net Worth Account Executive would be responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This would involve...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Job Description The Sr Financial Analyst will serve as a key strategic advisor to several business units within the Casualty business unit. They will provide support that includes, but it not limited to, the following: providing forward-looking financial analysis, influencing decision-making, and shaping the financial direction of the business. The role play a central role in tracking and communicating actual financial performance, financial planning...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role Internship :   Actuarial Analyst   Location : New York, NY/Edina, MN Salary : Up to $30/ hr ( + an additional $1 per passed exam ) + overtime   Apply by: Friday 16 th October   Introduction   You’ll join an energetic, quantitative, client-facing team that specializes in creating and executing P&C reserve solutions including creating client submissions, working on loss portfolio transfers, and capital modeling. The team is small but diverse with unlimited opportunity to learn, advance, and take on responsibility.   What you’ll be doing   Reinsurance is a complex world , the easiest way to think about it is that it’s insurance for the insurers. Working with our...

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role Internship: Reinsurance Broker Location: New York, NY or Edina, MN  Salary: up to $30/hour + overtime  Apply by: Friday 16th October        Introduction Not many people have ever thought about what insurance companies do when they need insurance. Well, they go to a Reinsurance company or broker. And that’s what we do. We provide brokerage insurance for insurance companies, meaning we have access to the entire market and can secure the best deal for our clients. What you’ll be doing As a Reinsurance Broker Intern, you’ll learn more about the world of reinsurance, risk mitigation solutions, contract negotiation, portfolio management, and general reinsurance decision making for our current and prospective clients. You’ll work both independently and as a valued...

Sr Consultant Risk Engineering - KR08DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              At The Hartford, our Risk Services organization exists to help people and businesses thrive by working directly with customers to assess risk, improve resilience, and deliver practical risk mitigation solutions that make a measurable difference. We partner with customers throughout their lifecycle to identify exposures, reduce losses, and strengthen operational performance—combining consultative expertise, technology enabled risk solutions, and data driven insights to improve outcomes before and after a loss. By integrating risk assessment, prevention, and recovery with the broader insurance experience, we help customers protect what...

This   is   an   opportunity   to   join   Ascot   Group   -   one   of   the   world’s   preeminent   specialty   risk   underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose. Our greatest strength is a talented team who flourishes   in   a   collaborative,   inclusive,   and   entrepreneurial   culture,   steeped   in   underwriting   excellence,   integrity, and a passion to find a better way, The Ascot Way . The   Ascot   Way   guides   our   people   and   our   organization.   Our   underwriting   platforms   collaborate   to   find   creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our Client Centric, Risk Centric and Technology Centric...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role Working at Howden Re At Howden Re, we’re on a mission to do things differently. Our no silo approach, elite team, and clear focus on innovation and relentless execution means our clients are at the heart of all we do. As a big 4 global reinsurance broker, we deliberately avoid the one-size-fits-all approach, committing to creating bespoke solutions that address the unique challenges of a modern and dynamic marketplace. Our team is empowered to drive progress, creating opportunities for career and personal development, unlocking new value for clients, fostering long-term partnerships, and using the collective power of Howden to change how the world sees risk and insurance. When you join Howden Re, you become part of a vibrant and entrepreneurial workplace culture that prioritizes...

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role Graphic Designer Purpose of the Role The Graphic Designer supports the RFP function by producing accurate, on‑brand design for proposals and presentations, ensuring deadlines are met and design standards are consistently applied. Key Responsibilities Design Execution Produce PowerPoint presentations and proposal documents using approved templates. Apply brand and design guidelines consistently. Implement feedback accurately and efficiently. Operational Support Support Senior Designers and the Design Manager on live RFPs. Manage multiple tasks and deadlines with clear communication on progress. Accuracy & Standards Check work for formatting, consistency, and visual accuracy before handover. Follow agreed folder structures, version control, and filing standards....

Are you energized by solving complex problems and partnering closely with advisors to bring sophisticated wealth strategies to life? As a Wealth Operations & Complex Case Support Specialist, you will provide high‑touch, end‑to‑end implementation support for large, complex, and multi‑product wealth cases once a client has decided to move forward. This role partners directly with advisors, particularly those without dedicated operations infrastructure to guide them through systems, documentation, and execution complexity. You are A strong execution partner who thrives in complexity and ambiguity and enjoys working directly with advisors and internal teams to drive outcomes. You are known for your ability to translate complicated operational requirements into clear, actionable next steps, and you take pride in seeing sophisticated cases through from post ‑ sale to completion. You are comfortable operating without a script, proactively identifying risks, clarifying...

As a Health and Benefits Senior Director you will lead client engagements involving the design and management of the full array of health and benefits programs.  You will drive the strategy and grow relationships with current clients by leveraging your expertise alongside WTW’s array of solutions and capabilities and will generate new business by participating in prospecting activities.  You will have the opportunity to provide input into the evolution of the WTW Health and Benefits practice and to be a leader in the marketplace. The Role Serve as the strategic partner and trusted advisor to clients in the design and management of their health and benefits programs.  Responsibilities include: Leading the client service team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards  Proactively advising clients and ensuring the delivery of superior client service Leading vendor...