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Client Services Trainee Jobs in New York (NOW HIRING)

Prestige NY

Marketing Manager Trainee

Melville, NY · On-site

$35K - $55K/yr

... trainees to transition into a managerial role. Our success starts with our team members, so we work ... Outreach, Canvasser, Promotions, Client Service, Human Resources, Food Service, Marketing ...

Prestige NY

Marketing Manager Trainee

Mineola, NY · On-site

$35K - $55K/yr

... trainees to transition into a managerial role. Our success starts with our team members, so we work ... Outreach, Canvasser, Promotions, Client Service, Human Resources, Food Service, Marketing ...

Bartlett Tree Experts

Arborist Sales Trainee

Westbury, NY · On-site

$28 - $40/hr

Learn all areas of sales within a defined territory, including selling, marketing, customer service ... Establish, develop, and maintain positive business and client relationships within the defined ...

Ameriprise Financial

Financial Advisor Trainee

Greenwich, CT · On-site

$47K - $58K/yr

Uphold a white-glove service experience in every client interaction. What We're Looking For * 0-5 years of experience in financial planning or advisory services. * Series 7 & 66 Exams and state ...

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Client Services Trainee information

What is the difference between Client Services Trainee vs Customer Support Representative?

AspectClient Services TraineeCustomer Support Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer ongoing educationHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentTraining programs, office settings, client-facing interactionsCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, corporate client supportRetail, telecom, tech companies, service industries
Common Search & ComparisonEntry-level, training, development roles in client relationsCustomer service, support roles, troubleshooting

The main difference is that a Client Services Trainee is typically an entry-level role focused on training and developing skills in client relations within professional or corporate environments. In contrast, a Customer Support Representative usually handles direct customer inquiries and issues, often in call centers or online support settings. Both roles require strong communication skills but differ in their focus and work environment.

How do I get into client services?

To become a client services trainee, candidates typically need a high school diploma or equivalent, strong communication and interpersonal skills, and some customer service experience. Relevant knowledge of CRM tools and a professional attitude are also beneficial for entry into client services roles.

Is a Client Services Trainee an entry-level job?

Yes, a Client Services Trainee is typically an entry-level position designed for individuals starting their careers in client support or customer service. It often requires basic communication skills and may include training on company tools and processes, making it suitable for those with little to no prior experience.

What does a client services trainee do?

A client services trainee supports the customer service team by assisting with client communication, resolving issues, and learning company processes. They often gain experience with customer relationship management (CRM) tools and develop skills in communication, problem-solving, and product knowledge. The role typically involves training and supervision as they build foundational client service skills.

What are the most commonly searched types of Client Services jobs in New York?

The most popular types of Client Services jobs in New York are:

Client Services Trainee jobs near you

Financial Advisor Trainee - Garden City, NY

Raymond James Financial, Inc.

Garden City, NY • On-site

$43K - $53K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Job Description Summary
Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.
Job Description
Job Summary
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
Essential Duties and Responsibilities
  • Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
  • If hired as a team candidate, the team will provide the specific goals and expectations.
  • Meets production targets that impact overall company revenue goals.
  • Develops a book of business consistent with AMP program goals for assets under management and required production.
  • Provides a high level of client service.
  • Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
  • Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
  • Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
  • Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
  • Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
  • Opens, transfers, and closes customer accounts.
  • Maintains appropriate account records while monitoring the customer's portfolio.
  • Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
  • Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
  • Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
  • Stays abreast of investment products, industry rules and regulations, and financial planning.
  • Performs other duties and responsibilities as assigned.

Knowledge of
  • Economic and accounting principles and practices.
  • Financial markets, banking, and financial data analysis and reporting.
  • Basic principles and methods for showing, promoting, and selling products or services.
  • Firm's working structure, policies, mission, strategies, and compliance guidelines.

Skill in
  • Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
  • Identifying the needs of customers through effective questioning and listening techniques.

Ability to
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
  • Continuously learn investment products, industry rules and regulations, and financial planning.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
  • Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
  • Establish and maintain effective working relationships with clients and colleagues.
  • Persevere, handle rejection and show resilience during the prospecting and networking process.
  • Network in the community and effectively market him or herself and Raymond James.
  • Demonstrate persistence in the face of obstacles.
  • Accept criticism and deal calmly and effectively in high stress situations.

Education/Previous Experience
  • Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
  • Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
  • Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 3 to 6 years
Certifications
Salary Range
$33,280.00-$70,000.00
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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