case manager

patient care assistant

patient care associate

account coordinator

accounts receivable associate Jobs in New York

accounts receivable associate

client service associate

SPS Global

<p>Client Services Associate<br/></p><p>Location: New York, NY 10020<br/>Schedule: Mon - Fri 8:00 am - 4:30 pm<br/>Employment Type: Full-time | Onsite<br/></p><p>We're hiring!<br/>If you're a people‑focused, detail‑oriented professional who enjoys keeping an office running smoothly, this role is for you. We're seeking a Client Services Associate to support daily operations, deliver exceptional service, and create a welcoming experience for employees and visitors.<br/></p><p>⭐ About the Role<br/></p><p>As a Client Services Associate, you'll be the heartbeat of our workplace experience. You'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.<br/></p><p>This position is ideal for someone who excels in a fast‑paced environment, loves helping others, and takes pride in maintaining a polished, organized workspace.<br/></p><p>️ What You'll Do<br/></p><p>Mailroom Operations<br/>Receive, sort, and distribute all inbound mail and packages<br/>Process outbound mail, shipments, and tracking documentation<br/>Maintain accurate chain‑of‑custody records<br/>Notify employees of incoming deliveries and coordinate pickup<br/></p><p>Warehouse &amp; Logistics<br/>Perform shipping and receiving tasks for supplies, materials, and equipment<br/>Verify packing slips, inspect shipments, and report discrepancies<br/>Organize and maintain warehouse areas for cleanliness and efficiency<br/>Load/unload items using proper safety techniques<br/>Office Operations<br/>Monitor and restock office supplies<br/>Ensure printers/MFDs are functional and stocked<br/>Keep the Business Service Center neat and organized<br/>Submit and follow up on work orders<br/></p><p>Inventory &amp; Supplies<br/>Monitor stock levels of office and warehouse supplies<br/>Replenish inventory and support ordering when needed<br/>Keep storage areas neat and labeled for easy access<br/>Hospitality &amp; Facilities Support<br/>Set up meeting and conference rooms<br/>Support pantry, barista, or kitchen areas<br/>Perform light cleaning and maintenance tasks<br/>Assist with internal office moves<br/>Reception &amp; Customer Support<br/>Provide backup front desk/reception coverage<br/>Deliver friendly, professional service to employees and guests<br/>Handle sensitive or urgent requests with discretion<br/>What You Bring<br/>High School Diploma or equivalent<br/>1+ year of experience in customer service, office support, or similar preferred<br/>Strong communication and multitasking skills<br/>A proactive, solutions‑oriented mindset<br/>Comfort learning new systems and processes<br/>Professional appearance and demeanor<br/>Physical Requirements<br/>Ability to lift/move 40&ndash;60 lbs<br/>Frequent walking, bending, standing, and light manual activity<br/>Ability to operate common office equipment<br/>Why You'll Love Working With Us<br/>Supportive team culture<br/>Opportunities to learn and grow<br/>A role with high visibility and daily impact<br/>A chance to be the go‑to person who keeps everything running smoothly<br/></p><p>WHAT WE OFFER<br/></p><p>Career 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!<br/>Learning &amp; Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!<br/>We Recognize Talent: We offer a variety of recognition programs for all levels of employees!<br/>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, &amp; Paid Time Off.<br/>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.<br/></p><p>About SPS<br/></p><p>SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; 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.<br/></p><p>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.<br/></p><p>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.<br/></p><p>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.<br/></p><p>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.<br/></p><p>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.<br/></p><p>To view our privacy policy, click on the link below: Data Privacy Statement<br/></p><p>Acknowledgement Section: By submitting an application, by hitting &quot;Submit Application&quot;, 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.<br/></p>

Client Service Associate

BankUnited

<div><div><b>SUMMARY: </b>The primary goal of the Commercial - PB Support Associate position is to support the sales and service excellence objectives of the New York Banking Operations.</div>
<div></div><div><b>ESSENTIAL DUTIES AND RESPONSIBILITIES</b> include the following. Other duties and special projects may be assigned.
<ul><li>Responds to telephone and e-mail service requests, inquiries or complaints from Private Banking clients. High volume of contact with sophisticated high net worth client base.</li>
<li>Opens new bank accounts (various types) in bank system, performs account maintenance, process check orders, processes account transactions and deposits received via mail.</li>
<li>Assists in the cross selling of bank products and services to the existing client base.</li>
<li>Pulls daily reports, including ODs, Significant Balance, and others as needed.</li>
<li>Receives and processes wire transfer instructions and functions as liaison with the Wire Room to facilitate wire transactions.</li>
<li>Prepares sales presentations, packages, and folders for sales team.</li>
<li>Ships and receives documentation, statements, and other client correspondence.</li>
<li>Composes a variety of client letters using appropriate and professional business language and handles incoming mail.</li>
<li>Sets clients up with Internet Banking and other alternative delivery services.</li>
<li>Troubleshoots client issues as needed.</li>
<li>Prepares power-point presentations and excel spreadsheets as needed in support of managers.</li>
<li>Organizes and maintains a file system and files correspondence and other records.</li>
<li>Performs assignments with established directives involving knowledge and application of policies and procedures including STOPPED policy and Private Banking procedures. Uses independent judgment in actions taken.</li>
<li>Answers and screens telephone calls for Commercial Private Bankers and arranges conference calls if applicable.</li>
<li>Researches, compiles, stores and retrieves data for presentation of reports. May prepare statistical reports.</li>
<li>Coordinates and arranges meetings, prepares agendas reserves and prepares facilities and records and transcribes records of meetings.</li>
<li>Contributes to the team effort in order to accomplish results.</li>
<li>Analyzes facts and circumstances to conclude and make recommendations for solving administrative problems within the limits or accepted practice.</li>
<li>Upon demonstration of responsibility, attention to detail and prudence in decision-making, various levels of approval authority may be granted as needed to serve the needs of the department, including wire transfer approval authority, overdraft approval authority and others. Utilizes granted approval authority within the scope of Bank policy and procedure.</li>
<li>Assists Commercial Private Bankers and Commercial - PB Team Leader with various projects.</li>
<li>Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).</li>
<li>Adheres to Bank policies and procedures and completes required training.</li>
<li>Identifies and reports suspicious activity.</li>
</ul></div><div></div><div><div><b>EDUCATION</b></div>
<div><br>
Bachelor's Degree in business related field preferred</div><br>
<div><b>EXPERIENCE</b></div>
<div>(Based on level)</div>
<ul><li><b>Commercial Private Banking Support Associate I:
</b><ul><li>At least two years experience as Private Banking Assistant or equivalent experience preferred</li>
<li>Experience in bank customer service capacity, dealing with high net worth client base preferred</li>
</ul></li><li><b>Commercial Private Banking Support Associate II:</b><br>
<ul><li>4-6 Years experience as Private Banking Assistant or equivalent experience required
</li><li>Experience in bank customer service capacity, preferably dealing with high net worth client base required</li>
</ul></li><li><b>Commercial Private Banking Support Associate III:</b>
<ul><li>7-9 Years experience as Private Banking Assistant or equivalent experience required</li>
<li>Experience in bank customer service capacity, preferably dealing with high net worth client base required</li>
</ul></li></ul><div><b>CERTIFICATES, LICENSES, REGISTRATIONS</b></div>
<div><ul><li>Literate in Microsoft Outlook, Word, Excel and PowerPoint required</li>
</ul></div><div><b>ADDITIONAL INFORMATION</b></div>
<div><ul><li>Candidates residing in locations within BankUnited's footprint may be given preference.</li>
</ul></div></div>Requirements:
<div>Candidates residing in locations within BankUnited's footprint may be given preference.</div>
<br>
Compensation: $66,300 - $75,000 / year
<br>
Additional Details : Multiple Locations: NYC or Melville, New York</div>

Commercial - Private Banking Support Associate

Hematian Realty Group

<p><b>Title:</b> Customer Service Representative</p><p><b>Location:</b> New York, NY (Onsite)</p><p><b>Salary:</b> $50,000 - $60,000</p><p><b>About Us</b></p><p>Effy Jewelry is a family-owned and operated business that has been crafting exquisite jewelry for over four decades. Founded by Effy Hematian, the brand has become synonymous with innovative design, superior craftsmanship, and unparalleled quality. With a focus on innovation and creativity, Effy Jewelry has become a global leader in the fine jewelry industry. Its pieces can be found in major retailers and department stores worldwide, as well as being a leading Fine Jewelry name in the Maritime &amp; Cruise industry with over 150 land-based and cruise ship-based stores.</p><p><b>Job Summary</b></p><p>We are seeking an experienced Customer Service Representative to support our customer service operations and deliver a high-touch, luxury-level customer experience. The ideal candidate has 3&ndash;5 years of customer service experience, preferably in retail, and thrives in a fast-paced, customer-facing environment. This role requires strong organization, clear communication, and the ability to navigate complex or sensitive situations with professionalism. You will gain in-depth knowledge of Effy Jewelry&rsquo;s products and processes to effectively support customers throughout their journey.</p><p><i>This role requires being onsite five days a week at our NYC headquarters.</i></p><p><b>Responsibilities</b></p><ul><li>Serve as the primary point of contact for customer inquiries across phone, email, voicemail, and special orders, managing a high daily volume of tickets and calls</li><li>Answer and route incoming company calls to the appropriate departments</li><li>Conduct in-person sizing appointments and coordinate customer pickups for repairs</li><li>Address customer concerns with empathy and professionalism, taking initiative to strengthen customer loyalty and satisfaction</li><li>Collaborate with the repair team and cross-functional partners to ensure seamless service execution</li><li>Oversee repair fulfillment from intake through completion, including packing, shipping, and returns</li><li>Provide product guidance and purchasing support across all Effy Retail Stores</li><li>Act as the customer&rsquo;s dedicated liaison for all matters related to repairs, sizing, authenticity, sales, trunk shows, and the overall Effy experience</li></ul><p><b>Requirements</b></p><ul><li>3&ndash;5 years of customer service experience, preferably within retail or a call center environment</li><li>Strong written and verbal communication skills; fluency in English required</li><li>Ability to remain calm, professional, and solution-oriented in high-emotion situations</li><li>Proficiency in Microsoft Excel and Word; experience with internal systems a plus</li><li>Highly organized with the ability to manage multiple priorities in a fast-paced environment</li><li>Strong problem-solving skills and a collaborative, team-oriented mindset</li><li>Bachelor&rsquo;s degree preferred or equivalent professional experience</li><li>Prior experience in the luxury jewelry or fashion industry is a plus</li></ul><p><i>Candidates must have valid work authorization for the U.S. at the time of application and throughout employment; we are not able to sponsor visas.</i></p><p><i>Effy Jewelry is committed to diversity in its workplace and is proud to offer equal employment opportunities to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, veteran status, or any other legally protected characteristic in the location in which the candidate is applying. Effy Jewelry applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation.</i></p><p>Pay: $50,000.00 - $60,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Paid time off</li><li>Referral program</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Customer Service Representative

CliftonLarsonAllen

<div><div>CLA is a top 10 national professional services firm where <b>our purpose is to </b><b><i>create opportunities</i></b> every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.</div><p></p><div><div><div><div><div><div><div><div><div><p>
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.</p><p></p><p><b>
About the role:</b></p><p>
CLA is looking to hire an<b> Associate, Deal Services </b>in our<b> New York, NY </b>office. An Associate, Deal Services performs financial Quality of Earnings, due diligence, excel financial analysis, and other consultative services for clients who are buying a business, selling a business, or otherwise contemplating some type of merger &amp; acquisition activity.</p><p></p><p><b>
As an Associate, Deal Services, you will:</b></p><ul><li>Financial Analysis: Performs ad hoc analysis under tight deadlines. Performs original financial statement modeling with a high degree of accuracy. Writes reports on findings for communication to the client and their advisors.</li><li>Service Specialization: Clients may be in any industry with a need for a technical specialist or may be industry focused. Service specialists focus development within a particular service (and sometimes a secondary service). These individuals possess a deep knowledge of a service first and foremost, which transcends multiple industries or one particular industry. They gain knowledge on the full suite of service capabilities CLA can provide.</li><li>Transaction Advisory/Deal Services: Performs the detail financial due diligence. Collects and analyzes financial data to detect errors in financial reporting. Summarizes key accounting policies and detects key issues which may impact transaction value or client risk. Helps build detailed analysis and reports based on findings to be delivered to the client under tight deadlines while maintaining highest quality standards. Supports multiple engagements on time and within budget, identifying issues and communicating progress and results to supervisors. Completes assigned portions of engagements with consistency and accuracy and within tight time frames. May begin to direct small quality of earnings projects at the two-year level.</li></ul><p></p><p><b>
What you will need:</b></p><ul><li>Bachelor&rsquo;s degree in accounting, finance, or a related field required.</li><li>Exposure to financial statement preparation, audits, and reviews preferred</li><li>Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification</li><li>General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis and reporting of financial data</li><li>Understanding of internal software systems including Pfx Engagement, Microsoft Teams, and Microsoft Windows and Office</li></ul><p><b>
Our Perks:</b></p><ul><li><p>
Flexible PTO (designed to offer flexible time away for you!)</p></li><li><p>
Up to 12 weeks paid parental leave</p></li><li><p>
Paid Volunteer Time Off</p></li><li><p>
Mental health coverage</p></li><li><p>
Quarterly Wellness stipend</p></li><li><p>
Fertility benefits</p></li><li><p>
Complete list of benefits here</p></li></ul><p></p><p>
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.</p><p><br>
The compensation range for this position in New York is: $70,300 - $108,000</p><p><br>
#LI-SK1</p></div></div></div></div></div></div></div></div></div><p></p><p>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities</p><p></p><p><b><br>
Wellness at CLA</b></p><p>
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.</p><p></p><p>
To view a complete list of benefits click here.</p></div><p></p>

Associate, Deal Services

Phyton Talent Advisors

<div>
 <p>
  <em>
   The role involves managing access rights for external clients across 12 electronic trading platforms and internal tools, facilitating transactions with Trading desks in the Forex and Fixed Income markets on a global scale (Europe, Asia, Americas). Key responsibilities include creating and deactivating user accounts for asset managers, adjusting pricing tiers on products, and modifying sales associate links to clients. The position also entails integrating and supporting new platforms, collaborating on the development of internal tools, managing the creation and deletion of books, and ensuring the maintenance of statistical files.
  </em>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Essential Duties and Responsibilities:
  </strong>
 </p>
 <ul>
  <li>
   Manage the access rights of external clients on the electronic trading platforms (12 platforms) and internal tools, so they can conduct transactions with the Trading desks, in the areas of Forex (currency market) &amp; Fixed Income (bond market for Rates/Credit products), and at a global level (Europe, Asia, Americas);
  </li>
  <li>
   Create and deactivate user/client accounts for asset managers;
  </li>
  <li>
   Add and modify tiering (pricing levels offered) on products;
  </li>
  <li>
   Add and modify sales associates linked to clients;
  </li>
  <li>
   Integrate and support new platforms in the tools, as well as collaborate on the development of internal tools;
  </li>
  <li>
   Manage the creation and deletion of books;
  </li>
  <li>
   Ensure the maintenance of statistical files.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Requirements:
  </strong>
 </p>
 <ul>
  <li>
   Proven experience in managing user access and permissions on electronic trading platforms or similar systems.
  </li>
  <li>
   Strong understanding of client account management, including the creation and deactivation of user accounts.
  </li>
  <li>
   Experience in modifying pricing tiers and managing sales associate linkages to clients.
  </li>
  <li>
   Technical proficiency in integrating new platforms and supporting internal tool development.
  </li>
  <li>
   Ability to manage the creation and deletion of books and maintain statistical files accurately.
  </li>
  <li>
   Excellent attention to detail and strong organizational skills.
  </li>
  <li>
   Effective communication and collaboration skills to work with internal teams and external clients.
  </li>
  <li>
   Proficient in using Microsoft Office Suite (Excel, Word, PowerPoint) and other relevant software tools.
  </li>
  <li>
   Ability to work independently and manage multiple tasks in a fast-paced environment.
  </li>
  <li>
   Nice to have but not required: Familiarity with Forex and Fixed Income markets, including Rates and Credit products.
  </li>
 </ul>
 <p>
 </p>
</div>


Trading Capital Markets Analyst

New Millenium Consulting

<div>
 <p>
  Job Title: Jr Capital Markets Analyst (Bloomberg)
 </p>
 <p>
  Job location: New York, New York (hybrid- (3 days onsite)
 </p>
 <p>
  Job Type: Contract W-2
 </p>
 <p>
  1-3 years experience
 </p>
 <p>
  Training will be provided for the right candidate
 </p>
 <p>
  Knowledge of Swaps/Options/derivatives a huge plus
 </p>
 <p>
  <br/>
 </p>
 <p>
  A global bank is seeking an Jr Capital Markets Analyst. Jr Capital Markets Analyst Analyst will be training to managing access rights for external clients across 12 electronic trading platforms and internal tools, facilitating transactions with Trading desks in the Forex and Fixed Income markets on a global scale (Europe, Asia, Americas).
 </p>
 <p>
  <br/>
 </p>
 <p>
  Key responsibilities include creating and deactivating user accounts for asset managers, adjusting pricing tiers on products, and modifying sales associate links to clients. The position also entails integrating and supporting new platforms, collaborating on the development of internal tools, managing the creation and deletion of books, and ensuring the maintenance of statistical files.
 </p>
 <p>
  Essential Duties and Responsibilities:
 </p>
 <p>
  <br/>
 </p>
 <p>
  Manage the access rights of external clients on the electronic trading platforms (12 platforms) and internal tools, so they can conduct transactions with the Trading desks, in the areas of Forex (currency market) &amp; Fixed Income (bond market for Rates/Credit products), and at a global level (Europe, Asia, Americas);
 </p>
 <p>
  Create and deactivate user/client accounts for asset managers;
 </p>
 <p>
  Add and modify tiering (pricing levels offered) on products;
 </p>
 <p>
  Add and modify sales associates linked to clients;
 </p>
 <p>
  Integrate and support new platforms in the tools, as well as collaborate on the development of internal tools;
 </p>
 <p>
  Manage the creation and deletion of books;
 </p>
 <p>
  Ensure the maintenance of statistical files.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Skills: Requirements:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Proven experience in managing user access and permissions on electronic trading platforms or similar systems.
 </p>
 <p>
  Strong understanding of client account management, including the creation and deactivation of user accounts.
 </p>
 <p>
  Experience in modifying pricing tiers and managing sales associate linkages to clients.
 </p>
 <p>
  Technical proficiency in integrating new platforms and supporting internal tool development.
 </p>
 <p>
  Ability to manage the creation and deletion of books and maintain statistical files accurately.
 </p>
 <p>
  Excellent attention to detail and strong organizational skills.
 </p>
 <p>
  Effective communication and collaboration skills to work with internal teams and external clients.
 </p>
 <p>
  Proficient in using Microsoft Office Suite (Excel, Word, PowerPoint) and other relevant software tools.
 </p>
 <p>
  Ability to work independently and manage multiple tasks in a fast-paced environment.
 </p>
 <p>
  Nice to have but not required: Familiarity with Forex and Fixed Income markets, including Rates and Credit products.
 </p>
 <p>
  Education:
 </p>
 <p>
  Min - Bachelor's of Science Degree in Computer Science/Information Technology, Economics, or Finance
 </p>
</div>


Jr Capital Markets Analyst

Lockton Companies

<div><div><div><div><div><div>Working at Lockton
</div><p>At Lockton, we&rsquo;re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We&rsquo;re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, <b>you belong here.
</b></p></div><div><div><div>Business unit
</div><div>Transaction Liability Series
</div></div><div><div>Salary
</div><div>$80,000-$100,000
</div></div><div><div>Schedule
</div><div>Full-time
</div></div><div><div>Lockton Benefits Offerings
</div><div>Click Here
</div></div><div><div>Workplace
</div><div>Hybrid
</div></div></div><div></div><div><div><div>Your Responsibilities
</div></div><div><p>As Lockton&rsquo;s Transaction Liability (TL) practice continues to expand globally, we are seeking an Executive Assistant (EA) to provide high-level administrative and organizational support to the TL leadership team.
<br>
You will be accountable for the smooth coordination of meetings, travel, client engagement logistics, and executive calendars. You will play a critical role in enabling efficient operations and ensuring the team delivers a consistent, high-quality experience to clients and internal stakeholders globally.<br>
</p><p><br>
Key Tasks &amp; Duties
<br>
&bull; Arrange both domestic and international travel (including visas, flights, ground transportation, and accommodation)
<br>
&bull; Coordinate off-site team meetings (venues, logistics, IT setup, catering, and materials)
<br>
&bull; Support the planning and execution of TL client events and global team engagements
<br>
&bull; Liaise with brokers, clients, underwriters, and their assistants to coordinate meetings, conferences, and client hospitality
<br>
&bull; Coordinate TL leadership and executive meetings
<br>
&bull; Maintain strong awareness and management of executive calendars and priorities
<br>
&bull; Support onboarding logistics for new TL hires
<br>
&bull; Act as a central point of contact for administrative problem-solving within the TL team
<br>
&bull; Assist with complex administrative tasks across a fast-paced deal environment
<br>
&bull; Maintain key team records (e.g., org charts, tracking documents, reporting logs)
<br>
&bull; Ensure adherence to Lockton procedures, compliance standards, and best practices
<br>
&bull; Support coordination of team initiatives, including culture and engagement activities
<br>
&bull; Assist with office coordination where applicable (workspace setup, supplies, document management)<br>
<br>
</p></div></div><div></div><div><div><div><div>Qualifications
</div></div><p>&bull; Strong written and verbal communication skills with the ability to interact professionally with senior stakeholders, clients, and insurers
<br>
&bull; Exceptional organizational and time management skills with the ability to prioritize effectively in a high-demand environment
<br>
&bull; Strong project management capability and attention to detail
<br>
&bull; Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
<br>
&bull; Problem-solving mindset with the ability to anticipate needs and proactively deliver solutions
<br>
&bull; High level of discretion and confidentiality
<br>
&bull; Self-motivated, proactive, and adaptable in a dynamic environment
<br>
&bull; Demonstrate flexibility and adaptability in a fast-paced environment
<br>
&bull; Identify and implement opportunities for operational improvement
<br>
&bull; Maintain high standards of quality and accuracy
<br>
&bull; Ensure compliance with legal and regulatory requirements
<br>
&bull; Develop understanding of Transaction Liability operations, workflows, and stakeholder needs
<br>
&bull; Build knowledge of internal systems and processes to maximize efficiency and effectiveness
</p></div></div><div><div>Equal Opportunity Statement
</div><p>Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
</p><p>At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
</p></div><div><div><div>About Lockton
</div><p>Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what&rsquo;s right every day.
</p><p>At Lockton, we believe in the power of all people. You belong at Lockton.
</p></div><p></p><div><div>How We Will Support You
</div><p>At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
</p><p>We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.</p><p><br>
</p></div></div><div><div>No Agencies Please
</div><p>Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
</p></div></div><div><div><div><div>Similar Vacancies
</div><p>VIEW ALL
</p></div><div></div><div><div><div>Office Services Associate
</div></div><div></div><div><div><div><div><div>Kansas City , United States of America
</div></div><div></div><div><div><div>Administration
</div></div><div></div><div><div>2600JO
</div></div></div></div></div></div></div><div></div><div><div><div>Administrative Assistant
</div></div><div></div><div><div><div><div><div>Kansas City , United States of America
</div></div><div></div><div><div><div>Administration
</div></div><div></div><div><div>2600IW
</div></div></div></div></div></div></div><div></div><div><div><div>Associate Account Manager - Surety (East)
</div></div><div></div><div><div><div><div><div>Hartford , United States of America
</div></div><div></div><div><div><div>Administration
</div></div><div></div><div><div>2600EV
</div></div></div></div></div></div></div><div></div><div><div><div>Assistant Account Manager
</div></div><div></div><div><div><div><div><div>Birmingham , United States of America
</div></div><div></div><div><div><div>Administration
</div></div><div></div><div><div>2600E3
</div></div></div></div></div></div></div></div><div></div><div><div><div>Life at Lockton
</div></div><div></div><div><div><div><div>March 10, 2026
</div>Celebrating Our 2026...
<div>Our continued commitment to young professionals has once again earned us the 2026 Handshake Early Talent Award. This award recognizes our best‑in‑class recruiting strategies, authentic engagement, and dedication to early‑career talent. We are honored to be named one of the top organizations in the insurance industry. At Lockton, we support, recognize, and believe in the next generation of talent &mdash; and we&rsquo;re committed to developing young professionals who will shape the future of our industry. Create your own path We want you to build a career that&rsquo;s truly your own. That&rsquo;s why we offer strong talent development programs, support for certifications and designations, and growth opportunities that help you pursue a career aligned with your purpose and potential. A benefits package designed around you No matter where you are in your career, we offer benefits that support your financial, personal, and professional wellbeing, including a wellness program, mental health resources, a generous 401(k) match, and even pet insurance. Make an impact At Lockton, we take pride in our culture and our commitment to giving back. Our Associate Resource Groups help Associates connect, lead, and celebrate diverse perspectives while driving meaningful change. We also encourage Associates to support the causes that matter most to them through volunteering, donations, and community engagement. As a global company with strong local relationships, Lockton creates space for real‑world, client‑facing experiences. When you start your career here, we help you build a foundation that lasts. Explore your next step: connect with Lockton on Handshake and explore our website.
</div></div></div></div><div></div><div><div><div><div>February 3, 2026
</div>Making an impact: An...
<div>Fundaci&oacute;n Cuenta Conmigo is a nonprofit foundation created to support low-income families with a family member suffering from cancer in the Chilean public health system. Specifically, the foundation assists families navigating the process of their child&rsquo;s cancer treatment. This includes covering expenses and helping address needs that are not supported by the State or other non-governmental institutions. This organization is near and dear to Ana Wainer&rsquo;s heart. Her son, Dante&rsquo;s, close friend, Vicente, was diagnosed with pre-leukemia at age 9. After long and exhausting treatment, he underwent a bone marrow transplant. Unfortunately, it was not successful. Vicente later relapsed with Acute Myeloid Leukemia, &quot;a diagnosis that profoundly changed the lives of his family and of all of us who knew him and accompanied them throughout the process,&rdquo; Ana says. At age 11, after a long and courageous battle, Vincente passed away. &ldquo;Despite the deep sorrow, Vicente left us invaluable life lessons and opened our eyes to a reality that often remains invisible to much of society,&rdquo; Ana says. Shortly after his passing in March 2019, Vicente&rsquo;s parents founded Fundaci&oacute;n Cuenta Conmigo in 2020. Ana was a co-founder of the foundation and served as a volunteer member on the board of directors for three years. Through her role at Lockton, she coordinated activities between Lockton and the foundation as part of their Christmas initiatives since 2022. &ldquo;From the moment I introduced the foundation at Lockton, the company was very open to collaborating and the response was overwhelmingly positive,&rdquo; Ana says. &ldquo;When I invited my colleagues to participate as volunteers, everyone showed a genuine interest in helping in any way needed.&rdquo; Ana&rsquo;s love and dedication towards this foundation have been recognized by Lockton, earning her the Lockton Cares Community Impact Award for the Latin America region. This award celebrates Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. &ldquo;As first I was genuinely surprised to hear my name, followed by a deep sense of emotion, pride, and gratitude,&rdquo; Ana explains. The award funds were used to purchase a brand-new utility vehicle, which is now used to distribute the various donations the foundation receives and delivers to families undergoing treatment in public hospitals. Donations include food, Christmas gifts, medical supplies, orthopedic equipment, and other essential items as needs arise. Ana had to step down from her role on the board of directors, but this award represents the support she wished she could have continued providing. &ldquo;I feel like it is a kind of legacy that Lockton helped me leave for the foundation, for Vicente, and for his family,&rdquo; she says. As she becomes more familiar with Lockton culture, Ana says it was a pleasant surprise to see that the importance of culture is not something just written on paper, but something truly reflected in the company&rsquo;s commitment to charitable causes around the world. &ldquo;Lockton genuinely cares,&rdquo; Ana says. It&rsquo;s no secret how much this foundation means to Ana, and she will continue contributing and encourage more people show support in any way they can. Fundaci&oacute;n Cuenta Conmiga gave Ana an opportunity to discover an unfamiliar world&mdash;one that anyone could find themselves in one day. &ldquo;It taught me to value what I have,&rdquo; she says. &ldquo;To be more empathetic toward those going through difficult times.&quot;
</div></div></div></div><div></div><div><div><div><div>January 21, 2026
</div>Lockton recognized b...
<div>Lockton is proud to be named one of Glassdoor&rsquo;s 2026 Employees&rsquo; Choice Award winners, earning a Top 10 spot on the inaugural Consulting, Finance &amp; Insurance list and securing a place on the U.S. Large Best Places to Work list for the second year in a row. These awards come directly from the people who know us best: our Associates. Glassdoor, a global leader in workplace insights, bases its rankings solely on anonymous, voluntary employee feedback. There is no company-driven nomination or application process, just real reviews from current and former Associates over the past year. &ldquo;This recognition from Glassdoor is especially meaningful because it reflects the experiences and voices of our own people,&rdquo; said Martyn Worsley, Lockton&rsquo;s Chief People Officer. &ldquo;At Lockton, we&rsquo;ve created an environment where people are trusted, supported, and encouraged to grow - both professionally and personally. Our Associates shape our culture every day, and this recognition is a powerful reflection of the care, opportunity, and ownership mindset they experience here. We&rsquo;re building something special at Lockton, and recognition like this reinforces that we&rsquo;re on the right path.&rdquo; From career growth to meaningful work to the freedom to be yourself, our Associates continue to shape a culture that stands out. Here&rsquo;s what some Associates are saying about Lockton on Glassdoor: Excellence is at the core of their educational programs, client facing strategies and culture. It is the Mercedes Benz of global brokerage firms, and anyone fortunate enough to work with a great unit leader gains invaluable experience. Benefits, wellness program, and 401k match are competitive. Over 50 years of building a brand, a culture and a community. Well done, Lockton. -Kansas City, MO Associate Lockton is a great place to work! Family oriented, flexible schedule and great work life balance in my role. -Dallas, TX Associate Strong emphasis on employee well-being and work-life balance. Supportive team environment with approachable leadership. Beautiful office spaces and thoughtful amenities. Great benefits, including generous PTO and health coverage. Opportunity to take on diverse responsibilities and develop new skills. &ndash;Miami, FL Associate Great company with great people! Always feel empowered/supported and management consistently looking to give employees opportunity to move up. -Nashville, TN Associate When Lockton says it cares about their employees, they mean it, and they show it. Lots of pros for us to take advantage of. Management is incredible. My managers are always present, available, and attentive at all times. I feel heard, seen and appreciated. This is the best company I have ever worked for. -Hartford, CT Associate
</div></div></div></div><div></div><div><div><div><div>January 13, 2026
</div>Lockton Releases Ann...
<div>At Lockton, we believe business success and community impact go hand in hand. Our annual Lockton Cares Community Impact Report showcases how Lockton Associates around the world are creating meaningful change through volunteering, charitable giving, and sustainability initiatives that strengthen the communities where we live and work. This commitment to giving back isn&rsquo;t just a program: it&rsquo;s part of our culture. From thousands of volunteer hours to global giving campaigns, Lockton empowers its people to make a difference. That&rsquo;s what sets us apart from our peers and makes Lockton a place where purpose and career growth thrive together. Why Lockton? Empowered people: We trust our Associates to lead, innovate, and give back. Global reach: Impact that spans continents and cultures. Caring culture: A privately held company focused on people, not shareholders. If you&rsquo;re looking for a career where you can grow professionally while making a positive impact, Lockton is the place for you. Explore the full Lockton Cares Community Impact Report.</div></div></div></div></div></div></div></div></div><div></div>

Executive Assistant

Explore 1082+ Client service associate in New York this April. Find roles across top companies and apply now to boost your career.