- UpvoteDownvoteShare Job
- Suggest Revision
The Private Client Senior Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
$135,000 - $205,000 a yearFull-timeExpandUpdated 23 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Execute trades across client portfolios, DCA trading, model trading, block trading, tax loss harvesting and Alternative Investments trading. Deliver outstanding client support to both internal and external clients, including phone and email interaction, transaction processing, trade execution and system support.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Manager to join the Private Client Services (PCS) practice.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
- Suggest Revision
EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estateto join the Private Client Services (PCS) practice. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
$120,000 - $200,000 a yearFull-timeExpandUpdated 23 days ago - UpvoteDownvoteShare Job
- Suggest Revision
We are seeking a highly motivated and customer-centric Client Success Manager (CSM) to join our dynamic team in the vendor management industry. Client Success Manager. Proficient in using CRM (Hubspot), Excel, PowerPoint, and MS Word for client engagement and reporting.
ExpandUpdated 23 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Davey Resource Group, Inc. has a unique culture that focuses on the open exchanging of ideas, community partnership, a commitment to safety, and delivering unrivaled client service while acting as industry leaders in utility and environmental services.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
You will support the lead advisor throughout the financial planning process by gathering client data; creating financial reports; performing investment research and financial analysis; and handling the Model Management investment platform.
ExpandUpdated 23 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Client Svc Delivery Manager US-NY-Melville Job ID: 30250 Type: Full-Time # of Openings: 1 Category: Facilities NY - Melville-Canon-MS About the Role The Client Services Delivery Manager will oversee the Print Production operations and client relations for a large account within a region and will contribute to the development and create documentation that explains the programs established for this client.
$73,930 - $110,720 a yearExpandUpdated 23 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Personal Lines with High Net Worth Account/Client Management experience. P&C Private Client Group (PCG) is a division of NFP Property & Casualty. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
$73,000 - $137,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
We are currently seeking a BT or RBT that is fluent in American Sign Language for a specific client in zip code 11510. Complete data collection for each client as directed and communicate notable findings from sessions to the client's behavior analysis applications and forms.
Part-timeExpandUpdated 22 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Hands-on experience with test planning, test designing and execution, performance, and stress testing, implementing, and maintaining quality test automation of both client and server systems. As a Quality Engineering Manager in Software Development, you will work closely with the Product Management, Application Engineering, User Experience, Design, and Operations Support teams to understand the platform vision and future roadmap.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Develop client-centered, strengths-based, and trauma-informed service plans that outline concrete actions toward meeting clients’ needs. Experience working with trauma survivors, knowledge of dynamics of interpersonal violence, and the ability to adopt a client-centered/strengths-based approach and growth mindset is preferred.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Support delivery of Power Bi solutions as part of our exciting digital transformation to deliver automated people analytics products that will improve standardization, efficiency, team performance and client self-service capability.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Marcum Search is assisting our client in their search for a Temporary Senior Staff Accountant. SummaryThe role of Senior Staff Accountant is pivotal within our organization, supporting the Assistant Controller in advancing the accounting and financial reporting initiatives.
TemporaryExpandUpdated 22 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The Private Client Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
$110,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago
client job in Levittown, NY
FEATURED BLOG POSTS
Is There a Slow Decline of the Labor Market and Wage Growth?
BLS data from January 2023 to March 2023 states that,
2023 Quarterly Review: What’s Happening in Recruitment?
It’s that time again. It’s your quarterly review. Get excited because this is a great time to review some of the amazing accomplishments you and other pros like you have made in recruitment for 2023 thus far! Despite recruitment challenges, things are starting to balance out in the candidate market - partly because of the brilliant ideas and methods being used.
How To Decorate a Cubicle for Inspiration & Productivity
You know the negative reputation cubicles have – dull, dreary, gray. How can you possibly be expected to sit in one every day and be your naturally productive, enthusiastic, and upbeat self? The answer lies in decorating your cubicle so it sparks creativity and feels welcoming. While this might seem impossible given the bland canvas you have to work with, take heart because it’s totally doable!
How do Employers Verify Education?
At any stage in your professional journey, you may come across an employer or a recruiter who asks to verify your educational credentials. This shouldn’t come as a surprise as 30% of candidates admitted to lying on their resumes, yet 79% of them never get caught. In fact, 85% of employers in the US who conduct background checks find that candidates have lied on their resumes or job applications.
How to Ask for a Higher Starting Salary
Maybe you think you’ve finally found your dream job. Everything about it is perfect, except… the salary. Unfortunately, it just isn’t where you want it to be. So, should you give up and move on? Given all the effort you’ve already invested, it’s probably wise to try and negotiate a better salary before you do.
How to Pass a Personality Test with Flying Colors
Whether you’re applying for your first job or looking to move up the career ladder, personality tests aren’t usually the first thing we think about. But surprisingly, they can have a massive impact on how our future employers perceive us. In fact, a 2017 study by the Society for Human Resource Management (SHRM) has found that 32% of U.S. employers use personality tests when hiring for senior management positions, and 28% use them for middle management positions. Personality tests are also used for hourly workers and contractors, though less frequently.
10 Practical and Effective Strategies to Persuade Anyone of Anything
Learning how to persuade people is like a key that can unlock any door. Acing the interview for the job of your dreams. Getting the best deal on a new car. Closing a sale with a skeptical customer. All of these wins require a level of persuasiveness.