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EisnerAmper is seeking a Tax Manager to 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.
$150,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Failure to pass exam/or no attempt to take exam will result in removal from LBE program) FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam)Experience in financial services industry, preferred.
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SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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The Role Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
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Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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A Client Service Associate role is now available for our Financial Services client. Must have financial services, wealth management industry experience. Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications.
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NMLS registration can be completed after job entry dateAbility to train and mentor others, including products and platform proceduresExperience in financial services industry, preferredExperience with using and demonstrating digital products and self-service technologies, preferred.
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We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
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Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
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Our entry level Client Support Representatives are experts in our clients’ products and services, and they are excited to share their knowledge directly with consumers. Work directly with customers to promote our clients’ brand, products and services.
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Discovery ABA provides in-home, center-based, and school-based ABA therapy services to children aged 2 to 21. Discovery ABA is seeking a dedicated full-time Intake Coordinator - Client Care Specialist to join our team.
$58,000 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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Manage and support the Sales team by providing technology demonstrations for clients and prospects on services, including HRIS, payroll, benefits, performance management, recruiting, screening and selection services.
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Many of our representatives have seen exponential career growth within Globe Life. Company Culture: At Globe Life people are ambitious but respectful, high-energy, and treat every member like family.
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A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago
services job Title: client in Levittown, NY
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