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The System Administrator Level 2 (Hybrid) – MSP will spend some of their time visiting local SMB client sites to perform network assessments and provide hands-on IT migration and deployment of servers and networks.
$70,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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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.
Full-timeExpandUpdated 24 days ago - UpvoteDownvoteShare Job
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The successful Private Client Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
$110,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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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.
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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.
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EisnerAmper is seeking a Tax Senior 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.
$120,000 - $200,000 a yearFull-timeExpandUpdated 22 days ago - UpvoteDownvoteShare Job
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The Tax Senior, Transaction Advisory Services will be one of the primary client contacts for technical tax work, including structuring and restructuring, Section 382 analyses, consolidated return subsidiary share basis and earnings and profits analyses, Section 1202 analyses, and transaction cost studies.
Full-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Currently, Our client is looking for an experienced Machinist supporting assembly high tolerance molding operations (local to Melville, NY) proficient in manual milling, manual lathe, surface grinding, and CNC milling programming and setup.
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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
Full-timeExpandUpdated 22 days ago - UpvoteDownvoteShare Job
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Helps develop cases by maintaining client contact; scheduling and attending execution of documents; drafting and preparing legal documents, including Wills, Trusts, and Power of Attorney forms, with precision and attention to detail; preparing and filing deeds; generating action plan reports.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Client Svc Delivery Manager. - May require up to 30% travel to client sites, including overnights (valid driver's license and acceptable driving record necessary). About our Company - Canon Solutions America, Inc. empowers companies of all sizes to succeed by supplying market leading enterprise, production, and large format printing solutions, supported by exceptional professional service offerings.
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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.
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Experience working in a fitness/health environment where you providing hands-on training with a client in roles such as a Personal Trainer, Massage Therapist, Physical Therapist, or Pilates or Yoga Instructor.
Full-timeExpandUpdated 23 days ago - UpvoteDownvoteShare Job
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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 10 days ago - UpvoteDownvoteShare Job
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Currently, we are seeking an experienced and highly motivated Client Success Manager to join our ProCare LTC team within our Client Success/Growth organization. Title: Client Success Manager.
$60,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago
client job in Plainview, NY
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