Client Service Associate (Stamford, CT or White Plains, NY) Oppenheimer & Co. Inc.Client Service Associate (Stamford, CT or White Plains, NY)Stamford, CT$55,000–$60,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New York and Connecticut and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Specialized Tax Services - Energy Incentives & Credits Senior Manager PwCSpecialized Tax Services - Energy Incentives & Credits Senior ManagerNew York, NY$124,000–$335,000 / yearAs a Specialized Tax Services - Energy Incentives & Credits Senior Manager, you will provide strategic tax advice and solutions to clients in complex and niche areas of taxation, including accounting methods, fixed-assets, and research and development tax credits. Demonstrating proficiency in IRA energy, manufacturing and infrastructure tax credits and incentives, including eligibility assessment, documentation, monetization, transferability and transaction support, and compliance with bonus credits including domestic content and prevailing wage and registered apprenticeship requirements.
NewPatient Financial Services AxelonPatient Financial ServicesNew York, NY$1–$2 / hourEnsure that billing amounts are correct with regard to case payers, managed care providers with contracts, DRGs day and cost outliners, implantable, exempt services, carve-outs, type of contract, services under NYPHRM, services under HCRA, etc. Prepare daily reconciliation of all remittances and checks posted to ensure that all payments and adjustments are done accurately and agree to deposits posted to general ledger.
Tax Director | Private Client Services CBIZ IncTax Director | Private Client ServicesGreenwich, CTWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
NewOperations & Client Service Manager CFSOperations & Client Service ManagerOld Bridge, NJKey Responsibilities for the Operations & Client Service Manager: • Monitor team workload, deadlines, and file status using workflow management systems. Join a growing firm where you'll drive workflow excellence, solve problems before they escalate, and work directly with firm leadership.
Client Service Senior Analyst Neuberger Berman Group LLCClient Service Senior AnalystNew York, NY$85,000–$100,000 / yearAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. The team partners with internal stakeholders and external fund administrators to ensure a consistent client experience across our private fund investor base - requiring deep product knowledge alongside strong operational process oversight.
Client Service Representative VCA IncClient Service RepresentativeLarchmont, NY$18–$20 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (for example, flea and tick control and heartworm prevention). VCA Village Animal Hospital - located in beautiful Larchmont, NY - is seeking a client service professional to join our fast-growing AAHA-accredited, 2 doctor general practice.
Client Service Journey Owner Neuberger Berman Group LLCClient Service Journey OwnerNew York, NY$80,000–$115,000 / yearAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. As a member of the Wealth Platforms & Experience organization, the role of Client Service Journey Owner will be responsible for the ownership and execution of several strategic programs and analyses related to Private Wealth's Client Service Journey.
Sales Associate / Client Service Associate - Wealth Management Jefferies Financial Group IncSales Associate / Client Service Associate - Wealth ManagementNew York, NY$75,000–$95,000 / yearThe Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals, and high-net-worth relationships, with a focus on biotech and healthcare. The individual should be comfortable communicating with sophisticated clients by phone and email, managing tone appropriately, and supporting Financial Advisors with client service, business development, account administration, planning coordination, and trading-related workflows, including 10b5-1 trading plans.
Strategic Relationship (Platform) Analytics Manager Lord Abbett.comStrategic Relationship (Platform) Analytics ManagerJersey City, New Jersey$145,000–$160,000 / yearWe’ll trust you to: Deliver High-Quality Analytics: Ensure the timely and accurate delivery of analytics to support relationship managers, strategic RIA firms, firm client services managers and other internal stakeholders. Advance Datapack Strategy and Roadmap: Contribute to the development and execution of the client master and analytics roadmap, promoting the strategic use of datapacks to identify and implement growth opportunities for Lord Abbett sales and marketing teams.
Commercial and Residential Services Technician Sparkle SquadCommercial and Residential Services TechnicianMorristown, New JerseyWe specialize in commercial and home services, including window cleaning, pressure washing, exterior building soft washing, gutter cleaning and holiday lighting—delivering Cleaner, Safer, Better solutions to our customers. Complete “ground-game” marketing tactics including hanging door-signs, setting up road-side signs, earn customer reviews and perform other tasks to increase the visibility of the Sparkle Squad brand.
Director, Payments Services StorableDirector, Payments ServicesNY$130,000–$140,000 / yearThe Director, Payments Services owns migration program execution, client-facing pricing operations, and the merchant account management motion for Storable''s core storage-vertical merchants. Important Notice: To protect yourself from fraudulent activities, please consider the following: Official Communication: All genuine communication from Storable will come from official email addresses, ending in "@storable.com."
Experienced Manager, Strategic Projects, Accounting Advisory Services BDO USA PCExperienced Manager, Strategic Projects, Accounting Advisory ServicesNew York, NY$125,000–$145,000 / yearGathers information necessary from the client to execute on engagements; maintains a running list of information that is needed and follows up to gather information that is missing; organizes this information so it is easily accessible for the team and the client as applicable and creates, develops, and maintains strong business relationships with clients, both internal and external. Begins to understand how projects operate effectively when using a work plan that follows best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress).
Senior Litigation and E-Discovery Services Analyst Cooley LLPSenior Litigation and E-Discovery Services AnalystNew York, NY$116,480–$153,920 / hourExperience utilizing AI-enabled eDiscovery technologies, including Technology Assisted Review (TAR), active learning, generative AI tools, and advanced analytics, with responsibility for validating outputs, applying quality control protocols, and supporting defensible AI-driven discovery workflows. We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits.
PRO Services Specialist Floor & DecorPRO Services SpecialistWoodbridge, New JerseyPrimary responsibilities include understanding trends in the PRO Market, collaboration with the Installation Materials and Design Services departments in order to build the sales organization and serve our PRO customers. This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits and all other privileges, terms and conditions of employment.
Pro Services Specialist Floor & DecorPro Services SpecialistTotowa, New JerseyPrimary responsibilities include understanding trends in the PRO Market, collaboration with the Installation Materials and Design Services departments in order to build the sales organization and serve our PRO customers. This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits and all other privileges, terms and conditions of employment.
Patient Services Specialist I #Full Time 61st Street Service CorpPatient Services Specialist I #Full TimeNew York, NY$24.30–$30.51 / hourThe Dental Services Specialist I provides support to the system-wide call center that handles large volumes of inquiries and requests from patients and customers for access/assistance in scheduling diagnostic services, physician referral/appointments, and general information on CDM. The Service Corporation offers a competitive comprehensive Benefit package to eligible employees; including Healthcare and various other benefits including Paid Time off to promote a healthy lifestyle.
Residential Specialist- Homeless Services Services For The Underserved, Inc.Residential Specialist- Homeless ServicesNew York, New YorkFull timeDemonstrated sensitivity and experience with and/or knowledge of homelessness, substance misuse, and harm reduction, working with disenfranchised communities, including those who identify as LGBTQ, HIV/AIDs affected, the elderly, and individuals with mental health and developmental disabilities. You will manage the primary coverage in the building 24 hours a day 7 days a week, 365 days a year and at times functioning independently using your judgement to guarantee the safety of the people we serve and the building.
Practice Leader, Clinical Professional Services Day & Zimmermann Group IncPractice Leader, Clinical Professional ServicesNY$112,880–$169,320 / yearThe Practice Leader, Clinical and FSP Professional drives revenue growth, market expansion, and profitable delivery through legacey teams, existing accounts and new client acquisition for Yoh Services clinical practice across staffing, consulting, and FSP solutions. This job carries practice quota accountability, develops strategic client relationships, guides solution design and service delivery, and leads team performance to expand market share and support client outcomes.
Wellness Client Service Representative National Veterinary AssociatesWellness Client Service RepresentativeNY$16–$20 / hourFor positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. With rapid annual growth through acquisition, NVA needs people with the ability and knowledge to manage the operation today, and tomorrow scale to support a much larger and complex organization.