Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA Tax Manager, Private Client Services 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. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
60793 Automotive Service Advisor/Writer Rockland Chrysler Dodge Jeep Ram60793 Automotive Service Advisor/WriterNanuet, NYFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
Assurance Director - Asset Management & Financial Services bdo consultingAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesStamford, CT$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Bilingual Customer Service Representative Conduent State & Local Solutions, IncBilingual Customer Service RepresentativePassaic, NJ$16.50–$17.50 / hourThrough our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. Respond to all tolling and/or administration related customer inquiries by utilizing information learned during training and leveraging resources available through people, customer records, and knowledge management systems.
Retail Customer Service Associate FedExRetail Customer Service AssociateNanuet, New York$19.70–$23.17 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewBilingual French Customer Support Representative (Volvo Car USA) TTECBilingual French Customer Support Representative (Volvo Car USA)Mahwah, NJAs a Bilingual French Customer Service Representative (supporting Volvo Car USA) working in Mahwah, NJ , you’ll become part of a community that values your success, supports your career growth, and celebrates your contributions. The Bilingual French Customer Service Representative provides world-class customer service by dispatching tows and roadside providers to customers, resolving customer complaints, and addressing questions regarding their vehicles.
NewLuxury Automotive Account Manager Gables Search GroupLuxury Automotive Account ManagerWhite Plains, NY$120,000–$125,000A premier automotive customization and luxury vehicle services company is seeking an experienced sales professional to drive business development across custom automotive projects and premium vehicle storage services. This role is ideal for someone with a strong background in luxury automotive sales, aftermarket performance, or high-end client relationship management who thrives in a client-facing, enthusiast-driven environment.
Tax Manager JobotTax ManagerTeaneck, NJ$100,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a well-established public accounting firm providing tax, accounting, and advisory services to closely held businesses, high-net-worth individuals, and growing organizations for 30+ years.
Finance Manager - Banking Page Group USAFinance Manager - BankingGreenwich, CT$140,000–$165,000 / yearFull timeCombining the financial strength and governance of a traditional banking platform with the agility of a growth-focused organization, the company continues to expand its capabilities while maintaining a strong focus on risk management, regulatory compliance and operational excellence. Reporting to the Financial Controller, the successful candidate will play a key role in ensuring the accuracy and integrity of the bank's financial reporting, maintaining a robust control framework, and supporting statutory and audit requirements.
NewArchitectural Project Manager JobotArchitectural Project ManagerParamus, NJ$75,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.
Client Services Manager, Home Care Bayada Home Health Care, Inc.Client Services Manager, Home CareElmsford, NY$60,000–$63,000 / yearThis is an opportunity to make a direct impact on clients and families, support the growth of caregivers and office teams, and build a meaningful career within an organization that invests in leadership development. As a Client Services Manager, you are at the heart of the office, ensuring that clients receive the care they need and that our field employees feel supported, valued, and set up for success.
NewPrivate Client Services Manager GallagherPrivate Client Services ManagerRye Brook, New YorkFull timeAs a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care. About you : Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience.
Client Service Coordinator - Homecare Non-Medical Services RVNAhealthClient Service Coordinator - Homecare Non-Medical ServicesRidgefield, CT$25–$30 / hourFull timeThe Client Services Coordinator will work with the Director, Client Service Manager, other office staff, and direct care staff to ensure adequate staffing and ongoing client needs are met. Services include: In-Patient and Out-Patient Physical, Occupational and Speech Therapy, Visiting Nurses, Palliative and Hospice Care, Chronic Care, Non-Medical Caregivers and Private Duty Nursing.
Client Services Associate (Reprographics) SPS-North AmericaClient Services Associate (Reprographics)White Plains, NY$19–$20 / hourIn 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. From managing high-volume print requests to maintaining equipment and supporting workplace operations, your work plays an essential role in keeping day-to-day business running smoothly.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesCT$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
NewSenior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesGreenwich, Connecticut$145,000–$248,200 / yearThe Role: Senior 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. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Client Services Representative (CSR) Schwarzman Animal Medical CenterClient Services Representative (CSR)Yonkers, NY$19–$24 / hourHighlights include : A brand-new full floor surgical center, 1.5 Tesla Philips MRI (the exclusive high field MRI for small animals in NYC), 64-slice spiral CT scanner, Electroencephalography (EEG), Elekta Versa HD Linear Accelerator, In-house Laboratory, Ultrasound, Echocardiogram, and Mobile Cone Beam CT. As a Client Services Representative (CSR) at the Animal Medical Center, duties will include but may not be limited to keeping accurate medical records, clerical work, client education, and support of the Director of Clinical Services, Client Services Managers, and other team members.
Manager - Private Client Services (50262) Citrin Cooperman & Company LLPManager - Private Client Services (50262)NYPossess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations • Provide effective consulting, planning and compliance for your clients • Oversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issues • Perform tax research to resolve issues • Maintain strong relationships with a highly proactive approach to serving clients • Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of project • Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice • Maintaining knowledge of new tax issues and general business trends impacting client. • Knowledge of hedge fund and private equity K1s • Excellent written and verbal communication skills • Capable of managing multiple client engagements • A track record of building and sustaining client relationships and high-quality client service • Outstanding analytical, organizational and project management skills.
NewTax Manager - Private Client Services PKF O'Connor DaviesTax Manager - Private Client ServicesStamford, CT$100,000–$135,000 / yearMST, JD, or LLM in Taxation a plus.7+ years of progressive tax experience in public accounting, with a focus on high‑net‑worth individuals, family offices, or private client services. This role focuses on providing tax compliance, planning, and consulting services to high‑net‑worth individuals, families, and closely held businesses.
Tax Manager - Private Client Services PKFOD CareersTax Manager - Private Client ServicesWoodcliff Lake, New JerseyThis role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA Tax Manager, Private Client Services 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. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
NewClient Services Associate/Office Manager Ark Asset AdvisorsClient Services Associate/Office ManagerPearl River, NY$65,000–$90,000 / yearPOSITION SUMMARY: The Client Services Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. · Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs.
AVP, Claims Client Services CNA Financial CorpAVP, Claims Client ServicesNY$152,000–$242,000 / yearLeads or participates in claim/ broker meetings, national meetings (i.e. RIMS), mid-term account reviews, stewardship meetings, renewals and new business offerings by collaborating and partnering with Client Service team, Marketing, Sales and Distribution, Underwriters, Brokers/Agents to understand customer needs, and package claim capabilities, customer-specific trends and industry data, into a compelling story and/or proposition for existing and prospective customers. Acts as a key point of contact both internally and externally at senior levels for National Brokers, Agencies and CNA Branch Vice Presidents by representing CNA Claims, communicating claim strategies, and initiatives, promoting product and service capabilities, establishing proactive touchpoints, ensuring timely responses and problem resolution and gathering and sharing feedback throughout the organization.
Veterinary Client Services Representative J. MorrisseyVeterinary Client Services RepresentativeTrumbull, CT$22–$24 / hourWere partnering with a mission-driven non-profit in Fairfield County that is looking for a Client Services Representative but this is far from a typical customer service role. Working with the clinic team to support daily operations and patient flow Full-time, Hourly role (4 day work week!)
Client Services Associate SPS-North AmericaClient Services AssociateEast Rutherford, NJ$19–$20 / hourIn 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. The Client Services Associate/Hospitality & Workplace Operations Associate is responsible for maintaining a clean, efficient, and welcoming environment across conference spaces, workplace areas, restrooms, pantries, and facility operations.
Client Service Manager II GallagherClient Service Manager IIDanbury, ConnecticutThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.
Supervisor - Private Client Services (50261) Citrin Cooperman & Company LLPSupervisor - Private Client Services (50261)NYAs a Supervisor in PCS, you will be responsible for: • Prepare and review federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities • Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner • Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies • Knowledge of Federal and State tax law • Perform tax research to resolve issues • Trains, develops and mentors junior staff • Takes an active approach to building network (internal and external) and participates in Firm business development opportunities. • Possess advanced knowledge of federal and state tax laws - individual, trust, gifts, and partnership taxation • Excellent written and verbal communication skills • Demonstrate strong client services skills • Be highly motivated and able to work individually and in team settings • Outstanding analytical, organizational and project management skills • Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus.
NewRegional Client Partnership Specialist, Educational Services - Long Island/Westchester Aya Healthcare IncRegional Client Partnership Specialist, Educational Services - Long Island/WestchesterWestchester, NY$28.84–$38.46 / hourThe Regional Client Partnership Specialist, Educational Services, is Aya Education's field leader and plays a central role in expanding our presence within school districts across the region. This position is responsible for developing and maintaining strong district partnerships, assessing full-scope staffing needs, generating job requests, and identifying opportunities for long-term, scalable workforce solutions.
Client Services Technician Marist CollegeClient Services TechnicianPoughkeepsie, NY$65,000–$70,000 / yearThrough six schools offering almost 50 majors, Marist cultivates the intellectual growth and well-being of its more than 6,000 undergraduate and graduate students and encourages them to color outside traditional academic lines as they pursue coursework and personal experiences that provide valuable occupational expertise and reflect their individual passions. About Marist University: Founded in 1929, Marist is a comprehensive, independent four-year institution whose signature educational approach blends the liberal arts with pre-professional studies and emphasizes experiential learning to enrich classroom instruction.
Receptionist and Client Services Liaison POTSReceptionist and Client Services LiaisonBronx, NY$40,000–$45,000Our services are organized around three programmatic pillars: a Dignity and Wellness Program provides shower, mail, haircut and medical and dental services; a Food Security Program offers hot meals and groceries; and a Long-Term Stability Program provides guidance on applications for public benefits and mentoring for long-term personal growth. Welcome clients and other visitors : The Liaison will be a provide a courteous and professional presence at the reception desk, answer client questions about programs, obtain and enter intake information into database, communicate with staff about the arrival of clients and visitors, and answer phones in a professional and courteous manner and transfer to the appropriate individual.
NewClient Services Representative LabcorpClient Services RepresentativeShelton, ConnecticutLabcorp is a global leader in laboratory services, providing the insights and answers that help healthcare providers, patients, researchers, pharmaceutical companies and health systems make confident decisions and improve outcomes. As we shape the future of healthcare, we are leveraging advanced technologies, intelligent digital solutions and data-driven innovation across our operations to enhance how work gets done and deliver greater value to customers and patients.
Tax Experienced Senior, Private Client Services BDO USA PCTax Experienced Senior, Private Client ServicesStamford, CT$96,000–$125,000 / yearA Tax Experienced Senior, 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. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Client Service Manager SpecialtyRxClient Service ManagerRidgefield Park, New Jersey$55,000–$70,000The Client Service will be servicing and overseeing the relationship with our long term care facilities and assisted living communities in the surroundings of Brooklyn, Queens and Long Island, NY. Our Company: SpecialtyRx is a Long-Term Care pharmacy providing pharmaceutical services to long term care facilities and assisted living communities.
Client Services Representative I | KOXC Clay Lacy AviationClient Services Representative I | KOXCOxford, CTFull timeThrough our benefits programs, we strive to support the needs of our employees and their dependents by providing a benefit package that is easy to understand, easy to access, and affordable for all our employees. We understand the contribution each employee makes to our accomplishments and so our goal is to provide a comprehensive program of competitive benefits to attract and retain the best employees available.
Client Services Advisor Spieldenner Financial GroupClient Services AdvisorYonkers, NYYour level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area. We prioritize fast pay, low startup costs, and hands-on training, so you can focus on learning the role and building income from day one.
Work From Home - Client Services Representative Global Elite Empire ConsultantsWork From Home - Client Services RepresentativePaterson, New JerseyAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Client Services Representative Cetera Financial Group IncClient Services RepresentativePearl River, NY$17.30–$26.90 / hourWhat is Nice to Have: • Previous experience in assisting Registered Representatives/Financial Advisors • Financial services and/or banking background • Bachelor's degree in Finance, Business, Marketing, or Communications • Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment • Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors • Self-starter, productive, works well with a team and independently • Professional and positive attitude, friendly demeanor both in-person and by telephone • Trustworthy; uses discretion with confidential information • Listens well to instruction and consistently retains details. Cetera Financial Group refers to the network of independent retail firms encompassing, among others: • Cetera Advisors LLC • Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks) • Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors) • All firms are members FINRA/SIPC.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateBridgeport, ConnecticutGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
NewCustomer Supply Chain Specialist - Chemaid Client Services KDC/ONE Development Corp IncCustomer Supply Chain Specialist - Chemaid Client ServicesSaddle Brook, NJKDC is a network of best-in-class custom formulators and manufacturers of color cosmetics, skincare, haircare, bath & body, fragrance, deodorant, home, health, industrial, and auto care products. The Customer Supply Chain Specialist is responsible for end-to-end management of assigned customer accounts, including both external customer relationships and internal cross-functional coordination.
Client Services Rep. II Ethan Allen Interiors IncClient Services Rep. IIDanbury, CTPosition Summary: Acts as brand ambassador with constant frontline interactions with clients, both internal and external. Knowledge, Skills, and Abilities: High school diploma or equivalent with a minimum of 2 years' experience in customer service.
Account Trainee (Golf) (Payment Services Client) Octagon IncAccount Trainee (Golf) (Payment Services Client)Stamford, CTView All Jobs Account Trainee (Golf) (Payment Services Client) Stamford, Connecticut, United States Requisition ID: 16685 THE JOB / Account Trainee (Golf) (Payment Services Client) CLIENT SERVICES / Responsible for leading Octagon's client business and day-to-day management of client programs. This position will allow someone to learn the strategy and planning for a major sponsorship portfolio, support golf events from planning to onsite execution, and interface with partners and clients.
Work From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativeStamford, ConnecticutAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) .
Manager, Client Service Kantar Media Intelligence LtdManager, Client ServiceCT$79,100–$131,900 / yearConducts data analysis, insights generation, critical and analytical thinking; takes an active role in story building - can lead team through initial rounds of reporting and preliminary report. Manages timelines and quality of work products, working with internal departments and clients to achieve successful outcomes following solution and industry best practices.
Client Services Specialist - Domestic Violence Shelter, Willow Safe Horizon BrandClient Services Specialist - Domestic Violence Shelter, WillowBronx, New YorkIdentify when a client is experiencing trauma reactions and help client stabilize; Conduct emergency shelter intakes for site vacancies and vacancies at sister sites as part of the Central Intake team; Assess immediate safety needs and develop a risk management plan during intake of shelter placement calls; Using neutral and non-judgmental language when responding to the needs and requests of clients; Provide crisis intervention including mediation and de-escalation skills to diffuse situations between residents’ family members and/or roommates; Participate in trainings to improve client centered practice skills and knowledge about self-care and vicarious trauma and its impact; Plan, implement and/or research self-care and other social activities for clients and their children; Actively participate in donor tours and help with special client events and holiday parties; Conduct regular health and safety facility checks; Understand and follow emergency procedures, including fire procedures; Sort and organize donations of food, clothing, or items/projects as assigned; Distribute supplies to clients in accordance with established guidelines and/or emergency requests from clients; During the orientation process, determine clients’ immediate needs and provide referrals for basic needs; Provide referrals for clients following their initial Case Management session; Assist with basic office tasks such as archiving, filing, collating, update lists or as assigned; Enter activity log information, shift notes and Case Management System (CMS), in a timely fashion and accurate manner; Provide starter kits, assisting with bed utilization by helping with apartment preparation and cleaning; moving clients’ belongings as assigned; Provide childcare as requested by clients or staff in accordance with written policies; Provide client accompaniment to important appointments when requested; Assist with admission and discharge of clients. Our spaces respect survivors’ right to self-determination and focus on giving families and individuals the space, both emotional and physical, to heal from the victimization and trauma they have experienced.
Client Service Specialist O'Shaughnessy Asset ManagementClient Service SpecialistStamford, ConnecticutAdvisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
Client Accounting Services Senior GrassiClient Accounting Services SeniorWhite Plains, New YorkSome of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more.
Client Service Specialist ConnectOne Bancorp, Inc.Client Service SpecialistEnglewood Cliffs, NJ$24–$28 / hourAbout this role: The Client Service Specialist is part of the initial contact team for clients interested in our products and will be responsible for assisting clients in completing applications online and over the phone, addressing questions, resolving client issues, and directing clients to the appropriate department. In this role you will: Support the Bank's "People First" focus and rules of engagement-maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB "A Better Place to Be".
Client Accounting Services Senior – Nonprofit Practice GrassiClient Accounting Services Senior – Nonprofit PracticeWhite Plains, New YorkSome of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more.
Client Development Director, Global Leadership Advisory Services Spencer StuartClient Development Director, Global Leadership Advisory ServicesCT$170,000–$210,000 / yearSpencer Stuart also offers a competitive benefits package, which includes: Retirement savings plan with discretionary profit sharing contribution and employer match; PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; Life Insurance, and short-term and long-term disability insurance; Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and. Operating synergistically alongside the Firm's market-leading Executive Search business, LAS professionals provide advice and partnership to clients navigating a range of key leadership and talent issues including: aligning culture and talent strategy with business strategy; maximizing team effectiveness; merger integration support; executive assessment; and talent development and transition support.