Client Services Liaison

Job SummaryCommunity Development C is seeking a highly skilled Customer Engagement Liaison to act as the primary point of contact for clients. This role will involve identifying client needs, connecting clients with appropriate services, and working closely with housing advisors to arrange appointments and implement education workshops.Key...

Job OverviewAs a Client Service Specialist at the Affinity Group, you will play a vital role in providing exceptional service to manufacturers, customers, and personnel in the Northeast Region. This position requires utilizing technology to place orders, maintain the order entry system, file documents, and communicate information. You will act as a resource...

Job SummaryWe are seeking a highly skilled Tax Manager to join our team at UHY LLP. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, including business and individual tax returns.The ideal candidate will have a strong background in tax management, excellent communication skills, and the ability to work...

Ajilon is seeking a highly skilled Customer Service Representative to join their team. As a key member of the customer service team, you will be responsible for addressing member inquiries, questions, and concerns in all areas, including products, tracking numbers, and updating customer profiles.Key Responsibilities:Verify customer billing information and...

Key Responsibilities:As an Admissions Coordinator, you will be the first point of contact for individuals and families considering admission to our facility. Your role involves guiding them through the admission process, addressing their concerns, and ensuring a smooth transition into our community.Responsibilities Include:Act as a liaison between...

Financial Services Career OpportunitiesAt Equitable Advisors, we are committed to helping our clients achieve their financial goals. As a Financial Services Representative, you will play a key role in delivering exceptional customer experiences and building long-term relationships with our clients.About the RoleThis is an exciting opportunity to join our...

h3JobDescription/h3brbrAsaCustomerRelationsRepresentativeforBrianGill-StateFarmAgent,youwillplayavitalroleinbuildingandmaintainingstrongrelationshipswithourcustomers.Thispositionrequiresexcellentinterpersonalskills,strongcommunicationabilities,andacustomer-centricapproachtoproblem-solving.brbrh4KeyResponsibilities:/h4ulliEstablishandmaintainastrongcustomerba...

We are seeking a dynamic and motivated individual to join our sales team at First Class Marketing. As a Customer Relations Representative, you will be responsible for building strong relationships with our clients and driving successful sales strategies.Key Responsibilities:Engage in team meetings, round tables, and training sessions to support management's...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...

About Equitable AdvisorsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being and provide them with the confidence to pursue long and fulfilling lives. We strive to deliver amazing customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver...

About Equitable AdvisorsAt Equitable Advisors, we're dedicated to helping our clients secure their financial well-being and achieve their long-term goals. Our team of experienced financial professionals provides personalized guidance and support to help individuals and businesses navigate the complexities of the financial world.Our MissionWe strive to...

Job Description:At Bank of America, we strive to create a workplace where our teammates can thrive and make a meaningful impact. As a Private Client Advisor, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Lead the Client Management Process to identify new business development opportunitiesSource new...

Job Summary:The Merchant Services Business Development Officer will work closely with Bankers, Branches, and Sales Leadership to drive growth of our Merchant Services program. This role will be responsible for championing Merchant Services across the organization and for the growth of our merchant portfolio through the development and execution of robust...

Job SummaryThe Private Client Specialist I is a key role within TD Wealth, responsible for providing exceptional support to Relationship Managers and Investment Advisors in serving high-net-worth clients. This position involves the onboarding process for new clients, focusing on timely and accurate initiation, transfers, and communication about new account...

About UsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. Our team of Financial Professionals comes from a variety of backgrounds, including recent college graduates, career crossovers, and experienced financial professionals,...

Business Title: Global Executive & Private Client Group Senior AssociateRequisition Number:Function: Tax ServicesArea of Interest:State:NYCity: MelvilleDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive...

Job SummaryWealthspire Advisors, a leading independent registered investment advisory firm, is seeking a highly skilled Financial Analyst to join our Family Office Accounting team. As a key member of our team, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients.Key ResponsibilitiesPrepare and...

Job Title: Financial Services ExpertJob Summary: We are seeking a highly skilled Financial Services Expert to join our team at New York Life in Melville, NY. As a key member of our financial services team, you will be responsible for providing expert financial advice and guidance to our clients.Key Responsibilities:* Provide financial advice and strategies...

About New York LifeNew York Life is a leading financial services company with a strong reputation for integrity and humanity. Our mission is to provide financial security and peace of mind to our policy owners and business partners.Job SummaryWe are seeking a highly motivated and self-disciplined Financial Services Professional to join our team. As a...

Job Title: Mortgage Loan Officer AssistantWe are seeking a detail-oriented mortgage loan officer assistant to join our team at United Mortgage Corp.This position will play a vital part in communicating with referral partners, current and past clients, to further relationships and develop new business. You will facilitate the completion of real estate loan...