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Job DescriptionClient Relations Advisor Role Details: Work Location: Fairfield (In office) Job Type: Full-time Experience: Call center: 1 year (Preferred) and/or Customer service: 2 years (Required) Education: Associate (Required) Supplemental Pay: Bonus eligible Benefits: Our organization provides a comprehensive and competitive compensation package, including a 401(k), medical, dental, and vision coverage, life insurance, paid time off, and a range of additional employee benefits. About Us: With over 30 years of experience, Priority Tax Relief alleviates tax stress through efficient, empathetic, and transparent services. We specialize in swift tax resolution for individuals and businesses, powered by our PTR Exclusive Edge. Join our team and help clients regain financial peace of mind through expert support and care. Job Overview: As a Client Relations Advisor (CRA), Tax & Legal Support, you'll be the first point of contact for clients seeking help with their tax challenges, setting the tone for a positive, solution-focused experience. You'll guide clients through our process, answering questions related to IRS notices, tax documentation, payment plans, and more, all while working closely with our experienced tax professionals. This is more than just a support role; it's a stepping stone to grow within the tax resolution and legal services field. You'll gain hands-on experience in client communications, tax processes, and case management, with pathways to advance to a CRA II and Senior Advisor roles. Key Responsibilities: • Respond to inbound calls and emails regarding tax-related inquiries with clarity, professionalism, and empathy., • Assist clients in understanding notices from the IRS or state tax agencies., • Provide updates on case progress and help manage client expectations., • Use active listening and de-escalation techniques to support clients who may be anxious or distressed about their financial situation, • Coordinate with tax professionals and case managers to ensure consistent, accurate communication., • Maintain accurate records of all client interactions and case notes in our system., • Help clients upload, submit, or gather required tax documentation., • Stay informed about relevant tax deadlines and company procedures through ongoing training., • Maintain confidentiality and handle sensitive financial information with discretion., • Bachelor's degree (Associate in business, finance, accounting, legal studies, or related field may be considered with strong experience)., • 1–2 years of customer service experience (call center, financial, tax, or related setting preferred)., • Strong verbal and written communication skills., • Comfortable discussing financial or tax-related matters with clients., • Calm and composed under pressure, especially when handling high-stress client situations or tight deadlines., • Tech-savvy and able to navigate CRM systems and internal databases., • Ability to multitask, stay organized, and work efficiently in a fast-paced environment., • Able to learn new concepts and tools quickly and apply feedback in real time., • Able to prioritize and stay organized in a fast-paced environment with high call volume and changing client needs., • A patient, empathetic, and client-first mindset. Compensation details: 18-22 PIfd591e9e6c66-25405-39923702

Trust & Estate Planning Lead Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who require institutional-grade investment access and sophisticated planning architecture. We are seeking a licensed planning leader to own and scale our advanced trust, estate, and tax planning function. This is not a traditional financial planning role. This is a mandate to architect and lead the planning infrastructure inside a high-growth fiduciary RIA serving ultra-high-net-worth clients. About Lumida Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives. Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience. Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist. We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience. Lumida is launching the Lumida Invest SuperApp — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience. Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more. Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary. The Mandate As Trust & Estate Planning Lead, you will serve as the firm’s authority on complex planning strategy. You will design and implement sophisticated trust, estate, and tax frameworks for UHNW, founders, concentrated equity holders, and multi-generational families, while building scalable planning infrastructure as Lumida grows. This role sits at the intersection of client strategy, technical expertise, and firm-level leadership. You will: • Lead advanced estate and trust design for UHNW families, • Architect tax-efficient strategies including capital-gains mitigation, liquidity-event planning, and concentrated stock diversification, • Evaluate and integrate PPLI and insurance-based structures where appropriate, • Partner directly with Sales and external CPAs, estate attorneys, and insurance specialists, • Join client and Sales meetings as the firm’s technical authority, • Translate complex structures into clear strategic direction for clients, • Build repeatable planning workflows and internal frameworks, • Elevate and scale Lumida’s client planning function as AUM expands This is both a client-facing and infrastructure-building role. Who This Is For • 5+ years advising UHNW clients in advanced planning environments, • Deep experience in trust structures, estate strategy, tax optimization, and complex wealth transfer, • Experience working alongside private investments, alternatives, and concentrated equity positions, • CFP preferred, • Series 65 or ability to obtain, • Strong fluency in fiduciary standards and RIA compliance Most importantly: You think like an architect, not a service associate. You are comfortable operating inside ambiguity and building systems from scratch. You want ownership, not a narrow lane. Why This Role Matters Lumida is scaling rapidly. As our client base and AUM expand, advanced planning is central to client retention, differentiation, and long-term growth. This role is critical to: • Increasing wallet share among UHNW clients, • Strengthening multi-generational relationships, • Deepening integration between investment strategy and planning, • Elevating Lumida’s competitive positioning against multi-family offices You will have a real seat at the table and direct influence over how planning evolves inside the firm. Why Lumida • Institutional-grade access across public and private markets, • A fiduciary platform integrating investments and advanced planning, • The opportunity to build and lead a core function, • Direct exposure to founders, entrepreneurs, and sophisticated families, • Competitive compensation with long-term growth alignment If you are a planning professional who wants to operate at a higher level and build something enduring, Apply Now.

Pay: $120,000.00 - $160,000.00 per year Why This Is a Great Opportunity • Join a respected New Jersey firm handling high-impact matters for municipalities and public agencies, • Work on sophisticated eminent domain/condemnation cases from acquisition strategy through litigation, • Strong compensation plus an excellent benefits package (including an onsite gym), • Meaningful, community-facing work with visible outcomes across New Jersey, • Limited hybrid flexibility may be available for the right attorney Location: Roseland, NJ (primarily on-site, with limited hybrid flexibility considered) Note: Must be admitted to the New Jersey Bar and have 3+ years of relevant eminent domain/condemnation experience representing governmental entities. About Our Client Our client is a well-established New Jersey law firm known for its work at the intersection of public and private sector matters, advising municipalities and other public agencies across the state. They are collaborative, quality-driven, and committed to mentoring strong attorneys who want to build a long-term practice in New Jersey. Job Description • Advise municipalities and public agencies on the lawful exercise of eminent domain authority in New Jersey, • Draft and review acquisition documents, including purchase and sale agreements and related conveyance materials, • Prepare condemnation complaints and supporting documents through filing and case progression, • Analyze title issues, property valuation materials, and tenant relocation considerations, • Draft and respond to legal briefs and motion practice in eminent domain litigation, • Coordinate with stakeholders and maintain clear, professional client communication throughout matters, • Support hearings and case proceedings; opportunity to gain additional litigation exposure as needed Qualifications • Admission to the New Jersey Bar (in good standing), • 3+ years of experience in eminent domain/condemnation and public agency representation in NJ, • Strong legal writing, drafting, and negotiation skills, • Confident communicator with a client-service mindset, • Experience with condemnation commissioners’ hearings and or trials is a plus, not required Why You’ll Love Working Here • Supportive team environment with a strong reputation statewide, • Interesting public-sector work with real impact on communities, • High-quality benefits and resources that make day-to-day work easier, • Long-term growth opportunity for an attorney who wants to specialize and become a go-to advisor in this space JPC-648 Job Type: Full-time Benefits: • Dental insurance, • Paid time off, • Retirement plan, • Vision insurance

Position Overview The Advisor Relationship Specialist will play a vital role in ensuring that advisors are supported with the tools, systems, and resources they need to maintain and grow their client relationships. The position is integral to the overall success of our advisory team, as they will be responsible for maintaining essential systems, ensuring smooth communication between departments, and providing timely support to both clients and advisors. Key Responsibilities • Client and Advisor-Facing Communications, • Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally., • Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service., • Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed., • CRM Maintenance:, • Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date., • Track interactions, manage contact details, and log important notes regarding client preferences or needs., • Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively., • Compliance and Documentation, • Submit weekly compliance memo to ensure accurate documentation of activities, • Maintain and track client annual meeting calendar., • Review and log all correspondence related to client interactions and ensure compliance regulations, • Monitor and report all gifting activities, ensuring they align with compliance guidelines., • Track and report non-discretionary trades, • Education:, • Bachelor’s degree in finance, Business, or related field, or equivalent experience in the financial services industry., • Experience:, • 1-3 years of experience in a client service or operations role within a financial services environment, preferably in an RIA, wealth management, or brokerage firm., • Knowledge of financial products, account types, and investment industry terminology., • Experience with account opening, transfer processing, and move money transactions is highly desirable., • Technical Skills:, • Proficient in Microsoft Office Suite (Excel, Word, Outlook)., • Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus., • Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement., • Soft Skills:, • Strong attention to detail and ability to handle sensitive client information with discretion., • Excellent communication skills, both verbal and written., • Strong problem-solving skills and the ability to troubleshoot issues independently., • Client-focused with a high level of professionalism and service orientation., • Ability to prioritize and manage multiple tasks in a fast-paced environment. Certifications (Preferred, but not required): • Series 65, or other relevant financial industry certifications, are a plus but not required. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: • Opportunity to play a key role in the growth and success of a leading RIA firm., • Collaborative and supportive team environment., • Competitive salary and benefits package., • Continuous professional development opportunities., • High end office located in Parsippany NJ with gym on-site., • Culture activities focused on health & wellness, team collaboration, and employee engagement.

Pay: $120,000.00 - $160,000.00 per year Why This Is a Great Opportunity • Join a respected New Jersey firm handling high-impact matters for municipalities and public agencies, • Work on sophisticated eminent domain/condemnation cases from acquisition strategy through litigation, • Strong compensation plus an excellent benefits package (including an onsite gym), • Meaningful, community-facing work with visible outcomes across New Jersey, • Limited hybrid flexibility may be available for the right attorney Location: Roseland, NJ (primarily on-site, with limited hybrid flexibility considered) Note: Must be admitted to the New Jersey Bar and have 3+ years of relevant eminent domain/condemnation experience representing governmental entities. About Our Client Our client is a well-established New Jersey law firm known for its work at the intersection of public and private sector matters, advising municipalities and other public agencies across the state. They are collaborative, quality-driven, and committed to mentoring strong attorneys who want to build a long-term practice in New Jersey. Job Description • Advise municipalities and public agencies on the lawful exercise of eminent domain authority in New Jersey, • Draft and review acquisition documents, including purchase and sale agreements and related conveyance materials, • Prepare condemnation complaints and supporting documents through filing and case progression, • Analyze title issues, property valuation materials, and tenant relocation considerations, • Draft and respond to legal briefs and motion practice in eminent domain litigation, • Coordinate with stakeholders and maintain clear, professional client communication throughout matters, • Support hearings and case proceedings; opportunity to gain additional litigation exposure as needed Qualifications • Admission to the New Jersey Bar (in good standing), • 3+ years of experience in eminent domain/condemnation and public agency representation in NJ, • Strong legal writing, drafting, and negotiation skills, • Confident communicator with a client-service mindset, • Experience with condemnation commissioners’ hearings and or trials is a plus, not required Why You’ll Love Working Here • Supportive team environment with a strong reputation statewide, • Interesting public-sector work with real impact on communities, • High-quality benefits and resources that make day-to-day work easier, • Long-term growth opportunity for an attorney who wants to specialize and become a go-to advisor in this space JPC-648 Job Type: Full-time Benefits: • Dental insurance, • Paid time off, • Retirement plan, • Vision insurance

As a Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to every client who enters the store's beauty zone and strive to build a personalized, robust basket for each customer. Our customers wil

As a Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to every client who enters the store's beauty zone and strive to build a personalized, robust basket for each customer. Our customers wil

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

As a Financial Advisor within PNC Wealth Management, you will be based in Ridgewood, NJ. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Manag

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. At least 2 years in a Financial Advisor role or equivalent f

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

A Beauty Advisor's primary focus is to build and maintain client relationships by offering outstanding service and product knowledge, while maintaining compelling merchandise presentation. The Beauty Advisor provides make-up application lessons, skin care consultations and treatments; offering exper

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Job Description Service Advisor Every service professional at a OPEN ROAD retail center must excel in listening, communicating and working efficiently to Open Road’s standards. Service Advisors help OPEN ROAD owners care for their cars and understand the value of maintaining their vehicles in accordance with factory guidelines. As a driver’s personal link to the Aftersales department, the Service Advisor establishes a critical and ongoing relationship with our clients. What You Do • Inspect vehicles and apply proper resources to accurately identify and verify clients’ service needs. Record them along with current vehicle and client information on the repair order., • Interact with customers to determine immediate service needs, • Serve as a liaison between technicians and customers, • Provide excellent customer service experience, • Use a consultative approach to educate customers on services and products, • Support center goals for service by generating:, • High sales of services, parts, and accessories., • Repeat new vehicle sales by providing a premium Aftersales experience for each client., • Refer to service history, inspect vehicle, and recommend service to clients. Promote the sales of appropriate services, parts, and accessories by thoroughly understanding the product and associated service requirements., • Write and verify accurate repair orders and include supporting documentation., • Administer new and used vehicle warranty repairs in accordance with warranty specifications., • Ensure requested vehicle services are performed correctly upon completion by inspecting the vehicle prior to each service delivery., • Perform a consultative vehicle delivery with client when work is completed., • Supervise cleaning and preparation of new and used vehicles., • Build and maintain knowledge of products and services via on-the-job training and participation in educational and development programs., • Excellent communication skills and ability to be a team player, • Ability to minimize and redirect customers frustrations, • Technically knowledgeable, experienced, or trainable on product line, • Outgoing and patient personality with good client relations ability, • Professional appearance, • Excellent communication capability, • Strong organizational skills, • 1+ years of Service Advisor experience, • Technical certification a plus, • Manufacturer certifications a plus, • Proven track record With over 50 years of automotive experience, our mission is to remain one of the premier automobile retailers in the country, providing the best opportunities for our team members, customers and communities. We understand and acknowledge the importance of our customers and in doing so; we strive to develop a highly motivated, world-class, workforce that is committed to satisfying their needs. At Open Road we know our employees, and their achievements, drive our culture and success. Our Total Compensation Rewards Program includes: BASE PAY - Determined by competitive market pay rate for your job, your skills, experience and performance BONUSES - Rewards achievement of specific business goals, in eligible positions BENEFITS - Include wellness coverage, optional benefits, income protection, 401(k), purchase programs, such as: • Medical, Dental and Vision Plans, • Vacation Time, • Personal Time, • Short and Long Term Disability, • Life Insurance, • 401(k) Retirement Plan with employer match, • Manufacturer Certifications, • Leadership Training Programs, • Vehicle Purchase Discounts, • Wellness Initiatives xieLDxQz02

Job Description Career Services Advisor About The Job Fortis Institute in Wayne, NJ is seeking a Career Services Advisor. This role is ideal for someone who is passionate about helping others achieve their career goals and is eager to make a meaningful impact on the futures of our students and graduates. Fortis Institute offers career-focused educational programs that equip students with the essential skills needed for in-demand occupational field, leading to employment after graduation and a lifetime of career growth. Job Description We are seeking a dynamic and enthusiastic professional to join our Career Services Team. This is a full-time, professional position reporting directly to the Director of Career Services. This position will require some evening, and occasional Saturday hours. The Career Services Advisor coordinates and assists in job search and placement for graduates and students, develops and builds relationships with local employers, maintains confidential and detailed client and referral records, delivers and/or coordinates presentations, workshops, and seminars as appropriate to the position, evaluates and resolves student inquiries, issues, and problems, and ensures appropriate action is taken to the satisfaction of the student, Company, and/or regulatory agencies in compliance with policies, procedures and legal requirements. Requirements SKILL REQUIREMENTS: • Highly motivated and solution oriented in alignment with our campus’s core values of integrity, commitment, student focused outcomes, respect and excellence., • Excellent interpersonal communication skills, • Outstanding customer service skills and a desire to see others succeed., • High School graduate, some college education preferred., • 1 - 3 years’ Experience in: Sales, Marketing, Recruiting/Staffing, or prior Career Service experience., • Experience in HVAC, Electrical Trades, or Allied Health is a plus., • Bilingual English/Spanish is a plus Company DescriptionFortis Institute is proud of our long history of providing education to students that leads to the opportunity to learn, grow, and move into a rewarding career. We provide educational programs that are focused on assisting our graduates in obtaining employment and a lifetime of professional growth. The hard work and dedication of our employees has been a key factor in our success. Our parent company, Education Affiliates, is a company that takes pride in the importance we place upon our employees. Our success as a company is due to the people who work in our schools: they take care of our students and help them learn and grow into their careers while maintaining compliance with all regulatory agencies. We strive to be known as a high-quality organization which values our students above everything else. In order to remain a leader in our industry, Education Affiliates is focused on hiring new employees who will contribute to our students’ success. We look for employees who are passionate about education andFortis Institute is proud of our long history of providing education to students that leads to the opportunity to learn, grow, and move into a rewarding career. We provide educational programs that are focused on assisting our graduates in obtaining employment and a lifetime of professional growth. The hard work and dedication of our employees has been a key factor in our success.\r\n\r\nOur parent company, Education Affiliates, is a company that takes pride in the importance we place upon our employees. Our success as a company is due to the people who work in our schools: they take care of our students and help them learn and grow into their careers while maintaining compliance with all regulatory agencies. We strive to be known as a high-quality organization which values our students above everything else.\r\n\r\nIn order to remain a leader in our industry, Education Affiliates is focused on hiring new employees who will contribute to our students’ success. We look for employees who are passionate about education and

Job Description Job Title: Chemicals Management & Compliance Manager Location: East Hanover, NJ Pay Rate: $60–$65/hour Job Type: Contract (Maternity Leave Coverage) Schedule: Onsite | Approximately 30 hours per week About the Role Zing Recruiting is partnering with an industry-leading organization seeking an AMERICAS Chemicals Management & Compliance Manager to support regional Environmental, Health & Safety (EHS) compliance initiatives. This contract role will cover a maternity leave and focus on ensuring regulatory compliance related to chemical management, hazardous materials, and product stewardship across the Americas region. The selected professional will act as a senior subject matter expert in Chemicals Management & Compliance, providing governance, technical guidance, and regulatory oversight for controlled products, dangerous goods, and product safety programs. This position collaborates with cross-functional teams including regulatory affairs, supply chain, logistics, procurement, operations, and commercial leadership. Key Responsibilities * Provide technical leadership and advisory support for chemicals management and compliance initiatives across the Americas region. * Ensure compliance with occupational health & safety, environmental, and transportation regulations. * Support governance and oversight for controlled products and dangerous goods compliance programs. * Advise leadership on emerging regulatory developments related to hazardous materials, transport security, and product safety. * Coordinate implementation of global chemicals management policies and directives across regional sites. * Manage regulatory change communications for Americas legal requirements related to EHS compliance. * Maintain accurate product safety information within company systems, ensuring alignment with applicable regulations. * Provide training, technical guidance, and compliance auditing related to chemicals management. * Collaborate with cross-functional stakeholders including commercial, regulatory affairs, operations, procurement, logistics, and ethics/compliance teams. * Support implementation of new regulatory requirements and ensure adherence to enforcement deadlines. * Represent organizational interests with regulatory authorities and industry associations. * Coordinate with emergency response agencies and support response planning for dangerous goods transportation events. * Promote continuous improvement initiatives related to chemicals compliance and safety systems. Qualifications * Bachelor’s degree in Chemistry, Biochemistry, Food Chemistry, or equivalent combination of education, training, and recent, relevant industry experience is required. * Industry experience in chemicals management and compliance within the Americas region. * Strong knowledge of global chemical regulations, including GHS labeling and dangerous goods regulations. * Certification as a Dangerous Goods Safety Advisor (IMDG, IATA, GHS, and local regulations). * Experience with hazardous materials warehousing, product stewardship, and safety data sheet (SDS) compliance. * Familiarity with environmental, health, safety, and transportation regulations across North, Central, and South America. * Experience supporting regulatory compliance programs and internal auditing initiatives. * Strong cross-functional collaboration and stakeholder engagement skills. * Fluent in English and Spanish. Zing Recruiting is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other protected status under federal, state, or local law. We are committed to fostering a diverse and inclusive workplace. #ZINGZIP #LI-JD1 #ZINGNJ Company DescriptionZing Recruiting is dedicated to delivering candidates and client’s alike a great experience for each unique position. We specialize in finding dedicated professionals with the education, talent, and fresh perspectives – professionals at the top of their game. Professionals who have what it takes to be competitive and innovative in today’s market. We work to match candidates needs and requirements to our clients’ requirements and expectations. We work to find the right “fit” for both candidate and client.Zing Recruiting is dedicated to delivering candidates and client’s alike a great experience for each unique position. We specialize in finding dedicated professionals with the education, talent, and fresh perspectives – professionals at the top of their game. Professionals who have what it takes to be competitive and innovative in today’s market. We work to match candidates needs and requirements to our clients’ requirements and expectations. We work to find the right “fit” for both candidate and client.

Job Description Managing Director (Player/Coach Role) We are seeking a dynamic and ambitious Managing Director to join our growing financial services firm in a player/coach capacity. This unique opportunity allows you to continue building your personal book of business while also mentoring and leading a team of financial professionals. We are a team of top-tier professionals who collaborate closely and bring a wide range of specialized expertise to the table — all to better serve clients with holistic, high-quality advice. Our firm is known for its family-like culture, where people genuinely support one another, and turnover is extremely rare. What sets us apart is the built-in support system — our leadership team is actively involved in recruiting top talent, allowing you to stay focused on high-impact activities like client meetings, business development, and team coaching. With access to proven marketing lanes, you'll have the tools to consistently generate leads and help your team do the same. If you're looking to take your practice to the next level while elevating others along the way, this role is for you. Compensation: $150,000 - $200,000+ Base + Commission Responsibilities: • Build and maintain a book of business through client acquisition, planning, and relationship management, • Lead, coach, and mentor a team of financial professionals to drive performance and development, • Earn override compensation based on your team’s production while continuing to develop your personal practice, • Collaborate with leadership on recruiting strategy and actively participate in interviews and onboarding, • Leverage our firm’s marketing systems to support prospecting and lead generation for both yourself and your team, • Contribute to a collaborative, client-focused culture and provide input on firm-wide training and growth initiatives, • Run regular training sessions to enhance advisor skills and share best practicesQualifications:, • Proven track record of success in financial services, insurance, wealth management, or a related industry, • Minimum of 5 years of experience as a financial advisor or in a sales leadership role, • Active life/health insurance license and relevant securities licenses (or willingness to obtain), • Strong ability to lead, mentor, and inspire others, • Self-motivated with a passion for growth, both personally and as a leader, • Excellent communication and relationship-building skills, • Desire to build something bigger than yourself and leave a lasting impactAbout Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Sports & Entertainment Real Estate Agent – Grow in a Specialized Market This is an opportunity to build a real estate career in one of the most dynamic and selective segments of the industry. We’re looking for professionals who want to work with athletes, entertainers, and high-net-worth clients while developing expertise in luxury representation. You’ll learn how to serve clients who value discretion, professionalism, and a deep understanding of their lifestyle needs. With guidance from an experienced team, you’ll gain confidence navigating high-end transactions, building relationships within the sports and entertainment community, and staying ahead of key market trends. Your role will focus on personalized client service, managing tailored home searches, and guiding transactions from start to finish with care and attention to detail. You’ll have access to training, systems, and mentorship designed to help you grow quickly and establish yourself as a trusted advisor in this competitive space. If you’re driven, business-minded, and excited by the opportunity to work in a high-end, relationship-focused market, apply today, and let’s talk about what your future in sports and entertainment real estate can look like. Compensation: $125,500 - $234,200 yearly Responsibilities: • Develop and maintain strong relationships with athletes, entertainers, and high-net-worth clients to understand their unique real estate needs., • Conduct personalized home searches tailored to each client's lifestyle and preferences, ensuring a seamless and satisfying experience., • Guide clients through the entire real estate transaction process, from initial consultation to closing, with professionalism and attention to detail., • Stay informed about the latest trends and developments in the luxury real estate market to provide clients with the most current and relevant advice., • Collaborate with our experienced team to refine your skills and strategies, ensuring you deliver exceptional service and results., • Utilize our training and mentorship programs to grow your expertise and confidence in high-end real estate transactions., • Represent our brand with integrity and discretion, maintaining the trust and respect of our valued clients and partners.Qualifications:, • Active Real Estate License or willingness to obtain one., • Ability to build and maintain strong relationships with athletes, entertainers, and other high-profile individuals., • Proven track record of guiding clients through complex real estate transactions with professionalism and attention to detail., • Strong understanding of the luxury real estate market, including current trends and developments., • Excellent communication and negotiation skills to ensure client satisfaction and successful deal closures., • Ability to conduct personalized home searches tailored to each client's unique lifestyle and preferences., • Experience collaborating with a team to refine strategies and deliver exceptional service and results.About Company When you join Keller Williams, you join a winning team of real estate professionals who are leading the industry to greater heights. From sharing profits, to agent-led leadership, to team and expansion models, to technology – we continue to reach new heights through innovation, disruption, and an uncompromising agent-first mindset. And, the world is taking notice. Our mission is to empower real estate agents by providing them with the resources, expert guidance, and innovative technology they need to thrive in a competitive industry. We are committed to supporting their success every step of the way, helping them achieve their goals with confidence and efficiency

Job DescriptionTop reasons to work for my client: • Our client is a global medical technology company that is advancing the world of health by improving medical discovery, diagnostics and the delivery of care., • They are one of the largest global medical technology companies in the world., • Its 65,000 employees have a passion and commitment to help improve patient outcomes, improve the safety and efficiency, • Career advancement, well liked management, • Autonomy in the workplaceIf this sounds interesting, let's talk!Job Type : Full TimeLocation : Franklin Lakes, New JerseyPay : Great Pay, Benefits + Relocation Assistance AvailableJob Description What you will be doing:, • Lead all aspects of product management for the Core Tubes portfolio, including forecasting, financial planning, pricing, lifecycle management, and promotional activities., • Develop compelling value propositions, identify customer needs, and create training programs to support sales teams and enhance customer engagement., • Partner with sales teams to deliver impactful marketing programs, launch management, and field training that drive adoption and retention., • Build and execute annual and long-term marketing strategies, including pricing, positioning, branding, and resource allocation, leveraging data-driven insights and BD's marketing excellence framework., • Deliver high-quality marketing collateral, demand forecasts, and competitive analyses; manage multiple priorities with speed and precision., • Identify new product opportunities and develop creative marketing tactics to differentiate BD in the marketplace., • Develop KDG dashboards that synthesize data from multiple sources, enabling actionable insights to optimize performance annually and across strategic planning cycles., • Lead cross-functional initiatives, influence without authority, and serve as a trusted advisor to internal stakeholders., • Travel domestically up to 30%.Experience you will need:, • Bachelor's degree required; MBA preferred., • Minimum 7 years of business experience, including 5+ years in marketing or product management required., • Healthcare or life sciences marketing experience preferred., • Depth of marketing expertise in segmentation and lifecycle management experience required., • Product launch planning/execution experience strongly preferred., • Proven strategic thinking capability with experience in pricing, positioning, branding, and resource optimization required., • Strong tactical skills, including spreadsheet proficiency, collateral development, forecasting, and competitive analysis required., • Demonstrated creativity in marketing tactics and problem-solving required., • Leadership potential with ability to influence cross-functional teams and manage competing priorities in a high-growth environment required., • Excellent oral and written communication skills required., • Track record of continuous learning and adaptability required., • 5+ years of product marketing management needed within a regulated industry., • Healthcare or life sciences product marketing experience preferred but food or chemical industry experience will be considered., • Must have experience with marketing segmentation and product lifecycle management experience required., • Candidates who have mainly promotional material, campaign, or digital marketing experience are not a fit for this role.Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days #INDEH123

Job Description Savastano Kaufman & Co., is hiring! Savastano Kaufman & Co. is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have an office in Fair Lawn, NJ. Join a rapidly growing organization with a strategic vision and dynamic plan. We’re looking for a highly experienced and entrepreneurial Senior Audit Manager (with Tax Exposure). This is a dynamic role ideal for someone who brings well-rounded public accounting experience and enjoys both the variety and challenge of client-facing work in assurance and tax. This position is expected to grow into a Partner role for the right candidate. We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! Key Responsibilities: Audit & Accounting Responsibilities: * Lead, support and manage audits, reviews, and compilations for a variety of clients * Prepare financial statements in accordance with GAAP and GAGAS * Understand and contribute to the firm’s Quality Control system * Assist clients with day-to-day accounting, month-end close, and reconciliations * Evaluate internal controls and provide recommendations for improvements * Work with clients across industries such as healthcare, real estate, tech, manufacturing, not-for-profit, and more Tax Responsibilities: * Prepare and review federal and state tax returns for entities including partnerships, S-corps, and C-corps (including some international clients) as well as individual tax returns. * Assist in tax planning and compliance across various jurisdictions * Support clients with sales tax, multistate, and international reporting requirements Leadership & Internal Development * Mentor and manage accounting staff and seniors, providing technical training and professional development * Contribute to process improvement and firm initiatives including quality control * Support business development efforts and identify opportunities for growth within existing and new client relationships * Grow into serving as primary advisor for a portfolio of clients in a range of industries Qualifications: * CPA required * 15+ years of experience in public accounting * Strong technical knowledge of GAAP and tax law * Proficient in accounting and tax software (CCH ProSystem fx, CCH Engagement, QuickBooks, MS office, Excel, etc.) * Excellent communication skills and client-facing confidence * Organized, detail-oriented, and comfortable juggling multiple engagements * Eager to learn and grow in a collaborative, fast-paced environment with unlimited opportunities. This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $150,000 - $200,000 annually, commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: * Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) * Company-Paid Life and Long-Term Disability Insurance * Ancillary Benefits such as supplemental life insurance and short-term disability options * Classic Safe Harbor 401(k) Plan with employer contributions * Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Savastano Kaufman & Co., an independent member of the Crete Professionals Alliance, is the brand name under which Savastano Kaufman & Company, LLC and Savastano Kaufman Advisors, LLC and its subsidiary entities provide professional services. Savastano Kaufman & Company, LLC and Savastano Kaufman Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Savastano Kaufman & Company, LLC is a licensed independent CPA firm that provides attest services to its clients, and Savastano Kaufman Advisors, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Savastano Kaufman & Company, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Savastano Kaufman & Co. brand are independently owned and are not liable for the services provided by any other entity providing the services under the Savastano Kaufman & Co. brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Savastano Kaufman & Company, LLC and Savastano Kaufman Advisors, LLC. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-KC1

Job Description Responsibilities: • Applicants should be highly motivated senior level career-oriented accountants with 10 or more years of broad accounting experience., • Proficiency in using QuickBooks Online and QuickBooks desktop versions. QuickBooks Pro Advisor a plus., • Must be proficient in preparing all business tax returns including 1065, 1120S, and 1120 tax returns, including the ability to track partner and shareholder’s basis., • Proficient in preparing high-net worth individual tax returns including inputting complex K-1 forms., • Understanding and knowledge of sales tax and payroll tax returns, and basic nexus standards., • Preparation and review of high net worth individual and small to medium size business tax returns, • Knowledge in gift, estate and tax-exempt entities a plus, • Professionally manage all aspects of the client relationship, • Prepare financial statements and assist in providing necessary adjustments to clients accounting systems., • Client communication and supervising firm staff, • Active CPA License with 10+ years of small to mid-size firm experience, • Excellent verbal and written communication skills, • Strong analytical and time management skills, • Willingness to travel to clients, • Proficiency Accounting/Tax Software (Ultra Tax a plus), and MS Office products, • Master’s degree in accounting or taxation is a strong plus Other Requirements: • Active CPA License with 10+ years of small to mid-size firm experience, • Excellent verbal and written communication skills, • Strong analytical and time management skills, • Willingness to travel to clients, • Proficiency Accounting/Tax Software (Ultra Tax a plus), and MS Office products, • Master’s degree in accounting or taxation is a strong plus

Job DescriptionTax CPA Position: Tax Senior CPA Location: Oradell, NJ (5 days a week initially - will change to hybrid after ramp up TBD) We are consistently honored for client service and leadership-recent awards include NJBIZ ICON & Power 50, Accounting Today Regional Leader & Top 100 by AUM, and CNBC's Top 100 Financial Advisors (#9). Quick Highlights: • Title: Tax CPA, • Comp: $100-125K base (Depends On Experience), • potential sign-on bonus, • discretionary annual bonuses, • Initially 5 days a week onsite, • Schedule will change to 2-3 days hybrid (flexible), • Scope: Partnership, Corporate, Fiduciary & Individual returns, • Culture: Top-ranked, community-driven, innovation-focused, • Benefits: 24 PTO days, 401K + 3% match + profit sharing, full health coverage, gym reimbursement, • USA Today - Best Financial Advisory Firms (2025), • CNBC - #9 in the Nation (2024), • Barron's - Top 1200 Financial Advisors (2023 & 2024), • Financial Advisor Magazine - Top Wealth Advisors (2023), • Lead tax engagements and supervise associate accountants, • Prepare and review complex returns (1040, 1120, 1120S, 1065), • Conduct tax research and ensure compliance, • CPA license (required), • BS in Accounting, • 2-6+ years of public accounting tax prep and review experience, • Experience preparing and reviewing HNW 1040, 1120, 1120s, 1065 + others, • Experience with bookkeeping and client-facing roles, • CCH experience preferred Benefits • Too Many Perks To List!, • Best in class base compensation!, • New Client Incentives!, • 25 days off (PTO/Vacation), • ~5-10% discretionary Bonus!, • Career Growth, tailored to you!, • 401 (k) 3% matching, • Profit Sharing!, • Annual, Referral AND New Business Bonuses!, • VARIOUS AWARDS:, • NJBIZ's 2024 Power 50 in Accounting Recognition, • 2024 Accounting Today "Regional Leader" Award, • NJBIZ Business of the Year - Corporate Citizen of the Year Award Finalist, • CNBC's Top 100 Financial Advisors Ranking #20, • Accounting Today's Top 100 Firms by AUM, • Top 100 2023 Managing Partner Elite by Accounting Today, • CIANJ Commerce's 2023 Company That Cares, • Medical, Dental, Vision Insurance + FSA/DCA, • Oxford Sweat Equity Program: Gym Reimbursement!, • Health & Wellness Programs!, • Professional Dues!, • CPA Exam Reimbursements!, • Flexibility!, • Busy Season Wellness Wednesdays!, • Company "Swag"!, • Busy Season Massages!, • In-House Book Library - The NY Times Best Sellers!, • Annual Holiday Party!, • In-Office Celebrations!, • Summer Hours - Fridays!, • Dress for Your Day Policy!, • Busy Season Dinners/Catered Saturday Breakfast/Monday Bagels/Wednesday Fruit & Yogurts!, • Annual Summer Event!, • Busy Season Food Trucks!, • End of Busy Season Celebration!, • Milestone Recognition Programs!, • Happy Hours!, • Work Anniversary Celebrations!, • Cutting-Edge Technology! - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/20/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job Description Prudential Advisors is seeking experienced Wealth Management Advisors who are ready to grow their practice on a more flexible, advisor-centric platform. If you’ve built a successful book of business and are looking for better support, stronger payouts, and a world-class brand behind you, Prudential provides the platform to help you reach your next level. As a Wealth Management Advisor, you will deliver comprehensive financial planning and investment solutions while maintaining full ownership of your client relationships. You’ll leverage Prudential’s open-architecture platform, planning technology, and practice-building support to expand your business and provide an exceptional client experience. Job Responsibilities • Manage and grow a book of client relationships, • Deliver holistic financial planning across investments, retirement, and protection, • Build long-term client partnerships through consultative, goals-based advice, • Use Prudential’s open platform to offer best-in-class solutions, • Leverage marketing, planning, and growth support to expand your practice Required Qualifications, Capabilities, and Skills • Experience as a Financial Advisor, Wealth Advisor, or similar role, • Active Series 7 Or Series 6 and Series 66 (or 63 & 65), • Active Life & Health Insurance license, • Proven ability to grow and retain client relationships, • Passion for client-focused financial planning Why Prudential • Competitive payouts up to 92%, • W2 and 1099 contracts available, • Open-architecture investment platform, • Transition and onboarding support, • Practice-building programs and marketing tools, • 401(k), pension programs, and full benefits, • Access to Prudential’s national client base Take your practice further with a firm built for advisor growth.

Job Description We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships. Responsibilities • Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm., • Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations., • Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more., • Complete the account opening process for new business obtained, • Move money from accounts per industry and federal regulations, • Perform market research to stay current with financial trends, • Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more., • Maintain compliance with all rules and regulations in the financial industry, • Identify and pursue new business opportunities through existing client base, networking and referrals Requirements • Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7., • Proven experience in financial sales., • Ability to independently close business., • Strong understanding of wealth management principles and investment strategies., • Excellent math skills with the ability to analyze complex financial data., • Exceptional sales skills with a focus on customer relationship management., • Ability to communicate complex financial concepts clearly and effectively to clients., • Strong organizational skills with attention to detail in managing client portfolios., • Join us as a Financial Services Advisor where you can make a significant impact on our clients' financial futures while advancing your career in a dynamic environment.

Job Description This position is located in Fairfield, NJ. Relocation or commute is required. Successful and growing mid-sized North Jersey peer-reviewed accounting firm looking for highly motivated individuals to join our high-net worth and small to medium sized business accounting practice. Pay: $100,000.00 per year $5,000-$10,000 signing bonus Benefits: • 401(k), • Continuing education credits, • Dental insurance, • Disability insurance, • Flexible spending account, • Health insurance, • Health savings account, • Mileage reimbursement, • Paid time off, • Professional development assistance, • Travel reimbursement, • Vision insurance Job Type: Full-time, Monday-Friday Experience: Public Accounting: 10 years (preferred) Responsibilities: · Applicants should be highly motivated senior level career-oriented accountants with 10 or more years of broad accounting experience. · Proficiency in using QuickBooks Online and QuickBooks desktop versions. QuickBooks Pro Advisor a plus. · Must be proficient in preparing all business tax returns including 1065, 1120S, and 1120 tax returns, including the ability to track partner and shareholder’s basis. · Proficient in preparing high-net worth individual tax returns including inputting complex K-1 forms. · Understanding and knowledge of sales tax and payroll tax returns, and basic nexus standards. · Preparation and review of high net worth individual and small to medium size business tax returns · Knowledge in gift, estate and tax-exempt entities a plus · Professionally manage all aspects of the client relationship · Prepare financial statements and assist in providing necessary adjustments to clients accounting systems. · Client communication and supervising firm staff · Offsite work at the client’s location Other Requirements: · Active CPA License with 10+ years of small to mid-size firm experience · Excellent verbal and written communication skills · Strong analytical and time management skills · Willingness to travel to clients · Proficiency Accounting/Tax Software (Ultra Tax a plus), and MS Office products · Master’s degree in accounting or taxation is a strong plus #hc159998

Job Description Service Technicians - A & B Techs needed - McGuire Buick We run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by paying them well and offering room for learning and advancement. Here, you’ll work alongside some of the best in the business and make great money while doing it. If you love diagnosing and repairing vehicles while maintaining a positive attitude, then let’s talk! Responsibilities • Examine and diagnose vehicles, • Discuss repairs with shop foreman or service advisor, • Communicate additional service requests to service advisor, • Plan work in cooperation with shop foreman, • Provide labor estimates to service advisor, • Monitor repair time and update service advisor, • Maintain strict adherence to dealership policies on vehicle care and operation, • Complete story and/or documentation for client repairs, • Assist in mentoring technician trainees, • Attend company and factory training, • Keep current with factory technical bulletins High school diploma or GED (general equivalency diploma); or 1 to 3 months related experience and/or training; or equivalent combination of education and experience. Certificates, Licenses, Registrations Operator Driver's License About Us Based out of Northern New Jersey, Fidelity Dealer Services was founded in 2005 by the company’s President, Greg Scarano. Greg started in the automotive industry in 1975 and after 30+ years in dealerships as F&I, decided that it was time to make a larger impact with Dealers nationwide. Fidelity Dealer Services was created with the ambition to service every aspect of the Dealership. The goal was to gather a team of highly trained, extremely motivated account managers, who all share the same passion and knowledge of the Automotive Industry. These account managers could immerse themselves into any Dealer’s routine and provide the tools and training necessary to push Dealers to the next level. After years of training seminars, F&I summits and NADA conferences, Fidelity Dealer Services has found that perfect Team!

Job Description At Integrated Financial Concepts, we're on a mission to do good for the families and communities we serve. For over 175 years, National Life has been a steadfast partner in providing financial stability through life's ups and downs. As a Licensed Insurance Sales Agent, you'll be part of a dynamic team committed to excellence and client satisfaction. We empower you with comprehensive support, training, and resources to grow your practice and develop meaningful client relationships. You'll have the chance to make a real difference by offering expert financial guidance and creating personalized plans that help clients secure their financial futures. We're looking for driven professionals eager to build a rewarding career in financial services. With structured support and professional growth opportunities, you'll find a supportive environment where your ambitions can thrive. Join us and contribute to our legacy of helping individuals plan for their futures with confidence. Responsibilities: • Monitor and review clients' financial accounts regularly to ensure alignment with their objectives., • Educate clients on various financial products and services to help them make informed decisions., • Stay up-to-date on market trends and regulations to provide clients with accurate and timely advice., • Opportunity to enter into the Management program.Qualifications:, • 2+ years of experience as a Licensed Financial Advisor., • Proven track record of successfully managing client portfolios and exceeding sales targets., • In-depth knowledge of financial products and services., • Strong communication and interpersonal skills., • Detail-oriented and able to work in a fast-paced environment.About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job DescriptionDescription: Job Title: Part-Time Client Services Associate About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. Job Brief: We are seeking a detail-oriented and professional Administrative Assistant with experience in the financial industry to join our team. This individual will provide high-level administrative and operational support to financial advisors. The ideal candidate will have a background in financial services, strong organizational skills, and the ability to handle high volume and sensitive information with discretion. Responsibilities: Administrative Support • Manage calendars, schedule client appointments, and coordinate internal meetings, • Answer and direct incoming calls and emails; act as a liaison between clients and advisors, • Prepare and process account paperwork, applications, and compliance documents, • Assist with onboarding new clients, including data gathering, form preparation, and follow-up, • Help generate reports using financial software (e.g., Orion, eMoney, Morningstar), • Review and proof meeting materials and financial plans to ensure accuracy and professionalism, • Support compliance initiatives by maintaining accurate and up-to-date records, • Ensure adherence to firm policies, industry regulations, and data security standards, • Manage office supply inventory and coordinate with vendors, • Help organize client appreciation events, seminars, or internal meetings, • Provide backup support to other administrative staff as needed Requirements: Qualifications: • 1-2 years of administrative experience in financial services, wealth management, or banking, • Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), • Experience with CRMs (e.g., Salesforce, Redtail) and financial planning software is a plus but not required, • Excellent communication, time management, and organizational skills, • Ability to prioritize multiple tasks and work independently in a fast-paced environment, • Opportunity to play a key role in the growth and success of a leading RIA firm., • Collaborative and supportive team environment., • Competitive salary and benefits package., • Continuous professional development opportunities., • High end office located in Parsippany NJ with gym on-site., • Culture activities focused on health & wellness, team collaboration, and employee engagement.

Job Description Customer Success Manager · Parsippany, NJ · Full-Time · In-Office The Role At Giftogram, appreciation isn't just what we do — it's who we are. As the #1 rated rewards and incentives platform on G2, we are transforming how companies engage with their employees, partners, and customers. Giftogram helps organizations deliver digital rewards instantly — powering everything from employee recognition and customer engagement to research incentives and payouts through a simple, flexible platform companies genuinely enjoy using. As a Customer Success Manager at Giftogram, you will play a key role in turning that platform into meaningful, lasting results for our customers. You will own a portfolio of accounts — partnering with leaders across HR, marketing, operations, and finance to help customers successfully launch programs, expand them across their organizations, and consistently realize value from Giftogram. Your relationships are the reason customers stay, grow, and become long-term partners. Customer Success sits at the center of the customer lifecycle at Giftogram — working closely with Sales, Product, and Support to deliver an experience that builds trust at every touchpoint. As we grow, this team will play an increasingly important role in shaping how we scale. This is an opportunity to have real impact — on customer outcomes and on how Customer Success evolves at Giftogram. In This Role, You'll: • Own the success of a portfolio of customer accounts — serving as the primary point of contact and trusted advisor from onboarding through long-term growth, • Lead customers through successful program launches and onboarding — ensuring they adopt the platform confidently and realize value quickly, • Build strong, multi-threaded relationships with stakeholders across HR, marketing, operations, and finance — becoming a trusted partner at every level of the organization, • Proactively identify and drive expansion opportunities within your book of business — helping customers grow their programs across new teams, departments, and use cases, • Run structured consultative conversations with customers — understanding their goals, connecting them to the full potential of the platform, and addressing challenges before they become problems, • Lead strategic account reviews that demonstrate program performance, surface new opportunities, and deepen customer relationships, • Monitor customer health and engagement signals — taking proactive steps to drive retention and reduce churn within your portfolio, • Partner cross-functionally with Sales, Product, and Engineering to ensure seamless handoffs, surface customer feedback, and advocate for customer needs internally You Might Be a Great Fit If: • You have 2–4 years of experience in Customer Success, Account Management, or a client-facing SaaS role, with a track record of owning customer relationships — not just supporting them, • You are proactive by nature — you identify risks and opportunities early and bring solutions, not just updates, • You build trust quickly with both frontline users and senior stakeholders, and know how to communicate effectively at every level, • You are consultative and curious — you ask thoughtful questions, listen carefully, and genuinely want to understand your customer's goals and business challenges, • You are organized and disciplined — you manage a portfolio of accounts without letting relationships, follow-ups, or priorities slip, • You are comfortable using data — customer health signals, engagement metrics, and product usage help you prioritize your time and anticipate risk, • You are energized by helping customers grow — you're not just focused on keeping customers satisfied, but on helping them expand and succeed over time Why Giftogram? Giftogram is the #1 rated rewards and incentives platform on G2 — ranked in the top 0.07% of all software companies based on verified customer reviews. More than 22,000 businesses trust Giftogram to send digital rewards instantly — with zero fees, zero markups, and zero contracts. Today, 1 in 3 Fortune 500 companies use Giftogram in some capacity. Our customers genuinely love the platform — and Customer Success plays a central role in that experience. You will be joining a team that is deeply invested in helping customers succeed, where your relationships and your work directly influence retention, expansion, and long-term customer value. As Giftogram continues to scale, Customer Success will play an increasingly important role in shaping how we support and grow our customers. This is an opportunity to build your career within a function that leadership treats as a core driver of the business — not a support cost. You will join a collaborative, high-accountability team that moves quickly, cares deeply about doing the work well, and starts and ends with appreciation — in every customer relationship and every role. A Note to Candidates At Giftogram, we hire for mindset as much as experience. If you are excited about building real relationships, helping companies succeed, and growing within a team that genuinely values your contribution — we encourage you to apply. Customer Success at Giftogram is about curiosity, ownership, and a genuine commitment to helping customers grow. We value people who ask thoughtful questions, take initiative, and continuously work to improve their craft. If that sounds like you, we would love to hear from you. Show Us Your Craft Want to show us how you think? Include a short cold outreach message you might send to introduce Giftogram to a company. This could be an email, a LinkedIn message, or a call opener — we are interested in seeing how you approach starting conversations and creating curiosity. No need to overthink it. Just show us how you approach thoughtful outreach. Powered by JazzHR GZtEdFO7Ky

Job DescriptionThe Opportunity Play a key role by joining an exceptionally high-functioning Customer Success team at Sitetracker, where you'll directly impact customer retention and growth by demonstrating tangible value and ROI. You will own and drive strategic change across a diverse client portfolio, shaping the future success of our customers in the US region while experiencing constant growth challenges and opportunities. What You'll Do As a Senior Customer Success Manager, you will use your ability to conduct business discussions, negotiations, and strategic conversations and be instrumental in driving customer value across the dynamic US region, partnering with a diverse portfolio of Enterprise and Regional accounts. You will own the strategic relationship, meticulously creating, maintaining, and executing success and account plans that clearly articulate ROI and Sitetracker’s business value. This includes skillfully navigating complex customer organizations to build deep rapport and trust with senior leadership, understanding their mission-critical milestones and strategic objectives. You will proactively assess and diagnose customer challenges, developing comprehensive mitigation plans to prevent churn and elevate the overall customer experience through seamless cross-functional collaboration. Furthermore, you will continuously reinforce and improve Customer Success processes, always seeking to go above and beyond in every interaction, both externally with clients and internally with our teams. You will serve as a vital conduit, ensuring our customers’ voices are heard and their evolving needs are met with innovative solutions. The Skills You'll Have Core Customer Success Manager skills: • Has previously worked in or with technically focused positions, such as pre-sales, solutions/sales engineering, or implementations.+ Ability to demonstrate, configure, or customize prior tools and platforms to meet specific business needs.+ Proficient in using modern office suites like Google Docs, PowerPoint, Excel, and various reporting capabilities for day-to-day tasks.+ Ability to clearly articulate complex technical problems and devise custom technical solutions that drive tangible customer outcomes.Within 90 Days, You'll: • Successfully create and initiate success & account plans for your assigned portfolio of US accounts, aligning with customer and Sitetracker objectives., • Begin to deeply engage with senior customer leadership across your region, building initial rapport and understanding their critical business drivers and strategic vision., • Proactively assess and diagnose initial customer issues, collaborating with cross-functional teams to formulate and implement actionable mitigation plans.Within 180 Days, You'll:, • Consistently execute and refine your success & account plans, actively demonstrating tangible ROI and business value to customers through clear metrics and outcomes., • Expertly navigate complex customer organizations, turning detractors into champions and driving internal cross-functional improvements that enhance the customer experience., • Proactively identify and champion opportunities for customer experience enhancement, adoption, and retention, becoming a vocal advocate for customer needs within Sitetracker.Within 365 Days, You'll:, • Consistently drive retention and expansion across your entire US portfolio, significantly contributing to Sitetracker's growth through strong renewals and increased platform utilization., • Solidify your position as a trusted advisor for senior customer leadership, influencing their long-term strategy and ensuring Sitetracker is an indispensable partner.

Job DescriptionDescription: Client Service Associate At OnePoint BFG we are seeking a candidate to fill a full-time Client Service Associate position. The right person should have experience working as a Client Service Associate/Administrative Assistant in the wealth management, financial planning, and/or asset management business. This individual will be part of a team of professionals. The focus of this role will be on providing personalized client service, administrative support to the Financial Advisor, and organizational support to the office. Our company is a client-first business and we pride ourselves on our warm, family atmosphere. A positive attitude and friendly personality is a must! Responsibilities: • Run Orions & Package Reviews to include Fedexs and in-person binding, • Email out copies of Review and Zoom Link reminders, • Send 1099s, • Assist client with setting up online access to include maintenance when adding accounts, • Assist ancillary services like Careful, • Emoney updating, • Contacting Annuity Companies & Outside vendors, • Sending Appointment Reminders and Client Materials before calls, • Sending Meeting Materials to Clients after calls, along with follow up emails on action items, • Operation follow ups that are Client facing – tax withholding, Orion/Schwab reporting issues, custodian alerts, tracking and follow up on outstanding forms / signatures for Alts, etc., • Transition analyses for AQR & alternatives strategies, • CRM reporting and logging annual reviews, • Smaller account maintenance things like ToD additions, beneficiary updates, address updates, • Daily Deposit Log, • Withdrawal processing and follow up Requirements: Knowledge, Skills & Abilities: · Provide exceptional service to all clients. Extreme attention to accuracy and detail is a requirement. · Highly Responsible and accountable, self-motivated · Excellent organizational and time management skills · Ability to independently prioritize work · Ability to handle multiple tasks within tight time frames · Proficiency with Microsoft Office and computer software and systems to perform duties · Maintain, improve and optimize office processes · Strong verbal, written and interpersonal communication skills · Interest in financial markets and investment securities

Job DescriptionDescription: About Us: Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisor, Lyle Weintraub’s team and support our growing initiatives. About Lyle Weintraub’s team: Over the last 30 years, Lyle has built a nationally recognized, award-winning financial advisory practice and a top caliber team. Named among New Jersey’s Best-In-State Wealth Managers by Forbes, we serve high net worth individuals and families. Job Brief: We are looking for an ambitious and adept candidate who is passionate about providing exceptional client service and thrives in a fast-paced environment. This role includes a mix of client-facing activities and administrative tasks that will expand your skill set and make a meaningful impact on our business. High-level responsibilities include preparing pre- and post- meeting client materials, onboarding prospective clients and any other administrative tasks to support the needs of the team. To succeed in this role, you will need to be detail-oriented, along with having excellent communication skills, empathy and a collaborative spirit. This position reports directly to the Director of Operations. We look forward to adding another high achiever to our close-knit team. Responsibilities: • Assist Operations Team with day-to-day client needs (sending statements, tax documents, reports, beneficiary updates, opening new accounts, bank links, etc.), • Document tasks and update KYC information in CRM and other platforms., • Assist with money movement requests., • Track and deposit checks received and process in compliance with the company and broker-dealer standards., • Perform office and administrative tasks., • Assist with pre-meeting preparation materials., • Run Insurance Quotes and assist with insurance processes., • Run client reporting data, as directed., • Update and maintain client accounts and profiles., • Assist and support team members, where needed., • Monitor and maintain team calendar, phones and compliance emails., • Manage and maintain Constant Contact correspondence and any other digital platforms., • Assist with maintaining compliance records and reports., • Reconcile and troubleshoot daily custodial alerts., • Assist with maintaining Social Media platforms. Requirements: Knowledge and Skills • Enthusiasm for helping clients and other team members, • Excellent communication and interpersonal skills, • Must possess high standards of professional ethics, • Extremely proactive, reliable and success-driven, • Must be detail-oriented, organized and resourceful, • Able to multi-task in a fast-paced environment, • Knowledge of Microsoft Office and Salesforce preferred, • Bachelor’s degree from a four-year college or university, • 2+ years of experience in the financial services industry or related experience, • Conduct with the highest level of integrity and confidentiality, • Knowledge of Microsoft Office and Salesforce preferred, • Knowledge of Sales Navigator and social media Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: · Opportunity to play a key role in the growth and success of a leading RIA firm. · Collaborative and supportive team environment. · Competitive salary and benefits package. · Continuous professional development opportunities. · High end office located in Parsippany NJ with gym on-site. · Culture activities focused on health & wellness, team collaboration, and employee engagement.

Job DescriptionDescription: Position Overview The Advisor Relationship Specialist will play a vital role in ensuring that advisors are supported with the tools, systems, and resources they need to maintain and grow their client relationships. The position is integral to the overall success of our advisory team, as they will be responsible for maintaining essential systems, ensuring smooth communication between departments, and providing timely support to both clients and advisors. Key Responsibilities 1. Client and Advisor-Facing Communications o Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally. o Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service. o Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed. • CRM Maintenance:, • Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date., • Track interactions, manage contact details, and log important notes regarding client preferences or needs., • Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively., • Compliance and Documentation, • Submit weekly compliance memo to ensure accurate documentation of activities, • Maintain and track client annual meeting calendar., • Review and log all correspondence related to client interactions and ensure compliance regulations, • Monitor and report all gifting activities, ensuring they align with compliance guidelines., • Track and report non-discretionary trades, • Maintain an updated Client Relationship Summary (CRS) logRequirements: Skills & Qualifications • Education:, • Bachelor’s degree in finance, Business, or related field, or equivalent experience in the financial services industry., • Experience:, • 1-3 years of experience in a client service or operations role within a financial services environment, preferably in an RIA, wealth management, or brokerage firm., • Knowledge of financial products, account types, and investment industry terminology., • Experience with account opening, transfer processing, and move money transactions is highly desirable., • Technical Skills:, • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)., • Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus., • Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement., • Soft Skills:, • Strong attention to detail and ability to handle sensitive client information with discretion., • Excellent communication skills, both verbal and written., • Strong problem-solving skills and the ability to troubleshoot issues independently., • Client-focused with a high level of professionalism and service orientation., • Series 65, or other relevant financial industry certifications, are a plus but not required. Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice. Why Join Us: · Opportunity to play a key role in the growth and success of a leading RIA firm. · Collaborative and supportive team environment. · Competitive salary and benefits package. · Continuous professional development opportunities. · High end office located in Parsippany NJ with gym on-site. · Culture activities focused on health & wellness, team collaboration, and employee engagement.

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