Client advisor jobs in Massapequa, New York (NY) State - Page 2

Serve as a financial consultant and advisor to third-generation family members, leveraging your ... client's family office, we encourage you to apply for this role.

Build and maintain strong client relationships, acting as a trusted advisor to customers. * Develop and implement strategic account plans to maximize customer satisfaction and revenue growth

... advise clients on our service offerings - Maintain client confidentiality - Assist clinical team with client intake and flow, including registration, questionnaires, consenting, photos, and room ...

Our professionals serve as trusted advisors to organizations facing high-stakes matters demanding ... Regularly review client accounts to identify overdue payments. * Using skip tracing techniques to ...

Communicate with the back office and other agencies to complete new business and client requests in ... Experience in the competitive Financial Advisor Industry preferred * Experience processing Life ...

Build Strong Client Relationships: Develop and maintain a deep understanding of the airline ... Foster strong relationships with key stakeholders to become a trusted advisor and advocate for the ...

Advise CLP admissions staff of steps required upon admission to ensure payment of rent and minimize ... client and produce reports of expenditures on each and for the program as a whole. Must have ...

... client inquiries, and conducting follow-up calls, while promoting BMW standards for superior ... Advise customer of early or late vehicle drop off and pick up procedures (i.e. Early Envelope, drop ...

... client inquiries, and conducting follow-up calls, while promoting BMW standards for superior ... Advise customer of early or late vehicle drop off and pick up procedures (i.e. Early Envelope, drop ...

... Advise clients on a full spectrum of tax services: planning, research, compliance, provision • ... effectively manage client needs • Develop and sustain strong client relationships • ...

CRE Property Management to SimpleEQUITIES, SimpleCORE, SimpleOZ, and other 3rd Party Client ... Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered ... Increase your client base by creating and implementing strategic business and marketing plans

... Advise clients on a full spectrum of tax services: planning, research, compliance, provision • ... effectively manage client needs • Develop and sustain strong client relationships • ...

Our client is currently seeking an Account Executive (Southeast Region) to manage new and existing ... Advise management on recommended courses of action or areas needing improvement as they pertain to ...

Client communications and Coordination with their other advisors. Position requirements: * Bachelor's degree in tax or accounting. * CPA preferred, but not required. * Prior experience managing ...

Ensure regulatory compliance, assist in inventory management, and may serve as advisor to other GMS ... Work independently to perform preventive maintenance and corrective services to our client base

... luxury client base; and to join an organization whose values are based in teamwork, family ... Act as main support for the service advisors and service management team. The Rallye Motor Company ...

We are seeking a detail-oriented Client Service Specialist to provide exceptional customer support ... Effective interpersonal and training/advising skills; * Sound judgment with the ability to ...

Serve as a liaison to the company's 401k financial advisor and 401k HRIS rep. HR Compliance ... client's visits. * Track employees paid time off, leaves of absence, and sick leave in company ...

... Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has ... A team of highly-trained, experienced product consultants to support your agents' client ...

... Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has ... agents' client acquisition needs. Compensation: $100,000 - $200,000 yearly Responsibilities

Advise firm leadership with respect to the legal implications of all major case law, court decisions, and statutes. * Represent the Managing Partner at client meetings, conference calls, industry ...

... Registered Investment Adviser. Registered Representatives offer securities through NYLIFE ... Assess each client's potential life and financial needs to create an individualized financial plan ...