Are you a business? Hire client associate candidates in Massapequa, NY
Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations. Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effe...
Client Services Associate (Bilingual Preferred).
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. Connect with in-store clients and develop and retain a following of repeat clients to drive i...
This is an Associate level position level position within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external...
The Client Services Associate is a developing professional role.This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data.Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices...
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current. Registered Client Service Associates (CSAs) help shape the ...
A Client Service Associate role is now available for our Financial Services client. Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications. Partner with Advisory Team and Client Service Te...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate, Registered, Service...
The Client Delivery Specialist will partner with wealth managers to execute on day-to-day investment operation-related responsibilities including but not limited to hedge funds, private equity funds, & real estate funds.
Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits. The Client Service Associate (CSA) Account Manager position is an integral part of a...
Banking in a commercial bank environment. The Senior Client Associate provides personalized banking services to financial institution customers. Minimum of 3 years of related banking experience.
Embrace the freedom and convenience of a 100% remote position, allowing you to work from anywhere.
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings...
Fund Services – Technical Associate – Client Computing Solutions Team - NY. Fund ServicesEmployment Type:Full TimeJob Level:Associate. The candidate must have a technical degree for his/her education, in disciplines such as Computer Science, Electrical Engineering, or Industrial Engineering.
A Registered Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion b...
As a Client Sales Associate, you will seek new customers and help with their needs. Understanding of sales techniques and best practices in customer service.
Global Executive & Private Client Group (GEPC) Associate. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services practice.
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current. Onboard and maintain client accounts, including collecting ...
Serve as a central point of contact and primary client interface related to supporting Japanese and non-Japanese executives and their families relocating to the for three-to-four- year international assignments; services include working directly with various client business leaders to help ensure...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stan...
Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!. At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. Review and prepare complex tax returns;.
Partner with other key business stakeholders across Wealth Management, Investment Management and Institutional Securities on Integrated Firm initiatives. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and ...
