Client services jobs in Freeport, NYCreate job alerts

Job DescriptionCrafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Remote Benefits Representative Closer, you p...

Up to $20 per hour / Benefits - As a Member Services Specialist at Personify Health, you will: Handle incoming calls from members and clients regarding a variety of requests; Navigate multiple databases simultaneously for member research and resolution; Answer questions about client and product d...

Job DescriptionJoin The Brothers That Just Do Gutters! Forget everything you know about traditional sales! Imagine a role where 95% of leads are generated by the company, clients call you for services they need within weeks, and they choose you because of your stellar online and local reputa...

Job Description We are seeking passionate and dedicated BCBAs to join our mission of providing excellent ABA services to our clients! And while you guide our clients it is our mission to support you! * 6 months of paid training! One of our Core Values is Continued Learning which is why we offe...

Job DescriptionAbout us: Behavior Change Success and Denise Wright Licensed Behavior Analyst PLLC is an agency that provides Applied Behavior Analysis (ABA) services for individuals with autism spectrum disorder (ASD). Our supportive, inclusive culture helps every individual reach their highest...

Job Description SAIL does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expressions, national origin, age, disability, veteran status, marital status, or based on an individual status in any group or class protected by applicable federal, stat...

Job Description Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you invaluable skills, such as marketing, bus...

Job Description Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. Well train you invaluable skills, such as marketing, busi...

Providing essential support in resolving client issues to maintain exceptional client satisfaction. Responding to client inquiries via phone and email. Platinum Filings is a global leader in due diligence, corporate, and compliance services for industry professionals.

This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. Educate clients on account services, capabil...

About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture. About t...

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. About our Private Client Services (PCS) Team:. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice.

Serve as liaison between clients and internal departments. Maintain professionalism in all interactions with clients, customers, and colleagues. Client Liaison Support - Entry Level Position.

About our Private Client Services (PCS) Team:. Private Client Services (PCS) practice. Providing expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.

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...

Responsible for administrative support for the Project Management Team by being a liaison between project management and sample receiving/log-in to successfully intake and manage the clients' work. Acts as a liaison regarding client project needs and provides guidance and suggested actions to the...

This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. Educate clients on account services, capabil...

The Client Services Manager will:. Manage your Client Services Manager caseload while proactively growing it. If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you.

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. The EisnerAmper Private Client Services Team connects family ...

Exposure to a complete Product Life Cycle Development Gaining high visibility to work with teams across Client Services. Through deep client partnerships with some of the world's largest, most complex and demanding capital markets firms, we develop the flexible tools, technology and innovation th...

About our Private Client Services (PCS) Team:. Providing expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Private Client Services (PCS) practice.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our Financial Services EY EDGE practice is made up of a team of profess...

Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provide...

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their ...

About our Private Client Services (PCS) Team:. Private Client Services (PCS) practice. Providing expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.

The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients. Director, Client Accounting Services (CAS). Drive client retention and expansion by identifying cross-sell opportunit...

Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provide...

The DSO Account Manager forNYC will primarily focus on gaining new Mid to Top Tier Hair Salons leveraging the Wella Color Portfolio and services while maintaining and growing current Wella customers.

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. About our Private Client Services (PCS) Team:. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individua...

The Office of the Chief Operating Officer (COO) is comprised of Human Capital Management (HCM) Information Technology (IT) Support Services and Geographic Information Systems (GIS).

Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff. You can become part of an organization that has a strong track record and is looking to strengthen relationships and capabilities to continue being a trusted resource for our clie...

Brooklyn-based biotechnology company that develops manufactures and markets hemostatic medical devices utilizing the companys proprietary hydrogel technology.The companys plant-based technology has revolutionized the current standard by stopping traumatic and surgical bleeds in seconds without th...

Traveling Concrete Assistant Project Manager.We are currently seeking an experienced .This role supports the Project Manager in overseeing concrete construction projects from pre-construction through completion, with a focus on safety, quality, and schedule adherence.The ideal candidate will have...

Ability to apply knowledge of Keys infrastructure environment (network data voice client compute etc.

Administrative Assistant – Engineering Department.Join a collaborative, employee-friendly work environment at a leading chemical manufacturer in Bergen County, NJ.This is a great opportunity for someone who thrives in a fast-paced industrial environment and enjoys taking initiative while providin...

Actively coordinate the participation of client users through the client project manager to ensure project success. Prepare present to client and obtain signoff of Request for Support Services acceptance documentation and final project acceptance. Oversees performance of the delivery installation...

Our flexible, comprehensive services integrate technology, human engagement, and proven processes to advance patient health at every step while enabling our partners to achieve better business outcomes. You’ll lead the charge in delivering exceptional service through regular site visits, facility...

With over 127 eye care providers and the convenience of 60 locations our commitment to delivering unparalleled services is at the heart of everything we do. If you are an individual with a disability and need a reasonable accommodation for any part of the application process or in order to perfor...

This position is currently hybrid – Long Island, NY.We’re the leading creative talent solutions firm working with today’s most sought-after employers and we’re looking for dedicated professionals, like you, to join our team.We are the go-to talent source supporting the world’s top teams in

Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff. You can become part of an organization that has a strong track record and is looking to strengthen relationships and capabilities to continue being a trusted resource for our clie...

Our nationally renowned attorneys are committed to ensuring the best results for our clients through persistence and zealous representation.

The Job at a Glance: Professional Sports Publications.Full-time Sales Assistant to support a busy sales department that sells advertising in sports, trade industry and other various publications.This role will require an ambitious, self-motivated candidate who will help to optimize sales.The idea...

Greet clients and manage a high-volume phone line.

Our client is a Top 50 P&C Broker dedicated to delivering comprehensive risk management solutions and exceptional service to our commercial clients. Develop and maintain strong client relationships by delivering timely, accurate, and professional service. Review and analyze client coverage, iden

We are partnered with a real estate firm seeking a Part-Time Administrative Assistant with 2+ years of office experience to support day-to-day operations at their New York office.This role has the potential to convert to permanent hire.Candidates must be proficient in Microsoft Excel and comforta...

Collect payments for dental services rendered.

We are seeking a highly organized and experienced.Office Manager / Executive Administrative Assistant.The ideal candidate will bring 3–5+ years of office management or sales administration experience and thrive in a fast-paced, detail-driven environment.This role is critical to maintaining operat...

Work closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients. This individual will act as the main point of contact for renewal strategy and client contacts, in our large accounts division. We will rely on you to communi...