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Job Description Job Description For more than three decades California Closets has built a reputation on delivering truly custom products and unparalleled service to our clients. We have helped transform spaces, enhanced homes and allowed people to get more out of life. As the first point of contact, it is paramount that this candidate is personable and able to establish a professional relationship with clients. The ideal candidate will bring a positive, friendly, and helpful personality to lead our showroom teams in delivering on the California Closets experience. Job Summary: The Client Liaison will work with others to respond to customer inquiries, book design appointments, and assist clients in the showroom. This is a fantastic opportunity for someone who enjoys working in a team environment focused on exceptional client experiences. Responsibilities: • Answer & direct incoming phone calls, • Schedule appointments for clients with our Design Consultants, • Complete COI’s [certificate of insurance] for upcoming installations, • Assist customers in the showroom, providing information about product and services, • Assist clients picking up or dropping off material at the showroom [shelving, hardware, etc.], • Maintain white glove cleanliness of the showroom, • Customer Service experience in retail, hospitality, call center, or similar., • Available to work weekdays 9am-5pm with rotating Saturdays., • Available to work in both Tribeca and Upper East Side on a weekly basis, • Experience with CRM software, MS Office, email, and internet, • Professional appearance, • Self-motivated and the ability to work independently with minimal supervision., • Ability to multi-task and deal with a wide variety of people., • Personable with effective communication skills – both written and verbal, with a wide variety of people., • Ability to enter data while on the phone with a client., • Manage time effectively., • Ability to quickly learn the features and benefits of our products., • Medical, dental, vision, and life insurance., • 401k with match, • Paid time off, • Prolonged periods sitting at a desk and working on a computer.

Job Description Client Liaison is a hybrid, client-facing service professional responsible for supporting and maintaining a positive and compassionate experience for clients throughout the hospital. This role provides both on-floor assistance and administrative follow-up to ensure clear communication, timely support, and consistent service standards. The ideal candidate will be warm, articulate, empathetic, and able to navigate complex or emotionally charged interactions with professionalism. He or she should be comfortable working in a fast-paced environment, quick to assess client and patient needs, and able to collaborate effectively with all medical departments, Client Services teams, and leadership. Qualifications • 3 years high level customer service representative in veterinary/human healthcare., • Exceptional customer service skills; strong verbal, written, and interpersonal communication; ability to manage sensitive interactions with empathy and diplomacy, • Effective de-escalation and real-time conflict resolution abilities, • Highly organized and able to multitask under pressure, • Proficiency in MS Office and Outlook; comfort with hospital software systems, • Associate's or Bachelor's degree preferred, • Proficient in Medical Terminology Responsibilities, • Supports the Client Satisfaction Team with case follow-up and service recovery and documentation., • Client Experience & On-Floor Support; Provides real-time support to clients during their hospital visit, ensuring their questions and concerns are addressed promptly; Conducts regular rounds on all client-facing floors to assess client needs, identify any service or communication gaps, and support departmental workflows; Assists with live conflict resolution and escalates concerns to the Client Satisfaction Manager when appropriate; Reinforces hospital policies and service expectations in a clear and supportive manner, • Conducts follow-up communication with clients and assists with service-related inquiries, • Logs client feedback in NAVEX and maintains accurate data for reporting and is responsible for departmental KPIs., • Works closely with medical teams and other support staff to ensure seamless communication, • Assists with coordinating resolution plans for on-floor client issues, • Participates in trainings, service initiatives, and staff education, • Performs additional duties to support a positive client experience and smooth operations Shift: Tues- Saturday 11am to 7pm Hybrid schedule 3 days onsite 2 days admin which will be at 425 office. FLSA Classification: Exempt position due to the nature of the role which handles sensitive company and client information Benefits • Competitive salary, • 5-day work week, • Comprehensive benefits including health insurance with medical, dental, and vision benefits, very generous paid time off, paid continuing education time-off and stipend, and 403-b retirement plan with employer contribution., • School loan debt forgiveness opportunity as a non-profit hospital, • Non-corporate practice with no pressure for percentage pay A Commitment to Lifelong Learning: Founded in 1910, the Schwarzman Animal Medical Center is the world's largest veterinary teaching hospital, offering compassionate, collaborative, and cutting-edge veterinary care. Our commitment to innovation has led to the creation of one of the most advanced veterinary facilities in the world. State-of-the-Art Facilities: AMC just completed a major expansion and renovation. This project transformed the hospital's entire 83,000-square-foot space into a state-of-the-art facility unlike any other. Highlights include: A brand-new full floor surgical center, 1.5 Tesla Philips MRI (the exclusive high field MRI for small animals in NYC), 64-slice spiral CT scanner, Electroencephalography (EEG), Elekta Versa HD Linear Accelerator, In-house Laboratory, Ultrasound, Echocardiogram, and Mobile Cone Beam CT A multidisciplinary team of 140+ veterinarians across 20+ specialties: With over 20 specialties and services under one roof, our departments frequently work together to deliver the highest quality of patient care in the veterinary field. Our dynamic array of specialists means that we are the go-to place for complex cases. A Hospital in the heart of NYC: AMC is located in Manhattan, surrounded by leading research and teaching institutions such as Cornell University College of Veterinary Medicine, Weill Cornell Medical School, and NYU. Collaborative research opportunities abound, and our strong focus on education ensures a rewarding career for those passionate about mentoring and advancing veterinary medicine.

Job DescriptionDescriptionRed Clover is a New Jersey based outsourced strategic Human Resources firm managing the recruitment process on behalf of a client. Tarisio is the leading international venue for fine instruments and bows. Launched in 1999, Tarisio revolutionized the market by combining first-class expertise, the efficiency of online bidding, and a firm commitment to ethics and professionalism. Our goal is to make buying and selling instruments increasingly accessible for musicians, patrons, dealers and collectors. We have offices in New York, London and Berlin, and conduct seven auctions per year as well as year round private sales of high value items, selling more than 3,000 fine instruments and bows annually to a truly global market.The Client Liaison serves as a key point of contact for clients and visitors, providing professional, courteous, and timely support across front-of-house and administrative functions. This role supports daily reception operations, client communications, appointment coordination, and documentation management, helping ensure a smooth and welcoming experience for a global clientele. Working closely with sales, auction, operations, and workshop teams, the Client Liaison plays an important role in supporting client interactions, auction preparation, and office operations through accurate execution, clear communication, and consistent follow-through. Key Responsibilities • Serve as the first point of contact for clients, and customers managing calls, visitors, and inquiries with professionalism and warmth, • Oversee gallery preparation, viewing logistics, and scheduling for client appointments throughout auction cycles, • Support bidder registration, ensuring clients understand auction processes and requirements, • Manage documentation, including consignment agreements, W-9 collection, and private sale paperwork, • Maintain shared email inboxes, triaging inquiries and escalating as needed when appropriate, • Coordinate deliveries, mail processing, and administrative support for sales and operations teams, • Assist with payment processing, release memos, and front desk coverage during peak periods The ideal candidate is a warm, highly responsive, and meticulously detail-oriented professional with a natural talent for making clients feel comfortable and valued. This individual possesses the ability to gracefully manage and prioritize multiple complex responsibilities simultaneously while maintaining clear and concise communication. They thrive in a dynamic, fast-paced environment characterized by high levels of client interaction. Proactive, adaptable, and solution-focused, they build and maintain strong, lasting relationships with clients, customers, partners, and colleagues, based on trust, transparency, and accountability. Knowledge, Skills and Experience • 2+ years of experience in customer service, reception, or arts administration preferred, • Strong verbal and written communication skills, • Ability to manage varied administrative processes with accuracy and discretion, • Familiarity with Google Suite Workspace Tools, • Comfortable working in dynamic, client-facing environments, • Strong record keeping and reporting skills, • Ability to work independently and collaborative in a team environment, • Customer Focus - Building strong customer relationships and delivering customer-centric solutions, • Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm, • Interpersonal Savvy - Relating openly and comfortably with diverse groups of people, • Plans and Aligns - Planning and prioritizing work to meet commitments aligned with organization goals, • Medical, Dental & Vision, • Basic Life, • AD&D, • Disability, • 401(K) Program

Job Description ALL APPLICANTS MUST: · No experience needed. WE WILL TRAIN YOU. · Must Have Open Availability including Nights, Weekends and Overnights (Weekends are a MUST!!!) · Must be able to handle high volume of foot traffic in surrounding areas · Must have computer knowledge · Be able to stand for most of your shift · Be well groomed · Be available on an On Call basis · Be willing to travel to different sites at anytime (Brooklyn and Long Island City) · Must have resume before interview is scheduled · Must be ready to start immediately upon completion of interview process · Own a black suit and black shoes (NO SNEAKERS/BOOTS) Company DescriptionIf your property looks good, you do too – and so do we. That’s what drives us and inspires us and pushes us to stay on top, as we bring our A game to every project. We’re acutely aware of how important your image is to you. First impressions, last impressions, and all those impressions in between – your facility maintenance speaks volumes about your professionalism before you’ve even had a chance to get down to business. We know that. And we know what it takes to get you looking good around the clock. We’re personally invested in our client’s success, which is why we make it a point to maintain relationships, not just buildings. When we get to know you, we get to know intuitively what works best for you and how we can improve our service, fine-tune our scheduling, and anticipate upcoming service needs, so that we can take a more proactive, personal approach to your facility’s maintenance. Let’s get acquainted.If your property looks good, you do too – and so do we. That’s what drives us and inspires us and pushes us to stay on top, as we bring our A game to every project. We’re acutely aware of how important your image is to you. First impressions, last impressions, and all those impressions in between – your facility maintenance speaks volumes about your professionalism before you’ve even had a chance to get down to business. We know that. And we know what it takes to get you looking good around the clock.\r\n\r\nWe’re personally invested in our client’s success, which is why we make it a point to maintain relationships, not just buildings. When we get to know you, we get to know intuitively what works best for you and how we can improve our service, fine-tune our scheduling, and anticipate upcoming service needs, so that we can take a more proactive, personal approach to your facility’s maintenance.\r\n\r\nLet’s get acquainted.

Job Description Job Summary: PBS Facility Service is seeking a Doorman Supervisor that will be responsible for managing and supervising a team of doormen, ensuring that they provide quality services to clients. This role requires an individual with strong leadership skills, the ability to make critical decisions, and a passion for problem-solving. The supervisor will be responsible for training and re-training team members as needed, building a strong team culture, and ensuring that the team meets daily and weekly performance standards. Job Requirements: • Supervise and manage the daily activities of the doorman team, including scheduling, training, and performance management., • Demonstrated ability to lead and motivate a team of doorman and guards, • Strong desire to work collaboratively with others to achieve personal and company goals, • Ability to think outside the box and solve problems creatively, • Motivation to learn and adapt to new systems and processes, • Excellent communication skills, with the ability to manage critical situations professionally, • Ability to handle and resolve clients complaints and issues in a timely and professional manner., • Being available to respond to emergencies or provide assistance 24/7, • Demonstrating the ability to manage time and multitask without direct supervision, • Communicating effectively in English, and fluency in other languages is a plus, • Scheduling personnel and handling emergency requests, • Providing team members with a schedule every two weeks and updating it as needed, • Developing positive relationships with team members and attending team meetings as necessary, • Conducting regular site visits to interact with employees and provide support, • Training new hires and evaluating performance regularly, • Ensuring that employees comply with company policies and building regulations, • Documenting all conversations with team members, • Handling customer complaints in a timely and professional manner, • Reviewing clock-in and clock-out times daily and making necessary adjustments., • High School Diploma or equivalent required., • 3 -5 years of experience in a supervisory or management role, preferably in the hospitality industry., • Excellent communication, interpersonal, and customer service skills., • Ability to handle and resolve conflicts and complaints in a professional manner., • Strong organizational and time management skills., • Knowledge of safety and security procedures., • Ability to work flexible hours, including evenings and weekends, if needed.Company DescriptionIf your property looks good, you do too – and so do we. That’s what drives us and inspires us and pushes us to stay on top, as we bring our A game to every project. We’re acutely aware of how important your image is to you. First impressions, last impressions, and all those impressions in between – your facility maintenance speaks volumes about your professionalism before you’ve even had a chance to get down to business. We know that. And we know what it takes to get you looking good around the clock. We’re personally invested in our client’s success, which is why we make it a point to maintain relationships, not just buildings. When we get to know you, we get to know intuitively what works best for you and how we can improve our service, fine-tune our scheduling, and anticipate upcoming service needs, so that we can take a more proactive, personal approach to your facility’s maintenance. Let’s get acquainted.If your property looks good, you do too – and so do we. That’s what drives us and inspires us and pushes us to stay on top, as we bring our A game to every project. We’re acutely aware of how important your image is to you. First impressions, last impressions, and all those impressions in between – your facility maintenance speaks volumes about your professionalism before you’ve even had a chance to get down to business. We know that. And we know what it takes to get you looking good around the clock.\r\n\r\nWe’re personally invested in our client’s success, which is why we make it a point to maintain relationships, not just buildings. When we get to know you, we get to know intuitively what works best for you and how we can improve our service, fine-tune our scheduling, and anticipate upcoming service needs, so that we can take a more proactive, personal approach to your facility’s maintenance.\r\n\r\nLet’s get acquainted.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is expanding and we're excited about adding an Senior Enterprise Account Management to our Employer Platform Services team who is passionate about our mission to change the retirement FinTech space. Ideally, you have spent 5-8 years working with advisors, sponsors, record keepers and/or TPAs managing day-to-day service requests, and have experience managing a team. A key component of Vestwell's mission to empower retirement savings is to make the process of setting up and running a plan easy and painless. As an Senior Enterprise Account Management, you will play a key role in building a team who supports the sponsors, enterprise partners, and advisors in administering a plan effectively. Your goal will be to coach your team to ensure they are providing exceptional service for our clients across our platform, identify and create resources for your team as needed, and work with our product teams to find efficiencies to service our clients for scalability. You will also play a key role in the strategic development and implementation of the service structure for new Vestwell work streams and product lines, while driving retention and engagement. The Employer Services Enterprise Senior Account Management is excited about the challenge that a new opportunity can bring and looks for ways to "wow" clients and partners through excellent service delivery. The Senior Enterprise Account Management sets a high standard for quality with their team and fosters a culture of accountability, growth, and continuous improvement. An ideal candidate possesses strong critical thinking and problem solving skills and looks for ways to encourage curiosity, learning, and development to encourage career development within their team. What Will You Be Doing? Day-to-day you will be expected to: • Managing a team of coordinators, associates, leads, and account managers with a focus on establishing best practices that enable the team to effectively perform their day-to-day responsibilities and deliver on SLAs, • Work with the implementation and onboarding teams on workflows that provide for a smooth transition of plans after a first successful payroll, • Be responsible for the satisfaction of high-tiered relationships of enterprise partners, advisors, and sponsors, • Responsible for running point on client escalations and working with needed parties to de-escalate issues, • Serve as a subject matter expert on the client's plans and administrative procedures, • Ensure the team receives continuous training and development, • Review, maintain, and improve administrative procedures, defining best practices, • Identify, analyze, and assist in executing process improvements, • Provide assistance to marketing and sales with the RFP process when requested, • Manage client expectations to avoid any disconnects with process and timing standards, • Manage day-to-day volume associated with incoming tickets and calls by reallocating resources as necessary to ensure all workstreams have sufficient support, • Ensure collaboration with all internal parties while communicating to the clients, • Attend scheduled client conference calls, when required, to provide plan status and health checks, • Develop performance standards for team members and perform reviews as required; support standards through daily direction, coaching, and counseling, • Prioritize, research and resolve client questions related to technology, plan operation, compliance and other matters, • Research complex and sensitive service inquiries while seeing them through to resolution, • Work collaboratively with the Product team on specific workflows and tooling enhancements that will improve operational and service efficiency, • Evaluate and make recommendations on improvements to the streamline workflow that will enable scalability through improved operational efficiencies. This goal is continuous and assumes the team is sharing ongoing recommendations on a regular basis., • Create an environment of empowerment among the team members that puts them in a position to further advance the servicing of our current clients, • Develop and maintain training resources for the team, • Reporting on metrics, performance, and team capacity planning to support department initiatives to leadership team, • Responsible for taking ownership of understanding the company's strategic partnerships and differentiating workstreams, • Backlog and blocked item grooming for team; escalating cross-collaboratively with product for resolution, • Participates and oversees change management of Vestwell current/upcoming products, processes, relationships, and integrations while assessing how they impact the service structure and client experience and advocating to the appropriate stakeholders, • Drives key KPIs, engagement of clients, retention, and participation in retirement accounts., • Develops servicing structure for workstreams to ensure that client needs are met while maximizing available onshore and offshore resources, and develops a continuity plan to ensure the client experience is never impacted The Necessities: • 3-5 years defined contribution experience including Client Service, Plan Administration, Compliance, Plan Design, and/or Conversion experience for 401(k) and/or 403(b) plans., • Develop and maintain strong business partnership with financial advisors, Plan Sponsor, and vendors, • Bachelor's degree or equivalent work experience, • Strong commitment to superior customer service, • Positive and proactive attitude, • Proficiency is required with Excel/Google Sheets, Word/Google docs, Adobe Acrobat, and browsing network directories as we are a paperless office, • Knowledge of one or more record keeping systems, • Series 7, 65, 66 license This role will be based in either the New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job Description About Us: Insurox is a tech-driven independent insurance agency that supports small business clients nationwide. With access to over 150 carriers and a strong service infrastructure, we help businesses stay protected and grow confidently. Position Overview: We are looking for a detail-oriented Commercial Lines Account Manager to provide exceptional service and support to our business clients. You will manage accounts, handle renewals, issue certificates, and assist with client inquiries and policy changes. Responsibilities: * Manage and service a book of commercial clients * Handle renewals, endorsements, COIs, audits, and billing questions * Act as a liaison between clients and carriers * Maintain accurate documentation in our systems * Assist producers with pre-renewal strategies and cross-selling opportunities * Deliver excellent customer service via phone, email, and chat Requirements: * Active Property & Casualty license (required) * 2+ years of experience in commercial lines servicing * Strong knowledge of commercial policies (GL, BOP, WC, Auto, etc.) * Excellent organizational and multitasking skills * Proficiency with agency management systems and Microsoft Office Benefits: * Supportive team environment * Competitive salary * Paid time off and holidays * Health, dental, and vision coverage * Opportunities for growth and advancement Powered by JazzHR jJNEO4awOL

Job Description Join a rapidly growing organization that is shaping the future of the fresh produce industry. We are seeking an experienced and detail-oriented Accounting Manager to oversee financial operations and support ongoing business growth. In this role, the Accounting Manager will be responsible for managing key accounting functions, ensuring accurate inventory control, and contributing to the implementation of a new Point of Sale (POS) system as part of the company’s continued operational enhancement. What You’ll Be Doing: • Serve as the go-to expert for daily finance operations., • Manage Accounts Payable and Accounts Receivable functions., • Oversee Sales Revenue Audits and ensure financial accuracy., • Maintain and reconcile General Ledger and Balance Sheet accounts., • Lead the implementation of a new POS system to streamline transactions., • Support Budgeting, Forecasting, and Financial Reporting activities., • Perform Data Analysis to guide smarter business decisions., • Maintain inventory control and track asset movements accurately., • Prepare and post journal entries across multiple entities., • Bachelor’s degree in Accounting, Finance, or related field; CPA certification a plus!, • 7+ years of progressive accounting experience, including 2+ years in a leadership role., • Background in retail, wholesale, or fresh produce industries highly preferred., • Proficient with QuickBooks, Sage, NetSuite, and advanced Excel., • Detail-oriented, analytical, and proactive problem-solver., • Able to thrive in a fast-paced, hands-on environment., • Experience with POS system rollouts is a strong advantage.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Account Executive, Wealth Management LOCATION: Fully Remote - CA West Coast SALARY: $245,000 - $260,000 OTE (base plus commission), plus equity The Role: As an Account Executive, Wealth Management at Canoe Intelligence, you will develop and execute strategies to identify, engage, and close new business opportunities within our Wealth Management segment in North America with a focus on the West Coast and Mountain Region. The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers within the single family office and multi family office segments. What You’ll Do: * Identify and target potential clients * Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities * Conduct thorough research to understand the needs, pain points, and priorities of prospective clients * Develop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions * Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process * Negotiate contract terms and pricing agreements to drive successful deal closures * Provide accurate sales forecasts and reports to the sales management team * Stay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector What We’re Looking For: * 5+ year track record of success in fintech sales and business development * Strong knowledge of the alternative investment industry, including key players, industry regulations, and market trends * Excellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiences * Demonstrated ability to build and maintain relationships with senior-level decision makers and influencers * Strong negotiation and closing skills, with a focus on driving revenue growth * Self-motivated, proactive, and results-oriented mindset * Ability to work effectively in a fast-paced, dynamic startup environment * Proficiency in CRM software and other sales productivity tools (Outreach, Zoom Info, Highspot) * MBA highly preferred What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We are seeking a Senior Client Implementation Specialist to lead the onboarding and success of our most strategic, high-value enterprise clients. You will own the end-to-end implementation process for large and complex RIA firms, independent wealth managers, and multi-family offices, acting as a trusted advisor and project manager to drive successful outcomes. Your role will be critical to shaping the client experience and driving long-term adoption of Arch's platform. This is a senior-level, client-facing role where you'll work with sophisticated advisory organizations that have complex operational requirements, multiple stakeholders, and high expectations for service delivery. You'll need to demonstrate strategic thinking, executive presence, and the ability to navigate organizational complexities while delivering exceptional results. As a seasoned professional, you'll be expected to operate with significant autonomy, mentor junior team members, and contribute to the strategic direction of our enterprise onboarding processes. You'll also play a key role in product feedback loops and process innovation—balancing independent execution with cross-functional leadership and team development. What You'll Do: Account Onboarding * Own the onboarding journey for large, high-complexity RIA firms and wealth management organizations from kickoff through go-live * Develop and implement tailored onboarding plans with clearly defined milestones, timelines, roles, and success metrics for enterprise-scale implementations * Serve as the primary point of contact, coordinating across internal teams and external stakeholders to meet ambitious onboarding goals * Lead onboarding calls, data discovery sessions, and technical setup discussions with clients * Work with RIA firms to organize and onboard extensive investment portfolios and client data, maintaining consistent communication every step of the way * Communicate with fund managers and custodians on behalf of clients to receive and reconcile investment and account information * Over time, take on the most complex clients and implementation challenges with increased autonomy and strategic responsibility Data Collection and Quality * Process and monitor large volumes of account information, including updates from clients, funds, and custodial systems * Monitor client accounts for data quality issues and promptly address any discrepancies across multiple portfolios and data sources * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs * Coordinate complex data migrations and system integrations for enterprise-level, RIA implementations Education and Relationship Management * Deliver comprehensive training to client teams across multiple departments to ensure high levels of adoption, engagement, and self-sufficiency post-implementation * Support ongoing adoption through strategic communication, guidance, and executive-level check-ins * Mentor less-experienced implementation specialists and contribute to team knowledge sharing and best practices Communication and Relationship Building * Conduct regular check-in meetings with clients during the onboarding process to assess their needs and satisfaction across organizational levels * Build rapport with clients from operations teams to C-suite executives and ensure a white-glove onboarding experience * Maintain comprehensive client records and notes in our CRM system to ensure continuity across complex organizational structures What We're Looking For * 4–6+ years of experience in client onboarding, implementation, or customer success—ideally in financial technology, SaaS, or financial services with enterprise clients * Proven track record managing large, complex client implementations with multiple stakeholders and workstreams * Excellent project management skills; ability to manage timelines, set expectations, and drive accountability across complex organizations * Strong interpersonal and communication skills; ability to distill complex topics for diverse audiences from operations to executive level * Detail-oriented with a bias toward action and a client-first mindset * Leadership qualities and ability to mentor junior team members Bonus Points If You: * Have experience in wealth management, RIA operations, alternative investments, or fund administration * Are familiar with RIA-specific concepts like fee billing, performance reporting, compliance requirements, and regulatory reporting * Have worked with consolidated reporting systems (such as Addepar, BD, Orion, etc.) * Have experience with capital calls, IRRs, recallable distributions, and K-1s * Have experience working with CRM systems, project management tools, and/or SQL * Thrive in high-growth, fast-paced environments and enjoy wearing multiple hats * Have experience with enterprise software implementations or large-scale system integrations. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $115K - $130K

Job DescriptionOverview Company Overview: Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal® is hiring a Security Account Manager. As a Security Account Manager, you are the driving force behind daily security operations, ensuring the safety and well-being of the people and places you protect. You will lead from the front-guiding, developing, and motivating your team of security officers and supervisors to deliver exceptional service. This is your opportunity to lead with purpose, make a real impact, and create a safer environment for those who count on you. Why Join Allied Universal? • Career Growth: Opportunities to advance within a global leader in security services, • Impactful Work: Play a vital role in protecting people, property, and businesses, • Manage scheduling: Leverage AI-powered technology to effectively schedule security officers, meeting client contract hours while minimizing unbilled overtime, • Lead and Develop Security Teams: Hire, coach and manage security officers and supervisors while overseeing payroll, performance, and employee relations, • Enhance Client Relationships: Serve as the primary point of contact for clients, ensuring high-quality service that protects people and property, • Handle Security Incidents and Emergencies: Respond to escalated issues professionally, coordinating with clients and internal teams, • High school diploma or equivalent, • Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment, • Valid driver's license if driving a company vehicle, or personal vehicle while conducting business, • Minimum of two (2) years of experience in business operations, security management, or supervising teams in a fast-paced environment, • Experience in leading, developing, and retaining a dynamic team while building positive client relationships, • Knowledge of emergency preparedness, physical security protocols, risk assessments, and law enforcement coordination, • Proven ability to evaluate situations, make sound independent decisions, and resolve conflicts in an efficient manner, • Proficiency in web-based applications and computer systems, including Microsoft Office, • Ability to communicate effectively with clients and employees while managing multiple projects and driving operational excellence, • College degree in Business Administration or a law enforcement-related field, • Law enforcement, military, and/or contract or proprietary security services, or facility management experience, • American Society of Industrial Security (ASIS), International Certified Protection Professional (CPP) certification, • Previous payroll, billing, or scheduling experience, • Aptitude with security systems: CCTV, access control, and badge administration, • Medical, dental, vision, basic life, AD&D, and disability insurance, • Enrollment in our company's 401(k)plan, subject to eligibility requirements, • Eight paid holidays annually, five sick days, and four personal days If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: . Requisition ID 2025-1499312

Job DescriptionSalary: $100,000 - $125,000 plus annual discretionary bonus Position Overview Nardello & Co., a leading global investigations firm, seeks a Client Relationship Manager to strengthen relationships with key clients and support business development initiatives. Reporting to the Chief Business Development & Marketing Officer in New York, this role is primarily focused on US activities with some global elements; requires a proactive, detail-oriented professional with experience in client development strategies, CRM management (Salesforce preferred), and stakeholder engagement. Key Responsibilities • Develop and execute client relationship strategies and growth plans., • Monitor client-related news and share updates internally., • Identify cross-selling opportunities with Client Relationship Leads., • Coordinate client training sessions, CLEs, and events., • Manage client gifting programs and maintain client databases., • Track expenses and ensure alignment with marketing budgets., • Research and build targeted event lists., • Analyze client data and prepare BD activity reports., • Collaborate with Marketing, IT, Legal, and Operations on client initiatives. Qualifications • Minimum of 57 years of client relationship or account management experience in global professional services; legal or investigations sector knowledge preferred., • Demonstrated ability to develop and implement client development strategies in the US, international exposure a plus., • Strong project management, communication, and organizational skills., • Ability to work independently in a fast-paced environment., • Proficiency in Microsoft Office; Salesforce experience highly preferred., • Bachelors degree preferred. Additional Details • Hybrid work environment; some travel required., • Competitive compensation and benefits., • Nardello & Co. is an Equal Opportunity Employer. Who We Are With offices in New York, London, Washington DC, San Francisco, Los Angeles, Hong Kong, Singapore, and Dubai, Nardello & Co. is a global investigations firm whose experienced professionals handle a broad range of matters including due diligence, anti-corruption and fraud investigations, civil and white collar criminal litigation and arbitration support, asset tracing, activist defense, political risk and strategic intelligence, digital investigations and cyber defense, monitorships and independent investigations, and compliance. Nardello & Co. enjoys a reputation as the best kept secret of leading law firms and financial institutions, Fortune 500 and FTSE 100 companies, high-net-worth individuals and family offices, governments, NGOs, sports organizations, and academic institutions who know that managing risk effectively requires choosing the best investigative partner. We believe that excellence starts with having the right people. Our professionals have spent their entire careers building and enhancing their expertise. Our professional team includes former US federal prosecutors, US and international lawyers, former law enforcement personnel and intelligence operatives, licensed investigators, research analysts, former journalists, financial crimes specialists, forensic accountants, and computer forensic experts. Our team is composed of proven performers who think creatively and strategically, adhere to the highest ethical standards, and are committed to excellence.

Job DescriptionMISSION STATEMENT Acacia Network, the leading Latino integrated care nonprofit in the nation, offers the community, from children to seniors, a pathway to behavioral and primary healthcare, housing, and empowerment. We are visionary leaders transforming the triple aim of high quality, great experience at a lower cost. Acacia champions a collaborative environment to deliver vital health, housing and community building services, work we have been doing since 1969. By hiring talented individuals like you, we’ve been able to expand quickly, with offices in Albany, Buffalo, Syracuse, Orlando, Tennessee, Maryland and Puerto Rico. POSITION OVERVIEW Responsible for wide range of case management duties assisting applicants and referents to Greenhope’s residential and outpatient services. Will admit new clients and assist medical staff as needed with admission documents. KEY ESSENTIAL FUNCTIONS • Primary liaison with internal and external referral sources for residential and outpatient services., • Maintains a stream of referrals to ensure residential bed and outpatient slots are covered on a weekly basis., • Complete preliminary telephone or face-to-face screening to determine eligibility for services as delineated by contractual requirements via electronic health record system.. Conducts screening interview and complete LOCADTR, WNRA, and other assessment documents. Obtain detailed demographic information on client criminal, family, substance, mental health and other relevant data., • Answers all inquiries from potential program clients, returning all calls within 24-48 hours., • Maintain a calendar noting work schedule to be shared with managers, receptionist, outreach staff and program managers., • Help to develop partnerships and linkages with all referral sources (hospitals, community agencies, crisis system, corrections, family, and other community partners) via phone and letters. Schedule recruitment activities for outreach staff. Input new and updated referral sources in AWARDS Electronic Health Record system., • Receives and coordinates all referrals to include notification of insurance providers for prior authorization and services covered. Coordinate with the Benefits department to ensure client financial status via Medicaid and other managed care funding source. May need to review financial information as needed to determine ability to pay for services., • Meet with residential clients within discharge phase to refer to Outpatient aftercare services, • Along with department manager, maintains all program waiting lists, admissions, discharges and updates all lists on an on-going basis. Maintains weekly/monthly contact with referring case managers and other providers., • Conduct induction process with residential clients and deliver to primary counselor. Coordinate with department manager to have active list of primary counselor assignments., • Distribute email notification of pending admission and actual admission report in a timely manner to include chart number, name, children and any other pertinent documents., • As needed, participate in clinical staff meetings and case conferences as necessary to ensure good coordination and continuity of care., • Receive regular weekly supervision from Department Manager., • The competitive candidate will have a High School Diploma or GED with a minimum of five (5) years’ experience in the health and social service field., • Must have a CASAC-T or be a qualified health professional., • Knowledge of DSM-IV diagnoses, substance abuse, and recovery, • Knowledge of state and local behavioral health and related services, • Ability to communicate effectively, both orally and in writing, • Ability to work independently and with others and on a team, • Ability to maintain confidentiality of information, • Ability to work under pressure and handle issues which develop unexpectedly Acacia Network provides a comprehensive and competitive benefits package to our employees. In addition to a competitive salary, our benefits include medical, dental, and vision coverage. We also offer generous paid time off, including vacation days and paid holidays, to support a healthy work-life balance. We prioritize the well-being of our employees both professionally and personally. As an Equal Opportunity Employer, we encourage individuals from all backgrounds to apply.

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Oversee progress of entire engagement in the preparation of financial statements and consolidation of trial balances., • Research complex technical accounting topics, identify relevant guidance, and corresponding SEC rules and regulations., • Begin to write basic technical accounting memos., • Knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review of financial statements and consolidation of trial balances., • Establish an in-depth understanding of how to assess the accuracy of complex financial statement areas such as SOCF, Equity, and EPS and identity disclosures which are inaccurate/incomplete, • Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director., • Lead all client calls, manage project status with managers and staff. Develop project plans and accurate completion of project plans at the deliverable level., • Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc., • Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm., • Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise., • Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level., • Support Firm initiatives and development opportunities., • Work to build relationships and promote collaboration in a hybrid environment. Required Skills/Abilities: • Strong working knowledge of the Generally Accepted Accounting Principles., • Being a strong champion for and thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Above average written and verbal communication skills., • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition., • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert., • Proficient in Microsoft Office Suite with an emphasis on Excel skills. Education and Experience: • Bachelor's degree in Accounting or equivalent required., • Close to obtaining CPA Certification. This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job Description Responsibilities: - Answer incoming calls and provide assistance to clients - Gather necessary information from clients using phone systems - Conduct initial assessments to determine client needs - Document client information accurately and efficiently - Collaborate with other team members to ensure smooth intake process - Provide excellent customer service and address any concerns or questions Experience: - Previous experience in a similar role preferred - Strong communication skills, both verbal and written - Excellent organizational and multitasking abilities - Ability to work well under pressure and handle stressful situations calmly Note: This job description is not intended to be all-inclusive. The employee may be required to perform other duties as assigned by their supervisor. Company DescriptionIt is the mission of People Care to provide compassionate quality care to all patients in the home setting with acknowledged respect for their worth, comfort, privacy, dignity, spirituality, and freedom of choice, maximizing their quality of life.It is the mission of People Care to provide compassionate quality care to all patients in the home setting with acknowledged respect for their worth, comfort, privacy, dignity, spirituality, and freedom of choice, maximizing their quality of life.

Job Description Company Overview World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Associate Account Manager supports the day-to-day management of middle-market and large accounts by assisting with routine service activities, renewal coordination, and the maintenance of accurate policy and client records. This role requires a strong focus on delivering responsive, high-quality service to both external clients and internal team members, contributing to overall client satisfaction and account retention. Primary Responsibilities * Set up and maintain account details, contacts, and policy information in EPIC * Summarize loss history. * Summarize current programs and expiring exposures * Leverage templates and system generated letters to draft proposals, stewardship reports, and other presentations / reports related to large and complex clients with guidance from an Account Manager or Account Executive. * Create premium billing allocations and review carrier invoices * Coordinate and finalize policy and endorsement check. Can review coverages and identify differences. * Coordinate audits and effectively resolve audit disputes. * Document and process cancellations and non-renewals. * Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review Qualifications * 0-2 years’ experience in Commercial Property and Casualty * Licensed or obtaining state Property & Casualty insurance license * Knowledge of Excel, Word, and other MS Office products to include basic formatting. * Able to learn coverage fundamentals. * Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. * Seeks to obtain industry information, new product information, coverage and technology to continuously improve knowledge performance. * Strong written, oral, and interpersonal communication skills. * Able to follow a well-established and familiar set of activities and/or process to derive a solution. * Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery. * Works to achieve stated objectives and delivers results at the close direction of a senior team member. * HS Diploma or equivalent This position is located in New York. The base salary for this position at the time of this posting may range from $63,000 to $68,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR aD5d4djPVZ

Job DescriptionBenefits: • Hiring bonus, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off We pride ourselves on being personable and professional and always seeking that addition to our team that helps us shine bright. We are committed to community! Thomas and his team serve locally through various organizations in the community and are big proponents of United Way. Come join us today! ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Thomas Tobin - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.

Job Description Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Member Company: CARS RESPONSIBILITIES • Manager and retain a book of business by providing excellent customer service, a proactive renewal process, negotiating with underwriters, utilizing internal resources, and by collaborating with other internal teams., • Manage day to day servicing to our clients, including issuing certificates, auto id cards, processing endorsement requests, policy checking, renewal pricing, billing issues, invoicing, and contract reviews., • Address any deficiencies and anticipate client needs with a quick turnaround time., • Confidently and accurately answer client situational questions with respect to insurance coverage and advise about uncovered exposures as applicable., • Continuous, clear, and professional verbal and written communication with clients and carriers, including client-facing meetings to build strong relationships with clients., • Bachelor's Degree, • Active P&C License, • 5+ years of Commercial Transportation experience, • Experienced with Agency Management Systems, preferably Applied EPIC

Job Description THIS IS A FULL TIME REMOTE POSITION WITH EASTERN SPECIFIC TIME ZONE REQUIREMENTS. SHIFT REQUIREMENTS ARE MONDAY-FRIDAY 8AM-5PM EST. POSITION SUMMARY To properly assist the Social Security Disability department in conducting disability intakes for all new and existing prospect clients. The Intake specialist will be responsible for creating intakes in our system, conducting client intakes, generating retainers, scheduling Attorney appointments and completing Social Security Disability applications. The Intake specialist will also be responsible for sending retainers to the Social Security Administration. Additionally, assisting the firm with case management, preparing files for Initial claims, reconsideration, hearings, and appeals council obtaining up to date medical records, answering phones and heavy client contact. The position also requires working with medical records, creation of retainer packages, and compliance with Social Security Law. This role will require heavy client contact and providing support to Attorneys and Management. The Paralegal is a hands-on position which requires attention to detail and compassion for clients RESPONSIBILITIES Client Intake Management • Conduct thorough Social Security intakes via telephone within 48 hours of assignment, gathering detailed personal and medical information., • Generate and dispatch retainer packets to clients via email or mail promptly, • Create and maintain accurate client records in the firm's case management system., • File Social Security applications and appeals, submitting requisite forms and documentation to SSA local offices., • Schedule appointments for Intake Attorneys/Advocates based on availability., • Respond to phone calls, voicemails, emails, and text messages within 24 hours., • Liaise with attorneys, management, and the SSA to facilitate optimal client service., • Monitor daily dashboards to prioritize tasks., • Create reminders and track intake-related actions in the case management system., • Answer calls in a professional, empathetic manner., • Apply critical thinking and problem-solving skills to ensure client satisfaction. Education • High School Diploma or GED required., • Previous experience in data entry, customer service, legal, or medical environments preferred., • Proficiency in Microsoft Office Suite; experience with case management software., • Excellent verbal and written communication skills., • Strong organizational skills: ability to multitask and prioritize effectively., • Empathetic and compassionate client-facing demeanor., • Ability to manage confidential information appropriately. The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job. Physical Demands: While performing the duties of this job the employee is frequently required to sit, stand, walk, talk, hear, bend, stoop, and have finger, hand, and arm dexterity. Work Environment: This job operates in a professional office/remote environment and routinely uses standard office equipment. We are a paperless work environment utilizing Vonage, Docubee, Microsoft Office Suite package, & Smart Advocate legal software EOE STATEMENT: The Law Offices of Joseph A. Romano, P.C. offers equal opportunities to all persons without regard to actual or perceived race, color, religion, age, gender, pregnancy (including childbirth and related medical conditions), disability, national origin, ancestry, citizenship, military or veteran status, marital status, sexual orientation, gender identity or expression, domestic violence victim status, predisposing genetic characteristics or genetic information, or any other status protected by applicable law. We will endeavor to make a reasonable accommodation/modification for the known physical or mental limitations of a qualified applicant with a disability to assist in the hiring process, unless the accommodation would impose an undue hardship on the operation of our business, in accordance with applicable federal, state, and local law. Applicants who require reasonable accommodation during the application process may contact Human Resources.

Job DescriptionOur client is one of Europe's fastest-growing companies and provides open-source solutions and offers their own widely adopted Linux-based operating system. They provide licensed enterprise software products, commercial support, managed services, consulting and training services to customers who are deploying open source applications on the cloud, in their data centre, or to the connected device and IoT ecosystem. We are seeking a sales professional to act as a sole contributor, engaging with Telecom Service Providers across the USA and Canada. Telecommunications is one of our clients' strongest sectors, and they are involved with many O-RAN, IoT, and Data Center initiatives (along with many other IT Digital Transformation / Infrastructure Transformation programs). Their customers include a Tier 1 Mobile Telco Service Provider in the United States.In terms of the candidates, we are looking for people who have: • Empathy for the customer, • High intellect (you must be willing to undertake and pass a GAI test), • Passion for technology, • Teamwork, • Energy, • A strong sales track record or hitting targetsThe Client's Linux OS is already very widely adopted, which gives us a credible basis for conversations in the market. Nevertheless, it requires real work for sales professionals to build on that adoption to create trusted and profitable commercial relationships with the enterprises in their territory. The successful candidate will carry an annual bookings quota within their assigned territory. They should be able to travel regionally for client engagement, industry conferences, and internationally for company events.They will be expected to demonstrate professionalism and effectiveness, to prospect accounts for new business, maintain and develop existing relationships, and work with colleagues and partners on account strategy. They must be comfortable selling enterprise software, open source, cloud, virtualisation, container technologies and technical software solutions to senior levels of the enterprise. There will be some lead generation support from sales development representatives, but the Sales Director / Enterprise Account Executive must be willing to prospect and drive their sales pipeline.Location: remote The client will engage by offering a local payroll.Please ignore the salaries mentioned on the job board - there is flexibility for the right profile

Job Description DEPARTMENT: Finance SCHEDULE: Monday – Friday, 9:30AM to 5:30PM Full-Time/Exempt SUPERVISOR: Chief Financial Officer LOCATION: New York SALARY: The salary range for this position is $95,000 to $105,000. Compensation commensurate with experience. SUMMARY Founded more than 40 years ago as a boutique law firm servicing the entertainment and arts communities in New York City, Frankfurt Kurnit now provides the highest quality legal services to clients in a wide range of industries and disciplines worldwide. With leading practices in entertainment, advertising, intellectual property, technology, litigation, corporate & finance, estate planning, charitable organizations, professional responsibility and other areas. The National Law Journal named us to its "Midsize Hot List." The Legal 500 describes us as an "exemplary practice [that] well and truly earns its five-star rating." And Chambers USA praises us as “top-notch,” “well-regarded,” and “highly respected.” Frankfurt Kurnit Klein & Selz has offices in Los Angeles and New York City. We are seeking a Accounting Manager to handle accounting and billing matters for our Los Angeles and New York offices. This position will report to the Chief Financial Officer. PRIMARY JOB FUNCTIONS Accounting • Support to Chief Financial Officer in the daily administration of the Finance department., • Prepare timely and accurate monthly, quarterly, and annual financial reports., • Oversee the coordination and management of payment arrangements with clients and billing department., • Manage the accuracy, timeliness, and compliance of all daily, monthly, and year-end accounting functions and processes, such as accounts payable and accounts receivable, general ledger review, and reconciliations for various bank and investment accounts, IOLA account management, corporate credit card, and fixed asset accounts., • Select vendors and negotiate contracts based on assessments of firm needs and cost-benefit analyses., • Assist with retirement plan administration, including compliance and reporting., • Ensure the timely filing of all local, state, and federal tax reports, as well as responding to financial surveys and insurance applications., • Oversee payroll processing, tax compliance, and reporting., • Assess inefficiencies in accounting operations and propose solutions to address them., • Oversee and manage the billing process including pre-bills, invoices, alternative fee arrangements, credit programs and specific cash applications., • Manage month-end close procedures relating to billing and help ensure all monthly billing reports are distributed timely and accurately to management and attorneys., • Ensure a high level of customer service when working directly with attorneys and external clients., • Respond to client, attorney and professional staff inquiries in a timely fashion., • Respond to high volume of management, partner, and client requests relating to billing inquires and reporting., • Supervision of the department’s staff including coordination of work, approval of time off, and annual performance reviews., • Other responsibilities as assigned. SPECIFIC SKILLS, KNOWLEDGE AND ABILITIES REQUIRED • Ability to communicate and interact with attorneys, clients, all levels of staff and management at the firm., • Excellent verbal/written communication skills., • Strong organizational and time management, • Superb attention to detail and ability to multi-task., • Ability to plan and manage work under time constraints and high-pressure situations., • Able to work independently and anticipate needs of assignments., • Exercise confidentiality and discretion. EDUCATION AND EXPERIENCE • Bachelor’s degree is required. CPA license is preferred., • Minimum of 3 years of experience working with law firms is preferred., • Must be proficient with Excel. Aderant Expert Time a plus. Frankfurt Kurnit Klein & Selz offers eligible employees a comprehensive range of benefits, including medical, dental, vision care, life insurance, disability insurance, commuter benefits, flexible spending and retirement plans. To apply: Direct applicants may apply to this position by clicking “Apply” below or on the upper right side on this posting. Your submission must include a resume and a cover letter addressed to Oris Diaz, Director of Human Resources. If you have any questions or need additional information about this position, please send an e-mail to . Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements. The duties and responsibilities may change at any time with or without notice. Frankfurt Kurnit Klein & Selz is committed to providing a diverse work environment free from harassment and discrimination, in which all individuals are treated with respect and dignity. The Firm is an equal opportunity employer committed to recruiting the most qualified employees and providing them with equal opportunity for advancement in all aspects of employment. All human resources actions are administered in a manner which will not discriminate against any persons on the basis of age, race, sex, color, creed, religion, national origin, disability, sexual orientation, gender identity, gender expression, marital status, genetic predisposition or carrier status, veteran status, or any other characteristic or trait protected by Federal, State or local law. The Firm prohibits and will not tolerate any such discrimination or harassment. Further, it is our policy to provide reasonable accommodations to people with disabilities who request such accommodation, consistent with the requirements of the Americans with Disabilities Act.

Job DescriptionPosition Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities • Establish customer relationships and follow up with customers, as needed., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • 401K, • Hourly pay plus commission/bonus, • Paid time off (vacation and personal/sick days), • Flexible hours, • Growth potential/Opportunity for advancement within my agency, • Hiring Bonus up to $Requirements, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • People-oriented, • Detail oriented, • Proactive in problem solving, • Dedicated to customer service, • Able to learn computer functions, • Ability to work in a team environmentIf you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job Description Studs is a category-defining ear piercing and earring brand named one of "the 10 most innovative companies in retail for 2023" by Fast Company. Studs connects ear piercing with aftercare and earring shopping to create an end-to-end Earscaping® experience. We offer a better retail and digital experience that prioritizes safety and expertise in a cool, fun and welcoming environment, along with a wide earring assortment—all at an accessible price point. Salary Range: $80,000-$100,000 Reporting directly to the Associate Director of Accounting, the Associate Accounting Manager will work cross-functionally supporting our omnichannel business, with an expanding e-commerce AND retail business. This is a unique opportunity to be on the ground floor of creating and implementing process improvements. We are looking for a team player who is ready to think strategically, act with integrity, and have fun while doing it. This role is based in New York, NY. Key Responsibilities: • Assist in accounting functions, including but not limited to accounts payable, accounts receivable,, • Inventory, cash management, COGS, revenue, prepaid, fixed assets, equity, and taxes, • Support the month-end close processes, including preparing journal entries and supporting reconciliations, • Perform monthly analytics to ensure completeness and accuracy of financial statements, • Including reconciling, researching, and resolving discrepancies, • Ensure compliance with local, state, and federal government requirements, including preparation of business and tax-related needs for new studio locations, • Minimum of 5 years working experience in Accounting, • Bachelor's degree in Accounting, Finance, or related field, • Experience with QuickBooks and other ERP systems, • Advanced Microsoft Excel skills, • Familiarity with G-Suite, Shopify, and Tableau, • Attention to detail and the ability to analyze large amounts of data, • Experience with multi-unit, inventory businesses, • Driven, creative problem solver who consistently acts with integrity and speaks up, • Flexible Work Environment (3 days in office, 2 days work from home), • Comprehensive Medical, Dental, and Vision Insurance (including a plan option with $0 in-network mental health visits), • Access to Mental Health and Work/Life Resources including Online Therapy, Gender Affirmation Support Services, and Employee Assistance Program (EAP), • Voluntary Life Insurance, • Health and Commuter Tax-Advantaged Accounts, • Stock Options in connection with the Company's Equity Incentive Plan, • 401(k) Retirement Savings Plan, • Paid Time Off, Paid Safe & Sick Leave, and Paid Parental Leave, • Paid Sabbatical After 4 Years of Service, • Exclusive Employee Discounts on Piercings and Jewelry (we've got your friends and family covered too!) Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Click here for the Studs Privacy Notice for California Applicants.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role We’re looking for a Commercial Account Manager to grow relationships with Arch’s most sophisticated and high-value clients. This is a senior, client-facing, revenue-carrying role that blends customer success and commercial strategy, focused on driving retention, satisfaction, and account expansion. You’ll work closely with RIAs and institutional clients, serving as a trusted advisor who ensures long-term value while identifying opportunities for upsell and growth. You’ll partner cross-functionally with Implementation, Product, Engineering, Sales, and Leadership to align client goals with Arch’s evolving capabilities. This is a high-impact role for someone who can think strategically, communicate effectively, and thrive in a fast-paced, high-growth environment. Our objectives for the role: Client Ownership & Success * Conduct regular check-ins, business reviews, and executive engagements to drive product adoption and client satisfaction. * Proactively identify usage gaps, deliver tailored solutions, and ensure platform value is fully realized. Renewals, Upsell & Expansion * Own the full commercial lifecycle for accounts: renewals, upsells, and expansions. * Identify new opportunities, broader user adoption, premium features, deeper integrations. * Lead commercial conversations with Arch’s most strategic customers. * Align pricing, contracts, and platform capabilities to client goals and investment strategies. Stakeholder Engagement * Build and deepen relationships with operations leaders, CTOs, COOs, and Partners. * Tailor messaging and engagement to different levels of the client organization. * Represent the voice of the client internally to influence product and operational priorities. Strategy & Process Improvement * Help shape playbooks for renewals, pricing, account expansion, and strategic success. * Track and report on account health, pipeline activity, and revenue performance. * Contribute to scaling the function—mentoring teammates and improving internal processes. You’re a fit if you: * Have 5-8 years of experience in account management. * Have experience in wealth management, RIA operations, or private fund administration. * Understand investment concepts like capital calls, IRRs, K-1s, and recallable distributions. * Have used platforms like Addepar, Black Diamond, or Orion. * Are comfortable with CRMs, data systems, or SQL. * Have helped build or scale a commercial or customer success function in a startup environment. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $200K - $250K

Job DescriptionDescription: About Johnson Health Tech Join Johnson Health Tech, a global leader in fitness, wellness, and health. Built on family values and a commitment to excellence, we serve those who want to live healthier, more fulfilling lives. Our innovative products provide superior experiences in fitness clubs, homes, and beyond, designed with the highest international standards. With a foundation in cross-cultural collaboration, thoughtful design, and a dedication to global citizenship, we’re looking for individuals who want to be part of something meaningful and impactful. Position Overview As a Commercial Account Manager with Johnson Fitness & Wellness, you’ll report directly to the Director of Commercial Sales, working to achieve and exceed revenue and gross margin goals while developing market opportunities within your territory. This hybrid role combines strategic sales with strong relationship-building, as you connect with local businesses and showcase our industry-leading products to meet their needs. Responsibilities: Your key responsibilities will include: · Creating action plans and sales schedules to target specific markets. · Following up on new leads and referrals and maintaining detailed daily activity reports. · Ensuring quality customer service and long-term, profitable customer relationships. · Organizing and attending trade shows, clinics, and marketing events to represent JFW within budget. · Maintaining up-to-date knowledge of our product offerings and delivering superior technical sales skills. · Developing and implementing strategies to grow the customer base and achieve sales goals. · Collaborating with the Delivery Manager to ensure smooth delivery and installation experience for clients. · Analyzing market trends, monitoring competition, and adjusting strategies to stay competitive. Requirements: We’re looking for candidates with: · A high school diploma or equivalent (Bachelor’s Degree in Sales Operations or related field preferred). · 5-7 years of B2B sales experience (fitness sales experience a plus). · A valid driver’s license and clean driving record. · Passion for the fitness industry and a commitment to providing exceptional service. Benefits: We offer a competitive compensation package along with outstanding benefits and growth opportunities, including: · Health & Dental Insurance · Company-paid Life Insurance · 401(k) Plan with company contributions · Generous Paid Time Off · Exclusive Product Discounts · Wellness Programs and more This is a unique chance to be part of a forward-thinking team in the health and wellness industry. If you’re a motivated sales professional who thrives on building relationships and delivering exceptional service, apply today and become part of our Johnson Health Tech family! EOE/M/W/Vet/Disability #ZR

Job Description Job Summary: Property Management company seeking an experienced temporary doorman for a luxury residential building. Job Duties and Responsibilities: • Ensure that residents’ needs are met such as responding to requests for deliveries or repair services, • Screening and directing visitors to appropriate destinations within the building, • Interacting with residents and guests, answering questions about building rules and regulations, and handling emergencies such as fires or medical calls, • Accepting packages and managing the distribution of packages to tenants, • Operating security equipment such as closed-circuit television (CCTV) cameras and intercom systems, • Providing security at building entrances by checking IDs and permits of all third-party contractors entering the building, • Maintaining order in the building by enforcing rules and regulations regarding noise levels, pets, unruly behavior, and other infractions, • Proficiency in English, • Work collaboratively in a team environment, • Must be able to lift and carry up to 50 lbs About Stonehenge Management LLC Stonehenge NYC and its affiliated companies is a vertically integrated, private real estate group with expertise in investment management, property management, development, design, construction and leasing. Stonehenge, together with its investment partners, owns and manages a portfolio of properties in Manhattan valued at approximately $2.1 billion. The portfolio is comprised of 18 income-producing properties with 3,000 apartments representing 2.5 million square feet of prime real estate. Stonehenge is recognized for its above-and-beyond customer service platform and five-star lifestyle programming. The Stonehenge NYC team is comprised of dedicated professionals committed to providing the best in quality, service and potential for growth throughout its portfolio. This is your chance to become a part of a team with a proud history and growing future. Stonehenge provides an environment rich with opportunities for growth and career advancement. Be challenged, celebrated, and inspired. Be a part of something great and continue building your career with us! We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Powered by JazzHR doE3LJD9xk

Job Description Reports to: Director of Purchasing With a projected 1,000 cafes in the United States by 2030, Paris Baguette is one of the fastest-growing neighborhood bakery cafés in the world. Our vision is to reestablish the neighborhood bakery café as the heart of the community around the world. Paris Baguette’s mission is to bring expertly crafted baked and brewed goods through a warm and welcoming bakery café experience that delivers joy to everyone. If you are someone who has heart, wants to spread joy, nourish community and is ready to rise to the occasion, we are looking for you to join our growing team! WHAT WE ARE HUNGRY FOR The National Purchasing Account Manager plays a pivotal role in executing Paris Baguette’s seasonal product launches, innovative limited-time offers (LTOs), and ongoing procurement initiatives. This position sits at the intersection of strategy and execution—bridging procurement, R&D, brand, finance, food safety, and operations to ensure every product is sourced, produced, and delivered on time and to standard. With a focus on operational excellence and speed to market, this individual will coordinate the end-to-end sourcing process, maintain supplier readiness, and ensure proactive communication across all stocking and distribution outlets—including Sysco OPCOs, Imperial Dade, 3PL frozen facilities, and regional delivery hubs. The ideal candidate combines strategic foresight with hands-on execution, excels in cross-functional environments, and brings a sharp attention to detail. This is a high-impact role for a procurement professional who thrives in a fast-paced, growth-driven organization and is motivated by our brand’s mission to bring joy through fresh-baked experiences every day. KNOWLEDGE AND RESPONSIBILITIES Distribution & Communication Coordination • Serve as the liaison between suppliers and distribution partners (Sysco OPCOs, Imperial Dade, frozen 3PLs), ensuring visibility and clarity at every stage., • Issue weekly updates on availability, substitutions, inbound timelines, and new product transitions to internal teams and distribution partners., • Collaborate with logistics to troubleshoot delays, reroute supply, or escalate disruptions impacting café supply., • Manage national supplier relationships across assigned categories—overseeing pricing compliance, lead time performance, and quality alignment., • Partner with Quality Assurance and Food Safety to ensure supplier certifications, specs, and compliance documentation are up to date., • Support contract maintenance, pricing updates, and cost tracking for ingredient and packaging items., • Seasonal Launch & LTO Procurement, • Within assigned categories, lead all procurement activities tied to seasonal product rollouts and LTOs, ensuring supplier readiness and supply continuity across all outlets., • Manage critical paths and timelines in partnership with R&D, Culinary, Brand Marketing, and Operations teams., • Track new item setup, sourcing status, and supply chain activation from vendor onboarding through first café delivery. Cross-Functional Collaboration • Partner closely with Brand, Finance, Culinary, and Operations teams to ensure procurement strategies align with marketing calendars and sales forecasts., • Participate in commercialization meetings to advise on sourcing feasibility, timelines, and cost implications., • Maintain accurate documentation for item set-up, supplier profiles, and promotional readiness., • Other duties, as assigned. WHAT YOU NEED TO HAVE • Minimum of 5–7 years of purchasing or procurement experience in foodservice, restaurant, retail, or multi-unit environments., • Bachelor’s degree in Supply Chain Management, Business, or related field preferred., • Strong knowledge of distributor networks (Sysco, Imperial Dade, 3PL frozen warehouses, broadline) and food category sourcing., • Demonstrated success in cross-functional roles requiring alignment between supply chain, culinary, marketing, and operations., • Proficiency in Excel, ERP platforms (SAP a plus), and procurement software tools., • Exceptional organizational, communication, and project management skills; ability to lead timelines and track multiple deliverables., • Feedback is a gift! Ability to provide constructive feedback and recognition to every member of the organization, along with Franchisees, to ensure we have an open and transparent culture of high performance standards., • High emotional intelligence with the ability to work with, and support diverse teams by being highly empathetic, intuitive, self-motivated and driven., • Teams Win! Has to be a team player who fosters a collaborative and engaged team work environment., • Being a Brand Ambassador, with an excellent knowledge of and commitment to Paris Baguette’s Mission, Vision, Brand Values and Culture. SUCCESS METRICS • 99% product availability for seasonal launches and LTOs., • 100% of new items launched with completed procurement setup and distribution readiness., • <2% deviation on supplier delivery or product spec non-compliance., • Clear, timely communication issued weekly to stakeholders across procurement, brand, and café operations., • Supplier lead time performance and compliance tracked monthly with proactive issue resolution. SWEET BENEFITS • Competitive compensation, • Free Cake for your Birthday, • Medical, Dental, Vision benefits, • 401K Retirement Plan, • Paid time off, paid Holidays, • High Performance Culture

Job DescriptionPosition Overview Do you have aspirations to run your own business? If so, you may want to consider working in the office of Austin Raab - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself. Responsibilities • Establish customer relationships and follow up with customers, as needed., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.As an Agent Team Member, you will receive..., • Group Life Insurance Benefits, • Salary plus commission/bonus, • Valuable experienceRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Excellent interpersonal skills, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Ability to work in a team environment, • Ability to multi-task, • Bilingual - Spanish preferred This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionThe Accounting Success Manager I will be joining a growing Customer Success team to help support the mid-market customer base in our Close Management solution. The Accounting Success Management team maintains high levels of satisfaction and engagement among our customers to ensure their long-term success with the solution. Having previous professional accounting or audit experience will allow the candidate to build instant rapport with our mid-market customer base by addressing accounting specific questions, scenarios, or other elements during the post implementation phase to maximize adoption and enhance our clients entire customer experience. This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. *Visa sponsorship is NOT available at this timeWhat You'll Do: • Cultivate Strong Relationships: Build and nurture robust, long-term relationships with key stakeholders (including Controllers, Accounting Managers, CFOs, Business Systems/Operations, and IT) within our mid-market accounts., • Deliver Consultative Solutions: Provide great customer service, product assistance, training, and tailored, consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business., • Drive Engagement: Respond to all client inquiries, offer comprehensive product training, and establish regular Quarterly Business Reviews (QBRs)., • Collaborate Cross-Functionally: Partner with Product/Engineering, Sales, Executive Leadership, and Professional Services, sharing insights based on the specific needs of your clients., • Advocate for Clients: Understand the unique business needs of your accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction., • Manage Renewals: Work in partnership with Account Management to strategize and manage the client renewal process, aiming for a high annual retention rate and strong net retention quarter over quarter., • Support Growth Initiatives: Strategize with Sales and Account Management to expand the pipeline within your accounts and assist in closing new business or pilots., • Ensure Seamless Onboarding: Collaborate closely with Professional Services to ensure a smooth onboarding experience and ongoing success for clients., • Become a Product Expert: Develop deep product expertise, staying up-to-date on the latest features and functionality., • Lead Strategic Meetings: Plan and lead in-person client meetings to expand our footprint, foster end-user adoption, and mitigate churn., • Develop Account Strategies: Create and execute a comprehensive strategic plan for each customer. This plan will outline all global teams' and business units' goals and objectives, associated timelines, an expansion blueprint for leveraging all modules, and your tactics for engaging the entire user base. These plans will also include documented product requests/challenges and their status updates., • Track Key Metrics: Forecast and track key account metrics (e.g., quarterly sales results, NRR, CSQOs)., • Contribute to Team Goals: Undertake any other tasks that may be assigned to help the company meet its goals.What You'll Bring:, • BA/BS degree in Business Administration, Accounting, Finance or relevant fields., • At least 2 years of accounting experience required, • Thorough knowledge of basic accounting procedures and principles, • Experience working with cross-functional teams, • Proven ability to manage multiple projects; meeting deadlines and strong attention to detail, • Ability to think analytically and apply problem solving skills to scenarios throughout the course of the work day, • Strong listening and presentation skills, • Strong verbal and written communication skills, • Ability to travel up to 30%Nice-to-haves:, • Experience in a customer facing role, • CPA or related professional accounting certification., • Prior experience with FloQast or other close management tools will make you a seamless addition to our team, • Passionate about ensuring customer satisfaction, driving adoption, and fostering long-term customer relationshipsThe base pay range for this position is $68,000 - $106,000. This position is eligible for up to an annual 20% bonus, paid out quarterly in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role. #LI-LB1#BI-Hybrid#LI-Hybrid About FloQast:FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception. Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:Unwaveringly Authentic Ambitious with IntegrityEmpowered to GrowCommitted to CollaborationCustomer Obsessed in All Ways FloQast is regularly rated as a Best Place to Work!- Inc. Magazine’s Best Workplaces in 2024, 2023, 2022, and 2021- Best Places to Work by LA Business Journal since 2017 (that’s 8 years!)- Built In’s Best Place to Work in Los Angeles 6 years in a row! Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd. If this aligns closely with what you are looking for, hit “Apply” and come join our growing team! FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees. Link to FloQast Recruiting AI Usage Policy We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Responsibilities (What You Will Own) • Manage daily call center operations for inbound and outbound calls, • Support and operate inside sales and appointment-setting workflows, • Enforce agent schedules, workforce adherence, and availability standards, • Monitor and improve key call center KPIs, including:, • Schedule adherence, • Average speed of answer (ASA), • Call abandonment rate, • Appointments booked, • Conversion rates, • Agent productivity and utilization, • Assign and reassign agents between sales and service roles based on performance, • Support outbound calling and follow-up campaigns, • Ensure agents are trained, certified, and production-ready after handling calls, • Track onboarding, training readiness, and performance compliance, • Produce daily and weekly call center performance reports, • Identify underperformance, document issues, and escalate when required, • Experience managing a call center, contact center, or inside sales operation, • Experience overseeing sales teams or appointment-based call handling, • Strong understanding of call center metrics and KPIs, • Experience enforcing schedules, adherence, and performance standards, • Strong analytical skills with the ability to interpret performance reports, • Experience supporting training, onboarding, or certification programs, • Excellent organizational and documentation skills, • Clear written and verbal communication in English, • Contract-to-hire Success in this role is measured by call center performance, adherence improvement, appointment output, and KPI consistency. Candidates must be comfortable enforcing standards, managing performance remotely, and working in a metrics-driven environment. Applicants who prefer advisory roles or who are uncomfortable with accountability should not apply. How to Apply Please include brief answers describing: • Call centers or teams you have managed, • KPIs you were responsible for improving, • Call center or sales platforms you have used

Job Description A Customer Service Call Center Representative is responsible for handling customer inquiries, resolving issues, and providing exceptional service across various communication channels. • Handle a large volume of inbound and outbound calls in a timely manner, • Follow communication scripts and use knowledge of the company’s products and services to go off-script when necessary, • Identify customer needs, research issues, resolve complaints, and provide solutions, • Maintain ownership of calls throughout the lifecycle of a caller’s request, including follow-ups with escalation team, • Recommend improvements for systems and processes to boost organizational efficiency Required skills and qualifications • High school degree or equivalent, • Experience working in a call center or customer-support role, • Strong active-listening and verbal-communication skills, • Proficiency in problem-solving, • Ability to multitask and manage time effectively, • Memorize scripts for products and services, and refer to them during calls, • Build positive relationships by going above and beyond with customer service, ensuring that all questions, cancellations, and confirmations are handled appropriately, • Identify opportunities for driving sales and revenue of the company’s existing product suite, and seize opportunities to upsell when appropriate, • Meet daily qualitative and quantitative targets for yourself and your team, and achieve all objectives for service, productivity, and quality, • Create and maintain record of daily problems and remedial actions taken, using call-center database, • Leverage data and insights gathered by the call center to recommend and influence process improvements

Job Description Client Advocate Specialist - Hotlines Remote - Candidate needs to live in Tri- State Area of NY Summary: The Hotlines’ Client Advocate Specialist fields calls to Safe Horizon’s three 24-hour Hotlines: the Domestic Violence Hotline, the Crime Victims Hotline and the Rape and Incest Hotline. These hotlines provide crisis intervention, advocacy, and information and referrals to over 125,000 victims each year. The Client Advocate Specialist conducts thorough safety and needs assessments, and collaborates with callers to develop plans address needs within a supportive, client-centered framework. Responsibilities: • Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work with clients., • Engage clients contacting the Domestic Violence, Crime Victims and Rape and Sexual Assault Hotlines telephonically and via the TDD machine, a device for the hearing impaired, • Conduct thorough assessments for all callers, with a particular focus on ascertaining the safety of clients and their children., • Identify and follow up on cues signaling potential exposure to risks to safety for clients and their children., • When indicated, provide crisis intervention to address threats to a caller’s physical and/or emotional safety. Coordinate such interventions with immediate supervisor, as needed., • Safety plan with callers with identified safety risks., • Per New York state mandate, report incidents of suspected child abuse or maltreatment/neglect to the Statewide Central Register of Child Abuse and Maltreatment., • Conduct shelter assessments for domestic violence and rape/sexual assault victims seeking shelter and provide advocacy for them to access available shelter space, • Assess callers’ needs and provide appropriate information and referrals to address them., • Interface with web-based case management system and other technologies to conduct and document work., • Participate in agency sponsored and external trainings on victimization issues, • Maintain cooperative working relationships with Safe Horizon programs and other NYC service providers., • Conduct all aforementioned work with clients within a supportive, client-centered framework., • Participate in weekly clinical supervision meeting with your supervisor using a reflective trauma informed approach to reviewing your work, • Experience with and/or interest in consistent clinical supervision, • Experience working with crime victims preferred, • Ability to quickly establish rapport over the phone, • Experience conducting thorough assessments and demonstrated ability to do so telephonically, • Crisis intervention skills, • Excellent organizational skills, and an ability to multi-task with different technologies (talk on the phone and use several computer programs simultaneously), • Demonstrated ability to stay calm in high-stress situations, • Demonstrated ability to help others creatively solve problems and address difficult challenges, • Demonstrated ability to react with flexibility and creativity to challenges on a daily basis, • Ability to work autonomously, and collaborate with colleagues effectively, in a fast-paced environment, • Clear and concise writing skills AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. Technology Statement: Applicants may be responsible for providing the equipment and tools they need to work remotely as required, such as access to a computer, internet service, and phone service. Safe Horizon will discuss potential solutions with candidates and may assist where needed and agreed to in advance. Please follow this link to view complete EEO Law and complaint filing information: Know Your Rights: Workplace discrimination is illegal Hiring Range: $23.63- $26.58 Hourly Full-time Hours: 35 Hours per week Full-time Benefits: Vacation Time, Paid Sick Time, Holidays, Medical, Dental, Vision, 403(b) Retirement Plan, Company Life Insurance, Medical/Dependent Care Flexible Spending Accounts, Tuition Assistance Program, Commuter Benefits Program, Gym Reimbursement, Parental Leave, Employee Learning Center

Job Description Job title: Residential Aide Reports to: Program Director and Director of Social Services FLSA Status: Non-Exempt (Hourly) / Full Time Date Issued: August 2021 POSITION SUMMARY: The House Manager/Intake Specialist overseas the direct care of the residents, manages the intake process, and coordinates with the security department to ensure the safety of clients residing in the facility. ESSENTIAL JOB FUNCTIONS: Through the employee’s own efforts, the employee accomplishes the following essential functions: • Supervises staff. Participates in training and evaluation of work performance of staff and volunteers., • Participates in-group training sessions in first aid, security techniques., • Facilitates and coordinates the intake process for all incoming residents in accordance with DHS., • Maintains the house log, prepare incident reports, and serves as mediator for client disputes., • Conduct weekly unit inspections for ACS and new born 0-12 months., • Conducts regular inspections of the buildings. Ensures client safety and compliance with operational procedures, standards and regulations., • Responds to emergencies as they arise. Interface with police department, fire department, EMS and other public service entitles., • Conducts required periodic fire drills, informs staff of safety and building policies and procedures., • Records and reports maintenance needs to violations of the building and fire codes to the program Director., • Arranges with housekeeping staff for bedding, linens and personal hygiene needs of consumers., • Attends staff meetings as requested., • Light maintenance - unclogged toilets, sink, emergency water shut offs, emergency salting during necessary weather., • Assist Security guards when needed., • Conduct monthly house meetings., • Perform other job duties and special projects assigned by management. ADDITIONAL JOB FUNCTIONS: • Adheres to all policies and procedures, including those prescribed in the Highland Park CDC Employee Handbook., • Maintain confidentiality and do not disclose information learned through the course of the job with people other than those who need to know including employee information, financial information, client information, etc. COMPETENCIES: To perform the job successfully, an individual demonstrates the following competencies. • Customer Service Orientation: Manages difficult or emotional situations with internal and external stakeholders; Responds promptly to customer needs; Responds to request for service and assistance. Maintains and communicates a positive “can do” attitude with internal and external stakeholders., • Problem Solving: Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Uses reason when dealing with emotional topics., • Systems Thinking: Demonstrates an ability to (a) see how organizational systems (e.g., internal/external conditions, processes, people) interact and influence each other, and (b) how these systems create and contribute to specific issues (e.g., high voluntary turnover) and strengths (e.g., strong customer focus)., • Planning / Organization: Prioritizes and plans work activities; Uses time efficiently: Plans for additional resources; Develops realistic action plans. Leverages tools to manage workflow and reprioritizes accordingly., • Service and Teamwork - Understands the needs and wants of the organization, customers, co-workers and supervisors in order to provide accurate, complete and timely service and to further the mission, values and goals of the organization., • Oral Communication: Speaks clearly and persuasively in positive or negative situations; listens and gets clarification., • Written Communication: Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information., • Ethics: Treats people with respect: Inspires the trust of others; Works with integrity and ethically; Upholds organizational values., • Dependability: Follows instructions; Responds to management direction; Takes responsibility for own actions; Keeps commitments., • Initiative: Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. QUALIFICATIONS: To perform this job successfully, and individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and / or ability required. • Minimum Required Education & Experience:, • HS Diploma or GED required and, • 2 years of supervisory or management experience, • Certification in First Aid, CPR, • Fire Safety Coordinator F80, • Requires the ability to work late nights, weekends and revolving shifts. The building requires 24-hour coverage., • Food handlers Certification, • Preferred Education & Experience:, • Bachelor’s degree preferred, • Computer Skills:, • Proficient in computer software programs (Word, Excel, Power Point, CARES, etc.), • Language skills:, • Excellent verbal and written communication skills. Reads and comprehends simple instructions, short correspondence, and memos; Writes simple correspondence; Presents information in one-on-one and small groups situations outside stakeholders, clients and other employees., • Bilingual is preferred GENERAL PHYSICAL REQUIRMENTS AND WORKING CONDITIONS: • GENERAL WORKING HOURS:, • This position requires coverage 24 hours 7 days a week., • Shift schedules for staff may be revolving at times to ensure staff coverage., • This position may require working shifts longer than 8 hours. All employees who work overtime will be paid accordingly under state and federal law., • WORKING FROM HOME:, • Most essential functions of this job cannot be completed working from home., • TRAVEL:, • May be required to travel about 5% of the time to purchase items or to attend a training or go to the post office as needed., • PHYSICAL REQUIREMENTS:, • The physical activity for the Intake Specialist is:, • Climbing & Ambulating Stairs: Ascending or descending stairs and ramps using feet and legs and/or hands and arms. Must be able to walk up and down stairs (about 10 flights) in order to patrol stairways, respond to security incidents, and assist in the evacuation of clients during an emergency. Body agility is emphasized. The amount of climbing required exceeds that required for ordinary locomotion., • Stooping: Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles., • Kneeling: Bending legs at knee to come to a rest on knee or knees., • Crouching: Bending the body downward and forward by bending leg and spine., • Reaching. Extending hand(s) and arm(s) in any direction., • Walking. Moving about on foot to accomplish tasks, and has an ability to navigate from one location to another., • Standing: Remaining upright on the feet, particularly for sustained periods of time., • Lifting. Must raise objects from a lower to a higher position or move objects horizontally from position to-to-position., • Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm as in handling. Ability to use computer tablet to write reports, notes and document compliance with patrol stops., • Grasping: Applying pressure to an object with the fingers and palm., • Talking: Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly., • Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction, and having the ability to receive detailed information through oral communication, and making fine discriminations in sound., • Feeling. Must be able to perceive attributes of objects, such as size, shape, temperature or texture by touching with skin, particularly that of fingertips. Assesses potential safety threats, such as by exposure to chemicals and heat from malfunctioning equipment., • Physical requirements for the Intake Specialist:, • Sedentary work: Exerting up to 10 pounds of force occasionally and / or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, with walking and standing required only occasionally., • The visual acuity requirements for the intake Specialist (including color, depth perception and field vision)., • Required to have close visual acuity to perform an activity such as preparing and analyzing data and figures, transcribing, viewing a computer terminal; extensive reading; visual inspection to determine the accuracy, neatness, and thoroughness of the work., • The Intake Specialist will be subject to the following conditions in this position:, • The worker is subject to inside environmental conditions, protected from weather conditions but not necessarily from temperature changes. The physical demands described here are representative of those that must be met by an employee to successfully perform the Essential Functions. Reasonable accommodations may be made upon an employee’s request and assessed on a case by case basis. This Job Description is not intended, and should not be construed, to be an exhaustive list of all Job Functions, Competencies, Skills and Work Environment/Conditions associated with this job. It is meant to be an accurate reflection of principal job elements useful for recruiting and selecting employees, assigning work and evaluating performance. Additional responsibilities may be assigned, and management retains the right to change this Job Description at any time. Acceptance of this Job Description does not constitute an employment agreement or contract. The Company is an at-will employer and reserves the right to terminate employment for any reason or no reason, with or without notice to the employee. JOB DESCRIPTION ACKNOWLEDGEMENT AND ACCEPTANCE Employee Signature Date Supervisor’s Signature Date

Job Description The Safe Horizon DV Shelter Program provides safe and confidential spaces for DV Survivors and their children. We are committed to providing these services with empathy, compassion, professionalism, non-judgement, and respect. Our spaces respect survivors’ right to self-determination and focus on giving families and individuals the space, both emotional and physical, to heal from the victimization and trauma they have experienced. Responsibilities: • Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work with clients. Identify when a client is experiencing trauma reactions and help client stabilize;, • Conduct emergency shelter intakes for site vacancies and vacancies at sister sites as part of the Central Intake team;, • Assess immediate safety needs and develop a risk management plan during intake of shelter placement calls;, • Using neutral and non-judgmental language when responding to the needs and requests of clients;, • Provide crisis intervention including mediation and de-escalation skills to diffuse situations between residents’ family members and/or roommates;, • Participate in trainings to improve client centered practice skills and knowledge about self-care and vicarious trauma and its impact;, • Plan, implement and/or research self-care and other social activities for clients and their children;, • Actively participate in donor tours and help with special client events and holiday parties;, • Conduct regular health and safety facility checks;, • Understand and follow emergency procedures, including fire procedures;, • Sort and organize donations of food, clothing, or items/projects as assigned;, • Distribute supplies to clients in accordance with established guidelines and/or emergency requests from clients;, • During the orientation process, determine clients’ immediate needs and provide referrals for basic needs;, • Provide referrals for clients following their initial Case Management session;, • Assist with basic office tasks such as archiving, filing , collating, update lists or as assigned;, • Enter activity log information, shift notes and Case Management System (CMS), in a timely fashion and accurate manner;, • Provide starter kits, assisting with bed utilization by helping with apartment preparation and cleaning; moving clients’ belongings as assigned;, • Provide childcare as requested by clients or staff in accordance with written policies;, • Provide client accompaniment to important appointments when requested;, • Assist with admission and discharge of clients. This may include, providing childcare, assisting with client belongings if facility staff is unavailable and other tasks assigned by management., • Complete discharge paperwork which includes completing discharge checklist with clients, and all related discharge procedures;, • Comply and adhere to funders’ fire and health safety mandates by obtaining and maintaining Fire Department of New York (FDNY) and Red Cross certifications as indicated by shelter leadership. Qualifications/Certification Requirements:, • High School Diploma/GED and two years relevant experience., • Basic computer skills necessary. Technology Statement: Applicants may be responsible for providing the equipment and tools they need to work remotely as required, such as access to a computer, internet service, and phone service. Safe Horizon will discuss potential solutions with candidates and may assist where needed and agreed to in advance. Please follow this link to view complete EEO Law and complaint filing information: Know Your Rights: Workplace discrimination is illegal Salary Pay Range: 22.81 - 23.96 Hourly Full-time Hours: 35 Hours per week Full-time Benefits: Vacation Time, Paid Sick Time, Holidays, Medical, Dental, Vision, 403(b) Retirement Plan, Company Life Insurance, Medical/Dependent Care Flexible Spending Accounts, Tuition Assistance Program, Commuter Benefits Program, Gym Reimbursement, Parental Leave, Employee Learning Center

Job Description Accounting Manager – Contract (Flatiron, NYC ) Join a well-funded, fast-growing SaaS company recognized by as one of the most innovative organizations today. We're looking for an Accounting Manager to provide hands-on support through year-end close. Why You'll Love This Role * Work with a collegial, collaborative finance team where partnership across the org is valued. * Step into a high-visibility contract assignment and make an immediate impact. * Flexibility to work 2–3 days in our office (Tue–Thu) * Competitive pay: up to $50/hr What You'll Do * Provide accounting coverage to support year-end close * Handle core accounting responsibilities while the Controller focuses on billing operations. * Collaborate with the Controller and Senior Accounting Manager to ensure timely, accurate reporting. * Use NetSuite to manage accounting processes and maintain clean records. What You Bring * Experience as an Accounting Manager or Senior Accountant (public accounting/audit backgrounds welcome). * Ability to work independently and hit the ground running with minimal guidance. * Strong NetSuite skills (required). * SaaS/subscription experience (highly preferred). * Collaborative mindset with a willingness to support the broader finance function. Location: NYC (2–3 days per week) or Remote Pay: Up to $50/hr

Job Description Cohen & Cohen Personal Injury Law Firm is a client-focused personal injury practice based in Queens, New York, dedicated to advocating for individuals and families harmed by negligence. Our team is committed to providing compassionate, responsive legal representation while aggressively pursuing justice and meaningful results for our clients. We pride ourselves on a collaborative, respectful workplace culture that values integrity, accountability, transparency and continuous improvement—where every team member plays a vital role in making a real difference in the lives of those we serve. We are in person, five days/week in our Queens office. We are seeking an experienced Personal Injury Intake Specialist with a strong sales mindset and proven closing ability to join our team. The ideal candidate has prior PI intake experience, is confident and warm on the phone, and knows how to convert high-intent leads into signed cases—often on the first call. You will serve as the first point of contact for prospective clients, setting the tone for their experience with the firm. Success in this role requires empathy, urgency, confidence, and the ability to guide callers through emotionally charged situations while decisively moving cases forward. Compensation: $55,000 - $68,000 yearly Responsibilities: • Handle a high volume of inbound calls, chats, and emails from prospective personal injury clients, • Conduct comprehensive intake interviews to assess case viability and gather all required information, • Confidently close retained cases on the first call whenever possible, • Demonstrate strong sales skills, including objection handling, urgency creation, and clear next-step guidance, • Accurately enter and manage lead and intake data within Lead Docket and the firm’s case management systems, • Schedule attorney consultations when appropriate and ensure seamless handoff, • Deliver a compassionate, professional, and high-energy client experience at all times, • Meet or exceed individual and team intake and conversion KPIsQualifications:, • Prior Personal Injury law firm intake experience preferred but not required, • Demonstrated sales and closing experience, ideally in a high-call-volume environment, • Proven ability to convert leads into signed cases, including same-day / first-call closes, • Strong phone presence with warmth, confidence, empathy, and authority, • Experience using Lead Docket (strongly preferred), • Excellent communication, listening, and interpersonal skills, • Highly organized with strong attention to detail, • Comfortable working independently while collaborating within a team, • Proficiency in Microsoft Office and legal case management systems, • Bilingual (Spanish/English) required What Success Looks Like • High intake-to-retainer conversion rates, • Accurate, complete, and timely intake records, • Consistently positive caller feedback, • Strong collaboration with attorneys and case teams, • Ability to thrive in a fast-paced, performance-driven environmentAbout Company At Cohen & Cohen Personal Injury Lawyers, P.C., an esteemed PI law firm, you will be part of a culture that is deeply committed to navigating the complex landscape of immigration law to achieve the best possible outcomes for clients. This role is perfectly suited for individuals who excel in a fast-paced, dynamic environment. We are excited to review your application. Benefits at Cohen & Cohen Personal Injury Lawyers, P.C.: Our firm recognizes the hard work and dedication of our team with a competitive compensation package specifically designed for immigration law professionals: • Competitive salary., • Profit-sharing on your caseload settlements., • Health insurance., • Free on-site parking in Forest Hills.

Job Description Overview We're seeking a dynamic Commercial Lines Account Manager to join our team. The primary responsibility of this position is to ensure that all assigned accounts have their policies bound 15 days before expiration, with the precise coverage required to meet their specific needs, guaranteeing long-term client satisfaction. Primary Responsibilities • Quote new insurance policies and manage renewals for all assigned policies, • Ensure all assigned policies are issued with appropriate coverage, • Ensure all policies comply with bank requirements, • Provide high-level customer support to assigned clients, • Complete all required and requested internal company processes, • Perform other duties as assigned by the President or Department Manager Position Characteristics/Qualifications • Exceptional written and verbal communication skills, • Proactive, can-do attitude with a willingness to learn and seek help when needed, • Strong multitasking abilities, adaptability to changing situations, and quick, informed decision-making skills, • Proficiency in task organization and effective problem-solving, • Capability to work independently on individual tasks and collaboratively within a team, • Property and Casualty License, • Solid experience with Applied Epic, Excel, and Microsoft Word, • Background in marketing insurance policies, • 2-4 years Commercial Lines Account Management experience Oak Tree Insurance is looking for someone who understands the importance of performing responsibilities and self-management while meeting deadlines, adhering to policies, taking initiative, and being flexible to the ever-changing demands of the insurance industry. Company DescriptionAfter nearly a decade of providing our clients with quality service and quality products, our goal remains the same: to ensure that our clients are insured properly and sufficiently. We work with the leading insurance companies in the industry as well as a labyrinth of other companies. We work diligently and efficiently to properly tailor our client's policies, helping them to protect their assets and their businesses. We value integrity and reliability, therefore Oak Tree Insurance ensures dependable & high-quality service to our clients.After nearly a decade of providing our clients with quality service and quality products, our goal remains the same: to ensure that our clients are insured properly and sufficiently. We work with the leading insurance companies in the industry as well as a labyrinth of other companies. We work diligently and efficiently to properly tailor our client's policies, helping them to protect their assets and their businesses. \r\n\r\nWe value integrity and reliability, therefore Oak Tree Insurance ensures dependable & high-quality service to our clients.

Job DescriptionCHEF-IN-TRAINING [Restaurant Team Member] $16.50 - $18 / hour depending on experience + $2-3/hour in tips + MORE BENEFITS! ABOUT THE ROLE: The next generation of chefs are evolving in DIG restaurants. Our scratch based kitchens are built around people with a true passion for real good food. We teach individuals who are excited to share their enthusiasm for food and transform them into skilled chefs. You will advance and gain the ability to work with food, develop leadership skills, and stay sharp in our fast-pace culinary environment. If you are seeking a community where education, purpose, and taste matter, we encourage you to join our fa(r)m. YOU WILL: • Prep, mix, and cook vegetables, proteins, grains etc using recipes as a guide and taste buds for validation., • Gain exposure to different stations within the DIG kitchen including but not limited to garde manger, grill, roast, market line, guest concierge and delivery/packout., • Speak to current menu offerings, seasonality, and ingredients with guests - making their day as you provide them with a delicious scratch-made meal (aka: marketbowl)., • Work to support the team during peak and off peak service, by pitching in wherever and whenever necessary., • Multi-task and move in the kitchen for extended periods of time. These physical requirements may be accomplished with or without reasonable accommodations., • Help to maintain the "A" lettergrade by following Department of Health and DIG food safety standards., • Demonstrate professional maturity and strictly uphold DIG's anti-discrimination & anti-harassment policies., • A passion for real, good food and a desire to learn culinary practices and skills., • The ability to demonstrate and execute a strong work ethic., • The ability to perform physical requirements of the position (frequently lifting up to 25 pounds, occasionally lifting up to 50 pounds). These physical requirements may be accomplished with or without reasonable accommodations., • The ability to perform other physical requirements such as seeing, hearing, speaking, reaching, bending, and moving intermittently during working hours. These physical requirements may be accomplished with or without reasonable accommodations., • A team-oriented focus. You have a deep appreciation for the people you work with and help to support the restaurant's success., • Excellent communication skills, both verbal and written., • A desire to create exceptional employee & guest experiences., • An eye for detail and solving challenges. Aside from the standard job description fare (competitive pay) we also offer: • Opportunities for GROWTH in a TEAM environment, • Competitive Pay & potential to earn tips, • Paid Time Off, • 401K programming, • Parental leave, • Thanksgiving, Christmas and other Holidays Off, • Flexible Scheduling: Part Time and Full Time Hours, • Complimentary DIG lunch everyday NOTE: DIG believes in the power of a shared table to bring people together as we are committed to building a culturally inclusive team. Female, LGBTQ+, BIPOC, and diverse candidates are encouraged to apply Additional Role Note: The duties of this position may change from time to time. DIG reserves the right to add or delete duties and responsibilities at the discretion of Dig or its managers. This job description is intended to describe the general level of work being performed. It is not intended to be all-inclusive. DIG is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, age, ancestry, creed, color, religion, gender, sexual orientation, pregnancy, childbirth, breastfeeding or related condition, unemployment status, gender identity or expression, transgender status or gender dysphoria, marital status, domestic violence, sexual violence or stalking victim status, national origin, citizenship, disability, covered veteran and/or military status, genetic information or predisposing genetic characteristic, familial status as that term is described under the New York State Human Rights Law, caregiver or partnership status as those terms are defined under the New York City Human Rights Law (if you are employed in New York City) or other protected status or any other characteristic as protected under applicable federal, state and local law ("Protected Status").

Job DescriptionBenefits: • Bonus based on performance, • Flexible schedule Responsibilities • Receive inbound calls and place outbound calls, • Identify the reason for the customers call, collect relevant information, • Refer to premade scripts for a variety of customer service topics, • Create appointments.Qualifications, • Excellent phone and verbal communication skills, • Understanding of active listening techniques, • Ability to work well under pressure, • Highly organized with the ability to prioritize projects and manage time effectively

Job Description The Safe Horizon DV Shelter Program provides safe and confidential spaces for DV Survivors and their children. We are committed to providing these services with empathy, compassion, professionalism, non-judgement, and respect. Our spaces respect survivors’ right to self-determination and focus on giving families and individuals the space, both emotional and physical, to heal from the victimization and trauma they have experienced. Responsibilities: • Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work with clients. Identify when a client is experiencing trauma reactions and help client stabilize;, • Conduct emergency shelter intakes for site vacancies and vacancies at sister sites as part of the Central Intake team;, • Assess immediate safety needs and develop a risk management plan during intake of shelter placement calls;, • Using neutral and non-judgmental language when responding to the needs and requests of clients;, • Provide crisis intervention including mediation and de-escalation skills to diffuse situations between residents’ family members and/or roommates;, • Participate in trainings to improve client centered practice skills and knowledge about self-care and vicarious trauma and its impact;, • Plan, implement and/or research self-care and other social activities for clients and their children;, • Actively participate in donor tours and help with special client events and holiday parties;, • Conduct regular health and safety facility checks;, • Understand and follow emergency procedures, including fire procedures;, • Sort and organize donations of food, clothing, or items/projects as assigned;, • Distribute supplies to clients in accordance with established guidelines and/or emergency requests from clients;, • During the orientation process, determine clients’ immediate needs and provide referrals for basic needs;, • Provide referrals for clients following their initial Case Management session;, • Assist with basic office tasks such as archiving, filing , collating, update lists or as assigned;, • Enter activity log information, shift notes and Case Management System (CMS), in a timely fashion and accurate manner;, • Provide starter kits, assisting with bed utilization by helping with apartment preparation and cleaning; moving clients’ belongings as assigned;, • Provide childcare as requested by clients or staff in accordance with written policies;, • Provide client accompaniment to important appointments when requested;, • Assist with admission and discharge of clients. This may include, providing childcare, assisting with client belongings if facility staff is unavailable and other tasks assigned by management., • Complete discharge paperwork which includes completing discharge checklist with clients, and all related discharge procedures;, • Comply and adhere to funders’ fire and health safety mandates by obtaining and maintaining Fire Department of New York (FDNY) and Red Cross certifications as indicated by shelter leadership. Qualifications/Certification Requirements:, • High School Diploma/GED and two years relevant experience., • Basic computer skills necessary. Technology Statement: Applicants may be responsible for providing the equipment and tools they need to work remotely as required, such as access to a computer, internet service, and phone service. Safe Horizon will discuss potential solutions with candidates and may assist where needed and agreed to in advance. Please follow this link to view complete EEO Law and complaint filing information: Know Your Rights: Workplace discrimination is illegal Salary Pay Range: 22.81 - 23.96 Hourly Full-time Hours: 35 Hours per week Full-time Benefits: Vacation Time, Paid Sick Time, Holidays, Medical, Dental, Vision, 403(b) Retirement Plan, Company Life Insurance, Medical/Dependent Care Flexible Spending Accounts, Tuition Assistance Program, Commuter Benefits Program, Gym Reimbursement, Parental Leave, Employee Learning Center

Job Description BronxWorks helps individuals and families improve their economic and social well-being. From toddlers to seniors, we feed, shelter, teach, and support our neighbors to build a stronger community. In all aspects of our work, we strive for the highest ethical and performance standards and are guided by the belief that people are to be treated with dignity and respect regardless of their present situation or past experiences. Across our 60+ locations, we provide programs in a variety of service areas, including workforce development, children, youth, families, seniors and homeless prevention. The BronxWorks Workforce Development Program was created to empowering your career journey. Your skills, your future, our mission. RESPONSIBILITIES • Greet customers to create a pleasant atmosphere, • Identify and determine if clients are eligible to receive our services, • Determine that the client has all of the necessary information to complete the return (i.e., Forms W-2, 1099, social security cards and picture ID), • Have clients sign the Check-in log., • Provide the client with the Intake Sheet to complete and assist the client if needed, • Perform the screening process:, • Determine the type of assistance needed by the client and direct clients to tax preparers and to other services provided at site according to the client’s needs., • Monitor Site customer traffic and coordinate with the site manager to ensure that there is sufficient time to serve the client, • Set up client’s folders., • Maintain the confidentiality of the client information., • Provide general assistance to clients., • Assist in other administrative duties, including file maintenance and answering phone calls. COMPETENCIES AND VALUES • Mission Focused, • Strong attendance and punctuality, • Strong planning and organizing, • Relationship Oriented, • Collaborator, • Results Driven, • Commitment to Community Success, • Leadership, • Integrity and Accountability, • Communication - Excellent oral and written communication skills, including the ability effectively to communicate in a variety of ways including public speaking, small group meetings, one-on-one meetings and written materials., • Teamwork -Collaborate with other NYC Free Tax Prep staff with the ability to work as a member of a team, • Quality - Demonstrates accuracy and thoroughness, • Quantity - Meets productivity standards; completes work in timely manner QUALIFICATIONS • High school diploma., • IRS Volunteer Agreement., • Knowledge of taxes and Food Stamps., • Must be comfortable working with diverse population., • Knowledge of foreign languages a plus., • Friendly, dependable and flexible., • Ability to complete tasks completely and accurately., • Able to complete required trainings., • Engaging personality and detailed orientated skills are essential., • Strong oral and written communication, time management and organizational skills are necessary., • Proficiency in Microsoft Office suite and other standard business technology is required. PHYSICAL REQUIREMENTS • Ability to use a computer for prolonged periods., • Ability to occasionally lift and/or move up to 10 pounds., • Ability to stand, walk, or sit for long periods of time, or climb five flights of stairs, if required to conduct home visits and/or fieldwork., • Ability to bend and retrieve objects and/or documents., • Ability to travel in the boroughs of New York City and its adjacent counties via public transportation., • Ability to travel for a minimum of 1 mile within a reasonable amount of time and in all types of weather, including inclement weather, if required to conduct home visits and/or field work. BronxWorks seeks to build an inclusive organization grounded in respect for differences. BronxWorks is committed to equal employment opportunity and providing reasonable accommodations to qualified candidates and employees pursuant to applicable law. This commitment applies to all terms, conditions, and privileges of employment, including but not limited to recruitment, hiring, compensation, training and employee development, placement, promotion, demotion, upgrading, downgrading, transfer, layoff and termination. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, status as a victim of domestic violence, or any other characteristic protected by federal, state, or local law. If you require reasonable accommodation as part of the application process, please contact .

Job Description K&N Trucking & Courier Service, is looking for a dispatcher to communicate with driver on there daily route , must be motivated and great communication skills experience a plus. Driver wanted for NON CDL / Class A driver wanted must provide abstract and willing to do local and long distance.

Job DescriptionAn independent insurance recruiter is a professional or agency specializing in matching candidates with insurance companies or agencies seeking talent. Unlike in-house recruiters who work for a specific company, independent recruiters operate on behalf of multiple clients and often have access to a broader range of opportunities in the insurance sector. They focus on finding candidates for roles such as account manager, account executives, underwriters, claims adjusters, brokers, and other insurance-related positions. Know this….If you’re currently employed and seeking a new role, an independent recruiter can conduct a discreet search on your behalf to maintain your confidentiality. Multiple Positions Open: Remote/Hybrid/Local • Buffalo, NY | Small to Mid-Accounts Manager: $70k–$80k | AMS360 preferred, • Syracuse, NY | Middle Market Account Manager: $80k–$90k | EPIC | $400k–$600k BOB, • White Plains, NY | Large Accounts Specialist: $100k–$120k | Construction accounts | EPIC | CRIS preferred, • Yonkers, NY | Marketing Manager: $85k–$105k | 4 producers | Renewals & new biz | EPIC or AMS360, • Glenville, NY | Client Service Manager: $80k–$95k | Commercial Lines | EPIC, • Binghamton, NY | Commercial Lines CSR: $65k–$80k | Remote | AMS360 required, • New York |Transportation Specialist: $95k–$110k | Trucking accounts | Large fleet exp | EPIC, • Tarrytown, NY |Commercial Lines Generalist: $80k–$95k | $300k–$600k BOB| 1 producer | EPIC Key Responsibilities: • In-depth understanding of Property and Casualty commercial accounts., • Investigate and resolve client inquiries regarding policies and coverage., • Skilled in marketing and quoting new business and renewals, ensuring competitive coverage/cost ratios for clients., • Familiarity with various carrier underwriters and online rating tools., • Manage and organize information for account renewals. Qualifications: • 5-10 years of relevant experience in the insurance industry, specifically in servicing commercial accounts., • Current Florida Property and Casualty license., • Designations | CIC, CRIS, CPCU, …, • Proficiency in Applied (TAM or EPIC) or AMS360 software is preferred., • Strong knowledge of the Insurance/Brokerage industry., • Proficient in Microsoft Office Suite (Word, Excel, Outlook)., • Excellent verbal and written communication skills. Feel free to email me directly Scott at

Job Description Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Bilingual (Spanish) Account Manager - State Farm Agent Team Member. Insurance experience not required we will train the right person with the right skill set. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities include but not limited to: • Establish customer relationships and follow up with clients, as needed, • Develop new service opportunities with both existing and new clients, • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification, • Use a customer-focused, needs-based review process to educate clients about insurance options, • Develop insurance quotes, makes sales presentations, and close sales, • Develop ongoing networking relationships, • Maintain a strong work ethic with a total commitment to success each and every day As an Agent Team Member, you will receive... • Salary plus Bonus, • Paid Time Off (vacation and personal/sick days), • Health Insurance, • Retirement Plan, • Insurance training and support, • Nice place to work, • Valuable experience, • Growth potential/Opportunity for advancement within my office Requirements: • Bilingual English/Spanish required, • Excellent interpersonal skills, • Excellent communication skills - written, verbal and listening, • People-oriented, • Organizational skills, • Self-motivated, • Detail oriented, • Proactive in problem solving, • Dedicated to customer service, • Able to learn computer functions, • Pride in getting work done accurately and timely, • Ability to work in a team environment, • Ability to multi-task, • Provide timely and thorough activity reports to agent, • Property & Casualty license (must be able to obtain), • Life and Health license (must be able to obtain), • Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our single family office (SFO) and high-net-worth individual (HNWI) segment—a critical, high-touch client group. In this role, you’ll guide clients through the onboarding process, help them organize and integrate complex investment data, and ensure they’re set up for long-term success on our platform. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a white-glove experience. You'll need to navigate nuanced client needs with professionalism, discretion, and a high level of service. At the same time, this role requires a self-starter who can operate independently, manage multiple onboarding workflows, and proactively solve problems without constant oversight. You’ll also contribute to product feedback loops and internal onboarding process improvements—balancing independent execution with cross-functional teamwork and training participation. What You’ll Do: Client Onboarding * Build and execute tailored onboarding plans with clear milestones and timelines * Guide single family offices and HNWIs through account setup and data organization * Act as a liaison between clients and fund managers to gather and reconcile account data Data Management * Monitor client data for quality and consistency, proactively resolving discrepancies * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs * Process ongoing updates from clients and fund sources Education & Enablement * Train client teams on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and check-ins * Participate in internal team training and help refine onboarding best practices Client Experience * Lead onboarding meetings and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication * Maintain detailed client records and notes in our CRM to ensure continuity and context What We’re Looking For * 3+ years of experience in project management, implementation, client services, or finance * A self-starter with exceptional communication and interpersonal skills * Strong relationship management instincts, especially with high-value or high-touch clients * Attention to detail and ability to work independently in a fast-paced environment * A proactive mindset and passion for delivering excellent client experiences Bonus Points If You: * Have worked in wealth management, private funds, a family office, or accounting * Are familiar with concepts like IRRs, capital calls, K-1s, or NAV reporting * Have experience with SQL or want to learn * Have taken finance or accounting coursework A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $110K

Job Description Position: Private Client Relationship Manager Department: Personal Risk Management Reports To: Chief Operating Officer Employment Status: Full-Time, Exempt Office Location: Corporate Office, NY Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk Management Solutions is a boutique insurance agency which focuses solely on personal insurance. Job Specific Responsibilities and Duties: • Determine strategic placement of new accounts through analysis of current coverage and knowledge of products available. Run flood determinations, clue reports, and motor vehicle reports to help determine levels of exposure and strategize with sales executives and service team as to where to market accounts, • Act as advisor to clients and make recommendations and suggestions best suited for their needs. Respond to any direct communications and lead renewal process, • Create proposals by reviewing client information, policies and underwriting file and formulate a comprehensive insurance program once carrier negotiations are complete., • Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions for our clients, • Report claims to carrier and follow up until conclusion. Maintain contact with clients during the process. Ensure that clients are extremely satisfied with the outcome, • Analyze home appraisals and compare to current policy coverages to determine accuracy and/or inefficiencies. Communicate result of the appraisal with the client, • Drive renewal process by analysis of client's insurance program (coverages, claims, file notes and annual activity) and marketplace opportunities. Communicate with team members on renewal strategy and ensure implementation, • Analyze daily suspense reports. Determine appropriate response per item. Advise additional team members if necessary, • Process endorsement requests by determining best consecutive order for multiple changes and accurate relay of information from the client to the carrier, • Involvement in planning of workflows, procedures, and processes. Provide ideas and feedback to superiors to allow for more efficiency in daily servicing of clients, • Draft templates for client form letters by developing various product line subject matter and applying to specific client situations ., • Run daily activity reports from carrier websites and coordinate with the service team items to be addressed. Items must be prioritized accordingly and addressed by the appropriate team member. Discuss with insurance company partner when appropriate, • Assist in maintaining licensing schedule and carrier licensing records, • Assist with any marketing material, sales campaigns, etc., • Respond to incoming calls, e-mails, mail and in-person requests, • Comply with company policies, practices and procedures, • Attend meetings and prepare follow-up as needed, • Set goals, prioritize and execute duties of the position, • Manage documents, files and electronic information in an organized, efficient and secure manner, • Interact with customers in a professional and pleasant manner, • Represent company as a professional in appearance and manner, • Communicate written and oral communication at the highest level of professionalism and integrity, • Perform quality and quantity duties as expected for position, • Bachelor's degree (B.A.) from four year college or university; or, • Two years or more related experience and/or training; or equivalent combination and experience Educational requirement; and any preferred level of education

Job Description Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Position Summary The Accounting Manager will play a key role in overseeing the monthly and quarterly close process, supporting technical accounting matters, and enhancing financial reporting and analysis. This role will partner closely with the Controller and broader finance team to improve efficiency, ensure accuracy, and support audit and acquisition-related activities. Key Responsibilities • Manage and streamline the monthly and quarterly close processes, ensuring timely completion, accuracy, and proper documentation., • Assist with the calculation of acquisition-related intangibles and earnouts; maintain supporting schedules and perform ongoing reconciliations., • Support and/or co-lead year-end audit deliverables in partnership with the Controller and external auditors., • Enhance and streamline account reconciliations, financial statements, management reporting, and analysis through automation tools such as SmartView or other reporting solutions., • Develop and maintain streamlined operating expense (Opex) reporting, including vendor-level analysis and expense variance analysis., • Research applicable accounting guidance and prepare clear, well-supported accounting memos., • Review and approve journal entries to ensure accuracy and compliance with accounting standards., • Prepare and review monthly financial statements as part of the close process., • Strong proficiency in Microsoft Excel, including VLOOKUP/XLOOKUP, Pivot Tables, and SUMIFS., • Solid understanding of accounting systems, data structures, and financial system functionality., • Experience reviewing and preparing journal entries, reconciliations, and financial statements., • NetSuite experience preferred but not required., • Prior experience with Microsoft Dynamics and/or OLAP cubes., • CPA license is preferred.

Job Description Client Relationship Manager Headquartered in California, our large banking client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, the company gives people the confidence to reach further. Job Summary: The Fund Finance group was established over ten years ago and grew significantly in those years. Target AUM from $100M to over $10B. You will be part of a rapidly-growing and financially strong organization that provides career path development opportunities while serving a large and profitable market. Responsibilities • Grow the existing portfolio of fund finance and private debt firm clients by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals., • In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients., • Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans., • Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit., • Mentor other team members including Portfolio Managers and Analysts., • Travel to cities in the Eastern U.S. to source new business, visit existing clients, and attend industry conferences and events. Qualifications • 10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance;, • Experience in dealing with a wide array of corporate clients and credit structures;, • Thorough knowledge of the banking and financial services industries;, • Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances;, • Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt;, • Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel;, • Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank;, • Ability to write clearly and concisely in both internal credit memos and client communications., • Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization. Many of our job openings can be viewed at