Wealth management jobs in Newark, New Jersey - Page 5Créer des alertes d'emploi

The Associate, Wealth Management will be responsible for supporting and cultivating wealth management relationships and portfolios of high-net-worth clients and prospects and assist with the development and growth of business through engaging and utilizing the full capabilities of the firm.The role

We're seeking someone to join our team as a Director in Wealth Management Operations to drive platform strategy and support multiple projects and initiatives within the MS at Work (MSAW) Change the Bank organization. This is a Team Specialist position at Director P3 level within Change, Analytics &

As a Financial Advisor within PNC Wealth Management, you will be based in our West New York, NJ location. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. At PNC Wealth Management, we are passionate

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibil

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. The Weal

Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.

Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management. Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management. Join us in shaping the future of wealth management at JP

Merrill Wealth Management Client Service Support.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one of the largest businesses of its kind in the world sp

Strategy and Support for Chase Wealth Management reports to the National Head of Business Development. Previous wealth management experience preferred.

Job DescriptionCompany Description Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to market decisions in an increasingly competitive market. Curinos operates under a hybrid work model, with this position based in the Greater New York, Chicago, or Boston metropolitan areas. Job Description Curinos is seeking a Client Success Lead for our Wealth Solutions, supporting financial institutions in optimizing strategies across their wealth, private banking, and brokerage channels. You will lead a team responsible for helping clients drive performance using Wealth Optimizer and Analyzer, Curinos’ leading solutions for deposits and cash-management optimization. In this role, you will be the strategic partner and advocate for a portfolio of wealth-focused clients. You will guide them from onboarding through daily support and long-term value realization. This role is ideal for someone with hands-on experience in wealth management, private banking, brokerage cash products, or client portfolio roles, who understands how affluent clients use deposits, cash balances, and liquidity-focused products. You will work directly with senior stakeholders in wealth management, product, treasury, and pricing teams to help them translate analytics into practical actions that enhance client outcomes, cash growth, deposit performance, and revenue. Qualifications Responsibilities Management * Foster a team culture of client centricity, analytical rigor, and consistent execution * Manage team workloads, prioritization, and quality of client deliverables * Collaborate with peer managers on cross-organizational initiatives and best-practice development Client Work (Wealth Deposits and Cash Focus) * Build a deep understanding of each client’s wealth deposits and cash strategy, client segmentation, pricing philosophy, and competitive landscape * Build relationships with clients across Wealth Management, Private Banking, Brokerage Platforms, Product, Treasury, and Analytics * Guide clients in realizing value from deposits and cash optimization—identify pricing, segmentation, sweep-product, and portfolio opportunities * Ensure your team provides timely, high-quality support on platform use, industry dynamics, and analytical interpretation * Lead platform training sessions focused on cash allocation, portfolio patterns, rate sensitivity, and client cash/deposit behavior Managing Implementations / Projects * Oversee project timelines, budgets, and deliverables for Wealth Optimizer and Analyzer implementations and enhancements * Collect and refine business requirements for deposits-and-cash use cases, including pricing treatments, sweep structures, or channel-specific needs * Coordinate with internal product, data, and technical teams to ensure smooth delivery Business and Product Development * Identify unmet needs specific to wealth deposits and cash—e.g., segmentation needs, enhanced reporting, product structures, rate management * Identify opportunities for broader Curinos solutions to support client goals and facilitate introductions across Curinos teams * Provide feedback to help shape the Wealth Optimizer and Analyzer product roadmap Desired Skills & Expertise You are a natural problem solver with a deep understanding of wealth clients, deposits and cash behavior, pricing dynamics, and liquidity management patterns. You enjoy applying analytics to help institutions better serve their clients. Required Background * 5–10 years of experience in Wealth Management, Private Banking, Brokerage, Treasury, Retail/Commercial Banking, Consulting, or SaaS delivery * Experience with wealth deposits, cash programs, sweeps, or deposit/cash product structures strongly preferred * Passion for helping clients enhance their deposits-and-cash performance * Demonstrated management and project leadership skills * Strong communication and executive-presentation skills * Comfort with data analysis and turning insights into actionable business recommendations * Excellent organizational and time-management skills * Ability to travel to client sites as needed (typically a few days per month) * Bachelor’s degree Compensation: Expected base salary for this role is $95,000-$105,000 + bonus Additional Information Why work at Curinos? • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!, • Competitive annual leave, floating holidays, volunteering days and a day off for your birthday!, • Learning and development tools to assist with your career development, • Work with industry leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at and we’ll do everything we can to help. Inclusivity at Curinos: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Job Description About Nayya Founded in 2019, Nayya is on a mission to connect people's most important information, so they can thrive in their health and wealth. Powered by AI and advanced analytics, Nayya's platform transforms complex benefits experiences into intuitive, seamless, and ongoing interactions—meeting people's real world needs. As a trusted platform and partner to leading employers, benefits solutions, and HR tech providers, Nayya unlocks long-term value through helping employees live more resilient lives. Backed by strategic investors like ICONIQ, Felicis Ventures, SemperVirens, Workday Ventures, MetLife Nextgen Ventures, and ADP Ventures, Nayya is ushering in the future of health and wealth for all. The Role We are looking for a self-motivated and data savvy customer advocate with a natural ability to build relationships with our rapidly growing customer base. You'll be one of the early team members within this function, so you'll help us define customer success at Nayya. In doing so, we will look to you to build the playbook that will help us generate long term value for our carrier, broker, HR tech, and employer customer groups in the months and years to come. Our ideal candidate is a curious, results-oriented collaborator who is comfortable liaising between our customers and internal teams to influence our product roadmap, provide customer feedback, and uncover innovative ways to generate customer value. Responsibilities: • Strengthen our customer relationships by delivering amazing support; you'll be the face and voice of Nayya with your customers, • Be an analytical and adaptable partner with a focus on customers' objectives and opportunities, • Engage with data to understand customer engagement, identify product enhancements, and promote user adoption, • Track customers' value, retention, customer satisfaction and ultimately the expansion of Nayya's footprint, • Partner with employer customers to establish and execute communications strategies that maximize Nayya's impact for their teams, • Collaborate closely with product and sales to continuously innovate on Nayya products and deliver value to our customers, • Prepare and present Quarterly Business Reviews Qualifications:, • 5+ years of customer success experience; extra credit if you have prior experience scaling customer success or a similar function in a startup environment, • A domain expert with experience partnering with carriers and/or brokers and/or benefits admin/ben tech providers or supporting direct-to-employer relationships, • Entrepreneurial approach, comfort with ambiguity, • A socially-oriented advocate who is passionate about building relationships and managing stakeholders, • Unafraid of going deep into the data to understand customer engagement and adoption, • Passionate about creating technology experiences that empower users, • An empowered ownership mindset, • Strong project management and organizations skills, PMP experience is a plus #LI-JD1 #LI-HYBRID #BI-Hybrid Nayya is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics

Job DescriptionCompany Description Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to market decisions in an increasingly competitive market. Curinos operates under a hybrid work model, with this position based in the Greater New York, Chicago, or Boston metropolitan areas. Job Description Curinos is seeking a Client Success Lead for our Wealth Solutions, supporting financial institutions in optimizing strategies across their wealth, private banking, and brokerage channels. You will lead a team responsible for helping clients drive performance using Wealth Optimizer and Analyzer, Curinos’ leading solutions for deposits and cash-management optimization. In this role, you will be the strategic partner and advocate for a portfolio of wealth-focused clients. You will guide them from onboarding through daily support and long-term value realization. This role is ideal for someone with hands-on experience in wealth management, private banking, brokerage cash products, or client portfolio roles, who understands how affluent clients use deposits, cash balances, and liquidity-focused products. You will work directly with senior stakeholders in wealth management, product, treasury, and pricing teams to help them translate analytics into practical actions that enhance client outcomes, cash growth, deposit performance, and revenue. Qualifications Responsibilities Management * Foster a team culture of client centricity, analytical rigor, and consistent execution * Manage team workloads, prioritization, and quality of client deliverables * Collaborate with peer managers on cross-organizational initiatives and best-practice development Client Work (Wealth Deposits and Cash Focus) * Build a deep understanding of each client’s wealth deposits and cash strategy, client segmentation, pricing philosophy, and competitive landscape * Build relationships with clients across Wealth Management, Private Banking, Brokerage Platforms, Product, Treasury, and Analytics * Guide clients in realizing value from deposits and cash optimization—identify pricing, segmentation, sweep-product, and portfolio opportunities * Ensure your team provides timely, high-quality support on platform use, industry dynamics, and analytical interpretation * Lead platform training sessions focused on cash allocation, portfolio patterns, rate sensitivity, and client cash/deposit behavior Managing Implementations / Projects * Oversee project timelines, budgets, and deliverables for Wealth Optimizer and Analyzer implementations and enhancements * Collect and refine business requirements for deposits-and-cash use cases, including pricing treatments, sweep structures, or channel-specific needs * Coordinate with internal product, data, and technical teams to ensure smooth delivery Business and Product Development * Identify unmet needs specific to wealth deposits and cash—e.g., segmentation needs, enhanced reporting, product structures, rate management * Identify opportunities for broader Curinos solutions to support client goals and facilitate introductions across Curinos teams * Provide feedback to help shape the Wealth Optimizer and Analyzer product roadmap Desired Skills & Expertise You are a natural problem solver with a deep understanding of wealth clients, deposits and cash behavior, pricing dynamics, and liquidity management patterns. You enjoy applying analytics to help institutions better serve their clients. Required Background * 5–10 years of experience in Wealth Management, Private Banking, Brokerage, Treasury, Retail/Commercial Banking, Consulting, or SaaS delivery * Experience with wealth deposits, cash programs, sweeps, or deposit/cash product structures strongly preferred * Passion for helping clients enhance their deposits-and-cash performance * Demonstrated management and project leadership skills * Strong communication and executive-presentation skills * Comfort with data analysis and turning insights into actionable business recommendations * Excellent organizational and time-management skills * Ability to travel to client sites as needed (typically a few days per month) * Bachelor’s degree Compensation: Expected base salary for this role is $95,000-$105,000 + bonus Additional Information Why work at Curinos? • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!, • Competitive annual leave, floating holidays, volunteering days and a day off for your birthday!, • Learning and development tools to assist with your career development, • Work with industry leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at and we’ll do everything we can to help. Inclusivity at Curinos: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

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 120+, 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. Client Success Strategist We are looking for a Client Success Strategist to nurture and expand our client relationships. In this role, you will be responsible for post-onboarding account management, ensuring clients receive the highest level of service and support. You'll be an early employee who can help shape and grow our company and the Client Experience team as we expand and scale our reach to new users. Key Responsibilities: Your responsibilities will include: * Post-Onboarding Client Management * Conduct regular check-in meetings with clients to assess their needs and satisfaction. * Maintain comprehensive client records and notes in our CRM system. * Monitor client accounts for data quality issues and promptly address any discrepancies. * Provide training to end user groups to ensure deep product understanding and adoption. * Track and analyze factors influencing client churn and work to mitigate risks. * Manage client renewal processes, ensuring timely discussions and contract updates. * Account Growth and Expansion * Identify opportunities for contract expansion across new feature sets and/or broader firm adoption. * Proactively identify and escalate client feature requests to the relevant teams. * Client Communication * Keep clients informed about product updates, enhancements, and new features. * Foster and maintain strong, long-term relationships with clients. * Data Management * Process ongoing updates from clients and various institutional data sources * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs Skills, Knowledge and Expertise Reach out to us if you: * Have a bachelor's degree in business, finance, or a related field. * Have 3+ years of experience managing client relationships. * Possess exceptional communication and interpersonal skills. * Posses strong problem-solving abilities and attention to detail. * Have the ability to work collaboratively in a fast-paced, dynamic environment. Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Know SQL or want to learn * Have taken finance or accounting courses 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 - $130K

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • 401(k), • ACCIDENT INSURANCE, • COMMUTER BENEFITS, • COMPETITIVE SALARY, • EMPLOYEE ASSISTANCE PROGRAM, • LIFE INSURANCE, • MEDICAL, DENTAL AND VISION INSURANCE, • REIMBURSEMENT OF PROFESSIONAL MEMBERSHIPS AND LICENSES Job Type: Full Time, Primarily Day Shift Bradford Construction has multiple Construction Project Management vacancies for experienced Project Managers or Superintendents. These positions support public agency clients/projects, and are based in field offices in New York City. Roles & Responsibilities: • Administer and coordinate design and construction activities for complex and/or high-visibility projects., • Manage project planning, problem-solving, and execution to ensure smooth project delivery., • Uphold quality, compliance, and performance standards across all consultants, vendors, and contractors., • Review design and construction documents to identify and resolve errors early in the process., • Collaborate with architects and engineers on change orders, technical issues, and document interpretations to ensure code-compliant, structurally sound, and visually cohesive facilities., • Maintain continuous communication with contractors, construction managers, school personnel, and senior project staff., • Make key decisions on project phasing and scheduling; prepare and monitor timelines to ensure adherence across all stakeholders., • Contribute to the development and enforcement of project policies in line with client procedures., • Mentor and support junior project managers and contractors, offering guidance on project execution and problem-solving., • Resolve field issues raised by architects and construction managers, including making on-site decisions and negotiating change orders., • At least five years of relevant experience, with significant exposure to managing all phases of construction work., • Valid New York or New Jersey State driver's license., • Construction management experience with public agencies in NYC is strongly preferred.

Job Description What does a great Client Success Manager do? An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geography. The CSM will be accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales and Customer Success Managers. Responsibilities • Make the Client Happy, • Driving Relationship Governance to ensure that we’re making the client(s) happy at a personal level, • Connect with business sponsor on weekly basis while in delivery (monthly if not in delivery), • Maintain relationship powermap. If change in sponsors, build relationship with new sponsors, • Identify personal win for client and Drive alignment between InvestCloud and personal win, • Driving Executive Governance – Enforce executive governance on a monthly basis (quarterly if not in delivery) to ensure that Investcloud and the client are aligned on the status of the relationship and have an opportunity to drive resolution where necessary. Schedule a prep, Ensure the right people are in the room from the client and from InvestCloud, issue meeting minutes, • Build and long-term trusted advisor relationship within their accounts at C-Suite and E-Suite levels. Identify personal win for client and Drive alignment between InvestCloud and personal win, • Drive collection of NPS and, • Drive Operational and Service Excellence, • Ensure Alignment to Business Objectives: Understand the client’s business objective, ensure that the business objectives are being met (e.g. ensure that business kpi’s are being met), • Manage Closure of Open Issues: Understand open issues and work with appropriate teams to drive closure, • Escalate Timely and Effectively: Escalate outstanding issues to senior management, the appropriate escalation path, amber flag, red flag, • Ensure SLA’s are In-Line: Being aware when SLA’s are breached, escalating through the appropriate internal and external channels, • Do a weekly ticket review and work with the platform success team to drive ticket resolution, • Defend Revenue, • Manage Renewals: Manage the renewal process (timing, initiation, annual CPI increase, floor and incremental fees, liability clauses, interacting with legal, the art of negotiation) to drive new value to client and maximum ARR for InvestCloud, • Manage Account receivables: Ensure clients are paying and account receivables are current to drive optimal cash flow for InvestCloud, • Monitor usage of current platform and take action to drive and grow usage, • Grow Revenue, • Maintain solid understanding of InvestCloud propositions to initiate conversations and raise interest., • Drive growth by expanding InvestCloud footprint within accounts.in terms or client relationships and in terms of product, • Maintain and Executing Against Account Plan: Develop, maintain, and execute on account plan, • Identify Upsell Opportunities: identify growth opportunities and collaborate with Sales to upsell/cross sell into the Accounts, • Maintain white space on client Basic Qualifications for Consideration: • BA/BS degree required, MBA a plus, • 10+ years of financial services experience preferably within the customer segments of Wealth & Asset Management, • Proven account management experience in a customer facing environment required, • Strong understanding of customers and their business model and workflows, • Demonstrated selling skills (identity, develop and articulate a complex proposition/consultative selling), • Strategic thinker, • Strong negotiation skills, • Experience using analysis, reporting, modeling, and forecasting to gather data for the purpose of making business decisions About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $180,000 #LI-BH1

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About our role: We are looking for a highly motivated and licensed Financial Customer Experience Associate to lead moomoo’s in-person activations in our NYC Brand Store. In this role, you will be driving sales, building customer relationships, and handling live customer support. This role combines financial expertise, client relationship management, and event leadership to deliver an exceptional in-person customer experience. You will oversee store operations, drive client acquisition, provide licensed investment guidance, and ensure compliance with FINRA and SEC regulations.This is a hands-on position perfect for someone who thrives in high-energy environments, excels at client engagement, and has a deep passion for finance and the U.S. stock market. Requirements Key Responsibilities: • Financial Expertise - Learn and maintain a deep understanding of moomoo's history, mission, product features, trading tools, and customer promotions to effectively communicate value to clients, • Client Onboarding -Assist customers with account openings, deposits, and account modifications on-site, • Sales & Promotions Management -Manage and plan sales promotions and marketing campaigns for the Brand Store, • Client Support - Provide exceptional client support by answering incoming questions about moomoo products and services, • Sales & Inventory Tracking - Track and report merchandise inventory, sales, and customer conversion data at each event, • Cross-Functional Collaboration - Collaborate with cross-functional teams to support/create promotional campaigns, marketing initiatives, and sales efforts, • Financial Market Awareness - Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers, • Store Operations Management - Oversee day-to-day Brand Store sales and operational workflows, • Compliance - Ensure all marketing and sales activities comply with FINRA and SEC guidelines Qualifications: • Must currently have Series 7, and ability to obtain Series 63 license within the first 90 days of employment., • 3+ years of experience in sales and/or customer service within a financial services company., • Strong personal trading experience (preferred)., • In-depth knowledge of FINRA and SEC marketing guidelines., • Deep understanding of trading products, services, and the U.S. stock market., • Excellent leadership, communication, and customer engagement skills. What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $55,000-$100,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $40,000 to $80,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Premier Client Service Specialist Office Location: Jersey City, NJ About the Team & Role: Moomoo Financial seeks a polished Premier Client Service Specialist to deliver exceptional, dedicated support to our high-net-worth (HNW) and premier clients. This role is central to providing white-glove service for account onboarding, asset transfers, and ongoing relationship management, with a focus on understanding client needs, addressing concerns, and executing retention strategies for at-risk clients. The ideal candidate is a proactive and consultative professional with deep platform expertise, dedicated to building long-term trust with our most valuable clients and ensuring a superior service experience at every touchpoint. What You'll Do: 1. Premier Client Service & Relationship Management (Primary Focus) • Act as the primary dedicated liaison for VIP clients, managing complex inquiries related to equities, options, margin, and account management., • Lead and oversee the seamless end-to-end process for premier client onboarding, account funding, and stock transfers, including handling corporate accounts., • Proactively monitor client relationships, identify potential needs, and provide dedicated support to enhance client satisfaction and loyalty., • Serve as the key point of contact for premier clients, providing timely and accurate responses via email, phone, and other channels. 2. Client Retention & Strategic Support • Proactively identify at-risk clients expressing dissatisfaction or intending to withdraw significant assets., • Lead retention efforts by initiating direct contact, understanding the root cause of issues, and presenting tailored solutions to preserve the relationship., • Develop and implement strategies to enhance client satisfaction and improve overall service delivery for the premier segment., • Analyze client feedback and pain points to advocate for platform or service improvements that benefit the HNW client experience. 3. Collaborative Marketing Support (Limited Scope) • Provide tailored service support to HNW clients referred through Marketing team initiatives, focusing on post-engagement follow-up for onboarding and relationship building., • May offer limited, supplementary support at select Marketing events for HNW clients, focusing solely on addressing general service, platform, or procedural questions in a one-on-one capacity., • Partner with Marketing by sharing high-level, anonymized insights on premier client needs and feedback to help inform client engagement strategies. Requirements What You Bring: • FINRA Series 7 & 63 licensed., • 3+ years in financial services with demonstrated success in premium client support (e.g., wealth management, private client services, or similar)., • Exceptional communication and relationship-building skills, with a proven ability to manage high-touch client relationships. Act as the key relationship associate for MFI premier clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels., • Strong platform expertise and working knowledge of brokerage operations, trading products, and complex account procedures., • Proven experience in handling and serving corporate accounts., • Proactive problem-solver with a demonstrated ability to identify client needs, de-escalate concerns, and present effective solutions., • Collaborative mindset with the ability to work effectively across Service, Marketing, and Compliance teams. Preferred Qualifications: • Experience in developing and implementing client retention strategies., • Background in compliance or a strong understanding of regulatory frameworks governing client communications. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $80,000 - $110,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

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Seeking Administrative and Executive Assistants for non-profit organizations, for long term temporary positions. Duties: • C-suite level scheduling of meetings (in-person and virtual), calls and conferences;, • Management of communications with external stakeholders and department staff to ensure prompt response time, • Scheduling and preparation of important meetings and communications, • Check filings for deficiencies, calculating filing fees as needed, scanning paper submissions, issue ID numbers to filings, update database, saving files to shared drive following file-naming convention, • Download files from the cloud, or copy from emails in outlook as required, • Previous executive support, scheduling, and coordination experience., • A high level of organizational skills., • Must work under a high level of discretion handling confidential matters., • Ability to manage competing priorities while maintaining a high level of attention to detail., • Strong familiarity with other computer systems, such as expense report software is desirable., • Previous understanding of Concur is a plus., • Accuracy and high attention to detail are imperative This job is presented to you by TemPositions Office, a division of the TemPositions Group of Companies. Enjoy exceptional compensation, benefits, and a wealth of opportunities in all office related positions. To learn more about employment opportunities, visit our website at . We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Our client; a 167 year old social justice organization dedicated to a mission set on eliminating racism, empowering women, and promoting peace, justice, and freedom and dignity for all is in need of Assistant Program Managers in Brooklyn and Manhattan sites. Position Summary: The Assistant Program Manager provides site-based leadership to the organization's school-based OST program to support positive youth development and outcomes; meet the needs of families and the school community; and further the organization’s mission to eliminate racism and empower women and girls. Our client is specifically looking for candidates with demonstrated experience in DYCD and DOH compliance and regulatory requirements, as well as a strong background in supervising young professionals. This is a part-time position. The hours for this position will fluctuate depending on the needs of the school, general hours of operation can range anywhere from 1:00 pm – 7:00pm (about 25 hours a week). The Assistant Program Manager role requires occasional travel across New York City. This is a position with the potential to go temp to hire. Positions Responsibilities: • Cover for staff absences by working directly with groups of students, • Ensure that line staff provide adequate supervision to program participants, • In the absence of the Director provide direct supervision and coaching to staff, • Support Program Director in the delivery of curricula and other aspects of high-quality activities, • Support Teaching Artist with the delivery and facilitation of high-quality programming, • Oversee the planning and delivery of engaging family engagement events, • Cultivate relationships with school principal, teachers, building staff, and families and be able to communicate and maintain relationships, through telephone, various telecommunicating platforms, through mail, etc., • Draft regular communications for program stakeholders, • Maintain records needed for program administration, including daily student attendance, sign in/out sheets, staff training trackers, • Support program schedule development, staff attendance management, and other program structures, • With the Program Director, monitor compliance with SACC licensing, funder requirements and other government background compliance with staff, • Maintain DYCD Connect database by inputting attendance weekly, • Running attendance reports ensuring that ADA and ROP are met and maintained, • Maintain DOHMH Staff binder/files, • Have knowledge on how to operate Zoom and other telecommuting platforms, • Experience utilizing Microsoft office suite products (Outlook, Word, Excel, PowerPoint), • Related college-level coursework or School-Age Child Care credential, • 2+ years working in OST programs or other education/youth programs, • Knowledge of anti-racism and gender equity principles and practice, • Familiarity with NYC public schools and/or NYC DYCD programs, • Excellent interpersonal, verbal and written communication skills, • Strong organizational skills and analytical ability, • Bilingual (Spanish/English) a bonus, • Strong work ethic and professional values

Personal/Administrative Assistant (Part-time) Stay at home parents/graduate/doctorate students and candidates looking for supplemental or additional work are urged to apply POSITION SUMMARY Our client, a private equity firm primary focused on Asian markets is seeking a part-time office assistant to support the Founding Managing Director in New York. This role requires extensive knowledge and comfort with technology relevant for a senior executive productivity, experience with AI Tools, excellent communication skills, detail-orientation, and the ability to multi-task. Founding Managing Director works late hours, travels quite frequently, and shares an Assistant working internationally — hence the part-time and flexible nature of this job, with an emphasis on tasks that are better performed together, in person vs. remotely. Additionally, given the “long days”, some of the work is personal/family related. HOURS: 8 to 10 hours a week (with a need to increase hours in the future) PRIMARY RESPONSIBILITIES: • Help the FMD utilize available tools for productivity and organization — this includes optimizing various AI tools, computer and phone devices and software such as Notion and PowerPoint, • Be responsible for home office physical organization including filing system (to the extent not digitized) to ensure all documents well-organized and stored, • Providing supporting documentation and reconciling personal expenses with the international assistant, • Interaction with family members and wife’s assistant to coordinate calendars, travel, appointments, and other needs, • Some support on travel and restaurant reservations, but this role does not encompass primary responsibility for Founding Managing Director’s calendar, • Supporting special ad hoc projects as assigned QUALIFICATIONS: • BA combined with minimum one year relevant and proven administrative support job, • Self-motivated, high-functioning, with the ability to prioritize and manage multiple competing priorities, • Strong work ethic and positive attitude, • Exceptional planning and organization skills with a keen attention to detail and accuracy., • Flexible and resourceful with strong problem-solving and follow-up skills, • Exceptional interpersonal and communications skills (both oral and written), • Ability to maintain confidentiality and exercise outstanding judgment, • Tech-savvy and curious with ability to leverage technology and identify new applicable tools ( i.e. web-based scheduling tool, contact management software, etc), • Strong skills utilizing and adapting to new AI tools; PowerPoint, Word, Excel and other Microsoft applications, • A team player who is highly collaborative and demonstrates the ability to listen and learn from others, • Flexibility on hours when required COMPANY OVERVIEW This job is presented to you by TemPositions Office, a division of the TemPositions Group of Companies. Enjoy exceptional compensation, benefits, and a wealth of opportunities in all office related positions. To learn more about employment opportunities, visit our website at . We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Maintenance/Custodian/Janitor Looking for maintenance support staff to work in various clients including non-profit organizations and schools. Must be open to both short and long term temporary assignments. Responsibilities: • Basic cleaning on any of floors of the building including restrooms, • Perform routine cleaning duties (i.e., regular dusting, sweeping, mopping, vacuuming floors, and garbage disposal, etc.), • Reports all facilities or maintenance issues and hazardous conditions to the Facilities Manager or designee in a timely manner Experience & Skills: • Excellent time management, • Attention to detail, • Ability to follow directions and established procedures

Attorney-Direct Hire Position Summary: Our client is a non-profit organization that assists residents of Bronx County with issues related to housing and evictions. The ideal candidates will provide culturally sensitive services to low income clients facing eviction by representing them in the Bronx County court. Looking to fill several Attorney roles. Hours: 9:00 am to 5:00 pm, Monday to Friday. Hybrid schedule but must be able to make court appearance when scheduled. May need to report to offices located in the Grand Concourse area (10451, 10452, 10456). Duties: • Provide clients with counseling and assisting to ensure maintenance of housing;, • Handle a full caseload of full representation non-payment and holdover proceedings in Bronx Housing Court and the NYCHA part;, • Handle litigation before administrative agencies as necessary, including NYCHA termination hearings, etc;, • Conduct outreach, including facilitating educational workshops and trainings;, • Represent tenants at trial;, • Prepare legal agreements, documents, motions, orders to show cause, etc;, • Judge the merits and spot the issues of court cases that we are assigned by the court, the Department of Social Services, or self-referred;, • Demonstrated commitment to public interest law and social justice., • Attend professional meetings, educational conferences, and in-service trainings;, • Maintain current and accurate documentation, progress notes, and data tools both physically and electronically;, • Maintain Confidentiality;, • Maintain a professional appearance;, • Time management and prioritization;, • Interacting with other departmental staff;, • Perform general clerical duties;, • Develop and maintain good communication with other programs and units within the organization to facilitate inter-agency referrals;, • Provide coverage for other areas as directed/needed; Required skills and Qualifications: • J.D from an ABA Accredited Law School;, • Minimum of 1 year of experience required;, • 2 +years of experience with trial experience is a plus;, • Litigation experience;, • Familiarity with New York City housing law and public benefits;, • Ability to handle stress and work in a fast-paced, high volume environment;, • Experience providing client representation and handling a case from intake to closing;, • Strong team building skills and ability to work individually;, • Professional ethics and integrity;, • Excellent communication, research, organizational and writing skills;, • Ability to anticipate legal issues;, • Experience working with low income individuals;, • Fluency in Spanish is preferred, but not required;, • Strong time management skills;, • Maturity, integrity and sound judgment;, • Strong time management skills;, • Maturity, integrity and sound judgment. COMPANY OVERVIEW This job is presented to you by TemPositions Legal, a division of the TemPositions Group of Companies. Enjoy exceptional compensation, benefits, and a wealth of opportunities in all legal related positions. To learn more about employment opportunities, visit our website at . We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged. Pay:$100,000.00 - $123,000.00

Seeking a bilingual English/Spanish Speaking Intensive Care Coordinator Position Summary: The Intensive Care Coordinator (ICC) provides assessment, care planning, and service coordination activities for eligible clients, with significant behavioral health, mental health, and/or medical needs. The ICC works closely with other health and social service providers to ensure comprehensive and appropriate care needs are met to stabilize participants, promoting access to health and wellness while reducing healthcare costs. Responsibilities: • Monitor progress of each client on an ongoing basis through delivery of face to face, escort, written, electronic and telephonic outreach/monitoring/collaboration and planning activities, in accordance with Health Home, DOH, OMH, and departmental guidelines., • Complete client-centered comprehensive functional assessments to identify the medical, behavioral health, and social needs/goals of each client., • Develop, adhere to, and document daily schedule of appointments; inform supervisor of scheduling conflicts or changes and maintain accurate record of daily activities.; participate in individual and group supervision as scheduled by the appointed supervisor., • Develop, review, and update written/electronic person centered care plans that are driven by functional assessment outcomes. Shared and develop/update care plan in partnership with the client and their Health Home network partners and collateral supports. Ensure that all Care Plans uphold the policy and procedure set forth by the department and Health Home., • Maintain an accurate caseload panel through prompt identification and response to cases appropriate for level of care changes including but not limited to discharge or transfer activities., • Maintain collaborative relationships with all service providers utilized in the care planning interventions, sharing/extracting regular status updates and participating in case conferences as needed (and as outlined in the policy and procedure of the department and lead Health Home providers) to monitor level of care and health status for all assigned members., • Promptly review and address any crisis situations that arise for any client with supervisory staff, service network and any involved legal entities., • Provide services to clients as needed to meet Care Plan objectives, including facilitating referrals to medical, behavioral health and social assistance entities; assisting with management of entitlements (Medicaid, SNAP benefits, SSI, etc.); assisting with securing stable housing; and arranging transportation and other services to support wellness and health care compliance., • Utilize Electronic Health/Medical Record system(s) of assigned Health Home and NADAP database tools to maintain documentation and all relevant treatment records, entering contact notes within the timeframe outlined in the Program Manual guidelines., • Performs other duties as assigned. Qualifications: • Bilingual Spanish speaker required., • Bachelor’s Degree in Social Work, Human Services or related field required, • Degree in social work, public health, or mental health counseling preferred with two years experience or a master's degree with one year experience. Hiring Criteria may change depending on standards of governing entity of target population (i.e. DOH, OMH, etc.), • Requires advanced knowledge of specialized or technical field or a thorough knowledge of the practices and techniques of a professional field. May require knowledge of policies and procedures, and the ability to determine a course of action based on these guidelines., • Caseloads may flex based on need and acuity of targeted population. Flexibility in caseload management required. COMPANY OVERVIEW This job is presented to you by TemPositions Office, a division of the TemPositions Group of Companies. Enjoy exceptional compensation, benefits, and a wealth of opportunities in all office related positions. To learn more about employment opportunities, visit our website at . We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Bilingual Medical Secretary-must be English/Spanish speaking The Secretary will provide the overall management of front desk including phones, staff schedules in reception book, distribution of telephone referrals, following up for missed Doctor Appointments. Provides assistance to clients as they come in and performs lightweight clerical duties to the attending staff. DUTIES AND RESPONSIBILITIES • Responsible for front desk including phone, scheduling intakes, and distribution of telephone referrals., • Enter all staff appointment schedules in reception desk book., • Manages MD schedule and contacts all no shows, following up for missed Appointments., • Monitor/maintain waiting room., • General office duties including but not limited to typing, faxing copying, and filing., • Perform clerical duties for staff Psychiatrists such as pulling charts, preparing encounter forms, & making appointment reminder calls to clients., • Maintain updated client roster., • General office duties including but not limited to typing, faxing copying, and filing., • Additional duties as needed including but not limited to functions related to implementation of computerized new billing and charting system., • Available for other Support functions at the discretion of Clinical Manager and/or Staff Services Coordinator., • Will perform other related duties as requested or assigned by agency management., • Participates in staff and other program meetings., • Special projects for Clinical Manager as needed., • Provides office coverage to other CCNS programs as needed., • High School Diploma or GED required., • 3 years Business experience including office clerical, data entry and basic accounting required., • Excellent oral & written communication skills., • Excellent Computer skills; knowledgeable in Microsoft office., • Excellent organizational skills., • Ability to prioritize and multitask, offer feedback and constructive criticism., • Must be able to occasionally lift and/or move up to 25 pounds., • Frequenting walking, sitting, talking or hearing., • Occasional standing, stooping, & kneeling., • Should be able to operate a computer keyboard, mouse, & office equipment., • Ability to read printed materials and computer screens. This job is presented to you by TemPositions Office, a division of the TemPositions Group of Companies. Enjoy exceptional compensation, benefits, and a wealth of opportunities in all office related position. To learn more about employment opportunities, visit our website at . We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

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