Jobs near Melville: 3,396
RS
Relevance Score ranked on: CLIENT SERVICE
Senior Tax Manager - Private Client Services (Hybrid)
Melville
Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and ...
Search Terms: Tax Manager, Client Service, Manager, Tax, Private
89.5
0mi
Updated: March 18
Manager, Client Services
Melville
Responsible for administrating a combination of 401(k), profit sharing, money purchase pension, ESOPs and 403(b) deferred compensation plans, and maintaining a proactive relationship with the client. Responsibilities: Maintain an extensive knowledge of pension laws and regulations. Act as an advisor ...
Search Terms: Client Service, Manager, Client Relations, Insurance, Business Services
88.3
0mi
Updated: February 26
Client Service Associate - NR
Hauppauge
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, fi...
Search Terms: Client Service, Associate, Service, Processing, Branch Manager
85.6
9.9mi
Updated: March 26
Registered Client Service Associate
Hauppauge
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mail...
Search Terms: Client Service, Registered, Associate, Service, Processing
85.6
9.9mi
Updated: March 26
Tax Senior - Private Client Services
Woodbury
Prepare and review high-net worth and ultra-high net worth individual (1040) income tax returns, gift tax returns (709), trusts/estates (1041), private foundations (990-PF), and some experience in entity returns (1065/1120 S) that are often see as part of a family group. Collaborate on engagement ass...
Search Terms: Client Service, Tax, Senior, Private, Client Relations
85
3.6mi
Updated: February 27
Licensed Client Service Associate - Long Island, Queens, Westchester and CT
Uniondale
High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval...
Search Terms: Client Service, Associate, Licensed, Relationship Manager, Service
84.9
12mi
Updated: March 25
Client Service Supervisor
East Meadow
Client Service Supervisor. We are seeking a highly experienced Client Service Professional to join our leadership team as Client Service Supervisor. Under direction from the Hospital Manager/ Administrator, the Client Service Supervisor performs a wide range of difficult-to-complex administrative act...
Search Terms: Client Service, Supervisor, Business Operations, Service, Manager
83.9
10mi
Updated: March 14
Merrill Market Client Relationship Manager
Melville
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership ...
Search Terms: Relationship Manager, Client Relations, Relationship, Manager, Client Service
83.6
0mi
Updated: March 08
Licensed Client Service Associate - B11 - UNIONDALE
Uniondale
Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable law...
Search Terms: Client Service, Associate, Licensed, Service, Retail
83.5
12mi
Updated: March 13
Client Services Associate - B10 - UNIONDALE
Uniondale
High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval...
Search Terms: Client Service, Associate, Relationship Manager, Microsoft, Client
83.4
12mi
Updated: March 12
- 1
- 2
- 3
- 4
- >
Job Abstracts is an independent Job Search Engine. Job Abstracts is not an agent or representative and is not endorsed, sponsored or affiliated with any employer. Job Abstracts uses proprietary technology to keep the availability and accuracy of its job listings and their details. All trademarks, service marks, logos, domain names, and job descriptions are the property of their respective holder. Job Abstracts does not have its members apply for a job on the jobabstracts.com website. Additionally, Job Abstracts may provide a list of third-party job listings that may not be affiliated with any employer. Please make sure you understand and agree to the website's Terms & Conditions and Privacy Policies you are applying on as they may differ from ours and are not in our control.