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This position is based out of our Dallas, TX office and is eligible for a hybrid schedule after training period. JOB OVERVIEW The role of the Client...
* Work towards connecting low-income New Yorkers to the SNAP Program, focusing on our targeted communities (e.g., the working poor, seniors,...
* Serve as the main point of contact for assigned clients, building strong relationships and understanding their business objectives * Conduct...
TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, SEI...
* Opening new accounts * Managing money movements (transfers, trades, wires/ACH, etc.) * Communicating daily with prospective and existing...
* Work towards connecting low-income New Yorkers to the SNAP Program, focusing on our targeted communities (e.g., the working poor, seniors,...
* Serve as the primary point of contact and trusted advisor for a portfolio of midsize and enterprise clients, understanding their unique cybersecurity...
* Master, teach and hold team accountable for embodying and operating by the Serena & Lily Brand Ethos (Innovation, Style, Integrity, Optimism...
• Maintain knowledge of HR services and answer or appropriately route employee inquiries pertaining to the Retirement offerings and systems including...
We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Houston, TX Market. We are a...
* Serve as Primary Advisor to maintain and support a substantial population of inherited, existing client relationships spanning investment...
Join Us to Earn More Money and Make a Real Impact! Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams...
• Maintain knowledge of HR services and answer or appropriately route employee inquiries pertaining to the Retirement offerings and systems including...
Gould & Ratner LLP is seeking a highly experienced Employee Benefits (ERISA) & Executive Compensation Partner to join its Human Resources and...
As the Director of Operations, you will play a pivotal role in translating strategic priorities into actionable goals that support our vision...
We have been engaged by our client Guardian Data Destruction, a <$50M private-equity-backed leading provider of data destruction services and trusted partner in the Information Technology…...
Gould & Ratner LLP is seeking a highly experienced Partner to join its Business Reorganization and Creditors’ Rights Practice. The ideal candidate...
• Maintain knowledge of HR services and answer or appropriately route employee inquiries pertaining to the Retirement offerings and systems including...
Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious...
Seeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the...
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