Client Services Associate Citigroup IncClient Services AssociateGreat Neck, NY$61,280–$85,520 / yearProvide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests. 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 laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
FX PB Client Services Associate NatWest Group PlcFX PB Client Services AssociateStamford, CT$85,000–$130,000 / yearIn addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement. In your new role, you'll be accountable for front to back coverage for allocated Prime Brokerage clients, leading client integration and managing all daily transactional activity, including booking, monitoring for exceptions and matching.
Commercial Lines Associate Client Representative World Insurance Associates LLCCommercial Lines Associate Client RepresentativeBrewster, NY$55,000–$65,000 / yearFull timeWorld Insurance Associates (“World”) 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. Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.
NewAssociate Client Manager - Insights Nielsen Consumer LLCAssociate Client Manager - InsightsWhite Plains, NY$80,300–$84,000 / yearNIQ may utilize artificial intelligence (AI) tools at various stages of the recruitment process, including résumé screening, candidate assessments, interview scheduling, job matching, communication support, and certain administrative tasks that help streamline workflows. With a holistic retail read and the most comprehensive consumer insights-delivered with advanced analytics through state-of-the-art platforms-NIQ delivers the Full View.
NewClient Service Associate Fortress InvestmentClient Service Associatebrentwood, NY$100,000–$120,000 / yearCompleting frequent investor reporting requests including DDQs and fee requests as well as sourcing responses and liaising with internal finance, asset management, and compliance teams to complete more complex reporting such as Solvency II, ILPA, and Basel III templates. Founded in 1998, Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies.
Client Service Associate - Kings Park, NY Kestra Financial Independent AdvisorClient Service Associate - Kings Park, NYKings Park, NY$25,000–$65,000The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Private Client Group Support Associate Bankwell Financial Group IncPrivate Client Group Support AssociateNew Canaan, CT$31.25–$36.06 / hourSummary of Position: The Private Client Group Support Associate supports the Private Client Teams in managing and growing existing customer relationships by offering world class support to our growing PCG client base with urgency, empathy, and a deep understanding of our products and services. We are committed to providing exceptional service through dedicated Private Client Teams, which are practice-orientated groups of experienced financial professionals focused on ensuring our clients are well-banked.
Senior Associate - Client Success Baker Tilly Virchow Krause, LLPSenior Associate - Client SuccessNew York City 66 Hudson Blvd E, NY$83,820–$127,120 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Rehire Client Support Associate CCTRehire Client Support AssociateBridgeport, ConnecticutThank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.
Associate UX Designer - Client Platform Morgan StanleyAssociate UX Designer - Client PlatformPurchase, NY$58,000–$115,000 / yearWM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewAssociate UX Designer – Client Platform Morgan StanleyAssociate UX Designer – Client PlatformPurchase, New York$58,000–$115,000 / yearWM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Client Success Associate Realty PlansClient Success AssociateStamford, ConnecticutOur name changed to Realty Plans in 2022, but our core values have always stayed the same: quick turnaround, top quality, and a reliable support team to cater to the needs of our clients. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great customer service experience with our company.
Sr Client Service Associate Wealth Enhancement Group AcquisitionSr Client Service AssociateGreat Neck, NY$80,000–$90,000 / yearWorking proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateWest Haven, ConnecticutAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Digital Client Experience and Platforms Business Analyst – Associate Morgan StanleyDigital Client Experience and Platforms Business Analyst – AssociatePurchase, New YorkIn this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services, wealth management, financial planning, investment advice, and digital experiences/technologies to create and launch innovative digital products and platforms for Morgan Stanley's client channels. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Digital Client Experience and Platforms Business Analyst - Associate Morgan StanleyDigital Client Experience and Platforms Business Analyst - AssociatePurchase, NY$58,000–$115,000 / yearIn this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services, wealth management, financial planning, investment advice, and digital experiences/technologies to create and launch innovative digital products and platforms for Morgan Stanley's client channels. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Digital Client Experience And Platforms Business Analyst - Associate Morgan StanleyDigital Client Experience And Platforms Business Analyst - AssociatePurchase, NY$58,000–$115,000 / yearIn this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services, wealth management, financial planning, investment advice, and digital experiences/technologies to create and launch innovative digital products and platforms for Morgan Stanley's client channels. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Client Development Associate IntappClient Development AssociateNy, NY$50,000–$55,000 / yearIntapp Properties is purpose-built for real assets firms - giving investment and asset management teams a single platform to manage deals, relationships, and portfolios across the full asset lifecycle. As a corporate development associate on our real assets vertical, you'll be on the front lines - picking up the phone, building pipeline, and opening doors with the firms that run some of the most complex asset portfolios in the world.
Private Client Group Support Associate Bankwell FinancialPrivate Client Group Support AssociateNew Canaan, CTSummary of Position: The Private Client Group Support Associate supports the Private Client Teams in managing and growing existing customer relationships by offering world class support to our growing PCG client base with urgency, empathy, and a deep understanding of our products and services. We are committed to providing exceptional service through dedicated Private Client Teams, which are practice-orientated groups of experienced financial professionals focused on ensuring our clients are well-banked.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateBridgeport, ConnecticutGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Client Portfolio Associate - International Equities Franklin ResourcesClient Portfolio Associate - International EquitiesStamford, CT$130,000–$150,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. The Business Development Group (BDG) partners with Franklin Templeton's Global Client Group to promote and position Templeton Global Investments (TGI) capabilities focused on a robust range of global, international, and emerging market equities while also supporting client service needs.
Client Support Associate - Remote WASHClient Support Associate - RemoteHome Office, NYRemoteAs a frontline representative, you will own the full lifecycle of customer service operations, including answering inbound calls, creating and managing work orders, coordinating with internal teams, and ensuring accurate, timely billing. Cross‑Team Coordination- Act as an effective liaison between customers, sales, and field service teams to resolve issues, clarify service needs, and keep workflows moving.
Associate/AVP, Client Management Operations Flores Financial ServicesAssociate/AVP, Client Management OperationsConnecticutWorking to drive internal reporting and existing client satisfaction, the role requires a team-oriented self-starter, who is thorough, yet efficient (able to deliver accurately in a timely manner) and able to communicate effectively at all levels (internal, external and with third party service providers). The role will work alongside senior leadership, developing and maintaining the structure of a well-positioned working capital financing business, particularly in support of Accounts Receivable Discounting (AR) and Supply Chain Finance (SCF) programs.
Client Delivery Advocate - Analyst icapitalnetworkClient Delivery Advocate - AnalystStamford, CT$65,000–$70,000 / yearComfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company.
Director I Client Delivery Ensemble Health PartnersDirector I Client DeliveryNew Haven, ConnecticutRemoteThe Director is responsible for day to day client operations and the planning, development, and implementation of policies, objectives and initiatives for acute or physician revenue cycle activities including outsourced vendors, clients and in-house functional areas of Patient Access (including but not limited to Patient Scheduling, Pre-Access/Registration, Registration Admissions, and Financial Counseling), Health Information Management (including but not limited to Site Medical Records management, Release of Information, Transcription), and Patient Financial Services (including but not limited to Billing, Charge Master/Revenue Integrity, Insurance Follow-Up, Customer Service, Cash Posting, Denials Management, Payment Variance, and Collections). By embodying our core purpose of customer obsession, new ideas, and driving innovation, and delivering excellence, you will help ensure that every touchpoint is meaningful and contributes to our mission of redefining the possible in healthcare.
Private Client Relationship Manager Edgewood Partners Insurance CenterPrivate Client Relationship ManagerMelville, NY$85,000–$95,000 / yearFueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days.
Client Experience Coordinator CFO Systems Recruiting DivisionClient Experience CoordinatorWestport, CTOrchestrate front-of-house operations, including scheduling, hospitality, and office services, to support stakeholder productivity and the day-to-day needs of advisors. Client Appreciation & Gifting: Coordinate client appreciation efforts, including cards, gifts, and recognition moments (e.g., birthdays, anniversaries, condolences).
Director, Client Relations Broadridge Financial Solutions IncDirector, Client RelationsEdgewood, NY$125,000–$135,000 / yearWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Build and maintain senior relationships to enable us to migrate clients to appropriate factory compliant workflows, identify new opportunities, and retain and grow revenue.
Client Delivery Advocate - Analyst iCapitalClient Delivery Advocate - AnalystStamford, CT$65,000–$70,000 / yearComfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company.
Client Delivery Advocate - Analyst Institutional Capital Network IncClient Delivery Advocate - AnalystStamford, CT$65,000–$70,000 / yearComfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company.
Part-Time Client Advisor Greenwich Avenue G-III Apparel Group LtdPart-Time Client Advisor Greenwich AvenueGreenwich, CTIncorporate the WE SELL SUN selling ceremony in every sale through applying first smile, be curious, tell the tale, unveil connections, matching top, perfect fit, reassure, and convince. As Brand Ambassadors, you help engage clients in the discovery of our heritage through storytelling and creating enthusiasm for the Vilebrequin collections.
NewClient Svcs Representative eTeam Inc.Client Svcs RepresentativeWhite Plains, NYDescription: Answers and resolves telephone inquiries/requests initiated by customers or prospective customers in a prompt, accurate and courteous manner. "Use proper telephone etiquette and all available resources to respond to incoming customer inquiries, requests and complaints competently and courteously.
NewSenior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesGreenwich, Connecticut$145,000–$248,200 / yearThe Role: 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 Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Client Service Representative VCA IncClient Service RepresentativeDanbury, CTAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Service Specialist VCA IncClient Service SpecialistShelton, CT$16–$19 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
NewAVP, MSF Enterprise Client Enablement Synchrony FinancialAVP, MSF Enterprise Client EnablementStamford, CTThe role will provide program leadership, oversight and governance and will work successfully across all levels of the organization including program teams, sponsors, steering committees, and executive/senior leaders. Develop and manage rigorous project management and control plans, working closely with process owners, subject matter experts, project sponsors, champions, and senior management to ensure projects are completed on time and on budget.
MCQUEEN Client Advisor, Woodbury Kering SAMCQUEEN Client Advisor, WoodburyWoodbury, NY$19–$21 / hourHow you will contribute: Meet and exceed monthly sales goals and KPI's thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiatives. Effectively utilize the Bottega Veneta Client Journey and other selling techniques (cross-selling, multiple selling, upselling, etc.) to maximize each transaction, improve KPI's and close sales.
Client Style Advisor (Woodbury PT) Stella McCartney AmericaClient Style Advisor (Woodbury PT)Woodbury, New YorkOur starting point is to create a workplace where different voices are respected, heard and empowered in equal measure regardless of factors such as culture and backgrounds, and to influence and disrupt fashion and other industries by providing opportunities for global diverse talent to shine. · Demonstrate knowledge and understanding of different sales techniques, for example cross selling, to drive your sales and KPI's.
Client Style Advisor Stella McCartney AmericaClient Style AdvisorWoodbury, New YorkOur starting point is to create a workplace where different voices are respected, heard and empowered in equal measure regardless of factors such as culture and backgrounds, and to influence and disrupt fashion and other industries by providing opportunities for global diverse talent to shine. Demonstrate knowledge and understanding of different sales techniques, for example cross selling, to drive your sales and KPI's.
Director, Client Relations BroadridgeDirector, Client RelationsEdgewood, NY$125,000–$135,000 / yearWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Build and maintain senior relationships to enable us to migrate clients to appropriate factory compliant workflows, identify new opportunities, and retain and grow revenue.
NewClient Project Administrator - Mutual Fund Proxy Broadridge Financial Solutions IncClient Project Administrator - Mutual Fund ProxyEdgewood, NY$75,000–$85,000 / yearEnsures and coordinates all necessary notifications regarding campaign details internally and externally in order to gather and report on estimated quantities, data, necessary approvals, and operational and production schedules. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.
Personal Lines Senior Client Manager World Insurance Associates LLCPersonal Lines Senior Client ManagerBrewster, NY$70,000–$90,000 / yearFull timeWorld Insurance Associates (“World”) 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. Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
Commercial Lines Senior Client Manager, Select World Insurance Associates LLCCommercial Lines Senior Client Manager, SelectWoodbury, NY$73,300–$90,500 / yearFull timeWorld Insurance Associates (“World”) 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. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.
Client Service Representative (Hybrid - Flexible Options) Broadridge Financial Solutions IncClient Service Representative (Hybrid - Flexible Options)Edgewood, NYWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. JOB RESPONSIBILITIES: Candidate will be working on our Client Facing team managing internal and external clients as well as checking the accuracy of forms and entering data into a tracking database.
NewHospitality Director (Global Hospitality) (Payment Services Client) OAG OctagonHospitality Director (Global Hospitality) (Payment Services Client)Stamford, ConnecticutWhere an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee’s/applicant’s background, pertinent experience, and qualifications. Our future Account Director should be someone with experience leading and hosting executives and B2B and B2C clients, coupled with a customer-centric mindset possessing the social savvy required to work across multiple marketing disciplines.
Senior Client Executive IMA Financial GroupSenior Client ExecutiveHarrison, New YorkPeople Management Coordinates and manages the overall work and projects of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesStamford, CT$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Client Operations - German Financial Translator I Interactive Brokers Group IncClient Operations - German Financial Translator IGreenwich, CTAbout your Team: Due to the rapid growth and expansion of our business activities in various markets, we have the following full-time opening for an experienced, motivated, and technology-oriented individual for a German Financial Translator (English to German and vice versa). What will be your responsibilities within IBKR: We are looking for a professional translator with a strong focus on economics and finance, and the ability to work efficiently and independently to meet tight deadlines in a fast-paced environment while keeping a strong sense of team collaboration.
Client Policy Analyst - Compensation (remote) Broadridge Financial Solutions IncClient Policy Analyst - Compensation (remote)NYRemote$80,000–$90,000 / yearWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Review SEC filings and proxy statements from publicly traded companies, with a focus on executive compensation programs and share-based compensation plans to maintain data integrity.
Client Manager The IMA Financial Group IncClient ManagerHarrison, NY$64,539–$96,809 / yearAuto ID Cards, Claim Reporting Instructions, Premium & Loss Summary Creation and Population, Endorsement Processing and Invoicing, Experience Mod Ordering and E-filing, Renewal Invoicing, MVR's, Ordering Loss Runs, Uploading and Building Folders in Client-Facing Portal, Policy Quick Checks, Population of Individual Loss Run Data, and Renewal Applications and Audits. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.