• Block Advisor Tax Advisor - Remote

    H&R Block (Patchogue, NY)
    …tools (ie, video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services + Understand ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...needs and you'll have the support of an expert team , dedicated to providing you with advanced tax training… more
    H&R Block (09/20/25)
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  • Advisor , Product Designer

    Publicis Groupe (New York, NY)
    …refine design direction + Drive live walkthroughs and demos to support sales, client success, and product marketing teams + Maintain and evolve our design system, ... Bring a product mindset to design - helping the team make thoughtful tradeoffs that balance user needs and...who can lead discussions, present to stakeholders, and support client -facing teams + A natural collaborator who works well… more
    Publicis Groupe (08/07/25)
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  • PT Sales Advisor : LESET

    Leap (New York, NY)
    …customer first. Key responsibilities include supporting sales initiatives, enhancing team and customer engagement, maintaining visual and operational standards, and ... accessories, including basic knowledge of materials, product features, and the service expectations of high-end clientele. + Availability: Flexible and adaptable to… more
    Leap (09/16/25)
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  • PT Sales Advisor : Ring Concierge (UES)

    Leap (New York, NY)
    …customer first. Key responsibilities include supporting sales initiatives, enhancing team and customer engagement, maintaining visual and operational standards, and ... accessories, including basic knowledge of materials, product features, and the service expectations of high-end clientele. + Availability: Flexible and adaptable to… more
    Leap (09/14/25)
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  • Asset Management - Global Strategic Relationships…

    JPMorgan Chase (New York, NY)
    …will play a pivotal role within the JPMAM Global Strategic Relationships team , responsible for managing and expanding relationships with key enterprise clients ... strategic initiatives to support business growth. **Job Responsibilities** + ** Client Relationships:** Build, nurture, and expand relationships with clients, driving… more
    JPMorgan Chase (09/18/25)
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  • Client Service Associate

    Raymond James Financial, Inc. (Somers, NY)
    …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and...team . + Provide a high level of customer service . **Education/Previous Experience** + High School Diploma or equivalent… more
    Raymond James Financial, Inc. (09/09/25)
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  • Client Associate

    Wells Fargo (Woodbury, NY)
    …and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, ... for review when applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a… more
    Wells Fargo (10/03/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (New York, NY)
    …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client ...support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and… more
    Bank of America (08/08/25)
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  • Client Accounting Manager

    Black Ink Business Services, LLC (Brooklyn, NY)
    …teams and excel at operating independently in fast-paced environments. What You'll Do Client Services + Partner with clients across diverse industries to deliver ... high-quality service + Build and manage long-term client ...accountants and managers + Serve as a resource and advisor for team members and leadership What… more
    Black Ink Business Services, LLC (09/16/25)
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  • Client Reporting Associate

    Neuberger Berman (New York, NY)
    …inquiries, fees, online access, etc + Initiate new account opening process through centralized Private Client Services Team + Act as a liaison between Wealth ... Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in...Additionally, candidate will provide comprehensive and client service support to the wealth advisor 's high… more
    Neuberger Berman (09/09/25)
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