Northeast Field Property Claims Adjuster - High Net Worth
Berkley One (a Berkley Company)
Berkley One is seeking a Field Property Claims Adjuster to manage complex personal lines property claims, including high-net-worth cases, with emphasis on timely and professional resolutions. The role covers travel across a Northeast territory and requires residence in NJ, NY, CT or RI. We value empathy, strong negotiation, problem-solving and collaboration with adjusters and managers. Competitive compensation and robust benefits are provided for full-time employees. #J-18808-Ljbffr Berkley One (a Berkley Company)
- Berkley One seeks a Field Property Claims Adjuster to handle complex personal lines claims for high-net-worth clients. This role requires traveling to cover a Northeast territory; residency in NJ, NY, CT or RI is preferred to support territory success. You will evaluate...High net worth
$130k - $145k
...world-class risk and claims management... ...teamwork. Our team is highly motivated, passionate... ...complex personal lines property claims for high-net-worth clients. As a Field Property Claims Adjuster (aka General Adjuster... ...territory within the Northeast region therefore this...High net worthFull timeFor contractors- ...A national claims solutions provider is looking for Independent Adjusters with at least three years of commercial and residential property claims experience. The role involves managing claims empathetically while maintaining strong communication with carrier clients. Candidates...SuggestedFlexible hours
- ...Qualifications Bachelor\'s degree in Accounting or equivalent field 5+ years of progressive audit and/or assurance experience CPA... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...High net worth
$125k - $250k
...traditional compliance into more strategic, high-impact tax work. This role is ideal... ...'s degree in accountingor equivalent field isrequired ~ 3 - 5 years of public... ...middle-market companies, as well as high net worth individuals, family offices, not-for-profit...High net worthWork at officeLocal area$88.4k - $132.6k
...the individual.Responsibilities:Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.Anticipate the complex financial needs of the client...High net worthFull timeWork at office- ...services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess a Series 65...High net worth
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst to enhance client relationships focusing on affluent and High Net Worth clients. This role requires strong analytical and financial skills, alongside effective communication. The successful candidate...High net worthFull time$120k
...Lines Insurance Private Client Advisor in Hauppauge to manage a high-net-worth book of business. Responsibilities include preparing... ...ideal candidate has 3+ years in high-net-worth personal lines, a Property & Casualty Insurance License, and strong analytical skills. Benefits...High net worth- ...its Private Client Tax practice in Jericho, NY. The role focuses on supervising tax preparation, review, and client service for high-net-worth individuals and closely held businesses. The ideal candidate has 7+ years of progressive tax experience, with CPA or EA...High net worthPrivate practice
$120k - $140k
...companies (<$250M in revenue) Solid working knowledge of US GAAP Highly proficient in Microsoft Word, Excel and PowerPoint Excellent... ...has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet...High net worthTemporary work$70k - $80k
...bonus (individual + firm performance) 401(k) match + strong benefits What You’ll Be Doing Act as a primary point of contact for high-net-worth clients Handle account servicing, money movement, and onboarding Maintain extremely detailed CRM documentation (Salesforce)...High net worthLocal areaFlexible hours- ...and settle advanced, large loss, complex claims promptly and equitably under minimal... ...compensability, secures information, arranges property damage appraisals and settles claims... ...external clients. Workers Compensation (WC) Adjuster License required according to...
$49.05k - $89.69k
...and settle advanced, large loss, complex claims promptly and equitably under minimal supervision... ..., secures information, arranges property damage appraisals and settles claims utilizing... ...represents the anticipated low and high pay that may be offered for this position...Full time$150k - $260k
..., benefits, wellness initiatives, and a strong career path for high performing professionals. Responsibilities:Conduct buy-side and... ...has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them...High net worthTemporary workRemote workFlexible hours$200k
...extensive Surrogate’s Court experience who can independently manage a high-volume caseload while delivering high-quality client service.... ...)10+ years of trusts and estates experience, including high-net-worth and succession planningProven estate litigation experience...High net worth- About The Role About GRASSI After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting ...
- ...candidate will have a deep understanding of the unique needs of high-net-worth clientele and possess strong policy and product knowledge... ...summaries, Broker of Record forms, certificates, Evidence of Property, and Auto ID cards. Prepare and conduct high-level client...High net worthRelocation packageShift work
- ...Manager with an established book of business to join a collaborative, growth-focused team as the lead investment specialist for high-net-worth clients. You'll develop and manage customized investment strategies, deliver comprehensive wealth management solutions, and...High net worth
$200k
...Long Island. This role requires a portable book of business and 10+ years of experience in trusts and estates, with a focus on high net worth planning and business succession planning.The ideal candidate has strong drafting and analytical expertise, and the ability to...High net worth$165.75k - $224.25k
...arrangement and true future equity potential. These clients are primarily small to mid-size companies and individuals that have high income/high net worth, own businesses and/or own real estate.Responsibilities Include:* Review of complex individual, business (Schedule C,...High net worthWork at officeFlexible hours- ...Jobtailor seeks a financial professional to work with high-net-worth individuals, identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations aligned with client objectives. Collaborate with Merrill Financial Advisor...High net worth
$102k - $138k
...seeking a Tax Manager/Tax Senior.Summary:Due to rapid growth, Kforce's client, a Long Island based CPA firm which specializes in High Net Worth and family office clients, is seeking a Tax Manager and a Tax Senior. The firm offers a very generous compensation plan, along...High net worthWork at officeFlexible hours- ...T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high-net-worth book. You will lead the client relationship team, coordinate with investment advisors and trust officers, and develop sales strategies...High net worth
- ...for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families. Possess comprehensive... ...Qualifications: ~ Bachelor's Degree in Accounting or equivalent field ~8+ years of tax compliance experience, specializing in US...High net worthTemporary workPrivate practiceWork at officeLocal area
$120k
Personal Lines Insurance Private Client Advisor (High Net Worth Personal Lines) Location: Hauppauge, Long Island, NY. Responsibilities Manage... ...3+ years of experience in high‑net‑worth personal lines. Property & Casualty Insurance License in good standing. Familiarity with...High net worth$76k - $174k
...planning, consulting and compliance services tailored exclusively to high-net-worth individuals, closely held business owners, and their families,... ...of Science degree in Accounting or a Business-related field of study is required Certification required/preferred: CPA license...High net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours$17 per hour
...Marketing, Communications, Business, or related field Eligible to receive academic credit for... ...typical retail job. Our showroom is a high‑end boutique experience — think curated... ...than a store. Our clients include high‑net‑worth homeowners, interior designers, architects...High net worthMinimum wageSummer workInternshipSeasonal workLocal area10 hours per weekFlexible hours$90k - $130k
...OverviewWe are seeking a skilled Tax Senior to lead tax compliance and planning engagements for a varied client base, including high net worth individuals, partnerships, corporations, and nonprofit organizations. The Tax Senior will prepare and review federal and state...High net worthWork at officeLocal areaRemote work$142.1k - $236.8k
...combined minimum of 11 years’ higher education and/or work experience, including a minimum of 3 years’ sales experience in the high net worth and ultra high net worth client segmentProven track record of implementing wealth management strategiesEducation and Experience...High net worthFull timeTemporary workWork experience placement
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