Post-Formation ESOP Client Advisor
CSG Partners | ESOP Advisors
A leading ESOP advisory firm located in New York is looking for an experienced professional to join their Client Service team. The successful candidate will serve as a primary contact for clients post-transaction, guiding them through the ESOP lifecycle. Ideal candidates will have experience with employee stock ownership plans, business consulting, and a proven ability to resolve client issues efficiently. This position requires effective communication skills and the ability to collaborate with executive teams across various industries. #J-18808-Ljbffr
- ...seeking an experienced professional to join their Client Service team, focusing on employee stock... ...plans (ESOPs). The role involves being the main post-transaction contact for clients, guiding them through the ESOP process, and collaborating with internal teams....Suggested
- ...yourself as a trusted advisor to C‑suite teams across... ...nationally-recognized ESOP investment banking practice... ...to join our Client Service team. In this role... ...will serve as a primary, post-transaction point of contact... ...following an ESOP formation. Monitor plan implementation...Suggested
- ...A leading investment banking firm in New York is seeking an experienced professional to join their Client Service team. In this role, you will serve as the primary point of contact for clients after they form employee stock ownership plans (ESOPs). The ideal candidate...Suggested
- ...focused on complex, sophisticated transactional work. Our firm provides practical legal solutions for our clients, whether it be an acquisition of property, formation of businesses, the purchase or sale of a business, or other associated legal needs such as business...SuggestedFull timeWork at officeFlexible hours
- ...cause analysis and resolution. Maintain organized, audit-ready process documentation files and ensure all materials meet established formatting and governance standards. Controls, Compliance & Data Integrity Apply and reinforce operational controls within Sales...Suggested
$20 - $21.5 per hour
...support as needed including adjustments to itineraries, shipping of materials and other on-the-fly needs. Compose, proofread, edit and format written correspondence, agendas, and documents. Manage and process invoices and purchase orders; follow through on all invoices to...Hourly payWork at officeShift work- ...that have always defined us. We make our clients feel energized, surprised, and valued. All... ...We are currently looking for a Client Advisor for our New York Flagship Location The... ...procedures, providing documents in an alternate format, using a sign language interpreter, or...Full timePart timeFlexible hoursDay shiftAfternoon shift
$65k - $75k
...logs. Monitor Benchmark Reports and review them with the Senior Director of Business Management. Assist in the creation and formatting of presentations and reports (Excel, PowerPoint, Word). Support showroom prep and meeting logistics for market appointments....Work experience placementWork at officeLocal areaOverseas$17 - $20 per hour
...appointments, travel arrangements, and office events, including client hospitality and meeting logistics. Assist with onboarding... ...administrative support to project teams, including preparation, formatting, proofreading, and organization of proposals, reports, letters,...Temporary workWork at officeLocal areaFlexible hours$36.7k
...confidential records when instructed. - Retrieves and formats computerized data. - With proper training, may take dictation... ...or after March 27, 2026. JOB SEARCH CATEGORY CUNY Job Posting: Support Staff EQUAL EMPLOYMENT OPPORTUNITY CUNY...Full timeContract workPart timeWork experience placementSummer internshipWork at office- ...meetings, sampling, and onboarding of B2B clients. Educate potential clients on the... ...to ensure customization, logistics, and post-sale support. Maintain detailed records... ...or mute terpene profiles-especially in 2g formats or with live resin. Vuber's quartz-core...Full timePart time
- ...Compute bill, collect payment, and make change for guests. · Make, confirm, and cancel reservations via all communication avenues. · Post charges such as room, food, liquor, or telephone to guest bill if interface is inoperable. · Make reservation, transportation, or...Work at officeShift workNight shift
- ...Compute bill, collect payment, and make change for guests. · Make, confirm, and cancel reservations via all communication avenues. · Post charges such as room, food, liquor, or telephone to guest bill if interface is inoperable. · Make reservation, transportation, or...Work at officeShift workNight shift
$17.5 per hour
...ensures a professional and welcoming environment for employees, clients, and visitors while maintaining high standards of workplace... ...these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range $17.50—$17.50 USD...Temporary workWork at officeImmediate start$60k - $80k
...ability to communicate clearly and concisely in written and verbal formats ~ Strong customer service orientation ~ High school diploma... ...vision ~ PTO Program and Paid Holidays ~401K ~ EAP ~ ESOP (Employee Stock Ownership Plan) ~ Commission Potential With...Work visa$90k - $125k
...Boston, known for delivering exceptional client service through a collaborative and high-... ...standards, and procedures; prepares and formats correspondence and legal documents, maintains... ...this specific position at the time of posting. In addition, this role is eligible for a...Work at officeFlexible hours- ...activities may be performed although not listed.) Prepares and formats in English and Spanish, legal documents, certifications, authorizations... ...;Enters and extracts data and information from a database; Posts and maintains moderately difficult records requiring general...Full timePart timeWork at office
$36.23k
...records, and other written material. Make appropriate corrections for format, accuracy, and validity. Assist in gathering or compiling data... ...permanent competitive, non‑competitive or 55‑b/c status in the posted title and be eligible for lateral transfer; OR be eligible to...Permanent employmentWork at office$35 - $40 per hour
...internal databases; update contact details, certification statuses, and activity logs. Prepare, format, and distribute documents and reports (spreadsheets, presentations, client letters) to internal teams and external stakeholders. Coordinate virtual meetings and events:...Full timeWork at officeRemote workFlexible hours$18 - $20 per hour
...Consultant to join our team in the United States. The ideal candidate will have strong verbal abilities and a passion for building client relationships. Responsibilities include making outbound calls, filing interest in Hubspot, and surpassing daily quotas. We offer a...Hourly pay- Newsela is looking for a School Sales Representative to join their sales team. This fully remote role focuses on building relationships with key decision makers in schools to drive sales of Newsela’s educational products. The ideal candidate will have over 1 year of experience...Remote job
- ...inquiries in a pleasant manner. Answer client / bookers questions about property... ...uploads for timely commissions processing and post Hilton Honors points to all reconciled events... ...as they pertain to each event. Format, design and ensure appropriate pricing metrics...Hourly payWork at office
- ...First Arizona is looking to grow its remote team by hiring motivated individuals who excel in communication and are eager to support clients in understanding benefit options. This role allows you to work entirely from home, with a flexible schedule and opportunities for...Local areaRemote workWork from homeFlexible hours
$69k
...HMG Careers is offering a full-time remote position where you will serve clients and provide essential advice. This role features flexible work hours and ample opportunities for advancement into management positions. The ideal candidate is outgoing and possesses strong...Full timeRemote workFlexible hours$20 per hour
...JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR BLEECKER LOCATION Objective of the Position The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. They...Hourly payFull timeTemporary workCasual workCurrently hiringLocal areaFlexible hours- ...KITH is seeking a Client Advisor for their Soho Kid's store in New York. This part-time role involves delivering exceptional customer service, establishing client relationships, and maintaining overall store operations according to brand standards. The ideal candidate...Hourly payPart time
- ...AMIRI is seeking an enthusiastic Client Advisor for their SoHo retail location in New York. The role involves delivering exceptional client service, achieving sales goals, and building dynamic client relationships. Candidates should have a minimum of 1 year of retail...
- ...services, and payroll & HR solutions. Position Summary The Associate Client Representative supports the daily management of a high-volume... ...of Excel, Word, and other MS Office products to include basic formatting. Able to learn coverage fundamentals. Dedicated to meeting the...Work experience placement
- ...to millions of businesses and individual clients. We connect clients to solutions that help... .... We’re seeking a high-performing Client Advisor to drive new business, deepen client... ...candidates will be required to complete post-offer verification processes related to the...Immediate startFlexible hours
- ...Guidance Counselor informed of applicant status. Prepare correspondence, reports, and administrative documents using established Army formats and procedures. Operate computers, scanners, printers, copiers, telephones, email, fax equipment, and other standard office...Civilian ContractorFull timeFor contractorsWork at officeLocal areaMonday to Friday
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