Wealth Advisory: Client Experience Lead (Hybrid)
$70k - $80kWealth Enhancement
Wealth Enhancement is looking for a Senior Client Service Associate in Woodbridge Township, NJ. This hybrid position focuses on liaison duties between clients and financial advisors, requiring excellent communication, attention to detail, and the ability to manage multiple tasks efficiently. The role offers a competitive salary between $70,000 and $80,000, alongside comprehensive benefits that include medical coverage, 401(k) matching, and paid time off. #J-18808-Ljbffr Wealth Enhancement
$230k - $270k
Phreesia Network Solutions is seeking a Lead Client Experience Manager to work with media agencies and Life Science companies in Edison, NJ. Ideal... ...in digital sales, particularly in healthcare. This hybrid role requires strong communication and leadership skills, with...Suggested- ...Manager in Edison, New Jersey. You will lead client engagements in tax planning and compliance... ...relationships with various clients in a hybrid work environment. The ideal candidate... ...CPA certification, and 4 to 7 years of experience in tax compliance. This role offers opportunities...Suggested
- ...opportunity to shape the advice experience for members across Western... ...state. The Role As State Lead, Private Wealth (WA), you are accountable... ..., including high net worth clients and senior university staff... ...The ability to balance advisory excellence with sustainable...SuggestedWork at officeLocal areaFlexible hours
$180k - $210k
Role: AI Engagement Lead – Wealth & Asset Management Structure: Full... ...Location: Newark, NJ (Hybrid) Rates: $180,000 - $210,00... ...opportunity to support one of our clients in a full-time capacity!... ...Relationship Management: Proven experience serving as the primary point...SuggestedFull time- Wealth Enhancement Group, LLC in Summit, New Jersey, seeks a dedicated professional to manage client relationships and facilitate financial planning processes... ...should have substantial experience in the wealth management... ...skills. This hybrid role includes preparing annual...Suggested
$250k - $400k
...seeks a Managing Director for Transaction Advisory Services in Port Reading, New Jersey.... ...Excellence, driving new business, managing client relationships, and ensuring delivery... ...services with direct C-level interaction experience preferred. An MBA and CPA are also preferred...- ...Township, New Jersey. This role involves managing client relationships and overseeing fund accounting processes... ...requires a Bachelor's degree and 10+ years of experience in financial services. IQ-EQ offers a hybrid work schedule and a comprehensive benefits package...Work at office
- ...located in Woodbridge Township, New Jersey. This hybrid role involves planning and executing proposal documents for clients. The ideal candidate should possess a Bachelor... ...degree and have at least 2 years of proposal experience. Strong organizational skills and the ability...
$180k - $220k
...Job Description Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing solution to join the... ...qualifications: Minimum of at least 10 years of overall sales experience with at least 5 years selling professional services to...Work at office$175k - $210k
...Services team. This role involves leading strategic initiatives for private equity clients, providing high-level tax... ...over 12 years of US tax consulting experience. The position offers a salary range... ...,000 to $210,000 and promotes a hybrid work schedule. #J-18808-Ljbffr...- ...HIGH-IMPACT POSITION* Sodexo is seeking an experienced Patient Experience Manager 2 to join our food team at HMH JFK University Medical... ...progress in the communities where we operate. Sodexo partners with clients to provide a truly memorable experience for both customers and...Hourly payWork at officeLocal areaWorldwide
- ...technical leader to architect and consolidate datacentre, hybrid cloud, backup and security controls for clients, delivering robust, defensible infrastructures... ...business needs into resilient designs, drive HLD/LLD, and lead implementation through architecture reviews,...
- ...to announce an opening for a Water Group Lead. The role involves leading project work to... ...candidate will have over 20 years of experience in the Water/Wastewater industry and a strong... ...collaboration. This position offers a hybrid working environment and a comprehensive benefits...
$88k - $110k
...manage and train fund accountants while ensuring high-quality client relationships are maintained. This role includes preparing complex... ...deadlines. The ideal candidate will have over 5 years of experience in the investment sector and a bachelor's degree in Accounting....- ...Assistant Leader to drive revenue growth and ensure operational excellence. The role involves coaching team members, managing client experiences, and adhering to compliance standards. The ideal candidate has a minimum of 2 years of branch sales experience, strong...
$96.8k - $137k
Colgate is seeking a Sr Analyst, Web Experience, responsible for managing dependencies for website projects. Your role includes ensuring alignment with web standards and enhancing user experience through strategy implementation and performance reporting. Qualified candidates...- ...Manager, Tax to provide tax and consulting services to Pass-Through clients. The role requires handling tax planning, preparation, and... ...'s in Taxation is preferred. Five+ years of public accounting experience and CPA certification are required. #J-18808-Ljbffr BDO USA
- ...Consultancy Services Limited is seeking a Hybrid Cloud Services Business Development Manager... ...complex deals, and engaging strategically with clients in the technology sector. The ideal candidate will possess extensive experience in cloud sales and enterprise technology...
- IQ-EQ is seeking a skilled Fund Accountant to manage client relationships and oversee daily, monthly, and annual activities. You will... ...maintaining high service quality. The role requires 4+ years of relevant experience, a bachelor’s degree in Accounting or Finance, and strong...
$82k - $125k
...compliance with banking procedures. Candidates need a BA and 5 years of experience in commercial loan operations, strong communication skills, and... ...to detail. The position offers a salary range of $82,000 - $125,000 and a hybrid working arrangement. #J-18808-Ljbffr MizuhoWork at office$102.5k - $187.9k
...should have a Bachelor's degree and 2-4 years of relevant ERP experience, particularly with Oracle systems. Compensation ranges from $10... ...along with a comprehensive benefits package. This position allows for a hybrid work model encouraging collaboration. #J-18808-Ljbffr EY$23.73 - $36.78 per hour
...Kenilworth, NJ. This role focuses on driving branch revenue growth, ensuring operational integrity, and delivering exceptional client experiences. Responsibilities include coaching team members and managing client relationships. Qualified candidates should have at least...Hourly pay$82k - $135k
A leading financial institution is seeking an experienced reconciliation professional at... ...accounts. Candidates should have 2-5 years of experience in reconciliation activities and be able... ...work under pressure. The role offers a hybrid working arrangement and a competitive...$120k - $250k
...professional, the EisnerAmper experience is one‑of‑a‑kind. You... ...to join the Private Client Services (PCS) practice... ...growing accounting and advisory firms in the industry... ...client services Ability to lead and manage engagements,... ...in a fulfilling way. A hybrid between a general tax...Work experience placementPrivate practiceLocal area$142.4k - $224.1k
...Position Description The CSSM Systems Lead is responsible for representing trial-level... ...s Degree or equivalent in relevant area Experience 2+ years of Clinical Sciences and Study... ...Requirements: 10% Flexible Work Arrangements: Hybrid Shift: 1st-Day Valid Driving License:...Flexible hoursShift work- ...professional, the EisnerAmper experience is one-of-a-kind. You can... ...Manager to join the Private Client Services (PCS) practice. We are... ...location, as EisnerAmper follows a hybrid working model and has offices... ...growing accounting and advisory firms in the industry You...Temporary workPrivate practiceWork at officeLocal area
$120k - $150k
...Jersey location. The ideal candidate will have 5 to 10 years of experience, a New Jersey license, and proficiency in Carlson 2018, AutoCAD... ...and coordinating project tasks, managing budgets, and building client relationships. The position offers a competitive compensation...- Veritas Veterinary Partners is seeking a Veterinary Client Services Manager for GSVS Woodbridge. This hands-on leadership role requires... ...levels. Ideal candidates should have over 5 years of relevant experience in a fast-paced environment and possess strong leadership and...
- ...A leading staffing agency seeks an Energy Efficiency Specialist in Newark, NJ. This role... ...Bachelor's degree and over 5 years of relevant experience in energy efficiency programs or... ...communication skills are essential. The position is hybrid, requiring 3 days onsite and 2 days...Remote work
- EisnerAmper is seeking a Tax Director to join its Private Client Services practice. In this role, you will be responsible for overseeing... ...CPA certification, and at least 10 years of public accounting experience, particularly in tax compliance. This position offers the...Private practice
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