Client Services Representative

11595 Westbury, New York Cetera Financial Group

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This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prep Client Service, Representative, Financial Advisor, Registered, Customer Service, Client Relations, Retail

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Client Services Coordinator

07036 Linden, New Jersey AMMON ANALYTICAL LABORATORY LLC

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The Client Service Coordinator completes administrative customer service duties in the laboratory, ensuring highest quality customer service by performing the following duties. Duties & Responsibilities: Answer incoming calls and transfer to appropri

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Client Services Representative

11536 Garden City, New York TIBCO Software

Posted 6 days ago

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Client Services Representative Location:Garden City, NY, United States Job Type:Full Time Job Category:Administrative Job Industry:Admin/ Clerical Salary:We offer competitive compensation and benefits. Description We're looking for a. Client Services Client Service, Representative, Client, Technology, Retail

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CLIENT SERVICES REPRESENTATIVE

11210 Brooklyn, New York NYC Jobs

Posted 6 days ago

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Clerical Associate III

Family Independence Administration (FIA) provides temporary help to individuals and families with social service and economic needs to assist them in reaching self-sufficiency via essential and diverse programs/services, such as temporary cash assistance, SNAP, childcare, eviction prevention services, adult protective services, job training, employment plans/support, domestic violence assistance, child support enforcement, etc. Under direction of the Front Door Reception (FDR) Supervisor, with latitude to exercise independent judgment and initiative, the Client Services Representative is responsible for routing visitors to HRA sites with multiple program areas to the appropriate service in connection with Public Assistance, SNAP, Medicaid and other HRA client-facing services FIA Operations is recruiting for four (4) Clerical Associate III, to function as Client Services Representatives, who will:

  • Greet and assist clients with utilization of the universal kiosks to ensure clients are directed to the appropriate unit within the BAC, SNAP, Medicaid offices and other HRA client-facing services. Describes the various services provided by the Agency and hands out Access HRA brochures and other agency information as needed.
  • Interact with visitors seeking services from multiple program units; asks visitors for the reason for their visit and assists individuals in determining the appropriate program unit for routing purposes; assigns appropriate pass/ticket to enter designated area, enlightens the customers to the location and color associated with each service area.
  • Hand out appropriate Cash Assistance, Medicaid and SNAP Application Kits to individuals applying for benefits; provide general assistance with navigating through the portal within Access HRA to facilitate the application process. Remind applicants to add all pertinent household members in preliminary online application.
  • Review appointment letters, court papers, and other documents presented; determine whether customers have an emergency or need a reasonable accommodation to provide a quick service.
  • Assist applicants with scanning and uploading documents; troubleshoot usage of the copy machines and multi-function printers in Document Drop Box area if applicants are having difficulty.
  • Issue Model Office tickets in PC Banks to clients for in-person interviews; seek supervisor assistance if applicants are having trouble or has questions surrounding eligibility for benefits.

Work Location: Dekalb Center 275 Bergen St., Brooklyn NY Hours/Schedule: 9:00am-5:00pm CLERICAL ASSOCIATE - 10251

Minimum Qualifications Qualification Requirements A four-year high school diploma or its educational equivalent approved by a State's department of education or a recognized accrediting organization and one year of satisfactory clerical experience. Skills Requirement Keyboard familiarity with the ability to type at a minimum of 100 key strokes (20 words) per minute.

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

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Client Services Associate

11753 Jericho, New York PEAR Core Solutions

Posted 7 days ago

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A Client Service Associate role is now available for our Financial Services client. A prestigious position to work with wealth management professionals that care about their clients, and their people.Responsibilities:Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications.Facilitate account opening and maintenance for existing financial planning clients.Ensure full transfer of assets where applicable Facilitate alternative investments as well as annuities, life insurance and 529 investments.Work directly with account custodians and investment platform providers as necessary. Partner with Advisory Team and Client Service Team to fulfill financial investment client needs.Serve as the primary means to the financial advisors to facilitate opening accounts and servicing clients.Must have financial services, wealth management industry experience.Excellent benefits and great team of professionals to work with!

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Bilingual Japanese Client Services Administrator

07030 Jersey City, New Jersey BizTek People

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Bilingual Japanese Customer Support Administrator

One of the leading financial institutions is seeking a Bilingual Japanese, Customer Support Administrator.

Responsibilities:

  • Prepare various reports to perform reconciliation and checking process
  • Understand proper operational workflows
  • Cooperate with other teams to provide good customer services
  • Manage communication records
  • Manage checklists on time
  • Perform other customer services related tasks as requested

Requirements:

  • Bilingual Japanese/English
  • Excellent communication skills
  • Excellent MS Word, Excel skills
  • MS Access a plus
  • Bachelor's degree
  • Detail Oriented
  • Team Player
  • Experience in Financial Industry a plus

Benefits:

A full benefit package

Skill set:

Japanese, Excel, Customer skill

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Tax Director - Private Client Services

08830 Iselin, New Jersey EisnerAmper

Posted 5 days ago

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Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.

What it Means to Work for EisnerAmper:
  • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
  • You will have the flexibility to manage your days in support of our commitment to work/life balance
  • You will join a culture that has received multiple top "Places to Work" awards
    • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
    • We understand that embracing our differences is what unites us as a team and strengthens our foundation
    • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
  • Review of tax projections, tax workpapers and tax returns. Specifically, Federal and State Individual and Fiduciary tax returns.
  • Oversee and manage the tax return process including identification and resolution of tax issues
  • Experience with corporation and partnership accounting and tax concepts
  • Mentor, train and manage staff accountants to meet deadline and prioritize workload
  • Effectively manage multiple tax engagements in a team environment, and also work independently. Identify potential opportunities for new and/or expanded client services
  • Ability to lead and manage engagements, including budgeting, billing and engagement economics
  • Highly proactive approach to serving clients
Basic Qualifications:
  • Bachelor's degree in Accounting or equivalent field is required
  • Public accounting experience
  • CPA
  • 10 + years work experience in tax compliance, specialization in individual, fiduciary, estate and gift taxation
Preferred/Desired Qualifications:
  • Master's degree in tax or equivalent field preferred


EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

About Our Tax Team

As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.

A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.

Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.

About EisnerAmper

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email:

#LI-JB1

Preferred Location:

Iselin

For NYC and California, the expected salary range for this position is between

and

The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
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Accountant II, Client Services, AIGRM

07054 Parsippany, New Jersey AIG - American International Group, Inc.

Posted 6 days ago

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At AIG, we are reimagining the way we help customers to manage risk. Join us as an Accountant II, Client Services, AIGRM to play your part in that transformation. Its an opportunity to grow your skills and experience as a valued member of the team. Client Service, Accountant, AI, Management, Accounting, Account

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DIRECTOR, PROVIDER-CLIENT SERVICES & SPECIAL PROJECTS

Manhattan, New York New York City, NY

Posted 4 days ago

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APPLICANTS MUST BE PERMANENT IN THE ADMINISTRATIVE DIRECTOR OF SOCIAL SERVICES CIVIL SERVICE TITLE, OR PERMANENT IN A COMPARABLE TITLE ELIGIBLE FOR 6.1.9,OR IMMEDIATELY REACHABLE ON EXAM # 1121.

The New York City Human Resources Administration (HRA) provides temporary help to individuals and families with social service and economic needs to assist them in reaching self-sufficiency via essential and diverse programs/services, such as: temporary Cash Assistance, Supplemental Nutrition Assistance Program (SNAP), childcare, eviction prevention services, adult protective services, job training, employment plans/support, domestic violence assistance, child support enforcement, etc. The employees of Employment & Support Services Administration- Career Services help provide unique individual services to eligible New Yorkers aimed towards the achievement of long-term self-sufficiency.

The Provider-Client Services & Special Projects Units are the cornerstone of the agency-mandated services that help ensure public assistance participants transition to full time paid employment by having Client Service Representatives provide HRA oversight over 35 agency authorized contracts utilized by over 45 vendor locations citywide. The Provider-Client Services Unit liaises with vendors and reviews, monitors, evaluates and provides technical assistance to agency contracted employment vendors who provide various job assessment, placement, training and retention services to public assistance applicants and special population participants (i.e. ex-offenders, homeless, domestic violence survivors, LGBTQI, limited English Proficient Speakers etc.). The Social Services Representatives provide FIA guidance and representation at the vendor locations throughout New York City. The Employment Performance group monitors the performance of the vendor against current contractual agreements.

Under administrative direction of the Deputy Commissioner, Career Services and with wide latitude for independent initiative, judgment, and action with a high degree of accountability the Director is responsible for directing the operations and for the overall effectiveness, performance and efficiency of the Provider-Client Services & Special Projects Unit and for their specific milestone achievements implementing policy that affects recipients of cash and non-cash assistance.

The program seeks to recruit for one (1) Administrative Director of Social Services, NM II to function as the Director, Provider, Client Services & Special Projects Unit who will:

* Provide guidance and direction to management and staff coordinating initiatives directed for improved program goals for optimum compliance with policy. Responsible for ensuring that all staff under direct and indirect supervision understand, adhere to and communicate effectively the federal, state and local mandates. Direct the operations of the team of analysts to provide technical assistance and monitor national best practices for orientation, career counseling, job search, job readiness, job placement, vocational training, and post-employment services to public assistance applicants, participants and sanctioned participants. Coordinate with Career Pathways vendors at their partnered job center referral process and at off-site vendor locations to ensure continuous services. This includes coordinating and supervising all assignments to ensure that participants have assignments that suit their individual needs. Review timeframe for conducting off site visits and all terms of the vendor contract and ensures that vendors remain on target. Ensure all goals and objectives are accomplished within required deadlines and recommend corrective action when problems arise.
* Direct and is responsible for the Special Services staff to ensure they successfully implement and complete projects targeting special populations, creatively using piloted alternative funding; and providing appropriate program analysis. Spearhead completion projects with clearly defined deadlines/milestone.
* Complete monthly vendor staffing reviews. Provide monthly prospecting plans review, corrective action and monthly labor market reports to the vendors. Review and complete State Tracking report. Complete annual corrective action plan based on audit results.
* Establish and monitor a standardized technical assistance program for the Provider and Client Services vendors to improve and increase performance. Communicate all relevant policy, procedures and practices and ensure that agency and FIA policies are communicated and understood by all vendors. Manage vendor site visits and records, which measure and evaluate performance of goals and program mandates. Analyze program outcomes, deficiencies and develop best practices to be shared and implemented to enhance overall program operations. Develop and monitor corrective action plans for vendor when needed. Direct follow-up studies to ensure that action plans have been implemented and new procedures are in place.
* Prepare comprehensive management briefing documents for the Commissioner and Assistant Deputy Commissioner detailing programs and outcomes. Take a leadership role in all meetings relating to vendor relations and Provider-Client Services programs.
* Ensure that all units in the division meet the requirements for reporting and summarizing data for management review. Present reports detailing, summarizing and analyzing the performance of various vendors, their activities and placements.
* Review and ensure adherence to the yearly approved Provider-Client Services Operational Plans such as Yearly literacy Plan and Prospecting Plan as well as, state self-audits by all the Provider-Client Services Vendor Cash Assistance Programs; Including but not limited to providing additional training and corrective actions when the vendors fall below acceptable goals and targets.
* Represent the Assistant Deputy Commissioner on committees and intergovernmental meetings, for the purpose of clarifying and articulating agency policies on Provider and Client Services representatives and Job Center issues related to the Career Pathways vendor program.
* Coordinate with the Department of Homeless Services (DHS) to ensure that barriers to employment presented in this population are minimized and do not interfere with mandated work requirements. The project's goal is to provide stable homes for people who have been in shelters for extended periods of time and people who are in jeopardy of losing spots in the shelter. In conjunction with OHS, work to develop project plans for meeting the needs of these populations. Serve in a similar capacity with the New York City Department of Health and Mental Hygiene (DOHMH) on programs for first time mothers and with the Department of Education (DOE) for cash assistance recipients in GED and ESL programs.

WORK HOURS:09:00 AM to 05:00 PM M-F

WORK LOCATION: 123 William Street, 6th floor New York, NY 10038

ADMINISTRATIVE DIRECTOR OF SOC - 1005C

Minimum Qualifications

1. A baccalaureate degree from an accredited college or university and four years of progressively responsible experience, including one year at the administrative or managerial level in a large governmental agency, business firm, civic or community organization operating in the area of social services; or

2. Education and/or experience equivalent to "1" above. However, all candidates must have a baccalaureate degree from an accredited college and the one year of experience at the administrative or management level as described in "1" above.

Preferred Skills

* High level experience in management and operations, preferably within a government context. - Experience with large scale contracted provider management. - Experience managing large staff. - 3-5 years of experience in the field of program integrity/government accountability. - Complete discretion when handling sensitive or confidential information. - Excellent public speaking, written, presentation, interpretive and interpersonal skills. - Ability to work under pressure, draft quick responses, meets immediate and often unforeseen deadlines. - Proven experience in community relations and intergovernmental relationships. - Knowledge of DSS-HRA-DHS and related social service policies at city, state and federal levels of government.

55a Program

This position is also open to qualified persons with a disability who are eligible for the 55-a Program. Please indicate at the top of your resume and cover letter that you would like to be considered for the position through the 55-a Program.

Public Service Loan Forgiveness

As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education's website at Requirement

New York City Residency is not required for this position

Additional Information

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.
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Software Developer- Client Services (Buy Side)

11021 Great Neck, New York $100000 - $150000 Annually FlexTrade

Posted 2 days ago

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full-time

FlexTrade Systems is a provider of customized multi-asset execution and order management trading solutions for buy- and sell-side financial institutions. Through deep client partnerships with some of the world's largest, most complex and demanding capital markets firms, we develop the flexible tools, technology and innovation that deliver our clients a competitive edge. Our globally distributed engineering teams focus on adaptable technology and open architecture to develop highly sophisticated trading solutions that can automate and scale with your business strategies.


At FlexTrade, we hold our values close to heart, with pride and gratitude, as they guide us in everything that we do. We are dedicated to giving our clients a competitive edge, taking ownership of our responsibilities, being flexible to adapt to ever changing environment and technology, bringing integrity to ever interaction and we continue to improve, grow together and collaborate as one team. All of these while having Fun truly makes FlexTrade a wonderful place to work.

Client Services Development team:

Everyone with an idea is welcome to collaborate with our diverse Client Services team here at FlexTrade. We believe in having a sound Engineering process while at the same time, maintaining the belief that every process should evolve to enhance Development efficiency with designing new technologies and methodologies. We take pride in our ability to execute complex projects and deliver them on time to our customers. All this while having fun at work!


What will you be doing:

As a critical member of our Client Services Engineering & Development team, you will be responsible for:

  • Developing and implementing solutions for integrated FlexTrade Products.

  • This role will involve C++ programming on Unix Environment with rapidly evolving technology group supplying top quality solutions to our growing top tier Wall Street client base.

  • Recommending Product Ideas based on Client experiences and resolve complex technical issues independently.

  • Exposure to a complete Product Life Cycle Development Gaining high visibility to work with teams across Client Services. Mentoring and guiding the junior team members and interns



What we expect from you:

  • Strong proficiency in C++ programming on Linux/Unix systems environment.

  • Proficient with Data Structures, Multithreading and Problem-Solving capabilities.

  • Practical Knowledge of the latest C++11 and C++ 14 standard is appreciated

  • Familiar with OS Concepts and Basic Database skills.

  • Bachelor’s or Master’s Degree in Computer Science, Information Technology, Engineering and/or related discipline.

  • Excellent Communication skills with an attitude and appetite to learn and grow .

Does this sound like you? We would love to hear from you. Please use the link on this page to apply, and we will get back to you as soon as we are able. For more information visit or follow us on twitter and LinkedIn for the latest updates.


**FlexTrade Systems, Inc. does not accept unsolicited resumes from search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an authorized agreement for a particular SOW (Statement of Work) in place is hired: such resumes are deemed the sole property of FlexTrade Systems, Inc.**


**FlexTrade Systems, Inc. is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law.**

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