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Keywords: Practice Management & Client Support, Location: Woodbury, NY

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Practice Management & Client Support

Position Overview We’re seeking a motivated and detail-oriented team member to primarily support Jordana... with a variety of responsibilities that keep our practice running smoothly and our clients well cared for. This role is ideal...

Location: Woodbury, NY
Posted Date: 09 Sep 2025
Salary: $20 - 25 per hour

Tax Manager I Private Client Services

with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve..., train and mentor staff; listen and communicate effectively Foster a team environment; demonstrates support of management...

Company: Cbiz
Location: Woodbury, NY
Posted Date: 02 Aug 2025
Salary: $130000 - 165000 per year

Field Support Engineer

Services analysts provide on-site IT support for providers and practice managers in a clinical workspace operating as the...Position: Field Support Engineer Location: 575 Underhill Blvd, Syosset NY 11791 Fulltime Description: Care Field...

Company: Diverse Lynx
Location: Syosset, NY
Posted Date: 03 Oct 2025

Financial Solutions Advisor Registration Candidate - Woodbury Financial Center

Skills: · Advisory · Account Management · Client Experience Branding · Customer and Client Focus · Oral... Communications · Issue Management · Client Solutions Advisory · Pipeline Management · Active Listening · Attention...

Company: Bank of America
Location: Woodbury, NY
Posted Date: 05 Oct 2025
Salary: $28.85 - 33.65 per hour

College Financial Representative, Internship Program

your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local..., connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial...

Location: Melville, NY
Posted Date: 04 Oct 2025

Financial Advisor

earned for continued client support and policy management Bonus programs and expense allowances Support for insurance... owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire...

Location: Melville, NY
Posted Date: 04 Oct 2025
Salary: $61000 per year

College Financial Representative, Internship Program

your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local..., connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial...

Location: Melville, NY
Posted Date: 04 Oct 2025

Financial Advisor

earned for continued client support and policy management Bonus programs and expense allowances Support for insurance... owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire...

Location: Melville, NY
Posted Date: 03 Oct 2025
Salary: $61000 per year

Entry-Level Financial Representative

and your clients. Career Growth: Build your own financial planning practice or develop a team with expert support and guidance... to our clients' success. What Makes Us Unique: Support and Mentorship: Unlike most entrepreneurs or start-ups, we provide the...

Location: Woodbury, NY
Posted Date: 02 Oct 2025
Salary: $75000 - 250000 per year

Entry-Level Wealth Advisor

management and financial planning. Engage deeply with clients, offering expert advice and comprehensive financial planning... to help them reach their financial aspirations. Focus on cultivating client relationships, assisting them in defining...

Posted Date: 25 Sep 2025
Salary: $116000 per year

Entry-Level Financial Advisor

client base including families, individuals, business owners, and corporations. Training provided to explore Wealth... Management. Start a rewarding career journey with our dynamic team, offering flexibility and attractive earning potential...

Posted Date: 25 Sep 2025

Senior Electrical Engineer

main event. With a focus on developing detailed, quality drawings, they meet with each client to establish the full scope... might not be visible in the finished product, the effortlessness they bring to our client's building's operations...

Posted Date: 22 Sep 2025
Salary: $110000 - 150000 per year

Sr. Project Water Resources Engineer

! We are looking for a Senior Project Engineer/Manager with 8 - 15 years’ experience, who has a background with Project and Client Management... in design, permitting, and construction services Strong interpersonal and client management skills are essential Current P...

Posted Date: 17 Sep 2025
Salary: $110000 - 150000 per year

Associate Counsel, Liability

client and business partner relationships. Fully and effectively utilize available technology, case management system... delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims...

Company: The Travelers
Location: Melville, NY
Posted Date: 14 Sep 2025
Salary: $83300 - 137400 per year

Senior Liability Trial Attorney

delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims... technical matters, and prepare compelling testimony for litigation. Build and maintain strong internal and external client...

Company: The Travelers
Location: Melville, NY
Posted Date: 14 Sep 2025

Insurance Service Professional 92509

, clients, and management team. As a Customer Service Representative (CSR), you will work closely with our agents as you support... their onboarding experience, facilitating the contracting and licensing process. In addition, you will support their practice...

Company: New York Life
Location: Melville, NY
Posted Date: 10 Sep 2025
Salary: $32500 - 57500 per year

Insurance Service Professional 92509

, clients, and management team. As a Customer Service Representative (CSR), you will work closely with our agents as you support... their onboarding experience, facilitating the contracting and licensing process. In addition, you will support their practice...

Company: New York Life
Location: Melville, NY
Posted Date: 10 Sep 2025
Salary: $32500 - 57500 per year

Finance & Accounting Manager

and Management • Monitor all IOLA/trust account activity in real-time • Reconcile each individual client ledger to the trust account... with precision, urgency, and a relentless focus on client service. We lead in our market because we set the bar higher for quality...

Location: Woodbury, NY
Posted Date: 09 Sep 2025

Entry-Level Insurance Agent

office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who... which financial vehicle is right for every client they support. Just as our Managers in the fieldwork provide one-on-one support...

Posted Date: 09 Sep 2025

Tax Intern - Winter 2027

information to senior staff members Identifying and carrying out other projects as assigned Collaboratively working with client... team members while building rapport and strong client relationships Working on a variety of client engagements in varying...

Company: Grant Thornton
Location: Melville, NY
Posted Date: 04 Sep 2025
Salary: $40 per hour