Job DescriptionMcCarter & English is seeking a Client Reporting Specialist who may be based in any of our office locations. The Client Reporting Specialist will work with a cross-functional team to facilitate exceptional legal services to clients across a number of practice areas. The core responsibility of this role is to work with client teams to ensure outside counsel guideline (OCG) billing com...
Job DescriptionCompany Description SNFClinic is a CMS-approved electronic learning management system (eLMS) that equips long-term care facilities with comprehensive training and management resources to support high-quality resident care. The platform covers policies and procedures, nursing assessments, procedural training from basic to advanced levels, employee inservices, and CEU offerings for nur...
Job DescriptionCOMPENSATION & BENEFITS
$120,000 – $140,000 annually, based on experience.
• 401(k) plan
• Health insurance
• Dental and vision coverage
• Paid time off
• Career growth opportunity to advance into an Operations Manager or Financial Advisor role
This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, ...
Job DescriptionAbout KODE
We’re coding rebels with a cause. KODE is a health-tech company developed by medical coders for medical coders looking to change the way things are done in the industry. Our company may be young but we’re growing rapidly. That also means we’re not buried in outdated policies and bureaucracies.
We’re serious about two things: coding and treating you like the profess...
Job DescriptionClient Services & Operations Associate
Congruent Insurance Solutions (CIS)
Westport, CT | Full-Time | On-Site
About Congruent Insurance Solutions
Congruent Insurance Solutions (“CIS”) is a growing financial services company that works with leading U.S. life insurers and reinsurers to help them manage and optimize their existing insurance liabilities.
We are a small, entrepreneu...
Job DescriptionThe Coordinator, Ad Operations & Client Services is one of two positions on Worn & Wound’s advertising operations team and carries full responsibility for a portfolio of client accounts. Working closely with the Manager, Ad Operations & Client Services, the Coordinator manages advertising and sponsorship campaigns from contract signature through final performance reporting, and mai...
Job DescriptionAbout us
Transportation One is a non-asset transportation brokerage offering full-service, multi-modal logistics solutions dedicated to meeting the demands of the transportation industry. We invest heavily in cutting-edge technology and experienced logistics professionals, allowing us to deliver superior service to all our clients. Put simply, when it comes to transportation, we’re...
Job DescriptionAbout Uprise
Uprise's mission is to give everyone in the world the ability to optimize their finances.
We're a premium tax and advisory firm for people with genuinely complex finances: business owners, real estate, stock comp, and more. We pair expert tax professionals and advisors with technology to deliver a high-touch, proactive experience that traditional firms can't, and we re...
Job DescriptionOperations Project Manager
Healthcare Operations & Client Implementation
SNT Biotech is a fast-growing healthcare company focused on helping health plans and healthcare organizations close gaps in care through fully integrated at-home screening solutions.
We’re looking for a highly organized, proactive, and detail-oriented Operations Project Manager to join our team in Plainfield, ...
Job DescriptionResponsibilities
Serve as the primary point of contact for institutional clients, providing responsive and high-touch service.
Manage client inquiries, account requests, and operational issues while coordinating with internal teams to ensure timely resolution.
Prepare and distribute client reporting, performance updates, and fund-related documentation with a high degree of accura...
Job DescriptionOur client, an industry leader and one of the best places to work on Long Island, is seeking to hire a Financial Reporting Manager to join their team.
Responsibilities include:
Research Complex Transactions: Conduct deep-dive technical research and write formal accounting memos for non-routine transactions, including revenue recognition (ASC 606), lease accounting (ASC 842), stock...
Job DescriptionOur client, a top tier asset management firm, is seeking a Manager, Financial Reporting to join their team in Stamford, CT. This role focuses on SEC reporting for publicly traded vehicles for the firm, including '40 Act funds and others. Responsibilities also include leading quarterly close cycles, managing expense allocations, enhancing internal controls, and delivering consolidated...
Job DescriptionClient Service & Operations Coordinator
Charleston, SC | Full-Time | Primarily In Office
Help Build an Exceptional Client Experience
At ArisGarde, we believe exceptional planning deserves an exceptional client experience.
Every interaction matters.
Whether it's welcoming a client into our office, coordinating a complex account transfer, preparing for an important planning meeting, ...
Job Description
Financial Planning Group is a comprehensive wealth management firm dedicated to helping individuals and families achieve their long-term financial goals.
The firm provides personalized financial planning, investment management, and retirement strategy services tailored to each client’s needs.
Team members collaborate closely with clients to deliver clear guidance and ongoing sup...
Job DescriptionClient Operations & Implementation Specialist
Competitive Salary with Bonuses and Benefits
Summit Wealth Strategies
Build Your Career. Help Build the Future of Summit.
Summit Wealth Strategies is seeking an experienced client operations professional to help us take exceptional care of our clients and support our next stage of growth.
Hands-on LPL Financial experience is required. ...
Job DescriptionTELOS CAPITAL MANAGEMENT, INC. is currently seeking a detail-oriented Client Service & Operations Specialist to join our team in San Diego. This is an exciting opportunity to gain hands-on experience in the investment management industry at a dynamic, growing SEC-registered investment adviser (RIA).
Position Summary
This position reports to the Client Service & Operations Manager an...
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