4 private client relationship manager jobs found in Melville, NY

LOCATION: Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ  Hybrid position Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values...

Job Description Job Summary: Advantage Title is seeking an experienced and detail-oriented Escrow Officer to support the closing and settlement process for real estate transactions. This role is primarily responsible for preparing accurate settlement statements, verifying payment and wiring information, and coordinating closely with internal teams to ensure funds are properly disbursed.   The ideal candidate has strong experience preparing and reviewing settlement statements and understands the financial components of real estate closings. Experience supporting closings across multiple states or working in a National Closing Coordinator capacity is preferred.   Responsibilities: Prepare accurate and timely settlement statements for real estate transactions, ensuring all fees, credits, payoffs, taxes, and other transaction-related amounts are properly reflected. Review and verify payment amounts, wiring instructions, and other financial information associated...

Job Description Job Summary: Advantage Title is seeking a detail-oriented and highly organized Closing Desk Coordinator to support the coordination and preparation of residential and commercial real estate closings. This role serves as an important point of coordination throughout the closing process, working closely with internal teams, closers, and other transaction parties to ensure closings are properly scheduled, required documentation is prepared, and closing packages are received and tracked in a timely manner.   The ideal candidate has experience within the title insurance or real estate industry, strong attention to detail, and the ability to effectively manage multiple transactions and deadlines in a fast-paced environment.   Responsibilities: Coordinate and schedule real estate closings with in-house closers and independent closing professionals based on transaction needs and availability. Prepare Good Faith Estimates (GFEs), title bills, and other...

  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...