Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspond...

Help to foster strong relationships with clients by coordinating and leading reoccurring calls and client meetings such as business reviews. Communicate all distributions should be celebrated! Ensure ...

Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspond...

Dynamic Billion+ AUM Independent Wealth Management Firm seeks a Private Wealth Client Services Lead and Transition Specialist to manage the Client Service team and client onboarding needs for ultra-hi...

Our client is seeking a Client Service Manager for a well-known community bank in Orange County. The role involves overseeing a team of account managers and delivering exceptional service to business ...

Dynamic Billion+ AUM Independent Wealth Management Firm seeks a Private Wealth Client Services Lead and Transition Specialist to manage the Client Service team and client onboarding needs for ultra-hi...

Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspond...

Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspond...

Our client is seeking a Client Service Manager for a well-known community bank in Orange County. The role involves overseeing a team of account managers and delivering exceptional service to business ...

Dynamic Billion+ AUM Independent Wealth Management Firm seeks a Private Wealth Client Services Lead and Transition Specialist to manage the Client Service team and client onboarding needs for ultra-hi...

Dynamic Billion+ AUM Independent Wealth Management Firm seeks a Private Wealth Client Services Lead and Transition Specialist to manage the Client Service team and client onboarding needs for ultra-hi...

Serve as primary Voluntary Benefits client contact and manage all related day-to-day client maintenance, implementation and renewal activities for multiple clients of various complexities simultaneous...

This position requires a team leader who will work closely with the Executive Director in managing cemetery service and administrative operations of the cemetery.The position is required to maintain c...

Dynamic Billion+ AUM Independent Wealth Management Firm seeks a Private Wealth Client Services Lead and Transition Specialist to manage the Client Service team and client onboarding needs for ultra-hi...

This position requires a team leader who will work closely with the Executive Director in managing cemetery service and administrative operations of the cemetery.The position is required to maintain c...

This position requires a team leader who will work closely with the Executive Director in managing cemetery service and administrative operations of the cemetery.The position is required to maintain c...

Dynamic Billion+ AUM Independent Wealth Management Firm seeks a Private Wealth Client Services Lead and Transition Specialist to manage the Client Service team and client onboarding needs for ultra-hi...

Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family ...

A professional services firm in New York City is currently seeking an experienced Tax professional to join their Private Client Services (PCS) team as a Tax Manager / Senior Manager. In this role, the...

Serve as primary Voluntary Benefits client contact and manage all related day-to-day client maintenance, implementation and renewal activities for multiple clients of various complexities simultaneous...

This position requires a team leader who will work closely with the Executive Director in managing cemetery service and administrative operations of the cemetery.The position is required to maintain c...

Dynamic Billion+ AUM Independent Wealth Management Firm seeks a Private Wealth Client Services Lead and Transition Specialist to manage the Client Service team and client onboarding needs for ultra-hi...

A professional services firm in New York City is currently seeking an experienced Tax professional to join their Private Client Services (PCS) team as a Tax Manager / Senior Manager. In this role, the...

Serve as primary Voluntary Benefits client contact and manage all related day-to-day client maintenance, implementation and renewal activities for multiple clients of various complexities simultaneous...

Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family ...

Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel. CBIZ CP...

EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. Actively solicit new client relationships and participate in client/potential client seminars to expand ...

Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel. CBIZ CP...

EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. Actively solicit new client relationships and participate in client/potential client seminars to expand ...

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial S...

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial S...

Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel. CBIZ CP...

Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel. CBIZ CP...

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. EisnerAmper is seeking a Tax Senior Manager to join the Private Client...

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. EisnerAmper is seeking a Tax Senior Manager to join the Private Client...

Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, ...

Reporting to the Director of Client Success, the Client Success Conference Manager's primary role is to support, maintain and help our clients while ensuring the highest levels of customer service. Ma...

Work side-by-side with US client services manager to maintain the highest level of client service. Associate Client Services Manager. Lead annual client documentation audit.

We’re currently seeking a full-time Client Services Manager to join our growing Brand Partnership Team in our New York office. Client-First: You love working with and delivering for clients whether th...

Client Services Managers will partner with Clinical Managers to provide supervision and support to field employees. The Client Services Manager will:. Manage your Client Services Manager caseload whil...