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...

This role will be a critical member of the inaugural Client Services Team, one of three roles at inception and will report to the Partner and Head of the Client Services team. Aquarian Holdings is see...

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...

Client Services Manager - Technology Sector. The ideal candidate has a strong background in client management within the customer software development industry, possesses excellent problem-solving ski...

Client Services Manager - Technology Sector. Proactively manage and resolve client issues, escalating complex cases when necessary, and ensuring timely follow-up and resolution to maintain a high stan...

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...

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...

Client Services Manager - Technology Sector. Identify opportunities to expand client accounts by understanding their needs and positioning new services or product features that add value. Proactively ...

Client Services Manager - Technology Sector. The ideal candidate has a strong background in client management within the customer software development industry, possesses excellent problem-solving ski...

Client Services Manager - Technology Sector. Identify opportunities to expand client accounts by understanding their needs and positioning new services or product features that add value. The ideal ca...

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...

Operations team in New York City! The Enterprise Client Services Manager oversees and supports Payoneer's business units in the day-to-day services and operational tasks, working in tandem with intern...

Operations team in New York City! The Enterprise Client Services Manager oversees and supports Payoneer's business units in the day-to-day services and operational tasks, working in tandem with intern...

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...

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...

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...

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...

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...

The Client Success Manager will work with a pre-defined group of our key enterprise customers, develop relationships across the user base and play an instrumental part in client retention. You are a p...

A Private Client Services Tax Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses. Weaver is looking for a Private Client S...

A Private Client Services Tax Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses. Weaver is looking for a Private Client S...

Tatari is expanding and we're looking for a Client Services Manager to join the Growth team. As such, you will be responsible for a set number of clients within Tatari's ever-growing portfolio and wor...

About the job Remote Business Development/Client Services Manager. This is a strategic role to help our existing clients architect future state operating models from diverse research studies and maxim...

About the job Remote Business Development/Client Services Manager. This is a strategic role to help our existing clients architect future state operating models from diverse research studies and maxim...

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 ...

Develop and maintain strong relationships with emerging company clients in industries ranging from technology, food & beverage, health & beauty, professional services, and other high growth industries...

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. The Tax Manager / Senior Manager will:. Directly engage with clients t...