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...

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...

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 ...

Randstad is currently seeking experienced Tax Managers with a background in Private Client Services for opportunities in the NYC & Long Island, NY areas. The ideal candidate will have extensive experi...

The Relationship Manager (RM) will work with sales, account management and the operations team to ensure client satisfaction. S/he has the mandate of making our clients lives easy and advocating for e...

The Project Manager is responsible for the timeliness, accuracy and customer satisfaction related to customer deployments and expansions within identified geographic markets. The Project Manager will ...

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...

The Relationship Manager (RM) will work with sales, account management and the operations team to ensure client satisfaction. S/he has the mandate of making our clients lives easy and advocating for e...

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...

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...

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...

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...

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...

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...

TheAccount Manager of Client Servicescultivates and maintains an on-going strategic relationship with their clients. Works with client support services in leading the on-boarding of new clients and fa...

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...

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 ...

Work side-by-side with US client services manager to maintain the highest level of client service. Associate Client Services Manager. This role is responsible for the operational and strategic managem...

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...

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. Work with Data manager to closely monitor productivity and time pr...

The Client Services Manager will: Provide superior customer service and quality home care Focus on managing coordination of client services and emergent scheduling issues Manage your Client Services M...

Teads is looking for a highly motivated, driven, & tactical Senior Client Services Manager who will be tasked with both pre-sale strategy & post-sale activation. You will have a portfolio of anywhere ...

This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. As one of the nation’s top Professional Services and Business Advisory f...

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...

Work side-by-side with US client services manager to maintain the highest level of client service. Associate Client Services Manager. The Assistant Manager will need to be able to work independently a...