Minimum of 10 years of experience in a professional services or tax services organization in the financial services industry. A Senior Services Manager in FSO EDGE WAM will serve as a functional leade...

Minimum of 10 years of experience in a professional services or tax services organization in the financial services industry. A Senior Services Manager in FSO EDGE WAM will serve as a functional leade...

We are seeking a client facing Account Manager for our NYC and Purchase, NY office. Ensuring monthly valuations are reviewed and approved prior to distribution to clients and reviewed and approved by ...

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. We are seeking a client facin...

The Account Manager, Client Services (B2B) works with heads of HR to consult towards client needs, identify, and elaborate on potential user growth opportunities, and expand on new business relationsh...

Producer Development Manager, Private Client Services. Private Client Services National Region. With 200 offices across North America, we combine the personalized service model of a local consultant w...

We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Youll b...

We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Youll b...

This position has direct customer service contact with our Clients, analyzing business performance and developing/ executing new programs. Builds and sustains relationships with clients. Demonstrated ...

Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program. This position has direct customer service ...

The Project Manager will generally focus on supporting customers in identified geographic markets but may be required to manage multi-market deployments that happen in tandem. The Project Manager will...

You are committed to building strong client relationships and seen as a leader by clients, driven by insight led thinking and an in-depth knowledge of the clients' business. You will use your superior...

Work side-by-side with US client services manager to maintain the highest level of client service. Associate Client Services Manager. Lead special teams in efforts to improve RFA's services and operat...

Work side-by-side with US client services manager to maintain the highest level of client service. Associate Client Services Manager. Lead special teams in efforts to improve RFA's services and operat...

Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to h...

Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to h...

Fragomen's New York Office is seeking a Client Services Manager, with extensive experience in business immigration, to assist in the management of one of the firm's marquee clients and take on substan...

The Strategic Accounts Manager is a critical client partner role demonstrating leadership, strategic direction, accountability, business acumen, and vision for Linqia's portfolio of enterprise brand c...

The Strategic Accounts Manager is a critical client partner role demonstrating leadership, strategic direction, accountability, business acumen, and vision for Linqia's portfolio of enterprise brand c...

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Es...

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Es...

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, bus...

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, ...

PCS- Family Office Senior Manager. Review of monthly and quarterly financial statements including client reporting packages and ad-hoc reports. Assist and guide staff in the interaction with vendors a...

Assist and guide staff in the interaction with vendors and client as necessary when discrepancies arise. Communicates with Partner on work status and client issues that arise. Provide quality client s...

Communicates with Partner on work status and client issues that arise. Provide quality client service while maintaining the highest level of confidentiality. Review of monthly and quarterly financial ...

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...

You will have a portfolio of anywhere from 15-30 client initiatives (varies based on clients). Teads is looking for a highly motivated, driven, and tactical Customer Experience Manager who will be tas...

You will have a portfolio of anywhere from 15-30 client initiatives (varies based on clients). Work closely with Sales on pre-sale client needs & communication. Be the lead point of contact for all cl...

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...

Our Client Service Managers are primarily responsible for coordination of ongoing projects with our clients across the life sciences, supporting an array of services including brand strategy, KOL deve...

You will have a portfolio of anywhere from 15-30 strategic client initiatives (varies based on clients). Everyone at Teads plays a role in making this experience efficient, strategic and most importan...

Work side-by-side with US client services manager to maintain the highest level of client service. Associate Client Services Manager. Assist with managing client coverage assignments.

Work side-by-side with US client services manager to maintain the highest level of client service. Associate Client Services Manager. Provide guidance to the regional CSE team and act as the managemen...

Strong insurance industry knowledge especially in the specialty area as it applies to client services and claim products and services, administration, and systems applications. Remains externally focu...

Strong insurance industry knowledge especially in the specialty area as it applies to client services and claim products and services, administration, and systems applications. Develops innovative new...

As a seasonal tax manager your main priority includes reviewing complex individual tax returns for our Private Tax clients. A minimum of 5 years of relevant experience in tax compliance for private cl...

Our dynamic and rapidly growing StructureCare team is seeking a detail oriented and self-starting Client Services Manager to service our New York / New Jersey territory. Accountability for client deli...

Our dynamic and rapidly growing StructureCare team is seeking a detail oriented and self-starting Client Services Manager to service our New York / New Jersey territory. Accountability for client deli...

Manager to join the Private Client Services (PCS) practice. Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to r...