Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The ideal candidate will have 1-3 years experience in a client ser...

S/he has the mandate of making our clients lives easy and advocating for each client and ensuring the optimal outcome. Help to foster strong relationships with clients by coordinating and leading reoc...

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. Strong knowledge of banking products and services for business clients. The role involves overseeing a ...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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, ...

You will have a portfolio of anywhere from 15-30 client initiatives (varies based on clients). Leading kick off calls for upcoming campaign launches with client/agency stakeholders. Work closely with ...

Private Client Services (PCS) is a growing practice within EY, and you’ll see that growth reflected in your career. These clients span from family owned businesses to private equity owned companies. T...

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...