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...
read moreThis 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...
read moreOur 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 ...
read moreThis 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...
read moreOur 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 ...
read moreOur 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...
read moreDynamic 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...
read moreServe 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...
read moreThis 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...
read moreThis 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...
read moreThis 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...
read moreActively 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...
read moreDynamic 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...
read moreThis 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...
read moreServe 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...
read moreActively 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...
read moreEY 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...
read moreDynamic 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...
read moreOperations 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...
read moreEY 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...
read moreActively 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...
read moreActs 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...
read moreEY 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...
read moreEY 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...
read moreEY 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...
read moreThe 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...
read moreActs 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...
read moreA 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...
read moreTatari 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...
read moreA 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...
read moreA 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...
read moreAbout 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...
read moreTheAccount Manager of Client Servicescultivates and maintains an on-going strategic relationship with their clients. Three to five years of previous experience in a client management, customer service...
read moreActively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. EisnerAmper is seeking a Tax Manager to join the Private Client Servic...
read moreWe’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...
read moreROLE: Senior Account Manager, Client Services. As a Senior Account Manager, you will work within the Client Services team. Support on pitches for key clients you previously serviced on other projects ...
read moreWe are seeking a Client Services Manager with a consultative mindset and the desire to put the client first and consistently exceed expectations. Fragomen’s New York Office is seeking a Client Service...
read moreThis position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. Manage accounts, train, assign work to staff and communicate directly to...
read moreOur 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...
read moreA Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, bu...
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