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 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 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 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 moreClient 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...
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 moreClient 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...
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 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 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 moreClient 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 ...
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 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 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 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 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 moreEisnerAmper 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 ...
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 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 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 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 moreSenior 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, ...
read moreProvide quality client service while maintaining the highest level of confidentiality. PCS- Family Office Senior Manager. Review of monthly and quarterly financial statements including client reportin...
read moreAssist 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...
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