Manager, Client Services
Valley National Bank
Job DescriptionResponsibilities include but are not limited to: Manage efforts for the Corporate and Middle Market Commercial Servicing team to provide elite service.Partner and collaborate with the leaders within the assigned market vertical (Commercial Real Estate, Corporate -Industries, Healthcare, International - Tech, etc.) to ensure consistent communication and elite service is being maintained.Train and manage a team of qualified specialists and team leaders to support the assigned market vertical. Conduct hiring, coaching, development and performance evaluations for staff.Establish and maintain working relationships with key business partners in deposit operations, customer care, treasury solutions, product team, and other commercial departments.Review tasks and implement process improvements and efficiencies. Ensure the team is kept informed of all updated processes and procedures.Other Responsibilities:Complies with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff.Performs other duties as deemed necessary by management.Job RequirementsRequired Skills:Extensive knowledge of all bank products, services, policies and procedures.Self-starter with the ability to work in a fast-paced environment.Proficient PC skills with Microsoft Office applications and e-mail as well as Bank core systems and other support systems such as SalesForce.High degree of detail orientation.Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.Must be able to multi-task effectively and prioritize workflow.Knowledge of Commercial and Corporate Deposit Account Types.Knowledge of Treasury Management products, services, core and business online banking platforms.Required Experience:High School diploma or GED with 5+ years banking experienceBachelor's degree or experience working with a variety of Commercial/Corporate businesses such as Commercial Real Estate, Healthcare, Government entities, Commercial and Industrial entities, etc. preferred.Job DetailsJob Type: Full-timeCategory: OperationsSalaried: Salaried
$138.3k - $172.8k
...extensive global presence among professional services organizations. You'll embark on a... ...the ordinary, working with extraordinary clients spanning every industry, regardless of their... ...Fund Principals, Trusts and Estates.Managers can expect to:Engage in business development...SuggestedFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$92k - $97k
...myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. The Manager, Client Services is responsible for managing global digital fulfillment of content driven by SPT Sales and Operations contractual deals and...SuggestedContract workWork experience placementWork at office- ...Senior Manager, Client Services Changing Lives Productions is the in-house video production company of Dhar Mann Studios, the #1 creator of scripted positive content online. With over 163 million followers and 45+ billion views across YouTube, Facebook, Instagram,...SuggestedFull timeMonday to Friday
$105.8k - $135.8k
...other facet of the company. We work together to ensure our clients understand this new world of advertising, that they are... ...interest and engagement across the board. The Client Services team is responsible for managing and growing Roku's partnerships with Advertisers and...SuggestedWork at officeLocal areaRemote workMonday to ThursdayFlexible hours$120k - $145k
...firm; we’re partnering with attorneys and clients to deliver cutting-edge solutions in... ...class regulatory compliance and advisory services, and complex transactions. Our commitment... ...surrounded by forward-thinking peers.The Manager, Client Development - IP Litigation...SuggestedFull timeContract workWork at office$135k - $195.35k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...LLP (Baker Tilly) provide professional services through an alternative practice... ...Baker Tilly (BT) as a Family Office Senior Manager!Our Family Office practice provides accounting...Full timeWork at officeLocal areaWorldwide$163.2k - $220.8k
...Sonsini, we are committed to providing our clients with both exceptional legal counsel and a highly professional, responsive service experience. The Client Service team has a dedicated... ...in how we work. We are seeking a Senior Manager to support the execution of our feedback...Full timeImmediate startWorldwide- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience... ...and cash-flow, retirement, and life insurance planning.A Tax Manager, Private Client Services is responsible for utilizing their...Private practiceWork at office
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as...Work at office
$111k - $137k
...Distinguished by its culture of collaboration and exceptional client service, CAA’s diverse workforce identifies, innovates, and amplifies... ...Beijing, among other locations globally. The RoleThe Travel Manager, Client Services & Program Support serves as a senior travel...Permanent employmentFull timeWork at officeLocal area- Summary The Client Services Manager’s priority is to support the Strategic Relationship Manager and Lead Client Services Manager in the day-to-day management of client’s business activities, and will be responsible for the internal job production SLA monitoring, invoicing...Work experience placementWork at officeLocal area
- ...we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmperis seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with thecapacityto efficiently oversee multiple client engagements...Temporary workPrivate practiceWork at officeLocal area
$141k - $290k
...The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities... ...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...Immediate startFlexible hours$141k - $290k
...Position Profile 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 high‑net‑worth individual clients and privately‑held...Flexible hours- ...Tax Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact... ...EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with...Temporary workPrivate practiceWork at officeLocal area
$124.36k - $146.3k
...their experience.We are seeking an ICG Relationship Manager (RM) for our newly formed Integrated Client Sales alternative delivery team to be focused on virtually... ...regulations. Acting as a trusted financial services partner and primary point of contact, the RM proactively...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$169k - $176.58k
The Director, Client Services will oversee a dynamic team of HR Partners (HRPs) supporting multiple clients at the university. This individual... ...knowledge of HR client services, employee relations, talent management, compensation, learning and development, organizational...Full timeWork experience placementWork at officeLocal area- Job Title Tax Manager - Private Client Services (PCS) Practice Responsibilities Develop and manage client engagements, preparing and reviewing tax returns for individuals, partnerships, corporations and other entities. Train, supervise and develop associates and senior...Private practiceWork at officeLocal areaFlexible hours
$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice focusing on high‑net‑worth individuals, their families, family offices,... ...and cash‑flow, retirement, and life insurance planning. A Tax Manager will use their education, experience, communication, time‑management...Work at office$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving... ...cash‑flow, retirement, and life insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational...Private practiceWork at office- ...in Glendale, CA seeks a full-time Personal Injury Case Manager to coordinate with attorneys, medical professionals, and insurers, while managing client files and deadlines. The role emphasizes strong client service, organizational skills, and familiarity with California...Full timeWork at office
$107.16k - $226.32k
...Join a diverse team helping high-profile clients understand, analyze, and respond to... ...for as a firm.KPMG is currently seeking a Manager or Senior Manager, Global Executive & Private... ...- Japanese to join our Business Tax Services practice.Responsibilities:Support clients...Private practiceLocal area$229k - $343k
...wholly-owned subsidiary dedicated to making computing more human, in addition to Bitmoji, Saturn, and other digital services.We’re looking for a Manager, Client Partner to join Snap Inc! As a Manager, you will manage a team of Client Partners within one category. You will...Full timeLive inWork at officeLocal area$119.77k - $140.9k
...what you excel at—all from Day One.Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a... ...portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s)...Full timeWork experience placementLocal area- ...Tax Director – Private Client Services (PCS) We are seeking a Tax Director to join the Private Client Services (PCS) practice. The role will... ...and State Individual and Fiduciary returns. Oversee and manage the tax return process, including identification and resolution...Work experience placementPrivate practiceLocal area
- ...your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We... ...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...Work experience placementPrivate practiceLocal area
- Accounting Manager - Hybrid Schedule AvaialbleWell established, highly profitable regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll, KPI reporting, etc. for diverse, exciting clients...Work at office
$260k - $320k
Director of Client Development Cooley is seeking a Director of Client Development to join... ...into actionable strategies to strengthen service delivery and expand existing relationships... ...with all firm and department policies. Manage staffing coverage, review and process time...Full timeTemporary workWork at officeImmediate startFlexible hoursWeekend work$137.4k - $240.4k
...is proud to provide innovative financial services and guidance to the world’s most... ...we serve the world’s most sophisticated clients using leading technology and exceptional... ...prospects focusing on trust and investment management solutions.Utilizes business and personal...Work at officeLocal areaFlexible hours- ...a global scale. We're looking for a kick‑ass Customer Care Manager to help us take things to the next level to take on Rakuten and... ...finding real long‑terms solutions. Create effective customer service training systems, and customer facing tutorials. Supervise day...Remote work
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