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
$150k - $210k
...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance... ...and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals...SuggestedFull timeFixed term contractLocal area$100k - $120k
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut,... ...for expertise, scale, and technology.Job DescriptionJob Title: Manager, Client Experience & SolutionsLocation: New York, NY, Jacksonville,...SuggestedOngoing contractFull time- ...with severe illnesses. Begun as an HIV/AIDS service organization, God's Love provides for... ...delivers the specific, nutritious meals a client's severe illness and treatment so urgently... ...to onboard and recertify clients, manages incoming client inquiries, maintains client...Suggested
$70k - $75k
...Manager, Client Support The Program Services Department coordinates client engagement and support for God’s Love We Deliver. As the Manager of Client Support, you will lead the team that serves as the first point of contact for new and existing clients. Your role will...SuggestedFull timeWork at officeRemote workWork visaMonday to FridayFlexible hours1 day per week$128k - $160k
...Overview The Manager, Client Support leads a global team of Client Support Analysts and/or Client Support Engineers responsible for delivering... ...to build strong technical, communication, and client service capabilities Conducts regular 1:1s, performance reviews, skill...SuggestedFull timeTemporary workWork experience placementRemote workFlexible hours$90k - $100k
...Manager, Client Services A High Jewelry Maison with a strong heritage who promotes exceptional know-how in an enchanting and creative environment. Our Maison is looking for talented individuals who contribute to developing and transmitting their expertise with care and...Work experience placementWork at officeLocal areaFlexible hours- ...Overview We are passionate about what we do, the services we provide, and the clients we serve. If you're looking for an opportunity to join a company... ...Centers ("RCs"). Additionally, coordinates with management on budgets, events, room rentals, signage, and facility...Work at officeLocal areaRemote work
$70k - $75k
...Manager, Client Services New York, NY Kargo creates powerful moments of connection between brands and consumers to build businesses. Every day, our 600+ employees work to radically raise the bar on what agentic AI, CTV, eCommerce, social, and mobile can do to deliver...Local area- ...and radiology. Focused on Revenue Cycle Management, Ventra partners with private practices,... ...Referral Bonus! Job Summary The Manager, Client Success is a liaison between Ventra... ...collections, provide contracted management services, where applicable, and minimize problems...Contract workPrivate practiceFlexible hours
$75k - $90k
...continuously innovate solutions that outperform industry benchmarks and client expectations. Now 20+ years strong, Kargo has offices in NYC,... ...it. The Opportunity Kargo is hiring a Client Services Manager to own the day-to-day execution and client experience across...Work experience placementLocal area$117k - $135k
...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... ...forward-thinking peers.We are seeking a Manager, Client Development - Litigation to lead...Full timeContract workWork at office$110k - $190k
Product Manager-Client Platform Multi-Factor Authentication, Vice PresidentWealth Management Platforms1 New York Plaza, NYMorgan Stanley... ...About Morgan StanleyMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities...Temporary workWork at officeWorldwide- ...give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client...Full timeTemporary workPrivate practiceWork at officeLocal area
$145.4k - $259.1k
Lead Client Growth Across the NY/NJ Water MarketThis is not a traditional project management role. WSP is seeking a proven seller-doer to help expand our water and wastewater... ...practice.As a Senior Project Manager / Client Service Leader, you will serve as a trusted advisor...Contract workLocal areaFlexible hours$30 per hour
...Manager - Client Services Infosys is seeking a Manager - Client Services for its Retail vertical. The individual will lead all client interactions within the assigned account scope and, in collaboration with the Senior Client Partner and Group Managers, develop and...- 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
- ...Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses... ...CBIZ delivers actionable insights to help clients anticipate what is next and discover new... ...CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility...Work at office
$86k - $95k
...Manager / Senior Manager, Client Services New York, New York, United States True North Insights is a global expert network that connects organizations with subject matter experts who provide critical insights to inform strategic decision-making. We believe the right...Permanent employmentCasual workH1bWork at officeFlexible hours- ...Job Title Kargo Global LLC collects your personal data for the purposes of managing Kargo Global LLC's recruitment related activities as well as for organizational planning purposes globally. Consequently, Kargo Global LLC may use your personal data in relation to...
$145k - $248.2k
...extensive global presence among professional services organizations. You'll embark on a... ...the ordinary, working with extraordinary clients spanning every industry, regardless of their... ...story of your success!The RoleSenior Managers in our Private Client Services (PCS) practice...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- 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
- ...Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses... ...CBIZ delivers actionable insights to help clients anticipate what is next and discover new... ...CPA or equivalent certificationAbility to manage all aspects of client engagementsDemonstrated...
$170k - $185k
...Deployment Manager (Client Services) New York, NY EvolutionIQ's mission is to deliver state of the art technology that helps insurance claims teams make claims handling more accurate, fair, and efficient, so that more people impacted by injury or illness can continue...Temporary workWork at officeFlexible hours$149.3k - $177.6k
...streamers around the world while gaining meaningful experience across a variety of disciplines. What Is the Role? The Manager, Client Services is a pivotal leadership role responsible for overseeing and directing the strategic account management function. This role...Work at officeLocal areaRemote workMonday to ThursdayFlexible hours$100k - $150k
...approach, and a commitment to delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term relationships built on... ...the place for you!We are seeking an experienced Tax Manager to join our growing Private Client Services practice...Full timePrivate practiceLocal area3 days per week- ...Job Description Job Description Manager / Senior Manager Client Services US – Full time Talented or aspiring salespeople who are persistent, eager to learn and have a solid background in Market research will thrive in this role. The Manager / Senior Manager...Full timeWork at officeRemote workFlexible hours
$120.4k - $150.5k
...Judi Rx , a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health™... ...workflows in one scalable, secure platform. Together with our clients, we’re rebuilding trust in healthcare in the U.S. and...Local areaFlexible hours- Manager, Client ServiceSkip to main contentKANTAR uses cookies, which are text files placed on your computer, to analyse how visitors use... ...will assume you consent to our use of cookies.#Manager, Client Service page is loaded## Manager, Client ServiceApplylocations: New...Work experience placementLive inWork at officeLocal areaFlexible hoursShift work
- Yahoo Native Client Services (NCS) in Champaign, Illinois seeks a Native CS Manager to lead a team of Ad Operations specialists and Client Services leads. You will drive performance, client satisfaction, and campaign success by mentoring the team and coordinating with...
- We are looking for a Manager - Client Services & Delivery to lead end-to-end delivery of P&C insurance projects , with a strong focus on Guidewire implementations . This role combines delivery leadership, client engagement, and team management to ensure high-quality execution...
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