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
$60k - $65k
Job Title: Manager, Client Services Location: New York, NY Start Date: ASAP Whalar, part of Accenture Song is the leading, most awarded Creator and Social agency. We transform brands into cultural drivers by unlocking the full creative power of Creators. We go...SuggestedFull timeLocal areaImmediate startHome officeFlexible hours$150k - $190k
...industries and jurisdictions with asset managers, private equity and venture capital firms... ...industry-redefining companies.Proskauer’s Client Value team goes beyond traditional legal... ...management to empower lawyers to deliver superior service to our clients. Our team combines...Suggested$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...SuggestedLocal area$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- ...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...SuggestedWork at officeLocal areaRemote work
$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$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- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax 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 areaRemote work
$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
$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$100k - $135k
...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 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
- ...Manager, Client Services Job Title: Manager, Client Services Work Location: Berlin, DE (Remote but must be located in Berlin and open to coming into the office as needed) Start Date: As soon as possible Whalar, part of Accenture Song is the leading, most awarded...Work at officeImmediate startRemote workHome officeFlexible hours1 day per week
$70k - $90k
...inclusion. Find out how TripleLift raises up the programmatic ecosystem at triplelift.com . Overview The Account Manager, Publisher Client Services is responsible for driving publisher performance, revenue growth, and overall account success across a defined...Full timeFlexible 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$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...Full timeWork at officeRemote workWork visaMonday to FridayFlexible hours1 day per week$135k - $170k
...proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,... ...The Senior Product Manager - Strategic Clients & Projects Lead will serve as the... ...asset-level data, financial reporting, and servicing workflows to build credibility and trust...Local areaFlexible hours$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...Full timeTemporary workWork experience placementRemote workFlexible hours$95k - $115k
...This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Associate Manager, Client Services based in the United States. This is an exciting opportunity to lead client-focused consulting engagements...Work at officeRemote work$103.68k - $193.43k
...a Japanese global technology leader in services that empower individuals, communities, businesses... ...Rakuten Advertising unites technology, client strategy and consumer insights to... ...responsible for the staffing, training, management, and development of a client service team...Full timeLocal areaImmediate startWorldwide- ...Provide effective consulting, planning and compliance for clients Oversee and manage the day to day needs of clients and tax return process, including... ...sustaining client relationships and high-quality client service Outstanding analytical, organizational, and project...
$95.5k - $195.4k
...Job Description As a Private Client Service Tax Manager involved in both compliance and consulting on a variety of projects, strong technical and communication skills are vital to this role. Tax consulting includes performing tax research and working with clients on tax...Work at officeLocal area$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$95.5k - $195.4k
...our 80-year history, delivering excellent service through innovation has been a core part... ...industry. Job Description: As a Private Client Service Tax Managerinvolved in both... ...and implementing special projects. The Tax Manager is responsible for the compliance...Work at officeLocal areaRemote workWorldwide- As a Service Assist Product Manager, you will bring strong product discipline and a data-driven, AI-first mindset—spanning generative AI, machine learning... ...teams, mobilizing partners to deliver measurable client, operational, and risk outcomes. Job Responsibilities:Define...
$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$130.5k - $363.5k
...Medical & Scientific Communications (Agency Equivalent: SVP, Client Services)Job OverviewIQVIA is seeking a Director of Client Services... ...client partner and internal team leader, balancing relationship management, project oversight, commercial growth, and people leadership...Full timePart timeWork at officeImmediate startRemote workWorldwide$120.2k - $135.9k
...measurement plans, ensuring alignment with broader strategy and business objectivesTranslate measurement frameworks into practical, client-ready outputs (analyses, dashboards, presentations)Support campaign and always-on programs with ongoing performance analysis and...Full timeWork experience placementLive inWork at officeFlexible hoursShift work
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