Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Client Experience Lead Financial Services

$60k - $70k

Wealth Enhancement Group, LLC

Wealth Enhancement Group, LLC in Little Silver, NJ, is seeking a Senior Client Service Associate to ensure a smooth client experience, acting as a liaison between clients and financial advisors. The role requires at least 2 years of experience in financial services, effective problem-solving skills, and proficiency with Microsoft Office and Salesforce. The position offers a salary between $60,000 and $70,000 per year along with robust benefits including health coverage and a 401(k) match. #J-18808-Ljbffr Wealth Enhancement Group, LLC

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Strategic Client Experience Lead Financial Services in New York, NY vacancy
  • Alter Domus is seeking a Client Experience Lead in New York, NY. This senior position requires over 10 years of product management experience, focusing on enhancing client interactions with the AD Intelligence platform. You will lead discovery sessions, drive product strategies... 
    Suggested
    Flexible hours

    Alter Domus

    New York, NY
    4 days ago
  • $11 - $29 per hour

    A financial services company in New York seeks a Senior Client Engagement Specialist. This role involves partnering with RIA-referred clients to deliver exceptional...  ...training Tax Advisors. Candidates should have experience in financial services, a relevant degree, and... 
    Suggested
    Hourly pay

    H&R Block

    New York, NY
    3 days ago
  •  ...A national financial institution is hiring a Wealth Management Advisor...  ...to coordinate and enhance client relationships and achieve wealth...  ...approach to high-quality service delivery. Candidates should possess...  ...and analytics, and extensive experience in financial services. The... 
    Suggested

    Fifth Third Bank, N.A.

    New York, NY
    5 days ago
  •  ...Objective As the Partner & Client Experience Lead, you are the hands‑on architect of our customer service and onboarding unit. This is...  ...frameworks required to onboard key strategic relationships, transforming...  ...of handling technical financial inquiries and sensitive legal... 
    Suggested
    Remote work

    SeedTrust LLC

    New York, NY
    5 days ago
  • $75.05k - $120.16k

     ...America is seeking a Media Supervisor to lead their team in strategic media planning. This role requires exceptional strategic thinking and client interaction skills. You will oversee...  ...degree and significant media planning experience, particularly in digital environments.... 
    Suggested

    Digitas North America

    New York, NY
    1 day ago
  • Anchorage Digital is seeking a Client Experience Team Lead for Strategic Partnerships and Integrations in San Francisco, California. This role focuses...  ...with API business models, and experience in financial services. Join us to help build a leading digital asset platform... 

    Crypto Pro Network

    New York, NY
    2 days ago
  • $109.5k - $148k

    A leading advertising technology company is seeking a Lead Client Growth Manager to drive client relationships and campaign ROI through strategic insights and performance solutions. The role requires over 6 years of experience in programmatic advertising and a strong ability... 

    InMobi Advertising

    New York, NY
    17 hours ago
  • $70k - $80k

     ...York seeks an Account Manager to oversee client relationships and manage creative...  ...ideal candidate will have 1-3 years of experience in account management and digital marketing...  ...deliverables, problem-solving, and developing strategic communications. The salary band for this... 

    Big-Spaceship-2

    New York, NY
    4 days ago
  •  ...for a seasoned Performance Strategist to lead client-facing initiatives. The ideal candidate will have over 4 years of experience in paid media, a strong grasp of Meta, TikTok...  ...marketing budgets. Emphasizing strategic thinking, this role will own acquisition strategy... 

    Everything Bagel Partners

    New York, NY
    4 days ago
  • ABOUT US As a world leading provider of integrated...  ...com ROLE OVERVIEW The Client Experience Lead reports into the...  ...will serve as the strategic bridge between our Real...  ...market-leading, AI-native servicing experience. This role...  ...with senior financial services professionals... 
    Local area
    Flexible hours

    Alter Domus

    New York, NY
    4 days ago
  •  ...exchange for modern financial services. Built with this vision...  ...The Partnerships Lead sits at the center of...  ...ll lead Attain’s most strategic DSP and SSP partnerships...  ...5+ years of experience in sales or a commercially...  ...Attain with external clients with all aspects and... 
    Temporary work
    Work at office
    Relocation

    Attaindata

    New York, NY
    5 days ago
  • $135k - $170k

    Alter Domus is seeking a Real Assets Strategic Clients & Projects Lead based in New York. This role will function as the primary expert in product...  ...candidate will possess over 7 years of product management experience, with deep expertise in alternative investments and... 

    Alter Domus

    New York, NY
    5 days ago
  • $80k - $120k

    Epsilon is seeking a Lead, Client Success in New York, NY to enhance media...  ...role involves driving strategic adoption and successful activation...  ...candidate has 5+ years of experience in digital marketing or analytics, strong client service skills, and the ability to analyze... 

    UNAVAILABLE

    New York, NY
    5 days ago
  • $79.8k - $159.59k

    About the role The Team Lead, Client Success Manager is...  ...specific domains, leading strategic conversations with...  ...and professional services teams. Participate in...  ...will need 8 + years of experience in Client Success, Client...  ...business customers, financial institutions, and... 

    FIS Management Services LLC

    New York, NY
    5 days ago
  •  ...Technologies is seeking a Senior Client Success Manager to build strategic partnerships and manage 5-7 high-value...  ...should have over 4 years of experience in B2B client success, strong analytical...  ...management processes in the Financial Technology industry. #J-18808-Ljbffr... 

    PulseRise Technologies

    New York, NY
    5 days ago
  • $220k - $260k

    A leading financial technology firm is seeking an experienced Client Success Manager in New York to foster long...  ...over 10 years of experience in client success or...  ...within the financial services industry. Responsibilities...  ...include acting as a strategic partner to clients,... 
    Remote job

    Arcesium

    New York, NY
    4 days ago
  • $91k - $125k

    Lead Designer - Client Services, Strategic Capital Prologis is a global leader in intelligent logistics infrastructure...  .... Design end‑to‑end presentation experiences, from high‑stakes keynote moments...  ...working within data journalism, financial services, real estate investment... 
    Full time
    Work at office
    Remote work
    Shift work

    Prologis

    New York, NY
    17 hours ago
  •  ...Pantera Capital is hiring a Client Partner to provide maternity leave coverage. The role requires leading a high-value client portfolio and forging strategic partnerships while driving revenue...  ...Candidates should have 5–7 years of experience in digital advertising or sales,... 
    Contract work
    Remote work

    Pantera Capital

    New York, NY
    2 days ago
  •  ...A customer engagement technology provider seeks a Strategic Project Manager to oversee client projects, nurture relationships, and drive program performance...  .... The ideal candidate has 2+ years of client-facing experience, strong communication skills, and analytical... 

    Rollick, Inc.

    New York, NY
    5 days ago
  •  ...A leading real estate company is seeking a Client Experience Supervisor to lead a remote team ensuring a seamless transaction process from contract to close....  ...roles, and a background in real estate or customer service. Remote work environment with comprehensive benefits... 
    Contract work
    Remote work

    Anywhere Real Estate

    New York, NY
    16 hours ago
  •  ...A professional consulting firm is seeking a Client Service Lead to lead client engagements remotely. You will develop solutions, manage consulting...  ...across various industries. Ideal candidates have extensive experience in accounting and finance, preferably with CPA/CIA... 
    Remote work

    Acclarity

    New York, NY
    5 days ago
  •  ...provide ongoing support for our Application Management Services clients. You will lead post-production support, act as a trusted advisor, and manage...  .... The ideal candidate has over 5 years of Workday experience, strong communication skills, and the ability to build client... 

    100 Impact Advisors LLC

    New York, NY
    3 days ago
  • $145.8k - $218.7k

     ...A leading insurance and financial services provider seeks a Program Manager to oversee relationships with Program...  ...candidate has over 10 years of experience in P&C insurance, strong analytical skills, and the ability to lead strategic initiatives. Responsibilities include... 
    Remote work

    TruStage

    New York, NY
    5 hours ago
  •  ...A leading technology firm in Canada seeks a Manager, Client Delivery, to oversee complex projects and manage strong client relationships. This role...  ...ideal candidate has 5-10 years of relevant experience and excels in strategic thinking and communication. This full-time remote... 
    Full time
    Remote work

    Lumenalta

    New York, NY
    5 days ago
  • Kestra Financial is seeking a Financial Advisor in New York, NY. The role involves identifying clients' financial goals, developing investment strategies, and delivering exceptional client experiences. You must have a four-year degree, a CFP® designation, and five years... 

    Kestra Financial

    New York, NY
    2 days ago
  •  ...position involves participating in full transaction cycles, preparing financial analyses, and presenting to clients. The ideal candidate will bring 3 years of investment banking or consulting experience and possess strong financial modelling and communication skills. A... 

    Aumni

    New York, NY
    3 days ago
  • $148.61k - $260.07k

     ...celebrate each other’s unique experiences and embrace the flexibility to...  ...love? It’s possible. As a Sr. Lead Client Partner at Pinterest, you will...  ...relationships with one of our most strategic and largest advertisers in the Financial Services space. Your primary... 
    Work at office
    Local area
    Relocation
    Relocation package

    Pinterest

    New York, NY
    2 days ago
  • $60k - $80k

     ...Responsibilities include checking loan package accuracy, managing client communications, and assembling necessary documentation for successful processing. Candidates should have 5+ years of experience in a mortgage environment and a strong understanding of various loan... 

    Zin Mortgage Group

    New York, NY
    5 hours ago
  • A voice AI solutions company is seeking a Client Experience Manager to guide SMB clients through their customer journey. Duties include managing onboarding, ensuring successful adoption of features, and driving account renewals. This role requires 3+ years in customer success... 

    Slang

    New York, NY
    17 hours ago
  • $80k - $120k

    A leading media company is seeking a Lead, Client Success in Chicago. In this role, you will drive the implementation of innovative media...  ...Bachelor's degree and 5+ years of relevant experience, demonstrating strong client service and organizational skills. The position... 

    Publicis Groupe Holdings B.V

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Client Experience Lead Financial Services. Be the first to apply!