Senior Private Wealth Client Services Lead
Citizens Bank
A financial services firm in New York is seeking a Client Service Manager with over 5 years of relevant experience in the financial industry. The role involves leading a Client Service Team to ensure exceptional client experiences, collaborating with Wealth Managers, and addressing enterprise risks. Candidates must possess a BS/BA degree in Business or Finance, relevant licenses, and strong communication skills. Competitive salary plus bonuses offered, along with comprehensive benefits. Apply now to join a dynamic team. #J-18808-Ljbffr Citizens Bank
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Client Services Lead in New York, NY vacancy
- A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients, including family offices and trusts, with responsibilities in business development, client communication...SeniorPrivate client
$88k - $123.74k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to... ...provide professional services through an alternative... ...Baker Tilly (BT) as a Tax Senior Associate! This is a great... ...services to private wealth clients. As one of the...SeniorPrivate clientLocal areaWorldwideBaker Tilly
New York, NY4 days ago- ...Senior Manager Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range... ...on legislative changes, and lead change effectively; Conduct primary... ...more about legislative changes, wealth transfer techniques, charitable...SeniorPrivate clientWork experience placementInternshipPrivate practice
Andersen
New York, NY5 days ago - A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and relevant licenses. Responsibilities include managing client relationships, generating new business...SeniorPrivate client
$70k - $120k
Citigroup Inc. is seeking a Wealth Relationship Advisor in New York, NY. This full-time role requires 5-8 years of financial services experience and excellent communication skills. The advisor will build and deepen client relationships and provide investment advice. Candidates...SeniorPrivate clientFull time- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorPrivate clientFull time
$90k - $110k
A leading financial services firm in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. The role involves enhancing the online client experience, collaborating with tech teams, and leading client communication initiatives. Ideal...SeniorPrivate client- ...York is seeking a dedicated relationship manager to proactively develop networks and manage client relationships. You will build a pipeline of opportunities across the US Wealth product set and engage in community functions to enhance visibility. The ideal candidate will...SeniorPrivate client
- Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients, making securities recommendations and managing compliance. Ideal candidates...SeniorPrivate client
$70k
A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...SeniorPrivate client$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorPrivate clientFull timeWork at office- ...underwriting new and existing clients in partnership with a private bank credit team. Key... ...Job expectations include leading the process, ensuring timely... ...credit requirements. The Senior Credit Underwriter is aligned... ...with strategic wealth clients, driving funded loan...SeniorPrivate clientBank staff
$90k - $110k
Neuberger Berman in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. This role enhances the digital client experience... ...must have at least 3 years in financial services and a Bachelor's degree. The position offers a salary...SeniorPrivate client- A leading financial services firm in New York seeks a Wealth Relationship Advisor to build and deepen client relationships while adhering to regulatory compliance. Ideal candidates will have 5-8 years of financial services experience and strong analytical skills. This...SeniorPrivate clientFull time
$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate... ...team serving executives, founders, private company clients, financial sponsors,... ...with C-suite executives, founders, senior investors, and high-net-worth clients...Private clientFull timeWork at office- ...Associates ("CA") is a leading global investment firm... ...ultra-high net worth private clients implement and manage custom... ...delivers a range of services, including outsourced... ...regular updates to senior leadership on client retention... ...consulting, wealth management, or related...SeniorPrivate clientWork at officeLocal areaWorldwide
Cambridge Associates
New York, NY4 days ago - A leading financial services firm in New York is seeking a Head of Private Wealth Alternatives to enhance client service for registered broker dealers and intermediaries. This role involves building a team, managing client relationships, and driving service excellence...Private client
- J.P. Morgan in New York is seeking a Private Client Investment Associate to support Advisors with client service and operational tasks in Wealth Management. This role involves facilitating requests, resolving client issues, and assisting with wealth planning. The ideal...Private client
$145k - $248.2k
...presence among professional services organizations. You'll... ...with extraordinary clients spanning every... ...The Role Senior Managers in our Private Client Services (PCS)... ...legislative changes, and lead change effectively;... ...legislative changes, wealth transfer techniques,...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visaAndersen Tax
New York, NY2 days ago$220k - $415k
...develop, manage, and retain client relationships in the... ...the market, industry, and Wealth Management's capabilities (products and services). You will be actively... ...aimed at growing current Private Banking relationships as... ...the Bank. How You’ll Lead Review client holdings...SeniorPrivate clientWork at office$24.9 - $37.5 per hour
...The Northeast Regional Support Services Assistant & Event Coordinator... ...Strategies is the 9th largest privately held U.S. brokerage firm offering... ..., employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30...SeniorPrivate clientHourly payWork at officeRisk Strategies
New York, NY5 days ago$132.1k - $301.6k
...global financial services marketplace and the... ...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...dynamic FSO team! Private Tax is a growing... ...acumen. As a Senior Manager in Private... ...include: Leading the delivery of tailored...SeniorPrivate clientWork experience placementSummer holidayLocal areaImmediate startFlexible hoursEY
Hoboken, NJ5 days ago$84.2k - $100k
...& Procurement Support: Assist clients in developing and managing RFPs... ...Strategies is the 9th largest privately held US brokerage firm offering... ...employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30...SeniorPrivate client- A leading accounting and advisory firm seeks an experienced Tax Partner for its Private Client Services in New York. The role involves overseeing tax compliance, engaging with clients, and mentoring staff. Ideal candidates will have over 15 years of progressive tax experience...Private client
- A leading financial services firm is seeking a Private Client Investment Associate to provide exceptional client service and operational support. This role includes... ...position offers valuable experiences within the wealth management space, fostering a positive team...Private client
- Neuberger seeks a Private Client Service Associate in New York to manage onboarding and client service support for Wealth Advisor and Portfolio Management teams. The role requires an undergraduate degree, Series 7 and 66 licenses, and strong communication skills. Key responsibilities...Private client
- Citrin Cooperman in New York is seeking a Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services...SeniorPrivate client
$70k
...relationships with new clients with the goal of bringing... ...in Citi Personal Wealth Management and Retail bank... ...through converting referral leads Manage client follow‑... ..., successful sales and service role in the financial... ...Job Family Group Private Client Coverage Job Family...SeniorPrivate clientFull timeWork at office- A leading insurance brokerage firm is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk management solutions to high-net-worth clients. The ideal candidate will have 7-10 years of experience in the insurance industry, including...SeniorPrivate clientWork at office
- AON PLC is seeking a Private Client Account Executive to manage high-net worth personal insurance accounts. This virtual position is primarily... ...& Casualty Broker's license and at least 5 years of client service experience in insurance. A comprehensive benefits package...SeniorPrivate clientRemote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Client Services Lead. Be the first to apply!
Related searches
- food service coordinator New York, NY
- service lead New York, NY
- member services coordinator New York, NY
- medical staff services coordinator New York, NY
- IT service desk coordinator New York, NY
- service team leader New York, NY
- resident service coordinator New York, NY
- early intervention service coordinator New York, NY
- family service coordinator New York, NY
- service coordinator New York, NY