Group Director - Wealth Client Service Leader
Morgan-Stanley
Morgan Stanley is seeking a seasoned Group Director to lead client service operations for Financial Advisor teams in the New York area. You will shape the service model, define roles, and manage daily activities to deliver an exceptional client experience. This senior role requires strong leadership, strategic thinking, and deep knowledge of a wide range of financial products. You will drive collaboration with FAs/PWAs, partner with business stakeholders, and ensure effective reports, meetings, #J-18808-Ljbffr Morgan-Stanley
$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... ...strategies related to income, estate, gift, and wealth transfer taxes.Serve as a primary point of contact for...SuggestedFull timePrivate practiceLocal area3 days per week$110k - $190k
Vice President Product Manager: Client Platform Multi-Factor... ...is a leading global financial services firm providing investment banking... ...securities, investment management, and wealth management services to clients... ...Authentication (MFA). This leader will serve as a builder-...SuggestedTemporary workWork at officeWorldwide- ...in Smithtown, NY. This role supports Financial Advisors by managing ongoing client relationships, ensuring timely communication and thorough CRM documentation, and delivering high-touch service aligned with an RIA model. Responsibilities include coordinating follow-ups,...Suggested
$250k - $300k
...the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence... ...comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations,...SuggestedTemporary workWorldwide$19.65 - $21.86 per hour
...evolve, and shape what comes next on our mission to make better food accessible to everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a positive customer experience by ensuring safe and quality food is prepared and served; and that...SuggestedWork at officeLocal areaShift work- Morgan Stanley's Wealth Management Privacy Risk Team is seeking a privacy risk expert to advise on the privacy implications of in-flight... ...activities, including the collection, storage, and sharing of client, consumer, and employee information across jurisdictions, with emphasis...
$75k - $125k
POSITION SUMMARYGroup Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Group Director is a senior service level position for a Financial Advisor(s) (FAs)/ Private...Temporary workWork experience placementWork visa- ...Stanley Investment Management (MSIM) seeks a Senior Relationship Manager to lead the North American CRM team, delivering exceptional client service and strategic relationship coverage for institutional clients. The role balances team leadership with direct client engagement,...
- ...the autonomy to reach 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... ...largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax...Work experience placementPrivate practiceLocal area
$150k - $185k
...Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors and fund executives, lead sophisticated... ...providing sophisticated tax planning, compliance, and consulting services to high-net-worth individuals, family offices, investment...Local areaFlexible hours- Morgan Stanley is seeking a Wealth Management Associate to provide senior client support to Financial Advisors, PWAs, and teams. You will help manage client... ...branch management, prepare client reports, and help implement the service model. #J-18808-Ljbffr Morgan-Stanley
- ...Technical Account Manager to serve as a trusted advisor for assigned client accounts and bridge business needs with technical delivery.... ...NY. You will act as the primary contact for clients, align IT services with business goals, and collaborate with service desk,...
$190k - $300k
...8Grant Thornton is seeking an Advisory Director Client Relationship Executive - Transactions to... ..., and active daily prospecting. This leader serves as a client growth strategist and... ...scopes and hours) Position GT's full-service Advisory approach — uniting data-driven...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$180k - $220k
...0Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing... ..., and active daily prospecting. This leader serves as a client growth strategist... ..., and measurable ROI across shared services, finance, IT, HR, customer service, and...Work at office- ...Tax Senior Manager, Private Client Services assists in providing tax compliance... ..., estate and gift tax and wealth retention strategies, as well... ...independently or within a group environmentProven ability to... ...you’ll find meaningful work, leaders invested in your success, and...Work at office
$145k - $248.2k
...presence among professional services organizations. You'll embark... ..., working with extraordinary clients spanning every industry, regardless... ...helping you flourish as leaders, colleagues and trusted advisors... ...about legislative changes, wealth transfer techniques, charitable...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...27-11-02Job Summary:Private Client Services at BDO is a boutique practice... ...planning.A Tax Managing Director, Private Client Services (PCS... ...of the practice leadership group and is actively involved in... ...you’ll find meaningful work, leaders invested in your success, and...Private practiceWork at office
$16 - $35 per hour
...Hilton is seeking a Front Desk Supervisor to oversee front desk operations and ensure guests receive excellent customer service throughout their stay. The Front Desk Supervisor assists with daily front desk operations, supports Front Desk Agents during busy shifts, handles...Hourly payFull timeShift workNight shiftAfternoon shift$55k
...alternative application process. HOUSING SERVICES SUPERVISOR PROGRAM HOME S100 [70]... ...Services Supervisor reports to the Program Director of Housing Services and will communicate... ...and performance appraisals. Advocate for client needs. Arrange forums with outside entities...Permanent employmentFull timeTemporary workWork at officeMonday to FridayFlexible hours- ...is seeking an Associate Market Manager in the United States (New York area) to lead and grow the Market with a focus on sales, client service, and regulatory compliance. You will oversee team performance, recruitment, and ongoing market initiatives alongside the Market...
$75k - $100k
...companies, provides national and international Property Management services to high profile clientele throughout a wide range of businesses... ...: Build and maintain strong, long-term relationships with key client contacts, serving as a primary point of contact for assigned...Contract workWork at office- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with... ...fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways...Temporary workPrivate practiceWork at officeLocal areaRemote work
- IVIONICS is seeking a Director of Professional Services to act as senior vCIO for major clients and to lead the consulting practice. You will shape IT strategy, build executive-level client relationships, and drive growth across the advisory team. You will oversee Practice...
- ...Fire Protection, we are proud to be the east coast's largest full-service fire protection company, serving over 90,000 customers from... ...customer experience. Apply strong customer service skills to handle client interactions and resolve issues effectively. What You Bring to...Casual workLocal areaFlexible hoursShift work
- Morgan Stanley is seeking a Business Service Officer to supervise Support Professionals and execute branch service functions within the assigned markets. The role reports to the Market Business Service Officer and collaborates with Market Sales and Risk teams to deliver...
$75k - $85k
...Be the Person Your Clients Know They Can Count On Techworks Consulting is an award-winning Managed Service Provider (MSP) recognized as one of the best places to work on Long Island. We’re looking for an Information Technology Account Manager to serve as a trusted...$18 - $18.5 per hour
...Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs. Leads by example by engaging... ...or military status, or based on any individual's status in any group or class protected by applicable federal, state, or local law. TJX...Hourly payTemporary workLocal areaHome officeFlexible hoursNight shift$95k - $116k
...and protect ambition: for the clients who count on us, and equally for... ...Manage and service a book of high-net-worth & Platinum... ...~ Identity Theft Protection, Group Legal, Accident, Critical Illness... ...employee benefits, retirement and wealth management solutions to businesses...Work experience placementWork at officeLocal areaFlexible hours- Morgan Stanley is seeking an Executive Assistant to support its leadership team in Midtown Manhattan. The role will manage complex calendars, book travel, arrange accommodations and ground transport, and vet meeting requests. You will prepare presentations, provide meeting...
- ...seeking an Associate Market Manager to lead overall market operations, hire and develop teams, and drive revenue growth with strong client service. You will oversee risk, compliance, and ethical practices while aligning with corporate objectives and regional leadership. The...
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