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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Group Director - Wealth Client Service Leader in Central Islip, NY vacancy
- ...EisnerAmper seeks a Tax Director to join the Private Client Services (PCS) practice, able to sit in multiple offices. The role demands leadership in tax projections, returns, and client service excellence. You will mentor staff, oversee engagements, and drive innovative...SuggestedPrivate practice
EisnerAmper
Melville, NY5 days ago $100k - $135k
...to delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term relationships... ...!We are seeking a Tax Manager or Director to join our growing Private... ...related to income, estate, gift, and wealth transfer taxes.Serve as a primary...SuggestedFull timePrivate practiceLocal area3 days per weekPKF O’Connor Davies
Hauppauge, NY6 days ago$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 officeWorldwideMorgan Stanley
Central Islip, NY2 days ago- ...Business Development Executive- Private Client Services (PCS) is a senior, marketfacing... ...s most strategically important private wealth markets and advisor channels. The executive... ...partnership with Industry and Service Line leaders. Collaborate with PCS technical...SuggestedWork at officeLocal area
EisnerAmper
Melville, NY4 days ago - ...continue to learn, 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...SuggestedWork at officeLocal areaShift work
Chipotle Mexican Grill
Hauppauge, NY1 day ago - Family Service League Inc. in Bay Shore, NY is seeking a full-time Housing Services Supervisor for the Home Program. You will lead staff... ...coordination with partners to secure permanent housing for clients. The role requires strong leadership, excellent written and verbal...Permanent employmentFull time
$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 visaAndersen Tax
Melville, NY8 days ago$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 hoursJobot
Smithtown, NYa month ago- ...expertise, and deep category knowledge further facilitate our ability to support client decision making to strengthen brands and drive growth.As a Senior Director within Brand Client Service, you'll manage the execution of full-scale custom research studies for strategic...Local area
- ...Broadway National seeks a Director of Operations to lead a team of 10–30 employees and ensure top-tier service delivery for high-profile clients. You will work across operations and finance to forecast demand, manage gross profit, and optimize staffing and processes....
Broadway National Group
Hauppauge, NY14 hours ago $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- ...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
EisnerAmper
Melville, NY2 days ago - Kantar Group is seeking a Senior Director within Brand Client Service to lead full-scale custom research studies for local and global clients. You will manage project teams, design research, and ensure high-quality deliverables and client satisfaction. You will build independent...Local area
- ...goes sideways - calm, steady, and ready to help. If you genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you. If you're a natural relationship-builder who earns trust quickly and keeps...For contractorsWork at officeFlexible hours
Ryan Platz - State Farm Agent
Bohemia, NY5 days ago - ...support the CVS Store Management team, leading staff when managers are offsite and ensuring smooth operations, excellent customer service, and adherence to procedures. This role requires supervising crew, handling opening/closing tasks, and maintaining store standards....Full timeShift workWeekend work
- Chipotle - 5181 Sunrise Highway - Responsibilities: Maintain a positive customer experience by ensuring safe and quality food is prepared and served; Maintain a clean, organized line with properly functioning line equipment; Train and develop front-of-house crew; cross...Work at officeShift work
Chipotle
Bohemia, NY1 day ago - ...Burlington Stores in Patchogue, NY is seeking a Full-Time Customer Service Supervisor (or Full-Time Selling Floor Supervisor) to lead front-end operations, train staff, and ensure exceptional customer service. As part of the store leadership team, you will balance sales...Full time
Burlington Stores
Patchogue, NY5 days ago - ...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...
Morgan Stanley
Central Islip, NY14 hours ago - ...Financial Center Manager with bank operations and support for Private Client Groups and clients, ensuring adherence to bank policies. The role... ...new hires while maintaining compliance and quality client service. Strong communication and problem-solving skills are essential...
Flagstar Bank
Hauppauge, NY4 days ago $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 shiftHilton
Ronkonkoma, NY2 days ago- The Briad Group is hiring a Front Desk Supervisor for the Residence Inn & Courtyard Central Islip in Central Islip, NY. This full-time... ...operations at a Marriott-branded property and ensuring excellent guest service. Ideal candidates will be available nights, weekends, and...Hourly payFull timeNight shiftWeekend work
- ...Service CoordinatorAt Encore Fire Protection, we are proud to be the east coast's largest full-service fire protection company, serving... ...experience.Apply strong customer service skills to handle client interactions and resolve issues effectively.What You Bring to the...Casual workLocal areaFlexible hours
Encore Fire Protection
Bohemia, NY3 days ago $38.46 per hour
...management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an... ...ResponsibilitiesOngoing service and communication with clients, including promoting client/insurer relationship as...Contract workLocal areaSquaremouth
Melville, NY5 days ago$55k - $75k
...premier IT Solution Provider, is expanding our team to meet growing client demand. As technology needs and security challenges continue to... ...existing accounts, and ensuring clients receive exceptional service and value.What You'll DoManage Client Relationships — Serve as...Jamison Door Company
Hauppauge, NY5 days ago- ...associates by recognizing each individual's potential and investing in their future success!ExpectationsSchedule & confirm customer repair service calls.Coordinate & communicate with repair technician.Work independently to resolve customer service issues.Adhere to proper...Night shiftWeekend work
Raymour & Flanigan
Central Islip, NY4 days ago - ...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....
Morgan Stanley
Islip, NY2 days ago $75k - $85k
...Be the Person Your Clients Know They Can Count On Check all associated application documentation thoroughly before clicking on... ...description. Techworks Consulting is an award-winning Managed Service Provider (MSP) recognized as one of the best places to work on...Techworks Consulting
Ronkonkoma, NY5 days ago- Eihab Human Services seeks a seasoned Day Service Assistant Director to oversee day program operations, ensure regulatory compliance, and lead staff development at the Springfield Gardens location. You will guide program planning, budgeting, and quality assurance to support...
- ...Why This Role Matters As a Personal Lines Account Manager, youll play a key role in delivering exceptional service and support to clients while helping protect what matters most to them. In this position, you will manage day-to-day account servicing, coordinate with...Temporary workWork at officeLocal areaShift work
Patriot Growth Insurance Services, LLC
Bohemia, NY4 days ago - 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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Group Director - Wealth Client Service Leader. Be the first to apply!
Related searches
- quality control team lead Central Islip, NY
- IT team lead Central Islip, NY
- leader Central Islip, NY
- merchandise team leader Central Islip, NY
- team lead Central Islip, NY
- member team lead Central Islip, NY
- helpdesk team lead Central Islip, NY
- healthcare team leader Central Islip, NY
- inventory team lead Central Islip, NY
- school leader Central Islip, NY