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

Family Office Finance & Client Services Manager

Citrin Cooperman

Citrin Cooperman in Florham Park, NJ is seeking an experienced professional to manage client records and financial transactions. Responsibilities include maintaining accounts, preparing financial reports, and managing transactions such as bill payments and payroll. The ideal candidate should have over 5 years of experience in professional services, exceptional interpersonal skills, and knowledge of Datafaction and related accounting software. Competitive compensation and flexible work-life balance offered. #J-18808-Ljbffr Citrin Cooperman

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Family Office Finance & Client Services Manager in Florham Park, NJ vacancy
  • A financial services firm in Florham Park is seeking experienced professionals specializing in business management and family office services. The role entails generating new business opportunities, maintaining client communication, and providing leadership to a team. Candidates... 
    Work at office

    Citrin Cooperman

    Florham Park, NJ
    1 day ago
  • $85k - $105k

    Customer Success Manager, Real Estate Manager/Visual Lease...  ...offerings to our clients. We’ve continually refined...  ...New Jersey or Atlanta office and offers a base salary...  ...management, customer service, or implementation, with...  ...services for individuals and family Commuter and parking... 
    Work at office

    Visual Lease

    Florham Park, NJ
    4 days ago
  •  ...work closely with the Controller and Senior Accountant on various accounting functions, including personal financial accounting for family members and bank reconciliations. Ideal candidates will have at least 2 years of related accounting experience and solid... 
    Work at office

    Kforce Inc

    Madison, NJ
    3 days ago
  • $130k - $160k

     ...Financial Advisor Wiss Family Office currently advises on over...  ...in assets and is a full-service boutique wealth management firm offering a variety of...  ...services to Hnw and Uhnw client base, with referrals from...  ...'s degree in business, finance, economics, or a related... 
    Work at office

    Wiss & Company

    Florham Park, NJ
    22 hours ago
  • $70k - $125k

     ...Family Office Account Manager Hybrid • New York, NY; Florham Park, NJ Overview Salary Range $70,000.00 - $...  ...for: Responsible for understanding the Client's organization and structure, knowing the product/services and keeping abreast of Client news and... 
    Work at office
    Full time
    Shift work

    Citrin Cooperman & Company, LLP

    Florham Park, NJ
    18 hours ago
  • $70k - $125k

     ...Family Office Account Manager Hybrid • New York, NY; Florham Park, NJ Overview Salary Range $70,000.00 - $125,000.00 Salary Position Type...  ...timely. Assemble year-end tax packages. Respond to client inquiries & requests & function as the primary day-to-day... 
    Work at office
    Full time

    Citrin Cooperman & Company, LLP

    Florham Park, NJ
    1 day ago
  •  ...importantly, the flexibility to manage your personal and...  ...communication with clients to manage expectations...  ...the purchase, financing, and monitoring of major...  ...review bonus payrolls to officers from loan out entities...  ...business management or family office industry; or 6-... 
    Work at office

    Citrin Cooperman

    Florham Park, NJ
    1 day ago
  • $135k - $160k

     ...Wealth Client Advisor - Family Office Services Team Company Overview: Peapack Private Bank & Trust is a well-recognized, high-performing boutique...  ...Advisor with demonstrated financial planning and client management experience to join the Family Office team in... 
    Work at office

    Peapack Private Bank & Trust

    Morristown, NJ
    3 days ago
  •  ...is seeking a Relationship Manager to maintain and enhance client relationships. In this client...  ...will ensure exceptional service delivery and support...  ..., including marketing and office administration. Candidates...  ...have a Bachelor's degree in Finance, 2-5 years of experience in... 
    Work at office

    Insight Global

    Madison, NJ
    1 day ago
  • $100.2k - $164.1k

     ...divh2Senior Claims Customer Service Executive/h2p132056 Zurich is...  ...dynamic Customer Distribution Management team. In this role, youll spearhead...  ...York or Rocky Hill, CT hub office location to benefit from our...  ...for employees and their families./ppWhy Zurich? At Zurich, we... 
    Work at office
    Temporary work
    Apprenticeship
    Local area
    Flexible hours

    Zurich Insurance Company Ltd

    Parsippany, NJ
    2 days ago
  • $179k - $234k

     ...Treasury Relationship Manager - Government...  ...and public‑sector clients—including cities, towns...  ...Commercial Card, Merchant Services, Trade, and Supply Chain Finance. The role will be...  ...in New Jersey with office presence in Summit...  ...domestic violence, family status/parenthood,... 
    Work at office
    Local area
    Remote work
    Flexible hours

    Citizens

    Short Hills, NJ
    2 days ago
  •  ...in 18 U.S. and International offices. This year, we were rated...  ...We are looking for a Private Client Services/High Net Worth Tax Director...  ...needs of individuals and their families, including their businesses,...  ...issues Oversee and manage the day-to-day needs of your... 
    Work at office
    Summer work
    Private practice
    Remote work
    Flexible hours

    Citrin Cooperman Advisors LLC

    Florham Park, NJ
    1 day ago
  • Overview Wiss is seeking to add a Manager to its Client Accounting Advisory Services (CAAS) team with a multi-family office concentration. Wiss's fully integrated Family Office...  ...Education Bachelor's degree in Accounting or Finance required; CPA strongly preferred 6+ years... 
    Work at office
    Work visa

    Wiss

    Florham Park, NJ
    3 days ago
  •  ...Program At Gallagher, we help clients face risk with confidence because...  ...fast-track your career from a Client Service Associate to a Client Service Manager through our Achieve Program. This...  ...hybrid work schedule. You will have in-office days and remote days determined by... 
    Work at office
    Full time
    Traineeship
    Work experience placement
    Internship
    Live out
    Local area
    Remote work
    Home office
    Flexible hours

    Arthur J Gallagher & Co

    Whippany, NJ
    1 day ago
  • $125k - $145k

     ...Outsourced Accounting Manager Withum is a...  ...Accounting Systems and Services (OASyS) team is...  ...team in any US office location. This role...  ...with teamwork and client service excellence...  ...in accounting or finance required ~ CPA preferred...  ...status, familial status, affectional... 
    Work at office
    For contractors
    Local area

    Withum

    Whippany, NJ
    1 day ago
  • Job Purpose The Client Manager - Physician Billing is responsible for ensuring...  ...delivering superior customer service, providing operational...  ...tasks; operate tools and other office equipment such as computer, computer...  ...information (including family medical history), political... 
    Work at office
    Remote job
    Local area

    Med-Metrix

    Parsippany, NJ
    1 day ago
  • $70k - $72k

     ...Assistant Property Manager Responsible for the day-to-day administration and implementation...  ...be engaged in the selection of contract services, vendor negotiations for service...  ...Experience in and working knowledge of business/office administration Ability to handle... 
    Work at office
    Full time
    Contract work
    Temporary work
    Work experience placement
    Local area

    Newmark ltd

    Morristown, NJ
    3 days ago
  • $87.6k - $98.99k

     ...collectivelytowards common goals. Position: Proposal Manager- Naval Business Unit Location: Parsippany...  .... Strong working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)....  ..., Engineering, Quality, Operations, Finance, and Human Resources). Monitor status of... 
    Work at office
    For contractors
    For subcontractor
    Local area
    Flexible hours

    Marotta Controls, Inc.

    Parsippany, NJ
    4 days ago
  •  ...Client Service Manager At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they'...  ...services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program... 
    Work at office
    Flexible hours

    Arthur J Gallagher & Co

    Whippany, NJ
    4 days ago
  • $140.3k - $192.94k

     ...Product Group Customer Success Manager - NA R-160217 | East Hanover,...  ...savings, and ensure that support service level objectives and key...  ...Work schedule Hybrid, 3 days at office per week. Salary and Benefits...  ...health insurance, wellness and family support programs, life and disability... 
    Work at office
    Local area
    Relocation package
    Flexible hours
    3 days per week

    Mondelez España Galletas Production SLU

    East Hanover, NJ
    2 days ago
  •  ...work together to protect families and their belongings...  ...Account Relationship Manager your role will be to become...  ...all Allstate Dealer Services (ADS) product and...  ...activity for assigned Finance and Insurance Specialist...  ...of the laws with the Office of Federal Contract Compliance... 
    Work at office
    Contract work
    Work from home
    Work visa

    Allstate Insurance Company

    Newark, NJ
    1 day ago
  •  ...Description Job Description Family Law Attorney Family...  ...will represent clients in matters including divorce...  ...with social services and other support organizations...  ...agreements. ~ Ability to manage a caseload...  ...software, and Microsoft Office; willingness to learn firm... 
    Work at office
    Ongoing contract
    Internship
    Local area
    Flexible hours

    Cybercoders

    Parsippany, NJ
    1 day ago
  •  ...Chief Financial Officer (CFO) About the Company Prominent real...  ...understanding of real estate finance, strong business acumen, and...  ...investments, development, or family office settings. The role demands...  ...reporting, budgeting, cash management, and internal control frameworks... 
    Work at office

    Confidential

    Parsippany, NJ
    3 days ago
  • $127k - $160.55k

     ...real, measurable results for clients. A Little About You...  ...Zelis solutions. The SCE will manage a strategic book of business...  ...with additional products and services, and ensure Zelis is always meeting...  ...Flexibility We have offices in Atlanta GA, Boston MA, Morristown... 
    Work at office
    Full time
    Contract work
    Temporary work
    Local area
    Remote work
    Visa sponsorship
    Flexible hours

    Zelis Healthcare

    Morristown, NJ
    1 day ago
  •  ...Category Accounting and Finance...  ...role will sit primarily in the office. Who are we? As a Top...  ...ENR Contractor, Gilbane is a family-owned business with 45 offices...  ...most reputable construction management firms in the country, Gilbane... 
    Work at office
    For contractors

    Gilbane Building Company

    Newark, NJ
    3 days ago
  •  ...hospitals. Universal Health Services, Inc. (UHS), Summit Oaks Hospital...  ...most respected health care management companies, operating through...  ...co-payments to patients and families prior to admission, or within...  ...daily basis with the Business Office Director. Ensure all pre-admission... 
    Work at office
    Local area
    Weekend work
    Day shift

    Alan B. Miller Medical Center

    Summit, NJ
    22 hours ago
  •  ...Family Medicine Physician – Concierge Practice with Focus on LGBTQ+ and Transitional Care...  ...supported by: A seasoned and empathetic office team Established practice...  ...physicals and comprehensive preventive care Manage chronic and acute conditions with an emphasis... 
    Work at office
    Full time
    Private practice
    Local area
    Flexible hours

    The Provider Finder

    Morristown, NJ
    4 days ago
  • Wiss is hiring a Manager for its Client Accounting Advisory Services team in Florham Park, NJ. This hybrid role involves overseeing financial operations for...  ...Candidates should have a Bachelor's degree in Accounting or Finance, preferably CPA, and over 6 years of relevant... 
    Work at office

    Wiss

    Florham Park, NJ
    3 days ago
  •  ...in Morristown, NJ with 3 offices across the region, we are a well-established full-service law firm known for its client-focused approach collaborative...  ...seeking an experienced Family Law Paralegal to join a growing...  ...legal research and case management related to family law... 
    Work at office

    Trueseek

    Morristown, NJ
    10 days ago
  •  ...Counsel for its Florham Park, NJ office. The Senior Associate/Counsel...  ...for assisting and/or managing a caseload, subject to Principal...  ...assist in the representation of clients in litigation, alternate...  ...Matters will include sophisticated family law matters as well as... 
    Work at office

    Bressler, Amery & Ross, P.C.

    Florham Park, NJ
    18 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Family Office Finance & Client Services Manager. Be the first to apply!