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
- 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
$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- ...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
$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$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 officeFull timeShift work$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 officeFull time- ...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
$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- ...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
$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 officeTemporary workApprenticeshipLocal areaFlexible hours$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 officeLocal areaRemote workFlexible hours- ...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 officeSummer workPrivate practiceRemote workFlexible hours
- 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 officeWork visa
- ...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 officeFull timeTraineeshipWork experience placementInternshipLive outLocal areaRemote workHome officeFlexible hours
$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 officeFor contractorsLocal area- 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 officeRemote jobLocal area
$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 officeFull timeContract workTemporary workWork experience placementLocal area$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 officeFor contractorsFor subcontractorLocal areaFlexible hours- ...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 officeFlexible hours
$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 officeLocal areaRelocation packageFlexible hours3 days per week- ...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 officeContract workWork from homeWork visa
- ...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 officeOngoing contractInternshipLocal areaFlexible hours
- ...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
$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 officeFull timeContract workTemporary workLocal areaRemote workVisa sponsorshipFlexible hours- ...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 officeFor contractors
- ...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 officeLocal areaWeekend workDay shift
- ...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 officeFull timePrivate practiceLocal areaFlexible hours
- 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
- ...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
- ...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
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