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

Client Service Lead, Wealth Management Team

$94k - $130k

Corient Private Wealth LLC.

Corient Private Wealth LLC. is seeking a Client Service Lead in New York. This role involves leading a team of Client Service Associates and ensuring the delivery of top-tier client service while managing operational efficiencies. The ideal candidate will have significant experience in financial services, with a focus on team leadership and strategic decision-making. This position offers a salary range of $94,000-$130,000, along with various employee benefits including medical and retirement plans. #J-18808-Ljbffr Corient Private Wealth LLC.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Service Lead, Wealth Management Team in New York, NY vacancy
  • Corient is seeking an experienced client service leader in New York to oversee a team of Client Service Associates and coordinate across clients, advisors, and internal teams. You will drive operational excellence, ensure data integrity in client systems like Salesforce... 
    Suggested

    Corient

    New York, NY
    1 day ago
  • $94k - $130k

    Corient Services LLC is looking for a qualified individual to lead a team of Client Service Associates in New York. This role involves overseeing operations that support client relationships, ensuring consistent execution, operational excellence, and overall satisfaction... 
    Suggested

    Corient Services LLC

    New York, NY
    4 days ago
  • $115k - $125k

    Neuberger Berman is seeking a Client Service Operations Manager in their New York office. The role involves overseeing client servicing operations,...  .... The ideal candidate will have over 10 years in private wealth management operations and must hold a Bachelor’s degree.... 
    Suggested
    Work at office

    Neuberger Berman

    New York, NY
    3 days ago
  • A financial services firm in New York is seeking a detail-oriented Manager to oversee daily operational functions and support team performance in a fast-paced environment. The role involves inputting and reviewing transactions, managing workflows, and fostering a collaborative... 
    Suggested

    Mariner

    New York, NY
    2 days ago
  • $94k - $130k

     ...Join a team that values your ambition and empowers your...  ...enabling them to preserve their wealth for future generations,...  ...you. Responsibilities Lead and oversee a team of Client Service Associates, fostering a culture...  ...for team’s output. Manage workload distribution, set... 
    Suggested
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    New York, NY
    1 day ago
  • $130k - $160k

    Anchin is seeking a Manager for Client Accounting Services to oversee accounting processes and manage client relationships. The role demands strong leadership...  ...and accounting skills, with duties including managing a team and providing financial reporting services. The ideal... 

    Anchin

    New York, NY
    3 days ago
  • $115.9k - $182.9k

    Paychex Deutschland GmbH is seeking a seasoned professional to oversee the HR Services Client Service organization across the United States. This role demands leading a team of Area Managers, focusing on strategic performance, and ensuring compliance with HR regulations... 
    Full time

    Paychex Deutschland GmbH

    New York, NY
    4 days ago
  • Crane Worldwide Logistics is seeking a dedicated Client Services professional in Kentucky. This role involves supervising client service specialists and ensuring timely response to client inquiries. Candidates should have at least seven years in the industry and five years... 
    Worldwide

    Crane Worldwide Logistics

    Brooklyn, NY
    4 days ago
  • $100k - $115k

    HighTower Advisors is seeking a proactive Senior Client Service Associate for their New York office. You will engage with ultra high net worth clients, ensuring operational tasks are completed accurately and preparing documentation for meetings. Qualified candidates will... 
    Work at office

    HighTower Advisors

    New York, NY
    5 days ago
  • Skadden, Arps...LLP in New York seeks a Supervisor for Conference Services to oversee daily operations of the firm's conference center....  ...staff, coordinating meeting logistics, and ensuring exceptional client service. The ideal candidate will have extensive hospitality... 

    Skadden, Arps...LLP

    New York, NY
    5 days ago
  • $125k - $140k

    SupportFinity™ is seeking a Service Salon Manager in New York. This role requires managing and developing the team to uphold luxury service standards and ensuring an exceptional client experience. With responsibilities across team leadership, performance management, and... 

    SupportFinity™

    New York, NY
    4 days ago
  •  ...Join to apply for the Client Service Lead role at Acclarity We’re currently searching for a Director...  .... You’ll develop solutions and manage consulting engagements from planning through...  ...and challenges, and train and develop team members. Lead engagement teams in scoping... 
    Full time
    Contract work
    Remote work
    Flexible hours

    Acclarity

    New York, NY
    3 days ago
  • $105k - $120k

     ...Regional Field Service Team Leader - NYC Metro Location: Jersey City (New Jersey), NJ, US...  ...headquarters. Your Impact Collaborate in managing performance and costs of the Field...  ...Understand customer complaints/issues and lead their resolution, involving all the... 
    Permanent employment
    Contract work
    Work at office
    Local area
    Remote work

    Technogym SPA

    Jersey City, NJ
    2 days ago
  •  ...Client Services Lead New York, NY Built for consumers and companies, alike. In a world driven...  ...understanding! About the Role As our Sales Team continues to grow, we are looking for a...  ...organizational skills, with experience managing multiple high-value priorities in a... 

    Attain

    New York, NY
    4 days ago
  • A data-driven marketing company in New York is seeking a Client Services Lead to manage key advertiser relationships and ensure campaign success. This...  ...management, overseeing campaign execution, and mentoring team members. The ideal candidate will have strong analytical... 

    Attain

    New York, NY
    4 days ago
  •  ...Artex, we reimagine what risk management can be and we do it with...  ...possible. As part of our global team, you’ll help clients navigate complex risks...  ...Account On boarding & Compliance Lead will play a crucial role in...  ...for Artex Corporate Services (Bermuda) Ltd. and understand... 
    Local area
    Flexible hours

    Arthur J. Gallagher & Co. (AJG)

    Brooklyn, NY
    1 day ago
  • Canon is seeking a Client Service Supervisor to oversee all on-site business activities for customer...  ...role focuses on maintaining compliance, managing resources, and meeting financial goals....  ...and managing the client services team effectively. #J-18808-Ljbffr Canon
    Full time
    Work at office

    Canon

    New York, NY
    3 days ago
  •  ...decades of expertise, RadNet is Leading Radiology Forward . With...  ...advancement opportunities in a team-focused environment, the core...  ...you join RadNet as a Patient Services Team Lead , you will be joining...  ...With guidance from the center manager, help coordinate work schedules... 
    Immediate start

    Hmixray

    New York, NY
    4 days ago
  •  ....io Group in New York is seeking a Team Lead to enhance their Smart Services team. This position requires expertise...  ...to lead a team towards improved client performance and platform adoption....  ...digital media, experience in team management, and an analytical mindset. The role... 

    Smartly.io Group

    New York, NY
    5 days ago
  • Sprinklr is looking for a Professional Services Engagement Manager located in New York, NY. In this role, you will partner with sales teams to scope and present service proposals, manage client relationships, and enhance service delivery. The ideal candidate will have... 
    Remote job

    Sprinklr

    New York, NY
    2 days ago
  •  ...excellence in benefits administration and client service. We're looking for a Client Services Lead with a strong background in account management to be the driving force behind our...  ...exceptional service, we want you on our team! NOW OFFERING A $10,000 SIGN-ON BONUS!*... 
    Remote job
    Work from home
    Relocation package

    Businessolver

    New York, NY
    3 days ago
  • Bonhams is seeking a full-time Client Services Administrator to join our New York team. This dynamic role prioritizes delivering an exceptional client experience...  ...strong organizational skills and the ability to manage competing priorities. Responsibilities include client... 
    Full time

    Bonhams

    New York, NY
    4 days ago
  • Client Servicing Division Lead - Asset Management page is loaded## Client Servicing Division Lead - Asset Managementlocations: Office - Boise: Office - New...  ...Division Leads take on leadership roles, overseeing teams with a regional or strategic market focus. Their contributions... 
    Contract work
    Work at office

    Clearwater Analytics, Ltd

    New York, NY
    5 days ago
  • Cox is seeking a Manager of Fleet Client Services in New York, responsible for managing a portfolio of Fleet Maintenance clients. The ideal candidate...  ...leadership, this role includes oversight of the scheduling team and requires strong account management experience. Join... 

    Cox

    New York, NY
    3 days ago
  •  ...Brothers Harriman & Co. is seeking an Institutional Client Services Lead in New York. This role involves managing the end-to-end account opening process and serving...  ...records and enhancing operational efficiency in a team-centric environment. #J-18808-Ljbffr Brown... 

    Brown Brothers Harriman & Co.

    New York, NY
    5 days ago
  • Bonhams is seeking a New York Client Services Supervisor to lead the Client Services team. You will oversee all pre- and post-sale client activities to ensure seamless auction experiences, manage daily operations, and drive continuous improvement. The role requires a proven... 

    Bonhams

    New York, NY
    4 days ago
  • Remote is looking for a Senior Onboarding Client Services Specialist to join our team and enhance the onboarding experiences for international clients....  ...seamless onboarding workflows. Key responsibilities include managing enterprise onboarding processes and serving as a... 
    Remote work

    Remote

    New York, NY
    4 days ago
  • Cura is seeking a motivated General Manager for their food service team in Jefferson, Pennsylvania. This full-time role involves leading a diverse team to ensure customers never miss a meal while maintaining culinary standards and budget management. The ideal candidate... 
    Full time
    Work at office

    Cura

    New York, NY
    2 days ago
  • Job Category : Client Services Requisition Number : CLIEN009560 Apply now Full-Time On-site Locations Showing 1 location Lockbourne, OH...  ...standard procedures Provides leadership, coaching and training to a team of client service specialists Other duties as assigned Other... 
    Full time
    Work at office
    Worldwide
    Night shift
    Weekend work

    Crane Worldwide Logistics

    Brooklyn, NY
    1 day ago
  •  ...Employee Assistance Program, includingcounseling, legal, and financial service Flexible spending (FSA) and health savings(HSA)accounts Life and...  ...Benefit Time Responsibilities The Environmental Services (EVS) Team Leader will help oversee the facility housekeeping and laundry... 
    Full time
    Local area
    Flexible hours

    PAM Health

    Brooklyn, NY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Lead, Wealth Management Team. Be the first to apply!