Client Service Lead, Wealth Management Team
$94k - $130kCorient 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.
- 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
- Ares Wealth Management Solutions (AWMS) is seeking an experienced Client Services professional to support investor servicing and transfer agency operations within AWMS. You... ...emphasizes collaboration with a distributed team, process improvement, and training initiatives...SuggestedHome office
- Navia Benefit Solutions, Inc. is seeking a Team Manager for the Client Services team. This role oversees staff development, manages client relationships... ...feedback in one-on-one meetings, document processes, and lead quality assurance efforts. Hybrid options apply;...Suggested
- Opensity Solutions is seeking a hands-on Site Manager to lead a team of five across Office Services, Hospitality, Workplace Services and Facilities onsite in... ...and metrics, and coach staff to ensure outstanding client service and proactive issue resolution in a fast-paced...SuggestedWork at office
- Merrill Wealth Management, part of Bank of America, seeks a client service professional to support Financial Advisors and advocate for clients. The role emphasizes delivering tailored banking and investment solutions, maintaining strong relationships, and ensuring high...SuggestedWork at office
$94k - $130k
## Client Service LeadApplylocations: US-NY-Midtown-101 Park... ...requisition id: JR5871**Join a team that values your... ...them to preserve their wealth for future generations,... ....**Responsibilities*** Lead and oversee a team of Client... ...for team’s output.* Manage workload distribution,...Permanent employmentTemporary workWork at officeFlexible hours- ...and timeline Set and manage expectations around data... ..., LLM Chat and service scope Lead Quarterly Business Reviews... ...formal or informal) Triage client issues, decide... ...data, and leadership teams Requirements prior experience... ..., asset managers, wealth platform service providers...Work at office
- ...position is responsible for leading the Food is Health... ...Is Health strategy. The Team Lead uses data-informed... ...impact, and benefit clients, patients, members, and... ...to ensure high-quality service delivery and positive health... ...program operations, manages community and internal...Full timePart timeWork experience placementWork from homeShift work
- Western Pest Services in Philadelphia, PA seeks a Service Supervisor to lead a service team delivering exceptional customer service and operational excellence. You will manage fleet, drive service sales, and ensure client satisfaction. This role requires at least 3 years...
- Administrative Fiduciary Services Inc. (AFS) seeks a Director to lead multiple teams of professionals in advancing firm goals and client service excellence. The role emphasizes governance, compliance, and strategic execution, with a focus on regulatory changes and institutionalization...Remote job
- ...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 timeContract workRemote workFlexible hours
$23 per hour
...Position Summary The Client Service Lead - Mailroom plays a vital role in supporting the Client Service Manager by overseeing the daily operations of mailroom services, including... ...ability to lead daily operations, train team members, communicate effectively with stakeholders...Full timeTemporary workPart timeImmediate startMonday to Friday$89k - $105k
...Clinic has raised more than $425 million from leading healthcare and technology investors... ...1, 2022, 2023, 2024) Maven is seeking a Team Lead to support frontline associates working... ...and developing others. The Member Services team supports members 7 days a week; shift...Full timeContract workWork at officeImmediate startShift work- ...exchange for modern financial services. Built with this vision in mind... ...! About the role As our Sales Team continues to grow, we are looking for a Client Services Lead who will serve as a primary strategic... ...skills, with experience managing multiple high‑value priorities...
- Vestwell is seeking an Employer Services Team Lead to manage a group of Associates handling sponsor inquiries, guiding policy-based resolutions and... .... You will lead, hire, and develop the team, partner with Client Success to ensure high-quality service, and drive...
- A leading automotive service company in Amsterdam, NY is looking for full-time Automotive Assistant and Service Managers. The chosen candidates will support the Store Manager, assist customers with tire selections, and manage the workflow of service technicians. Applicants...Full time
- The Huntington National Bank is seeking a Wealth and Investment Service Specialist III to lead and mentor service specialists while supporting high-end sales advisors with client relationships. This role emphasizes onboarding, training, and completing assigned projects...Work at officeRemote work
$70k - $82.5k
Whalarinc is seeking a Senior Manager for Client Services in New York, NY. This role focuses on the creative output and execution of campaigns, managing budgets and timelines while mentoring team members. Ideal candidates have 3-5 years of agency or brand experience, strong...- 24 Seven Talent is seeking an experienced Client Services Operations Manager to lead a luxury retail brand's client services team across phone, email, chat, and social channels. You will coach staff, drive service quality, and optimize operations to meet performance metrics...
- Veeva Systems’ Ostro team is seeking a Client Services expert to own key client relationships and drive innovative strategies that maximize ROI. You will champion clients' commercial goals internally, collaborate with product, sales, and support teams, and help shape how...
$68k - $97k
Corgan is seeking an Office Services Supervisor in New York to lead a Shared Services team. You will oversee facilities operations, coordinate maintenance, manage vendors, and support onboarding, events... ...in facilities with a strong client-service mindset and the ability...Work at office- 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...
- Aramark is seeking a Catering Services Manager to lead all aspects of catering solutions and special events at the location. You will drive the catering team to meet client expectations and service standards across events. The role emphasizes coordinating menus, timelines...
- Tunnel to Towers Foundation seeks a Donor Services Supervisor to lead a 40-50 person team in a high-volume donor support environment. You will oversee daily operations, respond to donor inquiries, and ensure accurate data handling while upholding privacy and confidentiality...
- ZIMMERMANN, a global luxury fashion brand, seeks a Client Services Operations Manager, US, to lead the New York-based US Client Services team, drive service quality, and ensure a seamless omnichannel shopping experience. You will handle rostering, coaching, reporting,...
- Aramark is seeking a Cleaning Services Worker Lead for the USTA Retail Merchandise location in Queens, NY. The role involves leading a team of Housepersons, coordinating tasks, and ensuring high standards of cleanliness across assigned areas. This temporary position runs...Hourly payTemporary work
$146.7k - $335.1k
...powerhouse of diverse teams and take your career wherever... ...Transition/Onboarding Lead will play a critical... ..., and stabilization of clients onto EY’s IFMS... ...contact during transition, managing communications, risks,... ...smooth onboarding of client services into steady‑state operations...Summer holidayFlexible hoursShift work$105k
...City Criminal Justice Agency in Long Island City, NY is seeking a Clinical Supervisor (LCSW/LMSW/LMHC) to oversee a team of social workers, case managers and peer specialists in the Queens Supervised Release Program. You will provide clinical and administrative oversight...Weekend workAfternoon shift- Whalar, part of Accenture Song, is a leading creator and social agency transforming brands... ...with global reach. The New York team drives client campaigns with a culture of collaboration... ...and creativity. The Executive, Client Services leads day-to-day client relations, coordinating...
$176.72k - $265.08k
Client Servicing Solutions Lead - Senior Vice President Job Req Id: 26973637 Location(s): Jersey City,... ...platform for client onboarding, lifecycle management, operational workflow orchestration,... ...clients and Citi operations teams experience the Workbench. Responsibilities...Contract work
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