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
$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$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....SuggestedWork at office- 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
$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...SuggestedPermanent employmentTemporary workWork at officeFlexible hours$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...$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- 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
$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- 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...
$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...- ...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
$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 employmentContract workWork at officeLocal areaRemote work- ...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...
- 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...
- ...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 areaFlexible hours
- 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 CanonFull timeWork at office
- ...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
- ....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...
- 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
- ...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 jobWork from homeRelocation package
- 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
- 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 workWork at office
- 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...
- ...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...
- 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...
- 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
- 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 timeWork at office
- 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 timeWork at officeWorldwideNight shiftWeekend work
- ...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 timeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Lead, Wealth Management Team. Be the first to apply!
- food service coordinator New York, NY
- resident service coordinator New York, NY
- family service coordinator New York, NY
- member services coordinator New York, NY
- early intervention service coordinator New York, NY
- tenant services coordinator New York, NY
- IT service desk coordinator New York, NY
- service lead New York, NY
- service team leader New York, NY
- medical staff services coordinator New York, NY

