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
    2 days ago
  • 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... 
    Suggested
    Home office

    aresmgmt

    New York, NY
    3 days ago
  • 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

    Navia Benefit Solutions, Inc.

    New York, NY
    4 days ago
  • 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... 
    Suggested
    Work at office

    Opensity Solutions

    New York, NY
    5 days ago
  • 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... 
    Suggested
    Work at office

    Bank of America

    New York, NY
    5 days ago
  • $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 employment
    Temporary work
    Work at office
    Flexible hours

    Corient Private Wealth LLC.

    New York, NY
    4 days ago
  •  ...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

    Jobtailor

    New York, NY
    1 day ago
  •  ...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 time
    Part time
    Work experience placement
    Work from home
    Shift work

    Geisinger

    New York, NY
    2 days ago
  • 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... 

    Western Pest Services

    New York, NY
    2 days ago
  • 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

    Nova 401(k) Associates

    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
  • $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 time
    Temporary work
    Part time
    Immediate start
    Monday to Friday

    SPS North America Inc

    New York, NY
    1 day ago
  • $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 time
    Contract work
    Work at office
    Immediate start
    Shift work

    NextGen

    New York, NY
    14 days ago
  •  ...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... 

    Attain

    New York, NY
    3 days ago
  • 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... 

    Socket.dev

    New York, NY
    3 days ago
  • 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

    MavisTire

    New York, NY
    2 days ago
  • 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 office
    Remote work

    0101 The Huntington National Bank

    New York, NY
    2 days ago
  • $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... 

    Whalarinc

    New York, NY
    1 day ago
  • 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... 

    24 Seven Talent

    New York, NY
    3 days ago
  • 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... 

    Veeva Systems

    New York, NY
    5 days ago
  • $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

    Corgan

    New York, NY
    5 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
  • 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... 

    Aramark

    New York, NY
    2 days ago
  • 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... 

    Staten Island Chamber of Commerce

    New York, NY
    3 days ago
  • 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,... 

    Zimmermann

    New York, NY
    3 days ago
  • 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 pay
    Temporary work

    Aramark

    New York, NY
    5 days ago
  • $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 holiday
    Flexible hours
    Shift work

    EY

    New York, NY
    3 days ago
  • $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 work
    Afternoon shift

    New York City Criminal Justice Agency

    New York, NY
    2 days ago
  • 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... 

    Whalar

    New York, NY
    1 day ago
  • $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

    Citi

    New York, NY
    3 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!