Wealth Management Client Services Lead
$100k - $115kHighTower Advisors
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 have over 3 years of experience, be skilled in finance, and possess Series 7 and 66 certifications. The position offers competitive pay, including a base salary ranging from $100,000 to $115,000, along with various benefits. #J-18808-Ljbffr HighTower Advisors
- A financial services firm in New York is seeking a Client Service Manager with over 5 years of relevant experience in the financial... ...industry. The role involves leading a Client Service Team to ensure... ...experiences, collaborating with Wealth Managers, and addressing enterprise...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$110k - $135k
A financial services company based in New York seeks a Client Service Manager with at least five years of experience in the financial industry. Responsibilities include managing a team for exceptional client experiences, coordinating meetings, and enhancing operational...SuggestedFlexible hours$94k - $130k
...while enabling them to preserve their wealth for future generations, and provide... ...you. Responsibilities Lead and oversee a team of Client Service Associates, fostering a culture of... ...accountability for team's output. Manage workload distribution, set priorities...SuggestedPermanent employmentTemporary workWork at officeFlexible hours$135k - $185k
...Service Management Lead Location: New York, NY Position: Service Management Lead (Reports To: FLSA: Exempt, Location: New York, NY, Posted: 4... ...Management Lead to serve as the primary liaison between the client and the contractor team for IT service management activities...SuggestedFull timeContract workFor contractorsLocal area$75k - $120k
We are seeking a Vendor Management Service Lead to oversee the delivery of vendor management services across multiple clients. This role sits at the intersection of project leadership and service ownership, ensuring high standards in vendor onboarding, contract lifecycle...Full timeContract workCasual workWork at officeLocal areaRemote workHome officeMonday to FridayAfternoon shift$90k - $110k
...personal goals is the best way to help our clients and advance our business. We take that... ...career. Institutional Client Services Lead The Institutional Client Services Lead... ...institutional relationships. Investment Management is built on long-term client relationships...Full timeWork at officeLocal area$94k - $130k
...while enabling them to preserve their wealth for future generations, and provide... ...like to meet you. Responsibilities Lead and oversee a team of Client Service Associates, fostering a culture of... ...accountability for team’s output. Manage workload distribution, set...Permanent employmentFull timeTemporary workWork at officeFlexible hours- Mercer Advisors in New York seeks a Relationship Manager to provide exceptional client service to ultra-high-net-worth clients. This role includes delivering a world-class client experience, optimizing service productivity, and fostering client retention and growth strategies...
$115k - $125k
Client Service Operations Manager, Neuberger Wealth page is loaded## Client Service Operations Manager, Neuberger Wealthlocations: New York, NYtime type: Full... ...rapid resolution, and implementing preventative fixes* Lead cross-functional execution for complex/time-sensitive...Local areaShift work$176.72k - $265.08k
Citi's Investor Services Technology group is seeking an exceptional Software Engineer to join as a hands-on technical leader... ...Services Workbench (ISW) — Citi's unified platform for client onboarding, lifecycle management, operational workflow orchestration, and real-time...Full timeContract work$90k - $110k
OneDigital in New York is seeking a vital role in back-office operations to enhance client service within the wealth management and financial planning team. Responsibilities include collaborating with custodians, preparing account paperwork, and ensuring compliance with...$90k - $110k
Summary This role is vital in ensuring smooth back‑office operations, driving the efficiency and accuracy of client service for our wealth management and financial planning team. The ideal candidate is an enthusiastic learner, eager to master new processes and support...Work experience placementWork at officeLocal area- Bonhams is seeking a full-time Client Services Administrator to join our New York team. This dynamic role prioritizes delivering an exceptional... ..., showcasing strong organizational skills and the ability to manage competing priorities. Responsibilities include client...Full time
- A financial services firm is seeking a Client Services Manager to enhance client onboarding and document management processes. This full-time position, fully remote, requires strong communication skills and attention to detail. Responsibilities include managing client...Remote jobFull time
- ...involves initial application screening, eligibility determination, and ongoing client communication for housing assistance programs. Candidates should possess excellent communication and customer service skills, with a background in community work or community-centered...Work at office
- Trevose Partners is a leading global financial institution seeking an Implementation Manager to oversee onboarding for institutional clients across various services. This role involves coordinating with internal stakeholders, ensuring high-quality client service and operational...
$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...- Spsnorthamerica is seeking a Client Service Manager to oversee on-site operations in New York. The CSM will manage daily operations, ensuring high-quality service delivery and client satisfaction while acting as the primary client contact. Ideal candidates will have substantial...
$64k - $68k
Kargo is seeking an Associate Client Services Manager to manage the execution and client experience across various accounts. You will ensure that campaigns launch effectively while fostering strong client relationships. The ideal candidate will have a background in digital...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 role requires over 5 years of experience in digital advertising and deep knowledge of the ad-tech ecosystem. Responsibilities...
$150k - $180k
Lead Client Service Manager Location: Philadelphia About WithCoverage : WithCoverage is reimagining risk management and insurance for the modern economy. We protect the companies building the future—100's of brands like GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street...Full timeFor contractorsWork at officeFlexible hours- Job Category : Client Services Requisition Number : CLIEN009560 Apply now Full-Time On-site Locations Showing 1 location Lockbourne, OH 43137, USA Description Essential Job Functions Responds to orders, general client inquiries, invoice questions and client complaints...Full timeWork at officeWorldwideNight shiftWeekend work
- 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...
- ...data—in exchange for modern financial services. Built with this vision in mind, our platform... ...to grow, we are looking for a Client Services Lead who will serve as a primary strategic... ...organizational skills, with experience managing multiple high‑value priorities in a fast...
$66.5k - $166.2k
IQVIA is seeking a Senior Market Research Analyst to support pharmaceutical clients, manage day-to-day interactions, and ensure maximum value from products and services. The ideal candidate will have strong analytical skills and experience with complex datasets. This U...- Join Businessolver, where we redefine 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 client relationships. You'll be the everyday hero,...Remote jobWork from homeRelocation package
$111k - $186k
Ovative Group is seeking a Senior Account Manager in New York to lead media and marketing strategies across major client accounts. You'll develop impactful strategies aligned with client growth objectives, drive account performance, and guide cross-functional teams. The...- 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...
- Cox is seeking a Manager of Fleet Client Services in New York, responsible for managing a portfolio of Fleet Maintenance clients. The ideal candidate will drive customer satisfaction, manage client relationships, and ensure operational efficiency within a high-volume market...
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