Senior Manager, Private Wealth Client Services
Mourant
Mourant in New Jersey seeks a Senior Manager to lead the Governance Services team. In this role, you'll oversee trust and corporate client administration while ensuring high service standards. You will act as a role model for team members and collaborate with the Head of Private Wealth to develop the team's expertise and client relationships. The ideal candidate will have managerial experience in trust services and hold a relevant qualification like STEP or CGI. Strong communication skills and knowledge of Jersey regulations are essential. #J-18808-Ljbffr
- ...A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients, including family offices and trusts, with responsibilities in business development, client communication...SeniorPrivate client
- ...Citrin Cooperman in New York is seeking a Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services...SeniorPrivate client
- ...Gallagher is seeking a Private Client Service Manager in New York to manage personal insurance programs for High Net Worth individuals. In this role, you will build relationships, counsel clients on insurance options, and lead a team to ensure exceptional service. You...SeniorPrivate client
- ...Mercer France is seeking a Senior Client Advisor to join the Private Client Services team in New York. This role involves assessing client exposures, providing tailored insurance solutions, and enhancing client retention through exceptional service. Candidates should have...SeniorPrivate client
$400k
...Fortis Recruitment is seeking senior tax professionals for Partner and Managing Director roles across key practice areas: Financial Services Tax, Real Estate Tax, and Ultra HNW/Global Private Client Services. Candidates with 12+ years of experience in public accounting...SeniorPrivate clientFlexible hours- A leading insurance brokerage firm is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk management solutions to high-net-worth clients. The ideal candidate will have 7-10 years of experience in the insurance industry, including...SeniorPrivate clientWork at office
- ...Harriman & Co. is seeking a Senior Client Associate for their Latin America private banking team in New York. This... ...role focuses on relationship management, client servicing, and investment execution, ensuring... ...5 years of experience in wealth management, demonstrate...SeniorPrivate client
- ...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... ...client experiences, collaborating with Wealth Managers, and addressing enterprise risks. Candidates...SeniorPrivate client
- ...My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located either in New York City or Boston. Responsibilities Serving as the Engagement Manager on specific client accounts, taking responsibility...SeniorPrivate clientInterim rolePrivate practice
$150k - $250k
CohnReznick is seeking a Tax Senior Manager in New York. This hybrid role involves reviewing tax returns, responding to notices, and maintaining client relationships. Candidates should have at least 8 years of tax and accounting experience, a CPA, and strong analytical...SeniorPrivate client- BDO USA is seeking a Tax Manager for their Private Client Services team in New York. This role involves managing tax compliance and consulting services for high net-worth clients, reviewing tax returns, and providing feedback to team members. The ideal candidate must have...Private client
- ...give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal areaRemote work
$85k - $140k
CohnReznick is seeking a Tax Senior Associate for its Private Client Services Group in New York. The role includes leading client accounts, preparing various tax returns, and managing a team of associates. The ideal candidate has a Bachelor’s degree and 3-5 years of public...SeniorPrivate clientFlexible hours- ...Senior Manager Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which... ...leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies...SeniorPrivate clientWork experience placementInternshipPrivate practice
- ...LLC. in New York seeks a qualified professional to lead client strategy and service for complex clients. The role requires strong engagement... ...placement strategies. Join a dynamic team dedicated to risk management and financial success. #J-18808-Ljbffr World Insurance...SeniorPrivate client
- ...Alliant Insurance Services is one of the nation’s largest and fastest... ...local offices to offer our clients a comprehensive portfolio of... ...way our clients approach risk management and benefits, so they can capitalize... ...and/or policies within Private Client Services. Supports...SeniorPrivate clientWork experience placementWork at officeLocal areaImmediate start
- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan... ...a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play a leadership role on a team...SeniorPrivate clientWork at office
$89.5k - $166.9k
...different and how you can make your mark as a Senior Private Client Advisor at MMA. Marsh McLennan Agency... ...America, we combine the personalized service model of a local consultant with the... ...information about their risk management needs and financial loss tolerance will...SeniorPrivate clientMinimum wageWork at officeLocal areaNight shift- ...you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal area
- ...Tax Senior Associate At EisnerAmper, we look for individuals who welcome new ideas... ...a Tax Senior Associate to join the Private Client Services (PCS) practice. This role is hybrid with... ...You will have the flexibility to manage your days in support of our commitment...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal area3 days per week
- ...and ultra-high net worth private clients implement and manage custom investment portfolios... ...delivers a range of services, including outsourced CIO,... ...Provide regular updates to senior leadership on client retention... ...management, investment consulting, wealth management, or related...SeniorPrivate clientWork at officeLocal areaWorldwide
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and... ...years of experience in the investment management industry Preferred qualifications...SeniorPrivate clientWork at office
$89.5k - $166.9k
...Marsh McLennan Agency seeks a Senior Client Advisor in New York, NY to provide tailored insurance solutions for High-Net-Worth clients. This role involves deep engagement with clients to assess their exposure and propose suitable coverage options. The ideal candidate should...SeniorPrivate client- ...EisnerAmper LLP in New York is seeking a Tax Senior Manager to oversee multiple client engagements while fostering strong relationships and guiding a team. You will leverage your extensive tax compliance experience to deliver innovative solutions for ultra-high net worth...SeniorPrivate client
$200k - $250k
...is the best way to help our clients and advance our business. We... ...currently recruiting a Relationship Manager (RM) to join our multi‑family... ...to exceptional client service and portfolio management. You... ...Familiarity and comfort engaging with private business owners Strong team...SeniorWork at officeLocal area$127.9k - $291.9k
...FY27 - Financial Services - Private Client Services - Tax Services Senior Manager EDGE Location: New York Other locations: Anywhere in Country Salary: Competitive... ...new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate,...SeniorPrivate clientPrivate practiceSummer holidayLocal areaFlexible hours$220k - $415k
Relationship Manager, LatAm Location: New York, NY / Miami... ..., manage, and retain client relationships in the... ...market, industry, and Wealth Management's capabilities (products and services). You will be actively... ...aimed at growing current Private Banking relationships as...SeniorPrivate clientWork at office$145k - $300k
...Relentless Excellence . Both our client service and culture are second to... ...Make We are seeking a Senior Vice President/Director to... ...tax provision engagements for private equity and corporate clients... ...analysts, associates, and managers on engagement teams. Manage...SeniorPrivate clientLocal areaFlexible hours- ...A leading financial institution seeks a Relationship Manager to enhance high-net-worth client relationships and provide tailored financial solutions. You will utilize over 10 years of financial services expertise to cultivate trust and offer exceptional client experience...SeniorPrivate client
$90k - $110k
...Senior Administrative Associate Who You'll Work With: Bernstein... ...Associates are client service professionals and trusted... ...closely with Senior Executives, Wealth Advisors, and cross-... ...business priorities across the Private Wealth Management Platform. This role partners...SeniorPrivate clientTemporary workWork at officeWorldwideFlexible hours
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