Senior Client Services Lead, US Wealth Management
aresmgmt
Ares Wealth Management Solutions (AWMS) is seeking an experienced Client Services professional to support investor servicing and transfer agency operations within AWMS. You will assist in onboarding, manage complex workflows, and ensure compliant handling of partner and client requests. The role emphasizes collaboration with a distributed team, process improvement, and training initiatives to optimize the advisor and home office experience across markets. #J-18808-Ljbffr aresmgmt
$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned... ...new techniques while enhancing client financial planning services. Responsibilities include... ...communication skills, and must hold US FINRA registrations. In addition...SeniorWork at office$211.28k - $316.92k
...$316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power... ...to lawyers, accountants, asset managers and management professionals with... ...trends and solutions.US Only: S7, S66 (or 63 & 65) & S...SeniorFull time$146.7k - $335.1k
...Transition/Onboarding Lead will play a critical role... ..., and stabilization of clients onto EY’s IFMS... ...contact during transition, managing communications, risks,... ...smooth onboarding of client services into steady‑state operations... ...salary range for all US locations: $146,700 to...Senior- 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, and...Suggested
$90k - $110k
...Work With:Bernstein Senior Administrative Associates are client service professionals and... ...Senior Executives, Wealth Advisors, and cross... ...the Private Wealth Management Platform. This role... ...up on action items.Lead and support cross‑functional... ...management.Join us in pursuing...SeniorFull timeWork at officeFlexible hours- BNY in New York seeks a Senior Director, Client Service Executive Manager to lead, shape, and scale the client service model across Private Banking, Trust, and Wealth Management. You will drive strategy, governance, and cross-functional partnerships while coaching senior...Senior
- RBC in New York seeks an experienced operations and trade support professional to provide frontline client service for OTC derivatives, listed equities, options, bonds and futures. You will be the first contact for client and counterparty inquiries and escalate or resolve...Senior
- ...Job Description Job Description Manager / Senior Manager Client Services US – Full time Talented or aspiring salespeople who are persistent, eager... ...management efforts while in parallel independently leading tactical client accounts and honing your Client service...SeniorFull timeWork at officeRemote workFlexible hours
$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...Senior$94k - $130k
...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... ...What You Can Expect From Us 401(k) Plan with Employer...Permanent employmentTemporary workWork at officeFlexible hours- 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...Senior
$75.9k - $126.5k
Wilmington Trust is seeking a client service professional in New York, New York, to support High Net Worth clients in Wealth Management. You will manage client relationships and ensure satisfaction through effective communication and problem resolution. The ideal candidate...SeniorWork at office- ...Capital Markets, LLC in New York is seeking an experienced operations professional to provide operational trade/sales support and client service for OTC derivatives and listed equities, options, bonds and futures. Day-to-day responsibilities include post-trade processing,...Senior
- Cerity Partners in New York seeks a Senior Associate for our wealth management team. You will prepare and review personal... ...and planning projections for clients. You will also handle client relationships, supervise bookkeeping services, review financial statements and participate...Senior
- M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial...Senior
- Winged Keel Group in New York is seeking a Client Services Senior Associate to oversee team members and manage client insurance portfolios. The ideal candidate will have 3-5 years of client service experience and proven leadership abilities. Responsibilities include preparing...Senior
- A global leader in Medical Imaging is seeking a Regional Service Manager for the North East US region. This role involves overseeing service operations, ensuring effective installation and maintenance of medical imaging equipment, and supporting field service teams to drive...Remote job
$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions... ...to Ultra High Net Worth clients.This Barron’s and Forbes... ...ranked team provides financial services primarily to high-net-... ...is motivated to build, lead, and scale best-in-class client...SeniorPermanent employmentWork at officeLocal area$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...SeniorFull timeH1b$200k - $250k
...goals is the best way to help our clients and advance our business. We... ...recruiting a Relationship Manager (RM) to join our multi-family... ...addition to exceptional client service and portfolio management. You... ...clients and each other energizes us.We believe that how we do our...SeniorFull timeWork at officeLocal area$176.72k - $265.08k
Client Servicing Solutions Lead - Senior Vice President Job Req Id: 26973637 Location(s): Jersey City, New Jersey, United States; Tampa, Florida, United... ..., a unified platform for client onboarding, lifecycle management, operational workflow orchestration, and real‑time...SeniorContract work$110k - $120k
...we are the world's leading business data... ...analytics products and services, we empower people... ...you ready to join us?... ...packaged goods (CPG) clients, driving both renewal... ...relationships with senior stakeholders across... ...experience in account management or sales within consumer...SeniorContract workWorldwideFlexible hours$243k - $300k
...consecutive year, and #1 in program management for a third consecutive year... ...a Principal Consultant / Client Service Lead to join our team in the... ...and engaging effectively with senior government officials,... ...experience is important to us, and we’re keen to adapt to...Full timeLocal areaRemote work- ...member for the role of Senior Director to join our Wealth Services Compliance team,... ...compliance risk matters. Lead the implementation... ...in relation to US Broker Dealer and Registered... ...coverage for BNY’s Managed Account Solutions’... ...in navigating client-specific requirements...SeniorWorldwideFlexible hours
$120k - $140k
...exciting and growing industry.About Ares Wealth Management SolutionsAres Management is one of... ..., distribution, marketing and client servicing efforts for the global wealth management... ...across the Ares platform of industry leading credit, private equity, real estate and...SeniorFull timeTemporary workWork experience placementFlexible hours- ...Sales Director based in New York City to lead our commercial expansion in the United... ...strategy to open and expand our presence in the US market. Business Development: Identify... ..., from enterprise to mid-market clients across multiple industries. Sales Execution...Senior
$145k - $248.2k
...among professional services organizations.... ...extraordinary clients spanning every... ...future. Join us at Andersen, and... ...The RoleSenior Managers in our Private... ...Trusts and Estates.Senior Managers can... ...legislative changes, and lead change... ...changes, wealth transfer techniques...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- 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...Senior
- Didomi is searching for a Senior Key Account Manager to lead and expand strategic accounts in the US. You will manage a portfolio with a target of $600k Net New ARR, focusing on upselling and renewing contracts. The ideal candidate will have 5-7 years in Account Management...Senior
- ...is seeking a Technical Accounting Senior Manager to guide US GAAP/IFRS projects for Fortune 100 and multinational clients. This is a fully remote, FT role reporting... ...to the Accounting & Transaction Services team. The incumbent will lead technical accounting research,...SeniorRemote job
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