Client Service Operations Manager Scale Private Wealth
$115k - $125kNeuberger
Neuberger in New York is seeking a Client Service Operations Manager to lead operational excellence within Team Kaminsky, one of its largest Private Wealth Management teams. This role combines direct client servicing with managerial responsibilities, ensuring high-quality support during onboarding and account maintenance. Candidates should have over 10 years of relevant experience in financial services and a Bachelor’s degree. The position offers a salary range of $115,000–$125,000 and additional benefits including a discretionary bonus. #J-18808-Ljbffr
$115k - $125k
...Client Service Operations Manager, Neuberger Wealth page is loaded## Client Service Operations Manager, Neuberger Wealthlocations: New York, NYtime type: Full... ...support Team Kaminsky, one of Neuberger’s largest Private Wealth Management teams. This is a “player/coach” role...PrivateLocal areaShift work- ...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... ...and collaborate with the Head of Private Wealth to develop the team's expertise and client...Private
$120k - $150k
...best way to help our clients and advance our... ...join as a Client Manager, supporting our Latin America Private Banking group. The... ...administrative and operational functions, including... ...7+ years relevant wealth management... ...Excellent client service skills ~ Superior...PrivateWork at officeLocal area- ...point of contact for clients, addressing their concerns... ...partnerships, and private foundation tax returns... ...clients in transferring wealth to future generations... ...advisors, and investment managers to coordinate... ...comprehensive wealth management services for clients....Private
- ...Financial Services - Private Client Services - Tax Services Manager EDGE Location: New York Other locations: Anywhere... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance,... ...Growth Engine because this team operates in a technical environment with...PrivatePrivate practiceLocal area
$103.1k - $188.9k
...the global financial services marketplace and the... ...side with a range of clients from our most... ...and Capital Markets, Wealth and Asset Management, Insurance, Real Estate... ...Engine because this team operates in a technical... ...EY's FSO EDGE Private practice provides comprehensive...PrivatePrivate practiceSummer holidayLocal areaFlexible hours- ...world's top investment banks, private equity funds, and investment... ...With a rapidly growing, global client base, proven product-market... ...world-class investors, we are scaling quickly and defining a new... ...Rogo's customer success managers are highly motivated individuals...PrivateWork at office
$132.1k - $301.6k
...global financial services marketplace and... ...with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and... ...dynamic FSO team! Private Tax is a growing... ...navigating operational and organizational... ...for large-scale projects. Experience...PrivateWork experience placementSummer holidayLocal areaImmediate startFlexible hours- ...Citi Wealth - Lending Advisor - Vice President... ...integrated into our client's broader Wealth Management goals. Our Lending Advisors... ...Citigold and Citi Private Client (CGCPC)... ...emphasis on driving scaled securities-based loan... ...judgment ~ Comfort operating in a fast-paced, growth...Private
$160k - $275k
...lead an innovative private client accounting and payment services offering for our... ...establishing and scaling a best-in-class service... ...team, drive operational excellence, and ensure... ...financial management solutions that seamlessly... ...clients' broader wealth management...PrivateFull timeTemporary workPart timeWork at office$70k - $76k
...UBS is hiring a Client Associate in New York City to join a Private Wealth Management team, focusing on client care and service. You will maintain client records, educate clients on services, and prepare reports for meetings. The ideal candidate has at least 1 year of...Private- ...Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high... ...Fidelity and Schwab custodial platforms is a plus Operate in a dynamic and fast‑paced environment is...PrivateWork at officeLocal area
- Asset & Wealth Management, US Third Party Wealth Northeast... ...to help clients across the globe... ...investment and advisory services for pension plans... ...ETFs, public and private alternative... ...and other broad‑scale outreach activities... ...client base. 3. Operational Excellence & Compliance...PrivateFull timeWork at officeHome office2 days per week3 days per week
$155k - $200k
...alternative asset manager. We seek to create... ...vehicles focused on private equity, real... ...Blackstone Private Wealth was established to... ...these firms and their clients and provides... ...leverage the global scale platforms across Private... ..., Sales, Investor Services, Product Strategy...PrivateLocal areaFlexible hours- ...The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth... ...with an integrated client service team to provide clients with... ...clients and prospective clients at scale Educate the integrated team...PrivateWork at office
$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...PrivateWork at office- ...A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...PrivateFull time
$200k - $275k
...Fortress Investment is looking for a Director/MD of National Accounts within its Private Wealth Solutions. The role demands expertise in asset management and a proactive approach to building relationships with key private wealth platforms. The successful candidate will...Private$130k - $175k
...alternative asset manager. We seek to create... ...vehicles focused on private equity, real... ...Blackstone Private Wealth was established to... ...these firms and their clients, while providing... ...leverage the global scale of our platforms... ..., Sales, Investor Services, Finance—to support...PrivateWork at officeLocal area$200k - $250k
...alternative asset manager. We seek to... ...vehicles focused on private equity, real... ...Private Wealth was established... ...Blackstone's global scale across Private... ...solutions aligned with clients' asset... ...Wealth clients and operates globally with... ...Strategy, Investor Services, Legal,...PrivateLocal areaFlexible hours- ...administration support to ultra-high net worth clients in New Jersey. The role focuses on trust, corporate, and fiduciary services, ensuring client expectations are met... ...effectively. The ideal candidate will have proven private wealth administration experience and be pursuing...PrivateTraineeship
$135 - $155 per hour
...Capital Solutions - Private Wealth Client Coverage New York... ...to partner with and scale innovative businesses... ...its patient capital, operational expertise, and global... ...strategies. General Atlantic manages approximately $126... ..., address client service inquiries, and support...PrivateLocal areaWorldwide$110k - $215k
Bank of America is seeking a talented professional in New York to expand client relationships and advise on Private Bank capabilities. The ideal candidate should have over 7 years of experience managing high-net-worth clients and knowledge of banking and investments. The...Private- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role... ...their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of relevant experience...Private
- ...is seeking an Executive Director for its Private Credit Solutions Group Investment Specialist... ...assets through partnerships with various wealth channels. The successful candidate will... ...private credit solutions, educate clients on strategies, and develop comprehensive...Private
- ...looking for a Senior Manager to be part of our ambitious... ..., friendly Governance Services team.You'll be working... ...the Jersey Head of Private Wealth on the ongoing... ...ultra-high net worth clients in the provision of trust... ...in other jurisdictions operating in a unified, consistent...PrivateWork at officeLocal areaFlexible hours
$100k - $250k
...office relationship management, Offices of the... ...intermediary firms within wealth management... ...global financial services firm at the forefront... ...000 institutional clients around the world,... ...to clients. Cantor operates trading desks in... ...the few remaining private partnerships on Wall...PrivateHome office- A leading financial services firm in New York is seeking a Head of Private Wealth Alternatives to enhance client service for registered broker dealers... ...involves building a team, managing client relationships, and... ...in Wealth Management operations, a proven leadership track...Private
$90k - $110k
A leading financial services firm in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. The role involves enhancing the online client experience, collaborating with tech teams, and leading client communication initiatives. Ideal...Private- A leading financial services firm in New York is seeking a Private Banker who will be responsible for advising families on managing their wealth. The role requires a minimum of six years of experience... .... The Private Banker will manage client relationships, generate new assets...Private
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