Private Client Services Specialist
Oppenheimer & Co Inc
Oppenheimer & Co Inc. is seeking a Client Service Associate in Stamford, CT or White Plains, NY. The role focuses on servicing clients, supporting advisors, and coordinating meetings while handling confidential information. The ideal candidate will have 1–2 years of financial services experience, a bachelor’s degree preferred, and proficiency with MS Office. The position offers growth opportunities within a private client division and a full-time schedule. #J-18808-Ljbffr Oppenheimer & Co Inc
$80k - $86k
Bernstein Private Wealth Management, located in Stamford, Connecticut, seeks an Associate to support Financial Advisors and provide world-class client service. The ideal candidate will have strong analytical and communication skills, a detailed focus, and a Bachelor's...Private client- ...Tax Senior Manager – Private Client Services / UHNW Location: New York Metro Work Arrangement: Hybrid – approximately 3 days per week in office Experience: 8+ Years CPA Required A leading national CPA and advisory firm is looking for an experienced Tax...Private clientPrivate practiceWork at office3 days per week
$150k - $185k
...Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors and fund executives, lead sophisticated tax... ...providing sophisticated tax planning, compliance, and consulting services to high-net-worth individuals, family offices, investment...Private clientLocal areaFlexible hours- ...Tax Manager – Private Client Services Location: Stamford, CT Work Arrangement: Hybrid – approximately 3 days per week in office Experience: 5+ Years CPA or EA Required A leading national CPA and advisory firm is looking for an experienced Tax Manager...Private clientFor contractorsInterim rolePrivate practiceWork at office3 days per week
- ...Private Client Services Tax Experienced Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives,...Private clientPrivate practiceWork at office
- Bankwell is seeking a Private Client Group Support Associate to help manage and grow existing client relationships with urgency and empathy... ...day-to-day client interactions, document workflows, and service delivery through the CRM platform. The role offers exposure to...Private client
$140k - $162k
...Private Client Services Tax Experienced Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...networks professionally outside of BDO Involves firm specialists and other business lines to increase cross service...Private clientPrivate practiceWork at office- Oppenheimer & Co. Inc. is seeking a Client Service Associate for its Private Client Division in Stamford, CT or White Plains, NY. You will service clients and advisors, assist with marketing, scheduling, and data management, and support executives with confidential information...Private client
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a...Private client
$146k - $200k
...responsible for providing tax and consulting services to business clients with pass through entities and to... ...tax issues with client; involves specialists where appropriatePlans and reviews... ...and/or public accounting, private industry accounting or consulting/professional...Private clientWork at office$100k - $275k
...Responsible Growth and delivering for our clients, teammates, communities and... ...access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs.... ...and identify the need for team specialists; collaborate closely with other...Private clientWork at officeShift workDay shift$105.38k - $215.38k
...Manager supporting our Individual Tax Services - High Net Worth group, you will:... ...issues, and coordinate with specialists when needed.Build strong client relationships through clear, thoughtful... ...high-net-worth individuals or private clients.Strong client communication...Private clientWork at officeLocal area- ...Gallagher is hiring a Private Client Service Manager to serve as a trusted advisor to High-Net-Worth individuals, delivering tailored insurance solutions and proactive risk guidance. You will work with clients, Producers, and carriers to secure value and exceptional service...Private client
- ...Senior Tax Manager - Private Client Services Location: Greenwich, CT A global tax and advisory firm is seeking a Senior Tax Manager for its private client services practice in Greenwich, Connecticut. You will oversee multiple engagement teams serving sophisticated...Private clientPrivate practice
- ...Full timePosted: 2026-10-30Closes: 2027-10-30Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a... ...Actively networks professionally outside of BDOInvolves firm specialists and other business lines to increase cross service...Private clientPrivate practiceWork at office
- ...Job Description Job Description CPA firm seeking a Tax Manager to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses...Private clientPrivate practice
- ...As one of the nation’s top professional services firms, CohnReznick creates rewarding careers... ...and relationships, solutions to address clients’ unique business goals and risks, and... .... This position is rooted within the Private Client Services practice with a focus on...Private clientPrivate practiceLocal areaFlexible hours3 days per week
$385k
...Job Description Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm...Private clientPrivate practiceWork at office$385k
...Job Description Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm...Private clientPrivate practiceWork at office$100k - $135k
...approach, and a commitment to delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term relationships built on... ...on high-net-worth individuals, family offices, or private client services.Deep technical expertise in...Private clientFull timeLocal areaVisa sponsorship3 days per week- ...Private Client Service Manager At Gallagher, relationships are at the heart of everything we do. As a Private Client Service Manager, you'll serve as a trusted advisor to High-Net-Worth individuals, helping protect the people, assets, and lifestyles that matter most...Private clientLocal area
$55k - $60k
...to receive instant updates as new positions become available. Client Service Associate (Stamford, CT or White Plains, NY) Oppenheimer & Co... ...The firm is seeking a Client Service Associate to join our Private Client Division in Stamford, CT or White Plains, NY. The primary...Private clientFull timePart timeLocal area$245k - $375k
...Partner | Matrimonial & Family Law Advocacy ⚖️ Practice Area : High-Net-Worth Marital Dissolution / Domestic Relations / Private Client Services § Location: Greenwich, CT / New Canaan, CT (Flexible Hybrid Arrangements) § Salary : $245,000 to $375,000 Base...Private clientFull timeContract workLocal areaFlexible hours$90k - $120k
...Senior Client Delivery Specialist Our client is seeking a Senior Client Delivery Specialist for a... ...initiatives, and delivering exceptional service across a portfolio of clients. The... ..., cancels, and corrects. Analysis of private equity and hedge fund statements for...Work at officeLocal area- KeyCorp's Private Client Banker (PCB) role in White Plains, NY focuses on the entire client relationship with a plan-based approach to financial... ...products across banking, investment, insurance, and mortgage services. The PCB works with internal partners to ensure comprehensive...Private client
$90k - $200k
...Manager - Private Client Services Hybrid Florham Park, NJ 07932; Jericho, NY 11753; Melville, NY 11747; New York, NY 10020; White Plains, NY 10604 Salary Range $90,000.00 - $200,000.00 Salary/year Position Type Full Time / Experienced Level Category Tax Description...Private clientFull time- Citigroup Inc. is seeking a Senior Wealth Advisor to service Citi Private Bank, Citigold, and Citigold Private Client clients from Greenwich, CT. You will offer comprehensive financial and investment guidance, coordinating with a Wealth team to address wealth needs for...Private client
- ...Overview Trove is an administrative financial services company that understands the complex... ...prior accounting or related experiences, client service-oriented experience preferred ~... ...accounts, alternative investments (private equity, hedge funds, etc.) Basic understanding...Work at office
- ...Personal Lines Account Manager to maintain the primary client relationship after a policy is established. You’ll service accounts, process changes, conduct reviews, and... ...Services to expand relationships across our private client book. #J-18808-Ljbffr Cross InsurancePrivate client
$44k - $80k
...Client Support Specialist We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri-State area! While... ...of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase...Remote jobWork from home
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