Client Service Operations Leader - Private Wealth
$115k - $125kNeuberger Berman
Neuberger Berman is seeking a Client Service Operations Manager in New York, NY. This role involves supporting operations, improving processes, and ensuring a seamless client experience within their Private Wealth Management team. The ideal candidate will have over 10 years of experience in private wealth management operations and be responsible for both leadership and hands-on client servicing. Competitive salary between $115,000 and $125,000 along with comprehensive benefits is offered. #J-18808-Ljbffr Neuberger Berman
$115k - $125k
Neuberger is seeking an Operations Manager in New York to oversee daily operations and enhance client servicing. The ideal candidate will have over 10 years experience in private wealth management, strong organizational skills, and be proficient in improving operational...Private$115k - $125k
...Position Overview:The Client Service Operations Manager will support Team Kaminsky, one of Neuberger’s largest Private Wealth Management teams. This is a “player/coach” role for a hands-on operator who will initially execute alongside the team while building the systems...PrivateLocal areaShift work$100k - $130k
...Associate Director, Private Wealth Client Services New York Office - New York, NY 10017 Overview Salary Range $100,000.00 - $130,000.00... ...Knowledge of Fidelity and Schwab custodial platforms a plus ~ Operate in a dynamic and fast-paced environment is essential ~...PrivateFull timeTemporary workWork at officeLocal area$80k - $86k
...Bernstein Private Wealth Management Associate Bernstein Private Wealth Management is... ...-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves... ...Wealth Associates are client service professionals who exhibit drive, ambition...PrivateTemporary workFlexible hours$90k - $120k
InfoHedge Technologies LLC in New York is seeking a Service Operations Manager to lead and develop high-performing engineering teams. This role focuses on driving operational excellence and enhancing client relationships through exceptional service delivery. The ideal...SuggestedRemote job$115k - $125k
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...Private- ...in New York, NY is hiring for an immediate support role within their wealth management and financial planning operations. The role focuses on ensuring smooth back-office operations and client service excellence. Responsibilities include collaborating with financial institutions...Immediate start
- ...primary point of contact for clients, addressing their concerns and... ...investment partnerships, and private foundation tax returns. Build... ...clients in transferring wealth to future generations efficiently... ...comprehensive wealth management services for clients. Collaborate with...Private
$34.32k - $90k
711 MS Smith Barney, LLC is seeking a Client Service Associate in New York, NY. This role focuses on providing exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors. Responsibilities include managing client relationships, executing...Private$130k - $140k
...Technology Services Group, Senior Project Manager... ...of a Brookfield Leader: Entrepreneurial,... ...through excellent client service and... ...power and transition, private equity and credit.... ...Brookfield owns and operates long-life assets and... ..., sovereign wealth funds, financial institutions...PrivateFull timeTemporary workLocal area- J.P. Morgan in New York is seeking a Private Client Investment Associate to support Advisors with client service and operational tasks in Wealth Management. This role involves facilitating requests, resolving client issues, and assisting with wealth planning. The ideal...
- Citizens is seeking a Wealth Manager Client Service Associate (CSA) in New York, NY. The CSA will provide essential support to Wealth Managers by onboarding and servicing new and existing clients. This includes building strong relationships with high net worth clients and...
- Ehrlich Pest Control is seeking an Operations Manager in Pennsylvania to lead a team of specialists and ensure exceptional service delivery. The role involves managing daily operations, training staff, and overseeing financial performance. A preferred candidate will have...
- A financial services firm in New York is seeking a detail-oriented Manager to oversee daily operational functions and support team performance in a fast-paced environment. The role involves inputting and reviewing transactions, managing workflows, and fostering a collaborative...
$88k - $123.74k
...and assurance firm, providing clients with a genuine coast-to-... ...Tilly) provide professional services through an alternative practice... ...and compliance services to private wealth clients. As one of the fastest... ...inquiries Team with leaders on special projects in various...PrivateLocal areaWorldwide$88k - $123.74k
...and further become an expert for your clients? If yes, consider joining Baker Tilly... ...-focused tax advisory and compliance services to private wealth clients. As one of the fastest... ...tax authority inquiries Team with leaders on special projects in various areas...PrivateLocal area- A leading financial services firm is seeking a Private Client Investment Associate to provide exceptional client service and operational support. This role includes managing account opening... ...offers valuable experiences within the wealth management space, fostering a...
- Goldman Sachs is seeking Wealth Management Professionals in New York, NY to enhance client relationships through exceptional service and operational support. Candidates should have a Bachelor's degree and 1-3 years of experience in the financial industry, strong communication...
- A global financial services firm in New York seeks a Wealth Management Associate to provide exceptional client service and support Financial Advisors. The ideal candidate will have over 5 years of relevant experience, a strong client-first mindset, leadership skills, and...
- Neuberger seeks a Private Client Service Associate in New York to manage onboarding and client service support for Wealth Advisor and Portfolio Management teams. The role requires an undergraduate degree, Series 7 and 66 licenses, and strong communication skills. Key responsibilities...
- ...financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client... ...least eight years of experience in financial services, strong communication skills, and relevant...Private
$33.28k - $90k
...Job Description Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through... ...the global communities in which we operate, bringing a variety of...PrivateTemporary workWork at officeLocal area$115k - $135k
...Management in New York City is seeking a Client Service Associate to support a dedicated group of clients, ensuring seamless operational relationships and high-quality... ...Bachelor’s degree and has 2+ years in private wealth management, with strong attention to detail...PrivateWork at office$126.5k - $166.3k
...and business advisory services and tax compliance to small business clients. You will work side-by... ...expand your career in Private Wealth tax and accounting, becoming... ...to the client's operations, processes, and business... ..., and assist team leaders in researching and providing...PrivateWork at officeLocal area$126.5k - $166.3k
...assurance firm, providing clients with a genuine coast-... ...provide professional services through an... ...expand your career in Private Wealth tax and accounting, becoming... ...to the client's operations, processes, and business... ...issues, and assist team leaders in researching and...PrivateWork at officeLocal areaWorldwide$140k - $190k
...Position Summary Private Wealth Management Relationship Manager – Capital Partners, NewYork. This role serves as the primary client contact and portfolio manager for ultra‑high‑net‑worth... ...handling portfolio execution, client service and compliance. Key Responsibilities...Private- J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) Join to apply for the J.P. Morgan Wealth Management - Private... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion...PrivateFull time
- Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day‑to‑day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, which includes...Local areaMonday to Friday
$24.9 - $37.5 per hour
...Regional Support Services Assistant & Event... ...ensure the efficient operation of the office.... ...events.Assist Regional Leaders in scheduling... ...is the 9th largest privately held U.S. brokerage... ...benefits, private client services, as well... ...services and financial & wealth solutions. With...PrivateHourly payWork at office- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role includes... ...their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of relevant...Private
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Operations Leader - Private Wealth. Be the first to apply!
- service lead New York, NY
- technical services lead New York, NY
- IT service desk coordinator New York, NY
- service team leader New York, NY
- resident service coordinator New York, NY
- member services coordinator New York, NY
- medical staff services coordinator New York, NY
- family service coordinator New York, NY
- tenant services coordinator New York, NY
- food service coordinator New York, NY

