Client Success Manager
Albourne Partners Limited
Albourne America LLC in Stamford, CT seeks a Client Account Manager to act as the conduit between clients and the firm, delivering advisory services and liaising with analysts and investment managers. You will manage client onboarding, coordinate calls and meetings, maintain client data, and support cross‑selling while upholding compliance and policies; a bachelor's degree and proficiency in Microsoft Office are required. #J-18808-Ljbffr
- ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide... ...recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors...SuggestedFull time
- ...Great Place to Work® since 2018, MDVIP is committed to excellence in patient care and employee satisfaction. Position Summary As a Success Manager, you will manage a portfolio of affiliated physician practices with direct accountability for relationship management and KPI...SuggestedWork experience placementWork at officeRemote workMonday to FridayFlexible hoursNight shiftAfternoon shift
$200k - $280k
...building innovative solutions that address clients’ most complex digital transformation... ...information, visit us at Job DescriptionRole:Manage and grow a strategic accounts. You will... .... The goal is to make the client successful and committed to Wipro's long term through...SuggestedMinimum wageLocal area$151.4k - $311k
Position Summary Client Relationship Executive (CRE) - Financial Services Are you driven by a passion for spearheading industry... ...role, candidates will focus on one or two specific Investment Management clients. The CRE will drive demand-generation through the depth...SuggestedShift work$151.4k - $311k
...industry experience, strong relationship management skills and a proven track record in... ...candidates will focus on one or two specific clients and have responsibility for business... ...experience within the LSHC marketplace. The successful candidate would possess these skills:...Suggested$170k - $210k
...professionals provide advice and partnership to clients navigating a range of key leadership and... ..., which is a critical component to CEO succession. Furthermore, LAS is the engine that... ...leadership advisory services a plusHas managed business development and has experience...Full timeTemporary workWork at officeLocal areaFlexible hours- ...ARGA Investment Management, LP seeks a Head of Client Service in Stamford, CT to lead client service delivery, oversight of regular reporting, and management of client and consultant requests. The role drives strategic planning, compliance coordination, and team development...
$128k - $252.5k
...strategy, technology, creativity, and ongoing managed services to solve the biggest problems... ...on September 30, 2026 As a Deployment Success Manager, you’ll lead with outcome and value... ..., is based on the work you do and the clients and industries/sectors you serve.Must be...Local area$21 per hour
...Job Title: Client Services Coordinator (Temporary) Our client, a prominent international Real Estate firm with many famous landmarks... ...coordination Provide move-in and move-out support Assist with vendor management and invoice processing Pay Rate: $21 per hour Skills and...Hourly payTemporary workWork at officeLocal area$400k
...their child. That is this role. If your default approach is to \"manage applications\" or \"optimize conversion funnels\", this position... ...by operations. Your time remains focused on families. Private Client Relationship Manager Key Responsibilities Within six months, you...Full timeTemporary workFor contractorsImmediate startRelocation$80k - $130k
...Technology has been engaged to conduct a search for an experienced Client Relationship Manager for our client, an innovative WealthTech company... ...talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we...Full timeWork at officeRemote work$85k - $135k
...investment banking, securities, wealth management and investment management services. With... ...3 countries, the Firm's employees serve clients worldwide including corporations, governments... ...of our people is critical to our success. Together, we share a common set of values...Full timeTemporary workWorldwide$120.97k
...co-workers are invested in you and your success. Where you are encouraged and supported... ...** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial... ...and facility capital projects, meet water management objectives, comply with environmental requirements...Temporary workWork experience placementH1b- ...this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize both your personal and professional aspirations. Apply today and...Remote workWork from homeFlexible hours
- Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business through virtual appointments - Use our proven internal blueprint and...Full time
- ...greatest potential. Title and Summary Senior Managing Consultant, Advisors & Consulting... ...platforms, and technologies to provide clients with powerful strategic insights and recommendations... ...job will be performed in the US, the successful candidate will be offered a competitive...Full timePart timeWork experience placementWork at officeLocal areaWorldwideFlexible hours
$60k - $75k
We are looking for a professional client service individual to join our Portfolio team in our Stamford, CT office. As a Client Account Manager, you will be the conduit through which Albourne provides investment advice to its clients, including interacting with them on...Full timeWork at officeLocal area$170k - $200k
...structured investments eco-system on the platform for clients. The team develops and manages the technology platform experience with many of iCapital... ...written and verbal communication skillsAble to successfully operate in a fast-paced environmentStrategic mindset and...Full timeWork at officeRemote work- ...this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize both your personal and professional aspirations. Apply today and...Remote jobWork from homeFlexible hours
$134k - $168k
...a new world happen. Our important work benefits our clients and partners as much as it does our people and communities... ...satisfaction, increase profitability and growth. Our success is enabled by our world-class management consulting, delivery excellence and engineering...Full timeContract workShift work- ...seeking a proactive, polished, and relationship-driven Customer Success Manager to join our growing Customer Success team. In this role, you will manage a portfolio of strategic, mid-to-large-sized clients and serve as a trusted advisor after implementation and go-live....Full timeFor contractorsWork at officeWorldwide
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering... ..., and life insurance planning.A Tax Manager, Private Client Services is responsible for... ...meaningful work, leaders invested in your success, and opportunities to build a career around...Private practiceWork at office
$100k - $150k
...commitment to delivering real value to our clients.Our mission is to provide exceptional... ...asset, and we invest in their growth and success through mentorship, professional development... ...you!We are seeking an experienced Tax Manager to join our growing Private Client Services...Full timePrivate practiceLocal area3 days per week$100k - $140k
...looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the Independent Broker Dealer (IBD) coverage team. This is a client-facing, technical...Full timeWork at officeRemote work- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free... ...Plus, merit increases ensure your salary grows alongside your success. * Work Flexibly: If you're near one of our Gallagher offices,...Work at officeRemote work
$17.7 - $22.62 per hour
...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes... ...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hoursShift work$64.54k - $96.81k
...Client Manager Essential job responsibilities include but are not limited to: Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates. Essential job responsibility examples Interact...Temporary workInternshipLocal areaFlexible hours$105.38k - $215.38k
...Do you bring strong risk and quality controls, operational rigor, and the ability to interact with clients on their personal tax matters? If so, this Tax Delivery Manager role in Global Employer Services (GES) Delivery may be a great fit. Recruiting for this role will end...Work at officeLocal area$120.2k - $135.9k
...measurement plans, ensuring alignment with broader strategy and business objectivesTranslate measurement frameworks into practical, client-ready outputs (analyses, dashboards, presentations)Support campaign and always-on programs with ongoing performance analysis and...Full timeWork experience placementLive inWork at officeFlexible hoursShift work$112k - $150k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within our firm. Offering... ...insurance planning. Job Summary A Tax Manager, Private Client Services is responsible... ...work, leaders invested in your success, and opportunities to build a career around...Private practiceWork at office
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