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
- ...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
$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...SuggestedFull timeTemporary workWorldwide$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$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$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$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- TIAA is seeking a Wealth Client Relationship Manager in White Plains, New York. This role focuses on partnering with Wealth Management Advisors to enhance client relationships and deliver financial solutions. A strong emphasis is placed on meeting the needs of high-net...
- 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- ...Job Description: Private Client Services: Junior Account Manager Port Chester, NY (Hybrid) Zachys Wine International The Job Zachys... ..., including sales on the floor Requirements The successful person in this position must be detail-oriented self-starter...Full timeWork at officeWeekend workAfternoon shift
- Wealth Client Relationship ManagerWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...Full timeWork at office
$101k
...Customer Success Manager We are seeking a proactive, polished, and relationship-driven Customer Success Manager to join our growing Customer... ...you will manage a portfolio of strategic, mid-to-large-sized clients and serve as a trusted advisor after implementation and go-...Full timeFor contractorsWork at office$17.7 - $22.62 per hour
...Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The... ...instructions, selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hoursShift work$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$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...Temporary workInternshipLocal areaFlexible hours$112k - $150k
Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive... ...and cash-flow, retirement, and life insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational...Private practiceWork at office- ...Personal Lines Inside Sales Opportunity At Gallagher, we help clients face risk with confidence because we believe that when... ...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
$102.2k - $124.93k
...the ordinary, please apply...Job DetailsTitle: Director, Media Client ServiceLocation(s) (Hybrid): New York, Chicago, Boston, Norwalk... ...senior stakeholdersStrong client leadership skills, with experience managing relationships, influencing decisions, and navigating complex...Full timeWork experience placementLive inWork at officeFlexible hoursShift work- Morgan Stanley at Work is seeking an Onboarding Project Manager to lead end-to-end client onboarding for U.S. Public Equity Solutions. You will manage multi-project delivery, coordinate requirements with internal teams and maintain high client satisfaction in a fast-paced...
- NIQ in White Plains, NY is seeking an Associate Client Manager to join the Industry Insights team. You will deliver analyses and insights on industries, markets and consumers using NIQ data, guiding clients to informed business decisions. The role is hybrid, onsite 2-3...2 days per week3 days per week
$150k - $250k
...segments — Institutional Securities, Wealth Management, and Asset Management. Wealth Management... ...financial advice and services to its clients, including brokerage, investment... ...and the tech roadmap as they relate to successful implementation of new digital products and...Temporary workWork experience placementWork at officeWork from home$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow their practice through referrals, delivering financial solutions that ignite the dreams of the...Work experience placement$80.3k - $84k
...complete and clear understanding of consumer buying behavior that reveals new pathways to growth. We are looking for an Associate Client Manager to add to our Industry Insights team This is a hybrid role and requires being onsite 2-3 days a week in White Plains, NY Job...Local areaFlexible hours2 days per week3 days per week$157.6k - $205.43k
...InsightsIQ™, Axtria SalesIQ™, and Axtria MarketingIQ™ - enable clients to efficiently manage data, leverage data science to deliver insights for sales... ...progression plan ensures every Axtrian is setup for success and able to do meaningful work in a fun environment. We want...Hourly pay$190k - $250k
...Description Job Description At the Director level, Private Client Services should be about more than overseeing compliance. You should... ...and their families Serve as a senior technical resource for Managers, Seniors, and other members of the PCS practice Lead and...Private practice
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Manager. Be the first to apply!


