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CLIENT SERVICES / Responsible for leading Octagon’s client business and day-to-day management of client programs. THE JOB / Account Director, Client Services (Insurance Client.
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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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The selected candidate will manage the unit Coordinator and together they will monitor and facilitate the daily operations of the Client Services Unit, find ways to measure customer satisfaction and improve services, manage a team of customer service staff, and handle face-to-face inquiries from customers.
$93,807Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Superb listening, verbal and written communication, plus analytical and problem-solving abilities – Expect significant client engagement and collaboration with other advisors. 2-3 years of preferred experience in wealth management client service.
Full-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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Firm Type: Law Firm, Experience: 1 Years, A law firm in New York City is actively seeking a Junior Private Client Services Associate Attorney with 1-3 years of experience. Collaborate with clients, financial advisors, and other professionals to achieve client goals.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Initiate periodic check-ins with clients to ensure services and projects are up to par with client expectations. The Client Success Senior Advisor will report to a Client Success Manager.
$95,000 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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ROLE: Account Executive, Client Services - 6 Month Freelance. Department Client Services Locations New York Remote status Hybrid Remote. In this exciting role, you will be working within the Client Services team.
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Sitting within the FXPB Client Service Team, you as Client Service Representative will serve as the primary point of contact for many of the Bank’s top tier clients who trade a wide range of FX (Foreign Exchange) products.
$107,250 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Possess 3+ years ad agency, ad tech or programmatic experience in a client-facing role. The annual compensation range for the Client Solutions Manager role in New York City is $90,000 - $95,000 per annum + bonus.
$95,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Job Title FXPB Client Service Representative. With global representation, the FXPB team provide client coverage 24 hours, utilising a follow-the-sun model with teams based in Asia, Europe and in the US, Client Services representatives are able to build strong relationships with clients and collaborate to implement continuous process improvements and new solutions.
$107,250 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Job Title: Client Services ExecutiveWork Location: NYC (Hybrid)Start Date: ASAPRecently named one of WorkLife's 50 Best Places to Work and one of Fast Company's Most Innovative Companies, Whalar Group is a global creator company on a mission to liberate the creative voice.
$55,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The Office of Asset and Property Management (APM) is composed of five divisions, which includes the Divisions of Asset Management, Property Management & Client Services, Housing Supervision, Housing Opportunities & Program Services, and Co-op Readiness & Technical Services.
$73,878 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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They will also understand the value proposition of all DEPT® services, and include DEPT® partners relevant to aligning client roadmaps to all facets of DEPT®'s portfolio. This position reports directly to the Head of Client Services, Americas.
$198,000 a yearExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Work closely with internal team members (Private Client Advisors, Private Banking and Fiduciary) to support further growth of the organization’s UHNW client segment, identify new business opportunities, expand current relationships and introduce additional value-add solutions, including credit, planning, fiduciary, family office services, etc.
$265,950.31 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Our Tax practice seeks an experienced and accomplished tax professional with strong technical skills, leadership capabilities, and experience in providing sophisticated tax planning, consulting and compliance services tailored exclusively to high-net-worth individuals, closely held business owners, and their families, to join our Private Client Services (PCS) Tax team as a Tax Senior.
$174,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago
Title: client services representative Company: Rob Levine Law in New York, NY
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