Manager - Client Services Infosys LtdManager - Client ServicesBridgewater, NJ$30–$50 / hourLeveraging deep industry expertise and global delivery capabilities, Infosys helps clients modernize technology landscapes, enhance operational resilience, optimize engineering processes, and unlock new business value through cloud, data, AI, automation, cybersecurity, and enterprise platforms. In this strategic leadership role, you will be responsible for growing and managing a multimillion-dollar portfolio, building executive-level relationships, identifying transformational opportunities, and driving business growth across a broad spectrum of technology and consulting services.
Tax Senior Manager, Trust & Estate - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Senior Manager, Trust & Estate - Private Client Services (PCS)Iselin, NJOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: 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.
Director/Principal, Client Accounting Services AnchinDirector/Principal, Client Accounting ServicesNew York City, NY$200,000–$500,000 / yearAnchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
Analyst, US Client Services Ares OperationsAnalyst, US Client ServicesNew York, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. This position is responsible for assisting with client servicing and transfer agency operations within the AWMS client services department, which encompasses four key areas: Investor/Advisor Services, Transfer Agency Oversight, Onboarding, and Controls and Enablement.
Tax Manager or Director - Private Client Services PKFOD CareersTax Manager or Director - Private Client ServicesWoodcliff Lake, New JerseyThis role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network.
Dir Client Services - Workforce Absence Sedgwick Claims Management Services, Inc.Dir Client Services - Workforce AbsenceNY$100,000–$115,000 / yearPRIMARY PURPOSE: To determine account management strategies related to client service plans; to be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; to provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models; and to oversee the work of other local Client Services staff. Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines.
Group Product Manager, Client Services Maven Clinic coGroup Product Manager, Client ServicesNew York, NY$217,000–$255,000 / yearCustom products and services for key clients - partner with Client Services and Growth to understand commercial priorities, develop a clear framework for how to evaluate, prioritize, and execute against them in partnership with core product and engineering teams. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital.
Client Services Director Nucleus Global LtdClient Services DirectorNY$145,000–$185,000 / yearWorking closely with Scientific Services and cross-functional teams, you''ll shape account strategy, identify opportunities for growth, mentor high-performing Client Services teams, and help strengthen a long-term client partnership built on collaboration and innovation. Regardless of past practice, all résumés submitted by search firms to any employee of Nucleus Global and its affiliated companies by email, the Internet or in any form - without a current signed fee agreement for that position (as authorised by the Recruitment Manager) - will be deemed the sole property of Nucleus Global, and no fee will be paid in the event you are hired as a result of the referral or through other means.
Director, Private Client Services – Family Office Alvarez & Marsal Tax, LLCDirector, Private Client Services – Family OfficeNew York, NYFull timeAs a Director within Private Client Services, you will: Provide multiple clients with a variety of accounting and support services including but not limited to the following: Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
NewClient Services Associate Guardant Health IncClient Services AssociateNYRemote$23–$31 / hourFounded in 2012, Guardant is transforming patient care and accelerating new cancer therapies by providing critical insights into what drives disease through its advanced blood and tissue tests, real-world data and AI analytics. Guardant tests help improve outcomes across all stages of care, including screening to find cancer early, monitoring for recurrence in early-stage cancer, and treatment selection for patients with advanced cancer.
Private Client Services Tax Partner TalntPrivate Client Services Tax PartnerHarrison, New YorkThis is an opportunity for an established Trust & Estate leader to advise high-net-worth and ultra-high-net-worth individuals and families across sophisticated estate, gift, fiduciary, and multigenerational wealth planning while helping shape the continued growth of the practice. You'll work alongside other private client professionals and outside advisors to solve complex planning issues for families whose needs extend across trusts, estates, closely held businesses, investments, charitable interests, and significant generational wealth.
Executive, Client Services WhalarExecutive, Client ServicesNew York, NYCreator Management: build strong relationships with creators throughout a campaign cycle and beyond, from outreach, negotiations, ECHO onboarding and contracting to creator briefing, creative concept review, content gatekeeping, content scheduling and campaign feedback loops. Campaign Performance: Work closely with the Manager on overall campaign success, including updating campaign trackers consistently, timeline management, budget management, data capture and wrap reports.
Senior Director, Technology Client Services Columbia UniversitySenior Director, Technology Client ServicesNY$150,000–$175,000 / yearOur ever-evolving curriculum, featuring pioneering courses, STEM certification, and immersive experiential learning, prepares students to excel in key areas such as digital transformation, entrepreneurship and innovation, twenty-first century finance, the intersection of business and society, and climate and sustainability. Designs and implements a modern, tiered client services model that sequences support across self-service resources, AI-assisted chat, live human support, and ticketed escalation - reducing friction for clients and improving resolution rates at every level.
Industrial Design Client Services Manager - Food & Beverage Market Sector Brown and Caldwell IncIndustrial Design Client Services Manager - Food & Beverage Market SectorNYRemote$144,000–$196,000 / yearThis role leads strategic pursuits, builds executive-level client relationships, and aligns Brown and Caldwell's multidisciplinary capabilities to support client investments in water, wastewater, and facility infrastructure through traditional and alternative design and delivery methods, including design-bid-build, design-build, and collaborative delivery models, while advancing long-term account growth and market presence. Moreover, this role reflects consistent success in advancing long-term client relationships, leading high-performing Client Service Teams (CSTs), shaping growth strategy, winning complex pursuits, and delivering high-quality, profitable programs.
Director of Client Services (Full Time) Z5 InventoryDirector of Client Services (Full Time)NJ$90,000–$100,000 / yearAs our Director of Client Services, you will be the operational and strategic anchor for our project delivery function - leading a team of high-performing Project Managers, championing client relationships at the executive level, and collaborating with our Data and Consulting teams to deliver outstanding outcomes across both client models. Serve as the senior client-facing leader for strategic accounts, building trusted relationships with CFOs, Directors of Supply Chain, VP-level operational leaders, and other key stakeholders at hospitals and outpatient surgery centers.
Director, Private Client Services - Family Office Alvarez & Marsal Holdings LLCDirector, Private Client Services - Family OfficeNew York, NY$130,000–$175,000 / yearAs a Director within Private Client Services, you will: Provide multiple clients with a variety of accounting and support services including but not limited to the following: Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
Client Services Associate/Office Manager Ark Asset AdvisorsClient Services Associate/Office ManagerPearl River, NY$65,000–$90,000 / yearPOSITION SUMMARY: The Client Services Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. · Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesNew York, NY$146,000–$200,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
Associate Director, Client Services - Account Management Capital Rx LLCAssociate Director, Client Services - Account ManagementNew York, NY$163,600–$204,500 / yearPosition Overview: The Associate Director, Account Management is responsible for managing the planning, execution, issue resolution and day to day account management functions of an assigned high profile and limited client portfolio and team to ensure ongoing client satisfaction in the Pharmacy Benefit Management (PBM) market segment including Health Systems, Employer Groups, Public Entities, Labor/Union and Small Market. Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Judi Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and.
NewBusiness Development Director- Private Client Services (Tax) TAG EisnerAmper, LLC (Inactive)Business Development Director- Private Client Services (Tax)Iselin, NJ$3–$10 / yearOur clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. The executive will develop deep, strategic relationships with influential wealth management firms, private banks, RIAs, family offices, trust companies, business managers, and law firms, converting those relationships into meaningful, firmwide revenue.