ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLCASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICESNew York, NY$100,000–$130,000 / yearCresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Senior Director, Client Executive Manager The Bank of New York Mellon CorpSenior Director, Client Executive ManagerNew York, NY$136,500–$300,000 / yearIn this role, you'll make an impact in the following ways: Serve as a Client Account Lead responsible for the commercial health (profitability, cross-sell) for a number of existing relationships, representing approx. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Senior Manager, Client Solutions & Planning - dentsu X US Dentsu International LtdSenior Manager, Client Solutions & Planning - dentsu X USNew York, NY$75,000–$90,000 / yearEmployees who live within a commutable distance of one of our hub offices, currently located in Chicago, metro Detroit, Los Angeles, and New York City, are required and expected to work from the office three days per week (two days per week for employees based in Los Angeles). Accurately represent the client's point of view when developing/reviewing work, leverage this perspective when providing feedback to team and presenting to client.
Work From Home - Benefits Services Representative AO Garcia AgencyWork From Home - Benefits Services RepresentativeElizabeth, New JerseyAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of 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.
Director, Value Engineering - Financial Services CelonisDirector, Value Engineering - Financial ServicesNew York, NY$195,000–$265,000 / yearYou will lead a diverse organization-ranging from strategic Industry Partners to technical execution teams-to translate high-level institutional goals (e.g., Capital Efficiency, Operational Resilience, Combined Ratio optimization) into realized P&L impact. Translate Institutional Strategy: Partner with C-Level executives (COO, CIO, Heads of Lines of Business) to map bank and carrier strategic goals across Banking and Insurance -such as T+1 Settlement Readiness, Regulatory Compliance, or Claims Modernization-to specific Celonis capabilities.
Guest Services Agent - Hotel Front Desk Sonesta Great Bay Beach Resort & CasinoGuest Services Agent - Hotel Front DeskNew York, NY$27–$30 / hourThe Guest Services Agent (GSA) is responsible for consistently delivering results that contribute to the mission and overall success of the hotel by accomplishing performance objectives covering the front desk and is support for the Operations Manager. Accurately process all cash and credit card transactions in accordance with established procedures including but not limited to posting all charges, completing cashier and other reports, preparing deposit, and counting/ securing assigned bank.
Client Development Senior Manager - State And Local Government Health Manatt, Phelps & Phillips, LLPClient Development Senior Manager - State And Local Government HealthNew York, NY$170,000–$187,000 / yearAs its nationally recognized State Health Transformation team continues to grow, Manatt seeks a business development professional with experience in state and local government-issued health care related procurements and other contracting opportunities, particularly in researching, tracking and pursuing health care opportunities. The Client Development Senior Manager - State and Local Government Health will work closely with the State Health and Business Development teams to identify, track and manage business development opportunities and relationships with state and local procurement offices and procuring state health agencies.
NewSenior Client Portfolio Manager Vise AISenior Client Portfolio ManagerNew York, NY$180,000–$200,000 / yearOur platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.
Senior Client Portfolio Manager ViseSenior Client Portfolio ManagerNew York, NY$180,000–$200,000 / yearOur platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.
Client Trainer Associate The Depository Trust & Clearing CorpClient Trainer AssociateJersey City, NJIndustry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which report into the Chief of Enterprise Services.
GUEST SERVICES AGENT (ON CALL) Compass Group North AmericaGUEST SERVICES AGENT (ON CALL)Armonk, NYBoth full-time and part-time positions offer the following benefits to associates: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program. https://www.compass-usa.com/wp-content/uploads/2023/08/2023_WageTransparency_FlikHospitality.pdf .
Case Manager - CRED Housing WorksCase Manager - CREDBrooklyn, New YorkReporting to the Program Manager, the Case Manager will be responsible for, but not limited to, conducting screenings and intake assessments, co-developing service plans, connecting individuals to wraparound healthcare services, assisting with benefits and entitlements enrollment, providing program retention support and utilizing the agency and funder’s electronic records systems to document client engagement and program outcomes. This is an ideal opportunity for a reentry services professional with direct-care experience who is looking to develop skills in the area of care coordination and workforce development, and who is enthusiastic about working alongside an interdisciplinary team of like-minded professionals committed to improving outcomes for individuals and communities impacted by the criminal legal system.
Case Manager Osborne Association IncCase ManagerBronx, NY$27.47–$28.02 / hourWe honor every individual's capacity to change, celebrate our shared humanity, are united in our pursuit of justice and equity, take all possible steps to keep our commitments and advocate for people and principles with fierce and tenacious determination. The Case Manager will be responsible for the overall case management of services to clients and management of the necessary charts for homeless individuals.
Manager, Client Services Roku IncManager, Client ServicesNew York, NY$149,300–$177,600 / yearblocks--linked-image#click keydown.enter->blocks--linked-image#click" data-controller="" data-open-newtab="false" id="page_block_ddcbf6cd2b3fb01ca7c9279824ad0b15" style="background-image: linear-gradient(rgba(0, 0, 0, 0.0),rgba(0, 0, 0, 0.0)), url( https://d25wby5c7p9100.cloudfront.net/public/uploads/9dd4272d942760bfb0f16858b0a632e7/images/files/9fe8b0cc48a58cfb0c4d05137e277a7e/large/Purple_People.jpg?1632851332);background-position : 50% 50%" title="">. data-controller="" data-open-newtab="false" id="page_block_970514471798adf5ab1ff5baae8e4324" style="background-image: linear-gradient(rgba(0, 0, 0, 0.0),rgba(0, 0, 0, 0.0)), url( https://d25wby5c7p9100.cloudfront.net/public/uploads/9dd4272d942760bfb0f16858b0a632e7/images/files/3b42fc253a4d08ba9a1ce6537c45636c/large/offices_2.png?1630469782);background-position : 50% 50%" title="">.
Tax Senior Manager, Private Client Services bdo consultingTax 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.
Private Client Services Tax Supervisor WithumSmith+Brown PCPrivate Client Services Tax SupervisorRed Bank, New Jersey$85,000–$140,000 / yearWithum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues.
Client Service Representative VCA IncClient Service RepresentativeLarchmont, NY$18–$20 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (for example, flea and tick control and heartworm prevention). VCA Village Animal Hospital - located in beautiful Larchmont, NY - is seeking a client service professional to join our fast-growing AAHA-accredited, 2 doctor general practice.
Financial Services Audit Manager WithumSmith+Brown PCFinancial Services Audit ManagerNew York City, New York$110,000–$190,000 / yearEast Brunswick ranges are from - $110,000 - $190,000 annually• Orlando ranges are from - $100,000 - $170,000 annually• Red Bank rages are from - $110,000 - $175,000 annually• New York City ranges are from - $110,000 - $180,000 annually• Whippany ranges are from - $105,000 - $165,000 annually• Boca Raton ranges are from- $100,000 - $170,000 annually . This Financial Services Audit Manager role will be based out of our East Brunswick, NJ, Whippany, NJ, Red Bank, NJ, Orlando, FL, Boca Raton, FL or New York City office .
Team Lead, Employer Services Vestwell Holdings Inc.Team Lead, Employer ServicesNew York, NY$65,000–$75,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Client Relationship Oversight: Partner with your team and cross-functionally with Client Success Managers to manage advisors and sponsors, ensuring client servicing needs are met and administration issues are resolved.
Client Account Manager Lord Abbett.comClient Account ManagerJersey City, New JerseyThis role serves as the primary operational lead for a portfolio of institutional clients partnering closely with Sales, Relationship Management, Portfolio Management, Operations, Legal, Compliance, Technology, custodians, and external service providers. The Role: Lord Abbett is seeking a Client Account Manager to join the Global Investor Services (GIS) organization, supporting the firm's institutional onboarding, implementation, and client lifecycle management capabilities.