Associate, Client Services -Full-Time (January 2027) True North InsightsAssociate, Client Services -Full-Time (January 2027)New York, NY$85,000–$115,000 / yearWe exist to break through complexity, giving global investors and business leaders frictionless access to the insights that matter most — insights that fuel confident decisions, unlock opportunity, and power successful careers. True North Insights is a global expert network that connects organizations with subject matter experts who provide critical insights to inform strategic decision-making.
Security Client Portfolio Manager Allied UniversalSecurity Client Portfolio ManagerNew York, NYCapably utilize WinTeam for scheduling and billing and to produce reports (such as Scheduling Activity, Invoice Aging by Tiers, Training Summary and Training Detail reports) that require interpretation and action for effective business management. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field.
Client Services Project Manager - Financial Services 1100 Epiq eDiscovery Solutions, Inc.Client Services Project Manager - Financial ServicesNew York, NYFull timeProject Manager or Client Services Director; Ensures client and project requirements are being met with the highest quality and accuracy through verification and communicating routinely with both the client and internal partners; Consistently delivers proactive communication with clients and when client issues arises addresses those issues or expeditiously escalates to the Sr. Demonstrated ability in each of the following areas: ensure effective control of all aspects of a project from initial planning through final production; development of project plans; balance overall client requirements; development of relationships; and review financial and billing information in a timely manner to ensure deadlines are consistently met.
Premier Client Service Specialist Futu Securities International (Hong Kong) LtdPremier Client Service SpecialistJersey City, NJThis role sits at the intersection of product expertise, market knowledge, and premium service-you will help clients discover and love what our platform can do, engage them in meaningful conversations about the markets, and provide white-glove support to resolve their challenges. Closely monitor global capital markets and synthesize news, research reports, and market data into clear, actionable investment viewpoints to facilitate high-value conversations with sophisticated clients.
Assurance Manager - Financial Services EisnerAmperAssurance Manager - Financial ServicesMelville, NYOur 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. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Legal & Claims Senior Manager, Professional Services Group Aon PlcLegal & Claims Senior Manager, Professional Services GroupNew York, NY$167,000–$210,000 / yearSkills and experience that will lead to success 15+ years of progressively responsible experience in professional and financial lines insurance with significant emphasis on complex claims and coverage, including: Lawyers professional liability / legal malpractice (E&O) and/or other professional services E&O; and One or more of: accountants E&O, management consultants E&O, cyber, EPL, D&O/management liability; experience with Property & Casualty programs is strongly preferred but not required. How this opportunity is different As Senior Vice President, you will be a senior leader and subject matter expert for PSP's claims advocacy offering, independently leading our most complex and sensitive claims and shaping advocacy strategy, data insights and best practices across the practice.
NewClient Service Specialist AmeripriseClient Service SpecialistMilford, ConnecticutAt Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. Your strength in customer service, office administration, and advanced technical skills will help foster strong client relationships and streamline daily operations.
Director, Financial Services Marketing Gerson Lehrman Group IncDirector, Financial Services MarketingNew York, NY$121,500–$160,000 / yearOwn segment-specific content plan to demonstrate segment expertise and authority, including case studies, reports and webinar; collaborate with Brand team on marketing of 'tentpole' thought leadership pieces and Expert Marketing on opportunities to leverage relevant experts. The Director, Financial Services Marketing will be a senior marketing leader who combines deep knowledge of how investment professionals work with the strategic and executional range to build a best-in-class marketing engine from the ground up.
NewManager, Grounds & Site Services| Full-Time | UBS Arena Oak View GroupManager, Grounds & Site Services| Full-Time | UBS ArenaElmont, New York$75,000–$85,000 / yearFounded in 2015, the company serves a collection of seven world-class owned venues and a client roster of the most iconic arenas, stadiums, convention centers, music festivals, performing arts centers, and cultural institutions, spanning four continents. Oak View Group: Oak View Group (OVG) is the global leader in premium live entertainment infrastructure and services, with a platform spanning venue development and end-to-end capabilities across venue management, hospitality, and sponsorship sales.
Tax Senior, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax Senior, Legal Business Services - TechnologyJersey City, NJ$100,350–$205,000 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Cash Management Client Service - Associate Sumitomo Mitsui Banking CorpCash Management Client Service - AssociateNew York, NY$80,000–$105,000 / yearSMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients.
NewCustomer Service Supervisor - Treasury Services ExlService Holdings IncCustomer Service Supervisor - Treasury ServicesNYRemote$25–$29 / hourEXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world's leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates.
Operations Manager - Deal Services RSMOperations Manager - Deal ServicesNew York, NY$102,800–$176,000 / yearDevelop, maintain, analyze, and improve recurring Deal Services reporting and KPI packages that support growth, profitability, resource planning, operational decision-making, and leadership visibility, including financial results, revenue and pipeline, utilization, headcount, leverage, WIP, AR, realization, billing goals, project-level margins, and related performance metrics. The manager serves as a central operational point of contact for assigned leaders, helping anticipate upcoming needs, organize priorities, create polished deliverables, coordinate across internal functions, and drive follow-through on time-sensitive initiatives that support growth, profitability, risk management, and the talent experience.
Financial Services Tax - Real Estate Senior Associate PwCFinancial Services Tax - Real Estate Senior AssociateMelville, NY$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Managing Director, AI Services InvestorFlow LLCManaging Director, AI ServicesNew York, NY$240,000–$300,000 / yearInvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. 12+ years of progressive consulting experience, including at least 4-6 years in a senior leadership role (Principal, Partner, Managing Director, or equivalent) at a top-tier management consulting firm, boutique advisory, or a technology-led consulting practice.
Account Executive, Legal Services Carta IncAccount Executive, Legal ServicesNew York City, NYCarta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital. Carta's Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs.
Asset Management - Client Account Manager - Senior Associate JPMorgan Chase & CoAsset Management - Client Account Manager - Senior AssociateJersey City, NJPerform all required client service functions including maintenance of client records, coordination of client cash flows and asset transfers, compliance with all internal procedures, verifying eligibility of clients for participation in fund vehicles, following up with clients on all outstanding invoices, and respond to clients' auditors, consultants, and other third-party requests. As a Client Account Manager, you will partner with other Senior Client Account Managers to provide similar support to certain key strategic relationships clients and partner with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client.
NewSVP, General Manager OU Lead - TMT (Professional Services) Salesforce IncSVP, General Manager OU Lead - TMT (Professional Services)New York, NY$393,000–$487,000 / yearThis role will also partner on the development of new industry-specific Services products and programs, based on insightful customer engagement and understanding, including launching pilots that will allow us to co-create new offerings with our customers to confirm market fit - with a bias toward AI-powered delivery accelerators and agent-driven service models. You will craft strategies that unearth opportunities to create and capture customer value and develop a consistent industry strategy to help scale our business - including reimagining how services are designed and delivered in an AI Native model, where agentic and generative AI capabilities are embedded into the delivery methodology itself, not bolted on.
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsNew York, NY$105,375–$215,375 / yearAs a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.
Family Office Services Analyst - Lazard Wealth Lazard IncFamily Office Services Analyst - Lazard WealthNew York, NY$70,000–$75,000 / yearWe believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. We often serve the role of Chief Investment Officer overseeing third-party managers as well as direct private equity investments and help coordinate a variety of non-investment related needs.