2,071 Results for

Banking Jobs in Westchester, CA

Jobs

Sales Associate / Client Service Associate - Wealth Management Jefferies Financial Group Inc

New York, NY

$75,000–$95,000 / year

The Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals, and high-net-worth relationships, with a focus on biotech and healthcare. The individual should be comfortable communicating with sophisticated clients by phone and email, managing tone appropriately, and supporting Financial Advisors with client service, business development, account administration, planning coordination, and trading-related workflows, including 10b5-1 trading plans.

30+ days ago

Director, Customer Partner Incentive Financial Services Kyndryl Holding Inc.

New York, NY

$159,240–$286,560 / year

Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. By building deep, trusted connections with C-suite executives, you bring the full power of Kyndryl's global expertise to the table to solve complex business challenges.

30+ days ago

Director, Financial Services, Customer Partner (Ny, NY) Kyndryl Holding Inc.

New York, NY

$159,240–$286,560 / year

Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives.

30+ days ago

Administrative Assistant - Customer Service Rep - Team player Rosell Insurance Agency

Shrewsbury, NJ

$42,000–$52,000 / year
Quick Apply

You will be responsible for a variety of tasks, including answering client inquiries, processing policy changes, maintaining accurate records, and providing general administrative support. If you are a motivated individual with excellent organizational skills, strong attention to detail, and a passion for providing exceptional customer service, we would love to hear from you.

5 days ago

Sr. Forward Deployed Engineer - Financial Services Databricks Inc

New York City, NY

$180,656–$248,360 / year

The impact you will have: Production Solution Delivery: Lead impactful customer technical projects by delivering production-grade systems, designing and building reference architectures, custom applications and data ingestion and ML/AI model integration. Empower Customers: Guide customers on architecture and design; bootstrap or implement customer projects which leads to a customers'' successful understanding, evaluation and adoption of Databricks.

30+ days ago

Firm Administrator | Manager (Public Accounting) Current

Glen Rock, New Jersey

Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. The Firm Administration Manager works closely with the partners to implement strategic initiatives, improve operational efficiency, support staff, and deliver an exceptional client experience.

30+ days ago

Sr Customer Success Manager Global Relay Communications Inc

New York, NY

$90,000–$120,000 / year

You will engage C-suite and senior stakeholders in Executive Business Reviews, orchestrate cross-functional delivery teams, and lead sophisticated renewal negotiations - all within one of the most demanding regulatory environments in enterprise SaaS. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations.

30+ days ago

Environmental Engineering Intern - Water Services (Summer 2027!) CDM Smith Inc

Edison, NJ

In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing. You'll work with a dynamic team of industry-leading engineers on a diverse portfolio of municipal, federal, and industrial projects while collaborating with senior engineers, peer interns, and multidisciplinary project teams.

30+ days ago

Project Services Analyst AtkinsRealis Group Inc

New York, NY

$75,000–$85,000 / year

Note to staffing and direct hire agencies: In the event a recruiter or agency who is not on our preferred supplier list submits a resume/candidate to anyone in the company, AtkinsRéalis family of companies, we explicitly reserve the right to recruit and hire the candidate(s) at our discretion and without any financial obligation to the recruiter or agency. As an entry-level Full-Time employee, you will enjoy a robust rewards package including enrollment into Emerge, our new graduate experience, providing: Opportunities to work on various projects of ranging size and scope.

30+ days ago

Senior Client Accounts Specialist CFS

Midtown, Georgia

$85,000–$95,000 / year

Client Accounts Specialist, Collections Specialist, Credit Analyst, or related accounts receivable professional. Client Accounts Specialist managing a portfolio of client accounts and accounts receivable activity.

2 days ago

Tax Director Family Office Kforce Inc.

New York, NY

$204,000–$276,000

This role reports to the Head of Tax and works closely with other accounting and finance colleagues, playing a critical role in managing tax compliance across a diverse portfolio of entities and high-net-worth individuals. Kforce's client, a well-established single-family office based in New York City, NY, is seeking a highly skilled Tax Manager to oversee a complex, hands-on tax function.

5 days ago

Care Manager, Brooklyn VNS Health

New York, NY

$23.17–$28.96 / hour

Minimum of two years of experience providing direct services to clients/members with Serious Mental Illness (SMI), developmental disabilities, substance use disorders and/or chronic medical conditions client required with a Bachelor’s degree; minimum of one year of experience with a Master’s degree. Participates and consults with team supervisor in case conferences, staff meetings, and discharge planning meetings to determine if client/member requires an alternate level of care or is appropriate for discharge.

2 days ago

Care Manager, Children's Program (Bronx/Manhattan) VNS Health

New York, NY

$23.17–$28.96 / hour

2 days ago

Manager, Client Operations - Client Services Roku Inc

New York, NY

$135,600–$168,000 / year

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22 days ago

Manager, Client Services Roku Inc

New York, NY

$149,300–$177,600 / year

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30+ days ago

Client Services Account Manager AKA NYC Limited

New York, NY

$66,300–$84,999 / year

Our client roster includes Broadway’s biggest shows , world-renowned institutions like The Metropolitan Museum of Art , vibrant attractions such as The New York Botanical Garden , and dynamic sports organizations like the Harlem Globetrotters . From the magic of live theatre to the energy of stadiums and the wonder of cultural landmarks, we craft campaigns that connect audiences with real experiences – providing real stories, real emotions and real connections.

21 days ago

Private Client Services Tax Supervisor WithumSmith+Brown PC

New York City, New York

Withum’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. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients. .

30+ days ago

VP, Health Plan, Health System, & TPA Client Services Capital Rx, Inc.

New York, NY

$200,000–$300,000 / year

Partner with Regulatory, Compliance, Government Programs, and operational leaders to monitor and support highly regulated Health Plan markets, including State DOI and HHS/CMS requirements across Medicare, Medicaid, Exchange, insured, and FHBP business, as well as services delegated to Judi Health. By delivering true price transparency, eliminating unnecessary middleman fees, and leveraging advanced AI-powered care delivery, Judi Health helps clients achieve unprecedented operational efficiency and service levels.

30+ days ago

Client Partner Information Services Impetus Technologies, Inc.

Jersey City, NJ

The role requires a deep understanding of customer-centric value creation, strong executive presence, and the ability to navigate complex enterprise environments while helping clients leverage Data, Analytics, Cloud, AI, and Generative AI to accelerate business transformation. The ideal candidate will possess a strong farmer mindset combined with an aggressive hunting mentality to uncover and close new opportunities within existing accounts.

12 days ago

Associate, Client Services -Full-Time (Summer 2027) True North Insights

New York, NY

$91,500–$125,000 / year

Competitive Compensation: Average to high-performing associates typically earn $91,500–$125,000 in annual total first-year compensation, consisting of a $72,000 base salary, a $3,000 sign-on bonus, and an uncapped monthly performance bonus. We 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.

30+ days ago

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Banking Jobs in Westchester, CA

Sales Associate / Client Service Associate - Wealth Management Jefferies Financial Group Inc

Director, Customer Partner Incentive Financial Services Kyndryl Holding Inc.

Director, Financial Services, Customer Partner (Ny, NY) Kyndryl Holding Inc.

Administrative Assistant - Customer Service Rep - Team player Rosell Insurance Agency

Sr. Forward Deployed Engineer - Financial Services Databricks Inc

Firm Administrator | Manager (Public Accounting) Current

Sr Customer Success Manager Global Relay Communications Inc

Environmental Engineering Intern - Water Services (Summer 2027!) CDM Smith Inc

Project Services Analyst AtkinsRealis Group Inc

Senior Client Accounts Specialist CFS

Tax Director Family Office Kforce Inc.

Care Manager, Brooklyn VNS Health

Care Manager, Children's Program (Bronx/Manhattan) VNS Health

Manager, Client Operations - Client Services Roku Inc

Manager, Client Services Roku Inc

Client Services Account Manager AKA NYC Limited

Private Client Services Tax Supervisor WithumSmith+Brown PC

VP, Health Plan, Health System, & TPA Client Services Capital Rx, Inc.

Client Partner Information Services Impetus Technologies, Inc.

Associate, Client Services -Full-Time (Summer 2027) True North Insights

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