NewSales Professional - Insurance - Financial Services Valentine Financial GroupSales Professional - Insurance - Financial ServicesNew Haven, CTExperience in sales, customer service, leadership, education, hospitality, real estate, recruiting, or other people-focused professions can be helpful, but we are primarily looking for the right attitude, work ethic, and willingness to learn. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.
Senior Account Executive (Client Services) (Business Consulting Client) Mediabrands Worldwide IncSenior Account Executive (Client Services) (Business Consulting Client)Stamford, CTYou'll work alongside our client's sponsorship team and help support the management of two major partnerships, including tracking partnership assets and activation funds, developing activation plans & recaps, and supporting event strategy & programming. Assist in the development and execution of activation plans, annual playbooks, post-event recaps, and partnership deliverables, while developing and maintaining supporting documentation including status reports, timelines, asset trackers, budgets, meeting materials, and executive presentations.
Client Services Manager Moneco AdvisorsClient Services ManagerFairfield, CTWe combine a collaborative, people-first culture with sophisticated planning capabilities — and the Client Services Manager is central to making that experience seamless for every client we serve. This role works out of our Fairfield, CT office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.
Senior Account Executive (Client Services) (Business Consulting Client) IPG MediaBrandsSenior Account Executive (Client Services) (Business Consulting Client)Stamford, CTYou'll work alongside our client's sponsorship team and help support the management of two major partnerships, including tracking partnership assets and activation funds, developing activation plans & recaps, and supporting event strategy & programming. Assist in the development and execution of activation plans, annual playbooks, post-event recaps, and partnership deliverables, while developing and maintaining supporting documentation including status reports, timelines, asset trackers, budgets, meeting materials, and executive presentations.
Senior Account Executive (Client Services) (Business Consulting Client) OAG OctagonSenior Account Executive (Client Services) (Business Consulting Client)Stamford, ConnecticutYou’ll work alongside our client’s sponsorship team and help support the management of two major partnerships, including tracking partnership assets and activation funds, developing activation plans & recaps, and supporting event strategy & programming. Assist in the development and execution of activation plans, annual playbooks, post-event recaps, and partnership deliverables, while developing and maintaining supporting documentation including status reports, timelines, asset trackers, budgets, meeting materials, and executive presentations.
Sr Client Services Manager - National Accounts CNA Financial Corp.Sr Client Services Manager - National AccountsMelville, NY$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Client Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsMelville, NY$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Client Services Manager - Middle Market/Construction CNA Financial Corp.Client Services Manager - Middle Market/ConstructionMelville, NY$54,000–$103,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Client Services Manager - Transaction Cost Analysis (TCA) and Trade Surveillance business FlexTrade Systems IncClient Services Manager - Transaction Cost Analysis (TCA) and Trade Surveillance businessgreat neck, NYThis individual will work directly with buy-side and sell-side trading desks, compliance teams, sales, product, and development teams to onboard clients, deliver analytics, troubleshoot issues, and help clients maximize value from the FlexTrade analytics platform. Through deep client partnerships with some of the worlds largest, most complex, and demanding capital markets firms, we develop the flexible tools, technology, and innovation that deliver our clients a competitive edge.
Senior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesGreenwich, Connecticut$145,000–$248,200 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesMelville, NYRemoteOversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays. Our 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.
Tax Senior Manager I Private Client Services CBIZ IncTax Senior Manager I Private Client ServicesMelville, NYServe as a trusted advisor to high-net-worth individuals, multi-generational families, family offices, trustees, and closely held business owners, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. The Tax Senior Manager is responsible for managing complex tax engagements, advising clients on tax planning and compliance matters, supervising and mentoring staff, and contributing to business development efforts.
Director, Client Services Amtrust Financial Services IncDirector, Client ServicesSouthington, CTThis position will report to the SVP, Client Services and partner with the AVP, Client Experience, Client Services Analytics Manager, AVP, Agency Services and VP Risk Control. The director will work in collaboration with the Client Services team to implement strategy, drive data integrity, optimize services and ensure operational process and policies are in place.
Senior Managed Services Client Service Desk Agent NTT DATASenior Managed Services Client Service Desk Agentbrentwood, NYThe Senior Managed Services Service Desk Agent is a skilled service desk resource and is responsible for acting as the escalation point of contact for clients and vendors. Please remain vigilant of third parties who may attempt to impersonate NTT DATA recruiters whether in writing or by phone in order to deceptively obtain personal data or money from you.
Tax Director I Private Client Services CBIZ IncTax Director I Private Client ServicesMelville, NYResponsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice; Recognize business opportunities for our clients and for CBIZ; Participate in business development activities, including networking, identifying referral opportunities, and assisting with proposal development. Maybe the internal advisor on technical matters as a Subject Matter Expert; Lead sophisticated tax planning engagements involving wealth transfer strategies, estate and gift tax planning, trust structures, charitable giving, and family succession planning.
Tax Senior Manager - Private Client Services (Pcs) EisnerAmperTax Senior Manager - Private Client Services (Pcs)Melville, 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. 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.
Tax Senior Manager - Private Client Services EisnerAmperTax Senior Manager - Private Client ServicesMelville, NYRemoteOversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays. Our 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.
Private Client Services Tax Manager TalntPrivate Client Services Tax ManagerHarrison, New YorkYou'll become a key advisor to clients navigating significant wealth, closely held businesses, investments, gifting and estate considerations, and other complex tax decisions while working alongside experienced professionals across the firm's broader advisory platform. Instead of working on one piece of a client's tax situation, you'll advise individuals and families across the interconnected issues that come with significant wealth — income taxes, investments, businesses, trusts, estates, gifting, and long-term planning.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesMelville, NY$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The 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.
Tax Manager, Private Client Services BDO International LtdTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The 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.