1,042 Results for

Client Services Jobs in Hauppauge, NY

Jobs

Woodbury, NY13 days ago

$89,000–$150,000

Kforce's client, a successful, established Long Island based CPA firm with diverse client base is seeking a Manager for their Tax and Accounting Services practice. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

Uniondale, NY13 days ago

Join us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.

Woodbury, NY8 days ago

$85,000–$120,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.

Woodbury, NY8 days ago

$140,000–$160,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With multiple offices along the East Coast and an expanding client base, we offer professionals the opportunity to join a collaborative organization with strong leadership, growth potential, and a forward-thinking vision.

New!

Uniondale, NY5 days ago

$225,000–$500,000 Per Year
Full-time
Employee

p tabindex="0">The Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.

Uniondale, NY13 days ago

New York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.

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Melville, NY5 days ago

$60,000–$100,000 Per Year

li>Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

Hicksville, New York7 days ago

Full-time

p>Pay Transparency: .

Preferred Qualifications: .

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Lakeville Estates, NYToday

$150,000–$180,000 Per Year

HIRING QUALIFICATIONS / COMPETENCIES Leadership Plans and Aligns Drives Vision and Purpose Develops Talent Manages Conflict Financial Acumen Managers Complexity Functional Attracts Top Talent Communicates Effectively Drives Results Ensures Accountability Functional/Technical Skills CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task – Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the veterinary provider team (DVM, CVT, VA) in their assigned hospitals to ensure that every pet receives consistent care aligning with our six domains of quality (safe, effective, patient/client centered, timely, efficient and equitable care.

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Lakeville Estates, NYToday

$150,000–$180,000 Per Year

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Lakeville Estates, NYToday

$150,000–$180,000 Per Year

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Lakeville Estates, NYToday

$150,000–$180,000 Per Year

Rye Brook, New York28 days ago

As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.

Overview:

Are you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions?

CT19 days ago

$105,375–$215,375 Per Year

p>At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Stamford, CT30+ days ago

$112,000–$150,000 Per Year

p>A 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.

New!

Greenwich, Connecticut4 days ago

$145,000–$248,200 Per Year

p style="margin:0px">ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS. The 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.

Melville, NY30+ days ago

$72,000–$141,000 Per Year

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. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually.

NY30+ days ago

$72,000–$141,000 Per Year

p>Externally 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.

NY30+ days ago

$72,000–$141,000 Per Year

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.

Stamford, CT19 days ago

$22–$24 Per Hour

p>The Client Services Lead provides exceptional oversight and administration of office and mail services, delivering operational functions in the following areas:  processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.

NY30+ days ago

Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations • Provide effective consulting, planning and compliance for your clients • Oversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issues • Perform tax research to resolve issues • Maintain strong relationships with a highly proactive approach to serving clients • Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of project • Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice • Maintaining knowledge of new tax issues and general business trends impacting client.

• Knowledge of hedge fund and private equity K1s • Excellent written and verbal communication skills • Capable of managing multiple client engagements • A track record of building and sustaining client relationships and high-quality client service • Outstanding analytical, organizational and project management skills.

Hempstead, NY24 days ago

$58,500–$60,000 Per Year

p>Reporting to the Associate Director of Human Resources Operations and working closely with the Lead HR Client Services Administrator, the HR Client Services Administrator provides tier-one support for all HR related transactions and inquiries for designated client groups. When you work at Hofstra, you join a team of talented professionals committed to preparing students for the challenges of tomorrow, in an environment that cultivates learning through the free and open exchange of ideas for the betterment of humankind.

NY18 days ago

$112,000–$150,000 Per Year

New!

Stamford, CT6 days ago

$65,000–$75,000 Per Year

p>As a Senior Account Manager within Octagon's Client Services team, you will play a key role in managing a high-profile, long-term partnership between a global brand and a professional golf tour, while also supporting projects across an integrated, multi-vertical account team. In this role, you will support day-to-day partnership management across a dynamic golf portfolio, including year-round programming, asset planning and utilization, execution of a tournament title sponsorship, and management of ambassador partnerships.

NY30+ days ago

$186,500–$311,000 Per Year

li>Demonstrable relationship building experience, which increased account penetration and led to increased revenue opportunities with new and existing clients-as well as ability to leverage pre-existing network of clients or contacts in the marketplace. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

CT30+ days ago

$60,000–$65,000 Per Year

Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background pertinent experience, and qualifications.

Our headquarters are in Stamford, CT, but the location of this position can be flexible with a priority given to candidates open to hybrid work (3 days week in office) in one of our office locations - - Stamford, CT or New York, NY.*.

CT30+ days ago

$60,000–$65,000 Per Year

Oversee the day-to-day operations of planning and driving sponsorship (all logistics: pre, during, and post, vendor management, client deliverables, event recaps, budgets, and timelines).

Great Neck, NY30+ days ago

$61,280–$85,520 Per Year

li>Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Milford, CT8 days ago

$95,000–$129,000 Per Year

This person will contribute to project delivery and client service teams in winning and executing innovative planning, evaluation, design, permitting and construction support services for a variety of advanced treatment plants, biosolids, pumping stations, pipeline, and integrated water resources projects for municipal clients in the areas of water, wastewater, and stormwater. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.

CT30+ days ago

$75,000–$90,000 Per Year

The Experiential Director will cultivate partner and vendor relationships, plan all elements needed to create excellent experiential events, manage partner and vendor relationships, and work closely with key internal and external stakeholders to deliver top-of-the-line experiences for our client's brand. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications.

Melville, NY12 days ago

p>This role supports daily accounting operations, banking activity, client account administration, accounts receivable processing, reconciliations, and document management for multiple clients and related entities. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.

NY30+ days ago

As a Supervisor in PCS, you will be responsible for:

• Prepare and review federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities • Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner • Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies • Knowledge of Federal and State tax law • Perform tax research to resolve issues • Trains, develops and mentors junior staff • Takes an active approach to building network (internal and external) and participates in Firm business development opportunities.

• Possess advanced knowledge of federal and state tax laws - individual, trust, gifts, and partnership taxation • Excellent written and verbal communication skills • Demonstrate strong client services skills • Be highly motivated and able to work individually and in team settings • Outstanding analytical, organizational and project management skills • Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus.

Stamford, CT18 days ago

$96,000–$125,000 Per Year

p>A Tax Experienced Senior, Private Client Services (PCS) 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.

Melville, NY30+ days ago

$120,000–$250,000 Per Year

p>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.

As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.

Hauppauge, NY30+ days ago

$24.23–$36 Per Hour

We deliver the blueprint of the future for industries such as healthcare, schools, data centers, airports, stadiums, hotels, manufacturing and beyond through OpenBlue, our comprehensive suite of connected solutions. For details, please visit the About Us tab on the Johnson Controls Careers site at https://jobs.johnsoncontrols.com/about-us.

Melville, NY12 days ago

$64,700–$120,400 Per Year

li>

Preparing employee communications as well as organizing and conducting enrollment meetings;

Managing re-enrollment forms and reviewing contracts and summary plan descriptions;

Meeting via conference calls or in person with the carriers and the client to stay on track and cover all aspects of implementation.

Coordinating and completing the marketing process for new and renewal group business, including compiling census data, benefit plans, soliciting quotes, monitoring requests, corresponding with carriers, and preparing renewal proposals and presentations.

Stamford, CT22 days ago

p>Partnering closely with the Chief Client Officer and executive leadership, this individual will identify gaps, reinforce consistency, and optimize existing infrastructure to support a high-touch, service-driven organization in a regulated healthcare environment.

We are seeking a highly strategic and execution-oriented Director of Operations to support the Chief Client Officer and serve as a critical bridge between our client-facing teams (Client Success and Member Services) and headquarters.

Westbury, NY29 days ago

$23.55–$28.35 Per Hour

Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.

New!

Melville, New York5 days ago

Ability to perform work in a lab or office setting, remain standing for long periods, work around strong odors, and wear required PPE (lab coat, safety glasses, gloves — all provided by Pace®).

Find Your Place at Pace - We need you - your curiosity, your talents, and your drive - to help us advance this important work.

Bridgeport, Connecticut30+ days ago

div>

*All 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 the first step towards a rewarding journey of making a difference in the lives of families and children through financial services.

Don’t miss out on this opportunity to join a team that’s committed to making a meaningful impact.

New!

Stamford, Connecticut6 days ago

div>

*All 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. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.

New!

Stamford, CT5 days ago

This role is highly focused on data analysis, asset management, reporting, and operational excellence, requiring an individual who enjoys working with large datasets, identifying trends, solving complex problems, and transforming data into actionable business insights.

The ideal candidate will possess strong analytical, organizational, and process management skills, with experience developing reports, maintaining data integrity, and supporting business decision-making through accurate and insightful analysis.

Stamford, CT30+ days ago

p>View All Jobs Account Trainee (Golf) (Payment Services Client) Stamford, Connecticut, United States Requisition ID: 16685 THE JOB / Account Trainee (Golf) (Payment Services Client) CLIENT SERVICES / Responsible for leading Octagon's client business and day-to-day management of client programs. This position will allow someone to learn the strategy and planning for a major sponsorship portfolio, support golf events from planning to onsite execution, and interface with partners and clients.

CT30+ days ago

ul>

Our headquarters are in Stamford, CT, but the location of this position can be flexible with a priority given to candidates open to hybrid work (3 days a week in the office) in one of our office locations - - Stamford, CT or New York, NY.

Detail-oriented work ethic, with the ability to balance multiple tasks simultaneously and produce quality work, while adhering to strict timelines (ex: reporting documents, client facing decks, budgets).

Valley Stream, New York19 days ago

p style="line-height:1.38;margin-top:16px;margin-bottom:16px">Your Role as Client Service Representative: As a vital member working directly in our Valley Stream, NY office, you will play a critical role in ensuring a first-class client experience.

What We’re Looking For:

Education & Experience: Bachelor’s degree, current college enrollment with evening classes, or equivalent work experience.

New!

Stamford, Connecticut5 days ago

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*All interviews will be conducted via Zoom video conferencing

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

Incentives include but not limited to:

• No cold calling

• Qualified lead program

• Advancement based on performance

• Weekly pay

• Mentorship and complete training

• Industry leading tools and technology access

• Work from home (web conference-based presentations)

Stamford, CT14 days ago

This internship provides an excellent opportunity to gain hands-on experience in creator marketing, social media strategy, campaign execution, and client relations. We have the technology and methodology to tap into the beating pulse of communities, listen to nuances that move culture, and connect brands in ways that make them unforgettable.

Stamford, CT30+ days ago

Remote

CAMS works directly with business owners, CFOs, and leadership teams, acting as an extension of the client's internal finance function while leveraging technology and best practices to scale operations and drive long‑term success. Responsibilities include, but are not limited to: The Senior Associate in our Client Advisory and Management Services team will be expected to supervise and review work from our bookkeepers, including monthly bookkeeping and financial reporting, and tackle non-routine projects that our clients need.

CT30+ days ago

$122,500–$423,780 Per Year

p>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. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm''s brand and market presence, and achieve organisational targets.

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Client Services Jobs in Hauppauge, NY

Manager - Tax and Accounting Services Kforce Inc.

Sales Manager Financial Services NYL - Nassau GO

Tax Manager (Hybrid) Jobot

Senior Audit Manager, CPA firm Jobot

Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firm

Financial Services Professional NYL - Nassau GO

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Retail Customer Service Associate FedEx

Lead Veterinarian Banfield Pet Hospitals

Chief of Staff Veterinarian Banfield Pet Hospitals

Senior Veterinarian Banfield Pet Hospitals

Area Chief of Staff Banfield Pet Hospitals

Private Client Services Manager Gallagher

Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu Ltd

Tax Manager, Private Client Services bdo consulting

Senior Tax Manager - Private Client Services Andersen

Sr. Client Services Manager CNA Financial Corp

Sr Client Services Manager - National Accounts CNA Financial Corp

Client Services Manager - National Accounts CNA Financial Corp

Client Services Lead SPS-North America

Manager - Private Client Services (50262) Citrin Cooperman & Company LLP

Human Resources Client Services Administrator Hofstra University

Tax Manager, Private Client Services BDO USA PC

Senior Account Manager (Sports Partnerships) (Payment Services Client) Octagon Inc

Senior Manager Client Relationship Executive (CRE) - Financial Services Deloitte Touche Tohmatsu Ltd

Experiential Manager (Lifestyle-Culinary and Arts & Culture) (Payment Services Client) Octagon Inc

Experiential Manager (Lifestyle Partnerships) (Payment Services Client) Octagon Inc

Client Services Associate Citigroup Inc

Client Service Manager - New England Brown and Caldwell Inc

Experiential Director (Lifestyle - Culinary and Arts & Culture) (Payment Services Client) Octagon Inc

Accounting and Client Services Coordinator CBIZ Inc

Supervisor - Private Client Services (50261) Citrin Cooperman & Company LLP

Tax Experienced Senior, Private Client Services BDO USA PC

Tax Director - Private Client Services TAG EisnerAmper, LLC (Inactive)

Client Services Coordinator Johnson Controls International Plc

Client Service Manager, Employee Health & Benefits Marsh & McLennan Companies Inc

Director of Operations (Client Services) TouchCare

Client Services Representative Cetera Financial Group Inc

Client Services Tech 1 Pace Analytical Services

Work From Home - Client Services Associate AO Garcia Agency

Work From Home - Client Services Representative Global Elite Empire Consultants

Account Executive (Sponsorship Analytics & Operations) (Payment Services Client) Octagon Inc

Account Trainee (Golf) (Payment Services Client) Octagon Inc

Event Executive (Lifestyle - Culinary and Arts & Culture) (Payment Services Client) Octagon Inc

Client Services Representative Platinum Filings

Work From Home - Client Services Representative AO Garcia Agency

Summer Intern, Client Services Whalar Group

Senior Associate [Client Advisory & Management Services Group] CohnReznick LLP

Client Relationship Executive - RCMS Managed Services PricewaterhouseCoopers LLP

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