Deal Services Healthcare Industry Consulting Partner RSMDeal Services Healthcare Industry Consulting PartnerNew YorkTAS Partners lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers. The Consulting Partner role involves leveraging regulatory technical expertise and financial services industry experience to become a trusted advisor to clients.
Director of Client Support TLA TechDirector of Client SupportNew YorkRemoteThis role owns Syllo's Client Support function, the team of Support Specialists who serve as the first point of contact for attorneys, paralegals, and legal ops professionals at AmLaw 200 firms and Fortune 500 legal departments. We are looking for a leader who has managed technical support teams in an enterprise SaaS environment, understands the expectations of legal professionals, and builds the operational discipline to deliver at scale.
Client Director SPSClient DirectorNew YorkIn 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. Nurtures a strong relationship with sales and other teams as an effort to help grow and move the business forward (i.e. in some cases, helps to identify new business to add-on opportunities which may include participating in RFP/sales presentations).
NewPrivate Client Manager II Bank of AmericaPrivate Client Manager IINew YorkActs as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction. Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects.
Strategic Clients & Partnerships Executive, Americas AscendaStrategic Clients & Partnerships Executive, AmericasNew YorkSupport the successful execution of client initiatives and marketing campaigns by coordinating cross-functional deliverables, managing day-to-day operational requests and escalations; and ensuring seamless delivery across Customer Service, Technology, Marketing, Legal, and Product teams to drive client and partner success. We are behind the world-class rewards propositions of major banks and fintechs around the globe, including brands like American Express, Capital One, Brex, Revolut, Ramp, HSBC, Bank of New Zealand, Virgin Money (Australia), Bradesco (Brazil), ANZ (Australia), HDFC (India) and many others.
Financial Services Transactional Associate Attorney (Junior to Mid-Level) Orion PlacementFinancial Services Transactional Associate Attorney (Junior to Mid-Level)New YorkNote: Must have 3+ years of law firm transactional experience within financial services, finance, or closely related corporate transactions. Work on complex, high-value financial services transactions in one of the strongest legal markets in the country.
Vendor Services Analyst Starr InsuranceVendor Services AnalystNew YorkStarr's insurance agencies write specialty lines covering aviation, marine, energy, property and excess casualty insurance, including risks with international exposures and provide a broad spectrum of value-added specialized services, including claims handling and settlement, risk assessment and loss prevention. Starr's insurance companies, Starr Indemnity & Liability Company and Starr Surplus Lines Insurance Company, provide high-quality, customized property and casualty and accident and health insurance products, with significant access to the excess and surplus marketplace for certain lines of business.
Client Operations Associate Copper.coClient Operations AssociateNew YorkLed by Amar Kuchinad, Copper's Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. By reducing settlement time for transfers to a few milliseconds (without blockchain network dependency) and offering enhanced security measures, ClearLoop is rapidly reshaping the way asset managers trade and manage capital.
Director – Private Client Group AnchinDirector – Private Client GroupNew YorkThis role is designed for a seasoned tax professional who thrives in a client-facing, leadership-oriented environment and is comfortable overseeing sophisticated engagements while developing teams and deepening client relationships. Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
NewLegal Office Services Specialist Opensity SolutionsLegal Office Services SpecialistNew YorkOur capabilities include IT and technology solutions, document processing and administrative support, marketing and communications, billing and AP/AR services, records and information governance, workflow automation, consulting and hospitality and facilities services. Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms.
Technical Services Specialist Disguise TechnologiesTechnical Services SpecialistNew YorkYou will collaborate alongside Disguise’s solutions designers, creative services team, project managers, engineers, third-party vendors, and—most importantly—the customer to ensure projects are implemented successfully: on time, to scope, within budget, and exceeding expectations. We partner with the biggest entertainment brands and companies in the world to deliver the A-list of live music events, live TV broadcasts, immersive experiences, installations, theatre, film and TV production, corporate communications and brand product launches.
Trust and Estates Tax Principal, Private Client Group AnchinTrust and Estates Tax Principal, Private Client GroupNew YorkAnchin is looking for a Trust and Estates Tax Principal within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries.
Client Experience Manager Fiore and AssociatesClient Experience ManagerNew YorkCreates escalation protocol to resolve client issues and emergencies (this includes but is not limited to flight delays/cancellations, inclement weather, pending strikes, natural disasters, political unrest, client dissatisfaction & itinerary changes). This includes, but is not limited to: Combing through itineraries to collect missing details and ensuring that all client requests and preferences (established in planning process and as written on client forms) are completed to client’s satisfaction and shared with relevant parties.
Product Management – Digital Client Experience - Assistant Vice President Morgan StanleyProduct Management – Digital Client Experience - Assistant Vice PresidentNew YorkDepartment Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.
Fund Accounting Supervisor, Private Equity / Hedge Funds SEiFund Accounting Supervisor, Private Equity / Hedge FundsNew YorkTo help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.
NewClient Service Manager, Personal Lines GallagherClient Service Manager, Personal LinesTrumansburg, New YorkFull timeHow you'll make an impact : You’ll play a key role in supporting and leading efforts to deliver high-quality solutions to our clients. Build and maintain strong relationships with clients and carrier partners through timely responses and strong customer service, ensuring trust and satisfaction.
Client Services Partner PubMaticClient Services PartnerNew YorkBenefits : Our benefits package includes the best of what leading organizations provide such as, paid leave programs, paid holidays, healthcare, dental and vision insurance, disability and life insurance, commuter benefits, physical and financial wellness programs, unlimited DTO in the US (that we actually require you to use!), reimbursement for mobile and fully stocked pantries plus in-office catered lunches 4 days per week. PubMatic is one of the world’s leading scaled digital advertising platforms, offering more transparent advertising solutions to publishers, media buyers, commerce companies and data owners, allowing them to harness the power and potential of the open internet to drive better business outcomes.
Partnership Executive Consultant ComplySciPartnership Executive ConsultantAnywhere, NY$186,000–$216,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. This individual will maintain a portfolio of client relationships and deliver high-quality consulting services, while contributing to firmwide initiatives, supporting the development and implementation of new service offerings, and serving as a trusted source of insight and practical guidance for colleagues.
Director of Professional Services Bluefish AIDirector of Professional ServicesNew YorkThis role is a critical leader within the Strategy & Services organization, responsible for managing and developing Customer AI Strategists, AI Consultants, and Customer AI Analysts, and driving portfolio-level strategy, client retention, and renewal ownership across key industry verticals. You'll develop a portfolio and vertical point of view, build team processes in partnership with the Head of Professional Services, and serve as an accountable, senior voice in client relationships — ensuring that every engagement translates into strategic value and long-term partnership.
Client Service Representative Manhattan Veterinary GroupClient Service RepresentativeVestal, New York$17–$18 / hourThe CSR is the pivot around which the hospital operates and is responsible for:• Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.• Why We Need YouAs the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities.