Client Services Team Lead Syneos Health IncClient Services Team LeadBridgewater, NJTogether we share insights, use the latest technologies and apply advanced business practices to speed our customers' delivery of important therapies to patients. Selecting us as an employer secures a career in which you're guaranteed to: Collaborate with passionate problem solvers Partner with the most diverse team of experts in the industry.
Financial Services - Customer Tax Operations and Reporting - Tax Senior Ernst & Young Global LtdFinancial Services - Customer Tax Operations and Reporting - Tax SeniorNew York, NY$81,500–$178,300 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
NewTax Manager Kforce Inc.Tax ManagerNew York, NY$204,000–$276,000This 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.
Client Service Associate Fortress Investment Group LLCClient Service AssociateNew York, NY$100,000–$140,000 / yearThe Credit and Real Estate Business Capital Formation Associate will: Respond to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines Liaising with fund administrators, and internal middle/back office, treasury, legal, and compliance teams to ensure timely and accurate delivery of investor correspondence and reporting Facilitate capital activity events including subscriptions, redemptions, transfers and reviewing and tracking documentation from investors while liaising with internal and external legal and tax counsel Updating and maintaining investor records Documenting processes and policies and recommending additional procedures to enhance investor communications Complete frequent investor reporting requests including DDQs and fee requests as well as sourcing responses and liaising with internal finance, asset management, and compliance teams to complete more complex reporting Have an understanding of and ensure compliance with FINRA, FATCA and ERISA obligations as well implementing AIFMD, FOIA, and AML/KYC procedures The ideal candidate will have: A bachelor's degree from a top university with a strong academic record At least 2 - 3 years of financial services experience - fund administration, fund operations, or fund accounting experience is preferred Credit and/or real estate experience a strong plus Advance proficiency in CRM systems focused on alternative investments Advanced proficiency in PowerPoint and Excel Excellent verbal and written communication skills and strong interpersonal skills Ability to effectively manage multiple priorities Self-motivation with the ability to work independently and as a team player Excellent organizational skills Meticulous attention to detail Strong work ethic and desire to excel in a dynamic and fast-paced work environment The base salary range for this position is expected to be between $100,000 and $140,000 The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The Client Service team communicates directly with investors and will play a critical role coordinating communication between investors, Wire Houses, Financial Advisors, Reginal/independent broker dealers, RIAs and our Administrator & Transfer Agent.
Manager / Senior Manager, Client Services True North InsightsManager / Senior Manager, Client ServicesJersey City, NJ$86,000–$95,000 / yearOne day you may be partnering with your team to deliver a time-sensitive investment diligence project, and the next coaching team members, refining operational strategy, or collaborating across global offices to drive better outcomes for clients and employees alike. At True North Insights, you'll be part of one of the fastest-growing expert networks, partnering with leading healthcare and life sciences companies, institutional investors, and management consulting firms on their most important research initiatives.
New York Technology Audit & Advisory (Financial Services) Manager ProtivitiNew York Technology Audit & Advisory (Financial Services) ManagerNew York City, New York$114,000–$182,000 / year5+ years working intechnologyaudit, consulting, assurance services, riskandcontrol programs, or related field, either in professional services orwithin the financial servicesindustry. A passion for: The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc. .
Tax Senior Manager - Private Client Services WeaverTax Senior Manager - Private Client ServicesLittle Falls, NJ$141,000–$290,000 / yearCPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
Client Service Technician Apprentice GE HealthCare Technologies IncClient Service Technician ApprenticeNew York, NY$48,000–$72,000 / yearMust successfully complete GE HealthCare background checks, post‑offer drug testing, and ongoing customer access requirements, including required immunizations (obtaining and/or providing proof), additional drug tests/background checks (including a federal government background check if assigned to support a contract with the federal government), and site‑specific compliance protocols. Experience diagnosing and repairing mechanical, electromechanical, and/or electronic equipment in the electronic field - resulting in knowledge of electronic digital circuitry and understanding of electronic and electro-mechanical devices.
Client Service Specialist Guggenheim PartnersClient Service SpecialistNew York, NY$110,000–$125,000 / yearThe position requires a proactive approach to learning, a meticulous attention to detail, strong communication skills to foster lasting client relationships, and the ability to recommend solutions or escalate matters as needed. Provide expertise as an operational subject matter expert with regard to onboarding of funds and SMAs, ensuring all details are fully researched and addressed by all affected groups in the firm.
Staff II Consultant - Grants Management (Government Sector Services Advisory) EisnerAmperStaff II Consultant - Grants Management (Government Sector Services Advisory)New York, NY$60,000–$70,000 / yearEisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). About our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more.
NewHome Services Craftsman PrideStaff - Morristown-Parsippany, NJHome Services CraftsmanClark, NJ$30–$35 / hourAdditionally:\r\n\r\n•\tClients and candidates consistently rate PrideStaff among the top recruiting firms within the staffing industry based on Net Promoter Score (NPS) data\r\n•\tPrideStaff provides comprehensive training to Staffing Consultants on our proven sales, recruiting and staffing processes\r\n•\tWe help our Staffing Consultants succeed with leading edge recruiting technology and performance improvement programs\r\n•\tWe offer one of the most unique and competitive compensation plans in the Staffing and Recruiting industry We are currently expanding with a new office in East Hanover and are looking for individuals to share our mission: Consistently provide client experiences focused on what they value most.
Private Client Services Tax Supervisor WithumSmith+Brown PCPrivate Client Services Tax SupervisorNew York City, New York$90,000–$165,000 / yearWithum’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. .
Tax Director I Private Client Services CBIZ IncTax Director I Private Client ServicesMorristown, NJResponsible 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.
Business Development Manager, Securities and Financial Services WilmerHaleBusiness Development Manager, Securities and Financial ServicesNew York, NY$179,300–$224,100Full timeOur lawyers work at the intersection of government, technology and business, and we remain committed to our guiding principles of providing quality, excellent legal and client services; developing diversity among our lawyers and staff and cultivating an environment that promotes an ambitious spirit, collaboration and collegiality by drawing on the extraordinary talents and dynamic experience of our lawyers. Clients and Markets assists SFS and the firm’s legal departments with identifying and pursuing qualified opportunities for gaining new and expanding existing client relationships, and with planning and executing a wide range of strategic business development and marketing activities.
Events Services Manager Arlo HotelsEvents Services ManagerBrooklyn, NY$75,000–$82,000 / yearThe Event Services Manager partners closely with Sales, Food & Beverage, Culinary, Front Office, Housekeeping, Engineering, and Banquets to deliver memorable experiences that exceed guest expectations while maximizing operational efficiency and profitability. The Event Services Manager serves as the primary liaison between the hotel and clients following the sale of meetings, Events, weddings, and social events.
Client Success Manager Randall-Reilly, LLCClient Success ManagerNYRemote$70,000–$80,000 / yearA Day in the Life of a Client Success Manager: This role serves as a trusted advisor to customers, helping them maximize the value of RigDig solutions through consultative engagement, strategic account planning, customer training, and proactive relationship management. Actual compensation packages are individualized and determined by various factors, including but not limited to the candidate's geographic location, relevant experience, internal equity, certifications, education, qualifications, specific skill set, and Fusable's business needs.
Desktop Services Team Lead Ropes & GrayDesktop Services Team LeadNew York, New York$88,600–$135,100 / yearThe firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C. The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring. Overview: The Desktop Services Team Lead will report to the Desktop Services Supervisor and will drive process improvements, enhance customer service, manage Jira queue and provide hands-on deskside technical support.
Associate Client Manager, Commercial Risk - Construction Practice BRP Group, Inc.Associate Client Manager, Commercial Risk - Construction PracticeBranchburg, NJResponsible for client audits; recording minutes from Client Success meetings; tracking technology issues as they relate to Client Success; keeping Operations team apprised of migration and charge status including charge imports and exports, as well as any known or potential issues. The Associate Client Manager serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts.
Audit Manager, Technology & Professional Services AnchinAudit Manager, Technology & Professional ServicesNew York City, NY$130,000–$180,000 / yearAnchin 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. 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.
Latin America Private Bank - Senior Client Service Associate JPMorgan Chase & CoLatin America Private Bank - Senior Client Service AssociateJersey City, NJThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.