Client Service Associate - Bridgewater, NJ LPL FinancialClient Service Associate - Bridgewater, NJBridgewater, New JerseyThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Client Service Associate (Mandarin Speaking; Midtown East, NY) Oppenheimer & Co. Inc.Client Service Associate (Mandarin Speaking; Midtown East, NY)New York, NYWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Client Director - Financial Services Celonis SEClient Director - Financial ServicesNew York, NY$211,000–$250,000 / yearYou sit at the intersection of enterprise sales leadership and platform strategy-owning a focused portfolio of one to few large accounts generating significant ARR, and working in close partnership with Value Engineers, Client Value Partners (CVP), and Professional Services to grow, protect, and compound that revenue over multi-year horizons. We enable thousands of companies worldwide to understand how their business actually runs and, together with their partners, build intelligent solutions that transform and continuously improve the way they operate - unlocking billions in value.
Senior Manager, Backend Services A&E Television Networks, LLCSenior Manager, Backend ServicesNew York, NY$179,487–$210,000 / yearThis role combines technical leadership with people management, ensuring high-quality backend services that power our portfolio of consumer-facing applications and experiences. The ideal candidate brings deep backend engineering expertise, strong API design experience, and a proven track record of building and developing high-performing engineering teams.
Retirement Services Communications Manager VOYA Financial Inc.Retirement Services Communications ManagerNew York, NY$130,000–$150,000 / yearThe Communications Senior Manager role owns end-to-end communications responsibility for a dedicated line of business, working alongside peer communications leads for Voya's businesses across Investment Management and Workplace Solutions. Complements and closely collaborates with Marketing, Brand and Communications colleagues, including those focused on Wealth Management, Investment Management, Employee Benefits, Technology, and Corporate communications; ensures brand consistency and alignment with other communications taking place.
New York Technology Audit & Advisory (Financial Services) Manager Protiviti IncNew York Technology Audit & Advisory (Financial Services) ManagerNew York City, NY$114,000–$182,000 / yearA 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. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.
Professional Services Tax Supervisor WithumProfessional Services Tax SupervisorNew York, NY$90,000–$170,000 / yearJob Description: 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.
Senior Client Program Manager Fiserv IncSenior Client Program ManagerBerkeley Heights, NJ$120,000–$198,000 / yearEnsure alignment with key organizational partners, including executive leadership, sales, marketing, operations, finance, legal and others to ensure aligned business success. For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion.
Client Relationship Manager Stifel Financial CorpClient Relationship ManagerNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel.
Director, Relationship Manager - Fuel Services Bank of MontrealDirector, Relationship Manager - Fuel ServicesNew York, NY$122,400–$228,000 / yearBuilds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
Legal & Claims Senior Manager, Professional Services Group Aon PlcLegal & Claims Senior Manager, Professional Services GroupNew York, NY$167,000–$210,000 / yearSkills and experience that will lead to success 15+ years of progressively responsible experience in professional and financial lines insurance with significant emphasis on complex claims and coverage, including: Lawyers professional liability / legal malpractice (E&O) and/or other professional services E&O; and One or more of: accountants E&O, management consultants E&O, cyber, EPL, D&O/management liability; experience with Property & Casualty programs is strongly preferred but not required. How this opportunity is different As Senior Vice President, you will be a senior leader and subject matter expert for PSP's claims advocacy offering, independently leading our most complex and sensitive claims and shaping advocacy strategy, data insights and best practices across the practice.
Assurance Manager - Financial Services EisnerAmperAssurance Manager - Financial ServicesIselin, NJOur 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. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Cash Management Client Service - Associate SMBCCash Management Client Service - AssociateNew York, NY$80,000–$105,000 / yearSMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients.
Director of Social Services Bond Health StaffingDirector of Social ServicesBrooklyn, NY$80,000 / yearConduct periodic internal file reviews and implement Quality Assurance measures as needed to ensure quality service delivery to clients (i.e.-address and investigate client complaints). Immediately report to the appropriate Vice President/Program Director any: monitoring visits or funders' events; significant events; any incident that might subject company to liability.
Data Modeler - Manager - Financial Services - Consulting Ernst & Young Global LtdData Modeler - Manager - Financial Services - ConsultingNew York, NY$125,500–$230,200 / 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. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
NewClient Service Representative - Chemaid Client Services kdc/oneClient Service Representative - Chemaid Client ServicesSaddle Brook, NJCommunicate critical customer information-such as launch dates and special requirements-to cross-functional teams (R&D, Operations, Planning, QA, Technical Services).Deliver customer-focused solutions aligned with customer objectives and promptly escalate issues as needed. The Client Services Representative is responsible for end-to-end management of assigned customer accounts, including both external customer relationships and internal cross functional coordination.
Client Relationship Manager Strive2MoveClient Relationship ManagerBridgewater, NJ$40,000–$50,000 / yearCustomers will have objections and barriers to buying our services and it’s important you listen, understand, and communicate appropriately to see the value of investing in their health. We’re hiring a relationship manager to consult with potential customers and current customer who are interesting in our services and currently utilizing our services.
Remote Client Relationship Manager Strive2MoveRemote Client Relationship ManagerBridgewater, NJRemote$40,000–$50,000 / yearCustomers will have objections and barriers to buying our services and it’s important you listen, understand, and communicate appropriately to see the value of investing in their health. We’re hiring a relationship manager to consult with potential customers and current customer who are interesting in our services and currently utilizing our services.
Registered Client Service Associate H Cap ConnectRegistered Client Service AssociateParsippany, New JerseyWe're partnering with a growing wealth management firm seeking an experienced Registered Client Service Associate (CSA) to play a critical role in advisor transitions and delivering an exceptional client experience. Your expertise will help ensure a seamless experience for clients while newly transitioned advisors build their permanent support team.
Client Partner | Financial Services Insurance Slalom IncClient Partner | Financial Services InsuranceNY$144,000–$216,000 / yearOther aspects of the role include: Own and grow a portfolio of approximately $6M in year one, scaling to $9M+ as accounts expand, partnering closely with a Sales Executive to drive growth while maintaining accountability for profitability, revenue, and utilization goals. You will partner closely with capability leaders and delivery teams to position Slalom as a trusted advisor for large-scale transformation initiatives, particularly across core insurance systems, operating models, and cloud-enabled modernization.