Associate, Client Services -Full-Time (January 2027) True North InsightsAssociate, Client Services -Full-Time (January 2027)New York, NY$85,000–$115,000 / yearWe exist to break through complexity, giving global investors and business leaders frictionless access to the insights that matter most — insights that fuel confident decisions, unlock opportunity, and power successful careers. True North Insights is a global expert network that connects organizations with subject matter experts who provide critical insights to inform strategic decision-making.
Tax Manager, Transaction Advisory Services-M&A Special Projects bdo consultingTax Manager, Transaction Advisory Services-M&A Special ProjectsNew York, NY$79,800–$168,000 / yearThe 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. The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.
NewAccount Manager, Pharmacy Partnerships - NY UnitedHealth GroupAccount Manager, Pharmacy Partnerships - NYNew York, NY$29–$52 / hourSuccess in this role will be measured through relationship strength, account retention, outreach consistency, growth, and operational follow-through across assigned accounts, including: Account Retention and Growth: Retention rate of assigned accounts and continuity of service support to enact growth of this account. Responsibilities include maintaining a quarterly outreach cadence through site visits and remote follow-up, vaccination support, assisting with invoice and past-due account follow-up, and helping deliver a responsive, relationship-centered client experience.
Client Account Manager Lord Abbett.comClient Account ManagerJersey City, New JerseyThis role serves as the primary operational lead for a portfolio of institutional clients partnering closely with Sales, Relationship Management, Portfolio Management, Operations, Legal, Compliance, Technology, custodians, and external service providers. The Role: Lord Abbett is seeking a Client Account Manager to join the Global Investor Services (GIS) organization, supporting the firm's institutional onboarding, implementation, and client lifecycle management capabilities.
Operations Manager Focus Financial PartnersOperations ManagerWhite Plains, New York$90,000–$110,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The role offers significant visibility across the organization, direct interaction with firm leadership, and the opportunity to make a meaningful impact on operational efficiency, client experience, and long-term scalability.
Customer Service Rep - II (USD) MindlanceCustomer Service Rep - II (USD)New Jersey, NJThis role is ideal for individuals who are motivated to learn the financial services industry and develop expertise in mutual fund operations. This role involves significant phone communication, requiring excellent phone etiquette, professional presence, and clear verbal communication skills.
Active_Client/Customer Services Representative 2 eTeam Inc.Active_Client/Customer Services Representative 2New Providence, NJ$26–$27.61 / hourThe Customer Services Representative is responsible for interacting with customers to provide information regarding products and services, respond to inquiries, and resolve customer concerns. This role involves identifying customer issues, providing appropriate solutions, and ensuring timely follow-up.
Financial Services Audit Supervisor WithumSmith+Brown PCFinancial Services Audit SupervisorNew York City, New YorkThis Financial Services Audit Supervisor role will be based out of our East Brunswick, NJ, Whippany, NJ, Red Bank, NJ, Orlando, FL, Boca Raton, FL or New York City office . Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management.
Case Manager Family Services Bay Park Brooklyn Community ServicesCase Manager Family Services Bay ParkBrooklyn - Brownsville, NYWe offer Family Support Services, which include financial literacy and health and wellness programs enabling BCS clients and residents from the surrounding community to enhance children’s and family emotional, social and physical well-being. BCS provides services to the residents, including case management, job readiness and counseling.
Customer Success Manager Wolters KluwerCustomer Success ManagerWhite Plains, NY$89,600–$157,000 / yearKey Tasks: Perform activities across the quote-to-order fulfillment lifecycle, including assistance in preparation of price quotes, assistance in drafting Statements of Work, researching customer project history, project management of key engagements and other activities defined as Customer Success Manager responsibilities. What You'll be Doing: The Customer Success Manager (CSM), Professional Services serves as a strategic liaison between customers, Sales Executives, Solutions Consultants, Professional Services, Operations, Product, and other internal stakeholders to ensure successful transitions from sales through project completion and ongoing customer satisfaction.
NewClient Solutions Architect Manager - Payments - Vice President JPMorgan Chase & CoClient Solutions Architect Manager - Payments - Vice PresidentJersey City, NJDocument and articulate the expected interoperability of products to support the definition of client journey test cases, aiding the testing team in understanding client behaviors to ensure features and capabilities align with expected client behaviors, while also documenting client use cases, solution architectures, and funds flow diagrams that represent the client experience and use of interoperable products, focusing on key areas such as experience and UX control, authorization optimization, cost management, ease of integration, and fraud and security. Leveraging your technical expertise in specific products and industries, your deep understanding and experience with client user needs, you develop viable solutions that add value to clients, track how clients are using our products, and ensure results are realized.
NewTangible Property Services Tax Intern - Summer 2027 RSMTangible Property Services Tax Intern - Summer 2027New York, NY$36–$43 / hourAs an intern in our Credits, Incentives, and Methods (CIM) group, working primarily with the Tangible Property Services (TPS) team, you will be responsible for the following job duties which are focused around two core concepts: your technical expertise and delivering excellent client service: Examples of the candidate's responsibilities include: Prepare detailed cost analyses of building construction projects and acquired properties to classify assets for proper tax depreciation treatment (cost segregation studies). The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
Client Onboarding Associate / KYC Mizuho Financial groupClient Onboarding Associate / KYCNew York, NY$68,000–$95,000 / yearJob Summary: Onboarding Associate will be part of the Underlying Principles onboarding team and will work closely with Front Office Sales/Trading, Internal Stakeholders (Credit, Legal, Compliance, Ops) and external Clients to onboard and complete new client onboarding in a timely and efficient manner. Review onboarding documents (e.g., account opening forms, tax forms, formation documents, ADV, suitability certificates, QIB, AML letters, Wolfsberg Questionnaire, and Prime Broker Agreements) for accuracy, completeness, and relevance.
Director Social Services - Homeless Families URI CareersDirector Social Services - Homeless FamiliesNew York, New YorkIn addition to emergency and transitional housing, URI delivers a robust continuum of Justice Initiatives—including economic empowerment, legal education and advocacy, prevention and youth programming, and abusive partner intervention—designed to break cycles of violence, instability, and poverty. Founded in 1980, Urban Resource Institute (URI) is the nation’s largest provider of domestic violence shelter and support services and a leading provider of housing and services for families experiencing homelessness.
Associate Recruiter - Financial Services TandymAssociate Recruiter - Financial ServicesNew York, New York$58,500–$60,000In this role, you will focus on recruiting within the Financial Services sector, partnering with top investment banks, hedge funds, asset managers, and proprietary trading firms to identify talent across trading, portfolio management, quantitative research, data science, and other front-office investment roles. Tandym Group is a nationwide recruiting and staffing company dedicated to helping people reach their highest potential, and we're looking for an Associate Recruiter to join our team! .
NewProduct Manager, Client Solutions Group Technology The Carlyle Group Employee Co.Product Manager, Client Solutions Group TechnologyNew York, New YorkThe Product Manager will bridge business stakeholders and technology teams to design, implement, and evolve a scalable CRM platform that gives fundraising and sales teams a single, trusted view of investors and prospects, strengthens pipeline visibility and data quality, and drives commercial and operational efficiency. This role will serve as the Product Manager for Salesforce, Carlyle’s institutional sales and client relationship management platform, and will play a central role in the Firm’s implementation of Salesforce and the broader modernization of the fundraising technology stack.
Not For Profit Tax Manager WithumNot For Profit Tax ManagerWhippany, NJ$120,000–$180,000 / yearAs a Not-for-Profit Tax Manager based out of our New Jersey, New York City, or Philadelphia office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job 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.
Trust And Estate Tax Manager WithumTrust And Estate Tax ManagerWhippany, NJ$110,000–$210,000 / yearAs a Trust and Estate Tax Manager based out any of our office locations, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job 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.
Healthcare Tax Manager WithumHealthcare Tax ManagerNew York, NY$135,000–$210,000 / yearAs a Healthcare Tax Manager based out of any of our NJ, NYC, Los Angeles, San Francisco, or Buffalo, NY offices, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job 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.
Founders & Tech Executive Tax Manager WithumFounders & Tech Executive Tax ManagerNew York, NY$150,000–$200,000 / yearAs a Founders & Tech Executive Tax Manager based out of our Los Angeles, CA, San Francisco, CA, San Diego, CA, Orange County, CA, Whippany, NJ, Princeton, NJ, East Brunswick, NJ, Red Bank, NJ or New York City office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job 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.