Client Service Representative SagoClient Service RepresentativeNew York, NYThe world is transforming, and SAGO is continuously reaching new heights, redefining our solutions beyond our clients' wildest expectations, and making it smarter, faster, and easier to gain insights that matter. The ideal candidate is an outgoing people person who thrives on building positive relationships, delivering exceptional hospitality, and providing outstanding customer service.
Client Service Representative I - SSL Reliance Standard Life Insurance CompanyClient Service Representative I - SSLNew York, New YorkLimited knowledge of NYS WCB regulations as they affect our business and client issues, and client needs; Works with manager to increase knowledge in NYS WCB regulations thus building and maintaining positive ongoing client relationships. Sitting for prolonged periods of time, frequently standing, walking distances up to one mile, bending, crouching, kneeling, reaching, occasionally lifting 25lbs, extensive typing, picking up and holding small objecting and otherwise using primarily the fingers rather than the entire hand.
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.
NewInstitutional Capital, Business Development, Client Service - Senior Associate Blue Owl Capital Inc.Institutional Capital, Business Development, Client Service - Senior AssociateNew York City, NY$140,000–$175,000 / yearAnchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Blue Owl is seeking a Senior Associate to support and cross-sell into the firm's largest client relationships within the Institutional Capital team based in New York, as well as establish new strategic relationships in conjunction with regional sales coverage teams.
MD C16 Head Of Account Opening And Client Service Operations, Wealth Operations Citigroup Inc.MD C16 Head Of Account Opening And Client Service Operations, Wealth OperationsNew York, NY$250,000–$500,000 / yearThis role owns the operational framework that underpins how Citi Wealth receives, services, supports, and resolves client interactions throughout the client lifecycle, ensuring consistent execution, strong control discipline, regulatory compliance, and high‑quality client outcomes across all regions. Recognized as a strategic leader who can balance operational execution with transformation, leveraging technology, AI, and data-driven capabilities to create sustainable competitive advantages and deliver the Wealth Operations target state.
NewCatering Operations & Client Service Manager New York Institute of TechnologyCatering Operations & Client Service ManagerOld Westbury, New YorkOverview: New York Institute of Technology's six schools and colleges offer undergraduate, graduate, doctoral, and professional degree programs in in-demand disciplines including computer science, data science, and cybersecurity; biology, health professions, and medicine; architecture and design; engineering; IT and digital technologies; management; and energy and sustainability. New York Tech considers factors such as (but not limited to) scope and responsibilities of the position, candidate experience/expertise, education/training, key skills, geographic location, internal peer equity as well as market, organizational considerations and/or applicable collective bargaining agreement when extending an offer.
SVP, Client Service Director ARXUS DDB Health New YorkSVP, Client Service DirectorNew York, New YorkDemonstrate strong work ethic, delegates instead of dumps, provides real-time feedback and recognition, celebrates success, excellent active listening skills, makes decisions for betterment of all, maintains optimistic outlook in all situations. Annually deliver course relating to leadership, client management or business communications for the benefit of more junior colleagues as discussed and outlined with President of agency.
National Account Client Service Associate American Century InvestmentsNational Account Client Service AssociateNew York, NY$65,000–$70,000 / yearSupport National Account Sales, Relationship Management, Platform Development teams and other internal business partners by assisting in the implementation of various projects and task forces related to client service and business development service needs, performing operational responsibilities and providing support and service to key Intermediary Home Office clients and prospects. Support the implementation of new product launches or product changes for intermediary home offices working with the National Accounts team, including coordination of client communications and the addition of new funds and funds changes for large clearing firms that impact multiple business lines.
Client Service Associate Fortress InvestmentClient Service Associatebrentwood, NY$100,000–$120,000 / yearCompleting 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 such as Solvency II, ILPA, and Basel III templates. Founded in 1998, Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies.
Security Client Service Manager Allied UniversalSecurity Client Service ManagerNew York, New YorkFull timeLeverage Allied Universal’s AI technology and Business Intelligence platforms to track metrics, optimize employee schedules, and reduce non-billed overtime to achieve operational efficiency, productivity, revenue growth, cash collections, and profitability. Must possess one of the following: Bachelor’s degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization.
Associate, Client Service Operations Bridgewater AssociatesAssociate, Client Service OperationsWestport, CT$135,000–$200,000 / yearThe goal of Client Service is to build and grow meaningful relationships with the world's largest, most sophisticated investors and help clients achieve their goals through high quality return streams and tailored insights. You will help set goals, brainstorm execution, project manage multiple initiatives, coordinate directly with clients and internal stakeholders, be the first point of contact for client requests, and plan meetings, trips and events.
Field Service Client Administrator - NY Securus Technologies LLCField Service Client Administrator - NYEast Elmhurst, NY$23.26–$26.52 / hourPart timeWhile performing the duties of this job, the employee is regularly required to: stand, sit, talk, hear, and use hands and fingers to operate a computer, telephone, and a variety of office equipment. Perform basic Technical Support functions (password resets and handouts, user setup, etc.) and basic product training as needed or requested by the customer.
Client Relationship Manager – Wealth Management #ESF8646 ExpertHiringClient Relationship Manager – Wealth Management #ESF8646Brentwood, New YorkThe ideal candidate brings 2–4 years of client service or administrative experience within financial services and understands the importance of accuracy, responsiveness, confidentiality, and proactive follow-through when supporting wealth management clients. This position serves as an important connection between clients and financial advisors, providing high-quality relationship management, administrative support, account servicing, and financial planning coordination.
Professional Services Tax Manager WithumProfessional Services Tax ManagerNew York, NY$120,000–$180,000 / yearAs a Tax Manager based out of our Boca Raton, FL, Columbia, MD, New York City, NY, Orlando, FL, or Tysons Corner, VA 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.
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.
Trust and Estates Tax Principal, Private Client Group AnchinTrust and Estates Tax Principal, Private Client GroupNew York City, NY$200,000–$500,000 / yearAnchin 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 Accounts Project Manager - ET DLA PiperClient Accounts Project Manager - ETbrentwood, NY$100,787–$153,578 / yearWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties. This position serves as a trusted liaison among partners, clients, and internal client administration, billing, collections, and accounting teams to support effective financial management, timely communication, and strong client service delivery.
High Net Worth Partner/Director, Private Client Group PhaxisHigh Net Worth Partner/Director, Private Client GroupNew York, NY$200,000A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire an experienced High-Net-Worth Tax Partner/Director, Private Client Group to join their teams. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates.
Analyst, Client Experience & Optimization Capital Rx, Inc.Analyst, Client Experience & OptimizationNew York, NY$98,400–$123,000 / yearPosition Summary: The Senior Analyst, Client Experience & Optimization (CERO) supports the Risk Management function by independently coordinating risk-based operational initiatives from intake through execution, using judgment to develop approaches, evaluate cross-functional inputs, and escalate risks or barriers at appropriate decision points. This role identifies operational gaps and recurring risk patterns, develops and maintains process documentation and workflow maps, builds operational dashboards and KPI reporting, and supports the automation of manual processes to improve consistency, data quality, and operational efficiency across Client Services.
Client Experience Representative Veritas Veterinary PartnersClient Experience RepresentativeNew York, NY$20–$22 / hourVeritas Veterinary Partners offer exciting career opportunities in state-of-the-art facilities across the U.S. Our hospitals are staffed by board-certified specialists, create a collaborative environment where you can work alongside like-minded, caring professionals. We know the winning recipe to maintain the care and compassion that our patients depend upon us to create a safe and supportive space for you to put your skills to use, develop new skills, and be a part of our highly collaborative, fun and friendly team!