Client Services Specialist - Financial Services (Remote) All Financial FreedomClient Services Specialist - Financial Services (Remote)Tuxedo Park, GARemoteThe Client Services Specialist supports client-facing operations by coordinating education sessions, managing communication, and assisting with onboarding processes. Client services senior services operations or leadership.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesNew York, New York$115,000–$197,100 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesGreenwich, Connecticut$145,000–$248,200 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Sr. Manager, Client Services Roku IncSr. Manager, Client ServicesNew York, NY$171,500–$209,700 / yearLead Software Engineer, Payment Platform San Jose, California Senior Machine Learning Engineer San Jose, California Senior Machine Learning Engineer New York Director, Manufacturing Operations San Jose, California Senior Director, Software Engineering San Jose, California Senior Machine Learning Engineer, Content Platform San Jose, California Manager, Client Services New York Ad Partner Solutions Manager, Data & Measurement New York. blocks--linked-image#click keydown.enter->blocks--linked-image#click" data-controller="" data-open-newtab="false" id="page_block_ddcbf6cd2b3fb01ca7c9279824ad0b15" style="background-image: linear-gradient(rgba(0, 0, 0, 0.0),rgba(0, 0, 0, 0.0)), url( https://d25wby5c7p9100.cloudfront.net/public/uploads/9dd4272d942760bfb0f16858b0a632e7/images/files/9fe8b0cc48a58cfb0c4d05137e277a7e/large/Purple_People.jpg?1632851332);background-position : 50% 50%" title="">.
Director, Client Services Med-Metrix, LLCDirector, Client ServicesParsippany-Troy Hills, NJPhysical Demands: While performing the duties of this job, the employee is occasionally required to move around the work area; Sit; perform manual tasks; operate tools and other office equipment such as computer, computer peripherals and telephones; extend arms; kneel; talk and hear. Key success factor is ability to build effective relationships, both internally and with clients, which will result in client reference ability, adoption of additional services, and high levels of retention and satisfaction.
NewTax Director | Private Client Services CBIZ IncTax Director | Private Client ServicesGreenwich, CTWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
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. .
Senior Client Services Director FurtherSenior Client Services DirectorNew York, NY$2–$3 / hourThis person leads a portfolio of enterprise customers by translating strategy into measurable outcomes, shaping multi-quarter transformation roadmaps across data, cloud, and AI, and coaching account teams to consistently deliver (and prove) business impact. You bring executive presence, a consulting mindset, and a track record of driving multi-million-dollar YoY growth by building trusted relationships, identifying high-impact use cases, and operationalizing value realization.
Client Services Representative National Veterinary AssociatesClient Services Representativemontville, NJ$18–$22 / hourFor positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.
Client Services Director LumanityClient Services DirectorMorristown, New JerseyAs a global strategic partner that brings together strategy, evidence, engagement, and technology, we were designed to engineer breakthrough value to tackle our clients’ toughest challenges by revolutionizing how value is generated, demonstrated, and communicated. Responsibilities / Position overview: Our research team are seeking a client services director of qualitative and quantitative market research, specialising in the life sciences sector, to join their dedicated commercial Insights Team.
Account Executive, PBA Client Services Capital Rx, Inc.Account Executive, PBA Client ServicesNew York, NYRemote$163,600–$204,500 / yearPartner with our Business Development, Underwriting Teams & Senior Account Executives to support our PBA Account level growth and retention efforts by providing with Judi Rx sales support and market differentiator positioning, including RFP support, Broker/Consultant engagement and Best & Final support for prospective, existing and new and client business development needs. Position Overview: The Account Executive/Strategic Account Executive - PBA Client Services is responsible for managing the planning, execution, growth & retention and client satisfaction of assigned clients in the Pharmacy Benefit Administration (PBA) market segment including Health Plans, Third Party Administrators (TPAs), and other Platform services.
VP, Health Plan, Health System, & TPA Client Services Capital Rx, Inc.VP, Health Plan, Health System, & TPA Client ServicesNew York, NY$200,000–$300,000 / yearPartner with Regulatory, Compliance, Government Programs, and operational leaders to monitor and support highly regulated Health Plan markets, including State DOI and HHS/CMS requirements across Medicare, Medicaid, Exchange, insured, and FHBP business, as well as services delegated to Judi Health. By delivering true price transparency, eliminating unnecessary middleman fees, and leveraging advanced AI-powered care delivery, Judi Health helps clients achieve unprecedented operational efficiency and service levels.
Associate, Client Services -Full-Time (Summer 2027) True North InsightsAssociate, Client Services -Full-Time (Summer 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.
Associate, Client Services -Full-Time (Summer 2026) True North InsightsAssociate, Client Services -Full-Time (Summer 2026)New York City, 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.
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.
Financial Services Audit Manager WithumSmith+Brown PCFinancial Services Audit ManagerNew York City, New York$110,000–$190,000 / yearEast Brunswick ranges are from - $110,000 - $190,000 annually• Orlando ranges are from - $100,000 - $170,000 annually• Red Bank rages are from - $110,000 - $175,000 annually• New York City ranges are from - $110,000 - $180,000 annually• Whippany ranges are from - $105,000 - $165,000 annually• Boca Raton ranges are from- $100,000 - $170,000 annually . This Financial Services Audit Manager 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 .
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.
Personal Banking Client Engagement Manager Peapack Private Bank & TrustPersonal Banking Client Engagement ManagerBedminster, NJ$72,653–$90,000 / yearPart timeThere are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients’ needs.
Manager of Managed Services Feathr IncManager of Managed ServicesNYRemoteIn this high-visibility role, you will lead a team of ~10 Campaign Managers and Strategists, coach them into consultative client partners, and build scalable systems that maintain high service quality as we expand. Your Company: As the Nonprofit Marketing Platform trusted by over 1,300 nonprofits, Feathr is purpose-built to help our customers unlock more results, time, and confidence.
Senior Client Account Manager Lord Abbett.comSenior Client 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.