887 Results for

Client Services Jobs in Smithtown, NY

Jobs

New!

Woodbury, NY2 days ago

$140,000–$160,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With multiple offices along the East Coast and an expanding client base, we offer professionals the opportunity to join a collaborative organization with strong leadership, growth potential, and a forward-thinking vision.

New!

Uniondale, NYToday

Join us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.

New!

Woodbury, NY6 days ago

$85,000–$120,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.

New!

Uniondale, NYToday

New York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.

Branford, CT8 days ago

Full-time
Employee

They greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer.  . We believe our customers deserve the most courteous and attentive treatment we can give them when purchasing and servicing their vehicles.

New!

East Islip, NYToday

$21–$21

The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.

New!

Centereach, NYToday

$20–$20

New!

Melville, NY6 days ago

$60,000–$100,000 Per Year

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

New!

Oceanside, New York4 days ago

$20.75–$24.37 Per Hour
Part-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Greenwich, CT11 days ago

$250,000–$325,000

Managing sophisticated matrimonial portfolios involving the valuation and equitable distribution of diverse assets, including closely-held businesses, private equity interests, and complex real estate holdings. They are celebrated for their "360-degree approach," ensuring that every client—from individual high-net-worth families to institutional entities—receives subject-matter expertise without the unnecessary friction of rigid hierarchy.

New!

Uniondale, NY6 days ago

$250,000–$500,000 Per Year
Full-time
Employee

The Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.

Ridgefield, CT26 days ago

$25–$30 Per Hour

The Client Services Coordinator will work with the Director, Client Service Manager, other office staff, and direct care staff to ensure adequate staffing and ongoing client needs are met. Services include: In-Patient and Out-Patient Physical, Occupational and Speech Therapy, Visiting Nurses, Palliative and Hospice Care, Chronic Care, Non-Medical Caregivers and Private Duty Nursing.

Bedford Hills, New York15 days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.

Melville, NY30+ days ago

$72,000–$141,000 Per Year

Externally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.

Melville, NY19 days ago

$72,000–$141,000 Per Year

Melville, NY30+ days ago

$72,000–$141,000 Per Year

Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually.

Stamford, CT30+ days ago

$112,000–$150,000 Per Year

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The 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.

New!

Stamford, CT6 days ago

$105,375–$215,375 Per Year

At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Greenwich, CT30+ days ago

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; Proficient use of technology.

Greenwich, Connecticut19 days ago

$145,000–$248,200 Per Year

The 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.

Melville, NY30+ days ago

Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations • Provide effective consulting, planning and compliance for your clients • Oversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issues • Perform tax research to resolve issues • Maintain strong relationships with a highly proactive approach to serving clients • Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of project • Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice • Maintaining knowledge of new tax issues and general business trends impacting client. • Knowledge of hedge fund and private equity K1s • Excellent written and verbal communication skills • Capable of managing multiple client engagements • A track record of building and sustaining client relationships and high-quality client service • Outstanding analytical, organizational and project management skills.

Stamford, Connecticut30+ days ago

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Deliver responsive, white-glove support to institutional clients — including CLO managers, CLO investors, hedge funds, and asset managers — escalating complex requests as needed.

New!

Stamford, CT6 days ago

$22–$24 Per Hour

The Client Services Lead provides exceptional oversight and administration of office and mail services, delivering operational functions in the following areas:  processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.

Hempstead, NY11 days ago

$58,500–$60,000 Per Year

Reporting to the Associate Director of Human Resources Operations and working closely with the Lead HR Client Services Administrator, the HR Client Services Administrator provides tier-one support for all HR related transactions and inquiries for designated client groups. When you work at Hofstra, you join a team of talented professionals committed to preparing students for the challenges of tomorrow, in an environment that cultivates learning through the free and open exchange of ideas for the betterment of humankind.

Stamford, CT30+ days ago

Full-time

Edgewood, New York22 days ago

We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective. In addition, as part of the Research Department within the Global Securities Class Action team, this position will support research initiatives designed to deepen our understanding of the market, clients, and competitive landscape.

Stamford, CT30+ days ago

$60,000–$65,000 Per Year

Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications. Oversee the day-to-day operations of planning and driving sponsorship (all logistics: pre, during, and post, vendor management, client deliverables, event recaps, budgets, and timelines).

Stamford, CT30+ days ago

$60,000–$65,000 Per Year

Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background pertinent experience, and qualifications. Our headquarters are in Stamford, CT, but the location of this position can be flexible with a priority given to candidates open to hybrid work (3 days week in office) in one of our office locations - - Stamford, CT or New York, NY.*.

Great Neck, NY26 days ago

$61,280–$85,520 Per Year

Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Stamford, CT30+ days ago

Full-time

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Vesta is Valitana's specialty and credit insurance platform, automating the full policy lifecycle — from submission to runoff — for insurers, reinsurers, and MGAs/MGUs across lines including political risk, structured risk, corporate and mortgage credit, and portfolio credit (SRTs, CLOs, NAV, and fund finance).

Trumbull, CT30+ days ago

$22–$24 Per Hour

Were partnering with a mission-driven non-profit in Fairfield County that is looking for a Client Services Representativebut this is far from a typical customer service role. Working with the clinic team to support daily operations and patient flow Full-time, Hourly role (4 day work week!)

White Plains, NY30+ days ago

As a Supervisor in PCS, you will be responsible for: • Prepare and review federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities • Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner • Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies • Knowledge of Federal and State tax law • Perform tax research to resolve issues • Trains, develops and mentors junior staff • Takes an active approach to building network (internal and external) and participates in Firm business development opportunities. • Possess advanced knowledge of federal and state tax laws - individual, trust, gifts, and partnership taxation • Excellent written and verbal communication skills • Demonstrate strong client services skills • Be highly motivated and able to work individually and in team settings • Outstanding analytical, organizational and project management skills • Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus.

Melville, NY30+ days ago

$120,000–$250,000 Per Year

Our 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. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.

Stamford, CT30+ days ago

$75,000–$90,000 Per Year

The Experiential Director will cultivate partner and vendor relationships, plan all elements needed to create excellent experiential events, manage partner and vendor relationships, and work closely with key internal and external stakeholders to deliver top-of-the-line experiences for our client's brand. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications.

Stamford, CT9 days ago

Partnering closely with the Chief Client Officer and executive leadership, this individual will identify gaps, reinforce consistency, and optimize existing infrastructure to support a high-touch, service-driven organization in a regulated healthcare environment. We are seeking a highly strategic and execution-oriented Director of Operations to support the Chief Client Officer and serve as a critical bridge between our client-facing teams (Client Success and Member Services) and headquarters.

Hauppauge, NY25 days ago

$24.23–$36 Per Hour

We deliver the blueprint of the future for industries such as healthcare, schools, data centers, airports, stadiums, hotels, manufacturing and beyond through OpenBlue, our comprehensive suite of connected solutions. For details, please visit the About Us tab on the Johnson Controls Careers site at https://jobs.johnsoncontrols.com/about-us.

Westbury, NY16 days ago

$23.55–$28.35 Per Hour

Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.

WHITE PLAINS, NY30+ days ago

In addition to front desk and administrative responsibilities, this role also provides entry-level marketing support, including social media management, digital and print content creation, and basic marketing coordination. Handle client paperwork, including monitoring intake paperwork, creating/editing forms, uploading documents to charts, and managing closed chart processes.

WHITE PLAINS, NY30+ days ago

Bridgeport, Connecticut30+ days ago

Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.

New!

Valley Stream, New York6 days ago

Your Role as Client Service Representative: As a vital member working directly in our Valley Stream, NY office, you will play a critical role in ensuring a first-class client experience. Specializing in the searching, filing, and retrieval of public records nationwide and globally, we serve leading law firms, corporations, and financial institutions with disruptive speed and efficiency.

West Haven, Connecticut7 days ago

All interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.

Stamford, CT30+ days ago

View All Jobs Account Trainee (Golf) (Payment Services Client) Stamford, Connecticut, United States Requisition ID: 16685 THE JOB / Account Trainee (Golf) (Payment Services Client) CLIENT SERVICES / Responsible for leading Octagon's client business and day-to-day management of client programs. This position will allow someone to learn the strategy and planning for a major sponsorship portfolio, support golf events from planning to onsite execution, and interface with partners and clients.

Stamford, CT30+ days ago

Our headquarters are in Stamford, CT, but the location of this position can be flexible with a priority given to candidates open to hybrid work (3 days a week in the office) in one of our office locations - - Stamford, CT or New York, NY. Detail-oriented work ethic, with the ability to balance multiple tasks simultaneously and produce quality work, while adhering to strict timelines (ex: reporting documents, client facing decks, budgets).

West Haven, Connecticut30+ days ago

All interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. Incentives include but not limited to:• No cold calling• Qualified lead program• Advancement based on performance• Weekly pay• Mentorship and complete training• Industry leading tools and technology access• Work from home (web conference-based presentations).

Stamford, CT30+ days ago

Remote

CAMS works directly with business owners, CFOs, and leadership teams, acting as an extension of the client's internal finance function while leveraging technology and best practices to scale operations and drive long‑term success. Responsibilities include, but are not limited to: The Senior Associate in our Client Advisory and Management Services team will be expected to supervise and review work from our bookkeepers, including monthly bookkeeping and financial reporting, and tackle non-routine projects that our clients need.

Stamford, CT30+ days ago

$122,500–$423,780 Per Year

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm''s brand and market presence, and achieve organisational targets.

New!

Stamford, CT1 day ago

This internship provides an excellent opportunity to gain hands-on experience in creator marketing, social media strategy, campaign execution, and client relations. We have the technology and methodology to tap into the beating pulse of communities, listen to nuances that move culture, and connect brands in ways that make them unforgettable.

White Plains, NY30+ days ago

Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

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Client Services Jobs in Smithtown, NY

Senior Audit Manager, CPA firm Jobot

Sales Manager Financial Services NYL - Nassau GO

Tax Manager (Hybrid) Jobot

Financial Services Professional NYL - Nassau GO

Automotive Service Advisor/Writer Branhaven Chrysler Jeep Dodge Ram

Bilingual Multi-Location Customer Service Specialist (Spanish) Sherwin-Williams

Bilingual Customer Service Specialist (Spanish) Sherwin-Williams

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Retail Customer Service Associate FedEx

Matrimonial Family Law Partner Gables Search Group

Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firm

Client Service Coordinator - Homecare Non-Medical Services RVNAhealth

Private Client Services Manager Gallagher

Sr Client Services Manager - National Accounts CNA Financial Corp

Client Services Manager - National Accounts CNA Financial Corp

Sr. Client Services Manager CNA Financial Corp

Tax Manager, Private Client Services bdo consulting

Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu Ltd

Senior Tax Manager - Private Client Services (Hybrid) Andersen Tax LLC

Senior Tax Manager - Private Client Services Andersen

Manager - Private Client Services (50262) Citrin Cooperman & Company LLP

Client Services Analyst (CLO/ABL Modeler) Valitana

Client Services Lead SPS-North America

Human Resources Client Services Administrator Hofstra University

Client Services Analyst (CLO/ABL Modeler) Valitana LLC

Relationship Manager; Market Research Analyst, Client Services - Hybrid Broadridge

Experiential Manager (Lifestyle Partnerships) (Payment Services Client) Octagon Inc

Experiential Manager (Lifestyle-Culinary and Arts & Culture) (Payment Services Client) Octagon Inc

Client Services Associate Citigroup Inc

Client Services Analyst Valitana LLC

Veterinary Client Services Representative J. Morrissey

Supervisor - Private Client Services (50261) Citrin Cooperman & Company LLP

Tax Director - Private Client Services TAG EisnerAmper, LLC (Inactive)

Experiential Director (Lifestyle - Culinary and Arts & Culture) (Payment Services Client) Octagon Inc

Director of Operations (Client Services) TouchCare

Client Services Coordinator Johnson Controls International Plc

Client Services Representative Cetera Financial Group Inc

Client Services Coordinator (Part-time) COGNITIVE AND BEHAVIORAL CONSULTANTS, LLP

Client Services Coordinator (Full-time) COGNITIVE AND BEHAVIORAL CONSULTANTS, LLP

Work From Home - Client Services Associate AO Garcia Agency

Client Services Representative Platinum Filings

Work From Home - Client Services Representative Global Elite Empire Consultants

Account Trainee (Golf) (Payment Services Client) Octagon Inc

Event Executive (Lifestyle - Culinary and Arts & Culture) (Payment Services Client) Octagon Inc

Work From Home - Client Services Representative AO Garcia Agency

Senior Associate [Client Advisory & Management Services Group] CohnReznick LLP

Client Relationship Executive - RCMS Managed Services PricewaterhouseCoopers LLP

Summer Intern, Client Services Whalar Group

J.P. Morgan Advisors - Client Service Group Manager, Vice President JPMorgan Chase & Co

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