1,054 Results for

Client Services Jobs in Stony Point, NY

Jobs

New!

Middletown, NYToday

$47,500–$52,500 Per Hour

Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. We are seeking a licensed and client-focused Client Service Specialist with strong communication skills and a passion for delivering top-tier service in the insurance industry.

New!

Woodbury, NYToday

$89,000–$150,000

Kforce's client, a successful, established Long Island based CPA firm with diverse client base is seeking a Manager for their Tax and Accounting Services practice. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

Danbury, CT29 days ago

Full-time
Employee

The Product Manager, Cash Management & Business position within Payment Services, leads the end‑to‑end management of the Bank’s business deposit products and payment services, including business checking and savings, earnings credit and balance-based pricing, liquidity solutions, and services such as ACH, wires, remote deposit capture, Positive Pay, and real‑time payments. Partners with Treasury Services, Marketing, Digital Services, Customer Service Center, and Branch Banking to develop and implement sales and service strategy and marketing initiatives to promote profitable acquisition, retention and cross sales of product lines.

New!

Passaic, NJToday

$16.50–$17.50

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. Respond to all tolling and/or administration related customer inquiries by utilizing information learned during training and leveraging resources available through people, customer records, and knowledge management systems.

New!

Lake Hiawatha, NJToday

$16.50–$17.50 Per Hour

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!

Teaneck, NJ6 days ago

$100,000–$150,000 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. We are a well-established public accounting firm providing tax, accounting, and advisory services to closely held businesses, high-net-worth individuals, and growing organizations for 30+ years.

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!

Wayne, NJ3 days ago

$75,000–$90,000 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. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.

Nanuet, NY8 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 are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.

New!

Fairfield, NJToday

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.

Mahwah, NJ12 days ago

The Bilingual French Customer Service Representative provides world-class customer service by dispatching tows and roadside providers to customers, resolving customer complaints, and addressing questions regarding their vehicles. As a Bilingual French Customer Service Representative (supporting Volvo Car USA) working in Mahwah, NJ, you’ll become part of a community that values your success, supports your career growth, and celebrates your contributions.

New!

Nanuet, New York6 days ago

$19.70–$23.17 Per Hour
Full-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.

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.

Elmsford, NY21 days ago

$60,000–$63,000 Per Year

This is an opportunity to make a direct impact on clients and families, support the growth of caregivers and office teams, and build a meaningful career within an organization that invests in leadership development. As a Client Services Manager, you are at the heart of the office, ensuring that clients receive the care they need and that our field employees feel supported, valued, and set up for success.

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.

New!

Yonkers, NYToday

$19–$24 Per Hour

Highlights include: A brand-new full floor surgical center, 1.5 Tesla Philips MRI (the exclusive high field MRI for small animals in NYC), 64-slice spiral CT scanner, Electroencephalography (EEG), Elekta Versa HD Linear Accelerator, In-house Laboratory, Ultrasound, Echocardiogram, and Mobile Cone Beam CT. As a Client Services Representative (CSR) at the Animal Medical Center, duties will include but may not be limited to keeping accurate medical records, clerical work, client education, and support of the Director of Clinical Services, Client Services Managers, and other team members.

Bronx, NY30+ days ago

Full-time

The Care Coordinator will assist individuals in navigating complex systems to obtain services such as Medicaid benefits, housing assistance, food programs, transportation, and other community-based resources. High School Diploma required; Associate’s or Bachelor’s degree in Social Work, Human Services, Public Health, Healthcare Administration, or related field preferred.

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.

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.

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.

White Plains, 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.

Tuxedo Park, GA30+ days ago

$70,000–$75,000

The 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.

Stamford, CT30+ days ago

Full-time

New!

New Rochelle, NY5 days ago

$80,000–$90,000 Per Year

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. From a business perspective, the manager is responsible for the effective delivery of those services, providing solutions to customer concerns and partnering with Human Resources to hire staff and effectively manage their teams is critically important.

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.*.

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).

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.

New!

Parsippany, Pennsylvania2 days ago

The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries.

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).

Danbury, CT27 days ago

Remote

$65,000–$80,000 Per Year

Our pursuit of excellence is demonstrated through our innovative online tools and in-house training programs, fostering pathways of growth and financial independence. Step into the dynamic role of Client Services Coordinator with GFI Ikigai, where you will orchestrate exceptional client interactions and reinforce our mission of community empowerment.

New!

New Rochelle, New York4 days ago

Danbury, Connecticut30+ days ago

Danbury, Connecticut7 days ago

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.

Fairfield, NJ30+ days ago

$115,000–$160,000 Per Year

Preferred Qualifications: Experience supporting technology or eCommerce clients Exposure to advisory services (e.g., FP&A, dashboards, forecasting, analytics) Experience working with distributed or global teams Familiarity with modern accounting, workflow, and reporting platforms Operationally minded with strong execution focus Comfortable navigating ambiguity and driving clarity Collaborative leadership style with ability to influence without authority Detail‑oriented while maintaining a strategic perspective Client‑centric and solution‑oriented. Qualifications: Prior experience in Client Accounting Services Strong understanding of accounting operations, close processes, and service delivery models Proven ability to manage complex client relationships and internal stakeholders Experience driving process improvement and supporting technology adoption Strong organizational, communication, and problem‑solving skills Ability to operate effectively in a fast‑paced, evolving environment.

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.

Morristown, NJ30+ days ago

Full-time

There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. We are seeking an experienced Client Advisor with demonstrated financial planning and client management experience to join the Family Office team in proactively supporting the complex wealth management needs of our UHNW clients and their families ($25M ).

Saddle Brook, NJ13 days ago

$64,700–$120,400 Per Year

Preparing employee communications as well as organizing and conducting enrollment meetings; Managing re-enrollment forms and reviewing contracts and summary plan descriptions; Meeting via conference calls or in person with the carriers and the client to stay on track and cover all aspects of implementation. Coordinating and completing the marketing process for new and renewal group business, including compiling census data, benefit plans, soliciting quotes, monitoring requests, corresponding with carriers, and preparing renewal proposals and presentations.

Saddle Brook, NJ20 days ago

$49,000–$91,300 Per Year

A day in the life: As an Account Analyst within Private Client Services (PCS), you will support the account management teams with various administrative service functions across Personal Insurance, Business Insurance, or Employee Benefits Departments. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH).

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.

Whippany, New Jersey30+ 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. Here’s what you’ll do: Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely, tailored solutions.

Pearl River, NY30+ days ago

$17.30–$26.90 Per Hour

What is Nice to Have: • Previous experience in assisting Registered Representatives/Financial Advisors • Financial services and/or banking background • Bachelor's degree in Finance, Business, Marketing, or Communications • Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment • Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors • Self-starter, productive, works well with a team and independently • Professional and positive attitude, friendly demeanor both in-person and by telephone • Trustworthy; uses discretion with confidential information • Listens well to instruction and consistently retains details. 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) • All firms are members FINRA/SIPC.

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

North Bergen, New Jersey30+ 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.

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Client Services Jobs in Stony Point, NY

Client Service Specialist- Commercial Lines Marshall & Sterling Inc

Manager - Tax and Accounting Services Kforce Inc.

Product Manager - Cash Management & Business Usb (Union Savings Bank)

Customer Service Representative Conduent State & Local Solutions, Inc

Bilingual Customer Service Representative Conduent State & Local Solutions, Inc

Senior Audit Manager, CPA firm Jobot

Tax Manager Jobot

Tax Manager (Hybrid) Jobot

Architectural Project Manager Jobot

Automotive Service Advisor/Writer Rockland Chrysler Dodge Jeep Ram

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

Bilingual French Customer Support Representative (Volvo Car USA) TTEC

Retail Customer Service Associate FedEx

Matrimonial Family Law Partner Gables Search Group

Private Client Services Manager Gallagher

Client Services Manager, Home Care Bayada Home Health Care, Inc.

Client Service Coordinator - Homecare Non-Medical Services RVNAhealth

Client Services Representative (CSR) Schwarzman Animal Medical Center

Case Manager (Social Services / Client Services) Kids First Services

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

Tax Manager, Private Client Services bdo consulting

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

Client Services Specialist - Financial Services All Financial Freedom

Client Services Analyst (CLO/ABL Modeler) Valitana LLC

Client Services Manager SPS-North America

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

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

Client Services Associate Citigroup Inc

Associate Director, Client Services IQVIA

Client Services Analyst Valitana LLC

Client Services Coordinator - Part Time GFI-Team Ikigai

Client Services Manager SPS

Client Service Manager II Gallagher

Private Client Service Manager Gallagher

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

Senior Account Manager, Client Accounting Services Aprio Technologies, Inc.

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

Wealth Client Advisor - Family Office Services Team Peapack Private Bank & Trust

Client Service Manager, Employee Health & Benefits Marsh & McLennan Companies Inc

Account Analyst, Private Client Services Marsh & McLennan Companies Inc

Director of Operations (Client Services) TouchCare

Senior Client Service Manager Gallagher

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

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