3,204 Results for

Client Services Jobs in Westchester, NY

Jobs

New York, NY19 days ago

$136,000–$165,000 Per Year

A Tax Experienced 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. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

New York, NY17 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.

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Latham, NY1 day ago

$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. As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture.

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Latham, NY1 day ago

$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. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth.

New York, NY13 days ago

$22–$32 Per Hour

Job Description: Client Service is responsible for retaining, growing, and developing strategic client relationships for a portfolio of (country, regional or global) clients for which they have primary service coverage responsibility, in line with applicable internal policies and external legal/regulatory frameworks. Identify, receive, transfer, invest and disburse trust and agency funds pursuant to the terms of the legal contracts (investment using internal and external investment firms, money movement via Fed Wires, Swift, and ACH; set up of payments).

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Poughkeepsie, NY1 day ago

$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. This role is perfect for a proactive professional who holds a Property+Casualty Insurance license and thrives on building strong client relationships, ensuring policy accuracy, and contributing to account retention and growth.

New York, NY9 days ago

$100,000–$135,000

The Manager/Consulting Services will lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing, and managing relationships with client management, and business development. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

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New York, NY1 day ago

$170,000–$230,000 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. You will represent a full portfolio of engineered products and services, working closely with engineering, manufacturing, and project teams to deliver high impact solutions to clients.

New York, NY8 days ago

$125,000–$200,000

Run multiple and challenging Transaction Advisory Services engagements (financial due diligence), participating in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers . Responsibilities Include: Manager/Director Transaction Services will lead buy - side diligence, sell - side diligence, working capital assistance, merger integration and optimization, divestitures and carve outs, and valuation services .

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New York, NY1 day ago

$170,000–$400,000 Per Year

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Poughkeepsie, NY1 day ago

$37,500–$42,500 Per Year

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. Collaborate effectively with Customer Service Specialists and internal teams, communicating proactively to resolve issues and support client needs.

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Oswego, NY1 day ago

$37,500–$42,500 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. Responsibilities include supporting client communications, coordinating administrative tasks, and assisting with interactions to help ensure an exceptional client experience.

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Latham, NY1 day ago

$37,500–$42,500 Per Hour

New York, NY13 days ago

Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products.

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Woodbury, NY1 day ago

$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.

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New York, New York5 days ago

$26.35–$30.20
Full-time

Additional responsibilities include: Preparing, sending, and receiving hand-delivered packages, UPS, and Federal Express packages. Assist in sorting and distributing incoming and interoffice mail, including nightly mail drops.

Corning, NY26 days ago

$62,353–$66,000

BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Provide completed Banquet Event Orders to team and provide quality assurance all requests are met prior to event . ?

New York, NY16 days ago

$99,750–$262,500 Per Year

Work with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan. Additionally, the International Tax Senior Manager is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues.

New York, NY16 days ago

$170,000–$220,000 Per Year

The Tax Senior 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 Tax strategy. 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 York, NY16 days ago

$120,000–$160,000 Per Year

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. 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.

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New York, NY1 day ago

$120,000–$150,000 Per Year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). 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.

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New York, NY1 day ago

$160,000–$215,000 Per Year

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Buffalo, NY1 day ago

$65,000–$75,000 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. Sales and Cross-Selling: Identify opportunities to upsell or cross-sell additional insurance products based on the client's needs and risk exposure.

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New York, NY1 day ago

$200,000–$250,000 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

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New York, NY2 days ago

$125,000–$225,000 Per Year

Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate’s relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer.[If applicable to position: Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies.

Hudson, NY27 days ago

$23–$24

BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Model key leadership behaviors and ensure the highest levels of safety, quality and service excellence for employees, clients and consumers.

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New York, NY1 day ago

Remote

$90,000–$110,000 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

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New York, NY2 days ago

Join Barclays as an Equity Research Business Services, AVP, where you’ll have the chance to collaborate with senior analysts to produce comprehensive research reports and presentations while monitoring market trends, economic indicators, and company news to update and refine investment solutions. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.

New York, NY16 days ago

$79,800–$168,000 Per Year

The Tax Manager, International Tax Services will manage international tax consulting projects for multinational businesses including identifying planning and optimization needs, developing solutions, communicating to the client in a non-technical manner while managing risk and coordinating the overall implementation process between the client, BDO internal services teams, BDO member firms globally and outside advisors. An Tax Manager, International Tax Services is responsible for advising multinational clients in a large variety of industries of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.

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Uniondale, NY6 days ago

Join us at New York Life, where we empower our Sales Managers to lead with confidence and make a meaningful impact in the financial services industry. Responsibilities:Lead and inspire a dynamic sales team to achieve and exceed sales targets, fostering a culture of excellence and innovation.

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New York, NY2 days ago

$147,500–$211,000 Per Year

You will collaborate closely with domain architects, technology & product partners, and business stakeholders to ensure the platform aligns with enterprise objectives while leveraging AI-enabled capabilities, cloud technologies, and modern frameworks. In this role, you will leverage cutting-edge technologies—including Generative AI—to increase productivity, streamline processes, and create seamless experiences for clients, agents, and employees.

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New York, NY2 days ago

$250,000–$350,000 Per Year

The responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): Form and ramifications of various taxable asset and stock transactions.

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Poughkeepsie, NY1 day ago

$55,000–$70,000 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 highly organized, detail-oriented Wealth Client Onboarding Specialist for our Wealth Advisors Division to deliver a seamless and professional client onboarding experience.

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Anywhere, NY2 days ago

Remote

$95,000–$125,000 Per Year

Provides sales consultation, design, support, and management of client activity involving but not limited to the collaboration, enterprise networking, data solutions and security products and services with primary focus in designated region. Establishes, maintains, and develops business with clients and potential clients in the assigned business sectors to enhance the potential for meeting the objectives of maximum profitability and growth through effective sales and services.

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New York, NY1 day ago

$1,500,000–$250,000 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. Our ideal candidate is someone who thrives in a fast-paced, innovative environment and is not afraid to dive deep into the world of AI, tech companies, and legal matters.

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Hudson, NY2 days ago

$70,000–$80,000

Plans, controls and directs all cleaning, sanitizing and waste removal functions within a healthcare facility to meet operating and financial goals, client objectives and customer needs. ? BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources.

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New York, NY2 days ago

$250,000–$300,000 Per Year

NYL PFI is a leading capital provider in the private placement and asset backed finance industries The primary focus of NYL PFI is the origination and management of corporate and infrastructure related debt investments across a variety of sectors, including expertise in sports, REIT, healthcare and utility industries. With over 60 years in business, New York Life Private Fixed Income (“NYL PFI”) is the Private Placement and Asset Backed investment arm of New York Life Investment Management (“NYLIM”), which is a wholly owned subsidiary of New York Life Insurance Company (“New York Life”).

Buffalo, NY17 days ago

Operate with a strong leadership and commercial focus ensuring tight alignment to the objectives of the business, whilst enabling the right service delivery with a view to enhance our client’s experience, in a controlled and risk focused environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.

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Anywhere, NY2 days ago

Remote

This leader will manage and develop a team of Client Sales Executives responsible for deepening relationships, driving cross-sell and upsell of additional Blend products, and ensuring successful renewals. This role is highly strategic and hands-on, partnering closely with Customer Success, Product, Marketing, and Executive Leadership to maximize customer lifetime value and long-term partnership.

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New York, NY2 days ago

$250,000–$400,000 Per Year

Leads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.

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Medina, NY1 day ago

$19–$25 Per Hour

The ideal candidate will be responsible for supporting client relationships, ensuring effective communication, and providing exceptional support to enhance client satisfaction. - Collaborate closely with Client Advisors to ensure client needs are handled efficiently.

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New York, New York5 days ago

$185,000–$275,000
Full-time

Reed Smith Legal Solutions is seeking a strategic and entrepreneurial Senior Manager & Team Lead, Intelligence & Investigations, to build and lead a premier global investigative practice supporting clients across the legal, financial services, corporate, and private equity sectors. The Senior Manager will lead the development of a high-performing global investigations team, oversee sophisticated client engagements, and execute strategic business development initiatives across law firms, investment firms, and multinational corporations.

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New York, NY2 days ago

This is an exciting opportunity to showcase your expertise in drafting, negotiating, and executing prime services agreements (including cash prime brokerage agreements, futures agreements, OTC clearing agreements, and ISDA master agreements, Intermediation agreements (FXPBA), repurchase agreements (GMRA/GMSLA) and stock lending agreements (MSLA)), and provide the highest quality of service to sophisticated, multi-faceted and high-caliber clients in a dynamic environment. As a Barclays Prime Services Negotiator VP, you will be responsible for drafting, negotiating, and executing capital markets contract documentation to support the Prime Services and Prime Derivative Services businesses.

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New York, New York5 days ago

$165,000–$185,000
Full-time

Reed Smith Legal Solutions is seeking a highly experienced and strategic Manager, to join their Intelligence & Investigations team to lead complex investigative engagements and deliver actionable intelligence to clients across the legal, financial services, and corporate sectors. The successful candidate will play a central role in executing high-impact client matters, managing investigative workflows, and mentoring research personnel and subcontractors across multiple jurisdictions.

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Woodbury, NY1 day 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.

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Queens, NY2 days ago

$25–$27 Per Hour

By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated.

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Anywhere, NY2 days ago

Remote

This role is accountable for all sales targets across our Named and Enterprise Client Sales teams who manage the relationships with our existing customers (Banks, Credit Unions and Independent Mortgage Banks). This leader will manage and develop a team of Client Sales Executives responsible for deepening relationships, driving cross-sell and upsell of additional Blend products, and ensuring successful renewals.

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Syracuse, NY1 day 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. We serve clients from multiple offices throughout the region and support a diverse client base across industries including construction, agribusiness, manufacturing, professional services, and not-for-profit organizations.

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New York, NY2 days ago

Our client is a large residential property management organization seeking a professional and customer-focused Resident Services Coordinator to support day-to-day operations at a major residential community in Corona, Queens. The Resident Services Coordinator will provide administrative and operational support to the property management team while assisting residents, vendors, and internal departments.

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Client Services Jobs in Westchester, NY

Tax Experienced Manager, Private Client Services bdo consulting

Tax Manager, Private Client Services bdo consulting

Client Service Specialist- Employee Benefits Marshall & Sterling Inc

Client Service Specialist- Commercial Lines Marshall & Sterling Inc

Client Service Support Axelon

Client Service Specialist- Personal Lines Marshall & Sterling Inc

Manager / Consulting Services Kforce Inc.

Manager of Client Relations (Nuclear Industry) Jobot

Manager / Director Transaction Services (M&A) Kforce Inc.

Director of Client Relations (Nuclear Industry) Jobot

Assistant Client Service Specialist-Equisport Marshall & Sterling Inc

Assistant Client Service Specialist- Personal Lines Marshall & Sterling Inc

Assistant Client Service Specialist- Commercial Lines Marshall & Sterling Inc

Client Service Associate Axelon

Manager - Tax and Accounting Services Kforce Inc.

Office Services Specialist Reed Smith US

Catering Services Manager Aramark

Tax Senior Manager, International Tax Services bdo consulting

Tax Senior Manager, Transaction Advisory Services (M&A) bdo consulting

Tax Manager, Transaction Advisory Services (M&A Special Projects) bdo consulting

Associate, Transaction Advisory Services Jobot

Vice President, Transaction Advisory Services Jobot

Personal Lines Account Manager Jobot

Partner- Financial Services Litigation Jobot

Account Executive - Financial Services Appian Corporation

Environmental Services EVS Supervisor - Columbia Memorial Hospital EVS Offsites Aramark

Accounting Supervisor - Client Accounting Supervisor (REMOTE) Jobot

Equity Research Business Services, AVP Barclays

Tax Manager, International Tax Services bdo consulting

Sales Manager Financial Services NYL - Nassau GO

Corporate Vice President - Client Growth & Retention Development Lead New York Life Insurance Company

Managing Director, Transaction Advisory Services (M&A Tax) bdo consulting

Wealth Client Onboarding Specialist Marshall & Sterling Inc

Client Executive - Remote ConvergeOne

Legal Account Manager Opportunity-J.D. Required Jobot

Environmental Services Manager - Offsite Locations Aramark

Managing Director, Client Portfolio Management New York Life Insurance Company

Global Client Manager Hsbc Private Bank

Director of Client Sales - Enterprise Accounts - Remote Blend

Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence bdo consulting

Client Coordinator Takeform

Senior Manager and Team Lead, Intelligence & Investigations Reed Smith US

Prime Services Negotiator VP Barclays

Manager, Intelligence & Investigations Reed Smith US

Senior Audit Manager, CPA firm Jobot

Bilingual Mandarin Resident Services Associate Atrium

VP of Client Sales - Remote Blend

Tax Manager Jobot

Resident Services Coordinator Atrium

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