Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA 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.
Assurance Director - Asset Management & Financial Services bdo consultingAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Business Development Director (Financial Services) bdo consultingBusiness Development Director (Financial Services)Stamford, CT$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesStamford, CT$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Assurance Director bdo consultingAssurance DirectorStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
NewLuxury Automotive Account Manager Gables Search GroupLuxury Automotive Account ManagerWhite Plains, NY$120,000–$125,000A premier automotive customization and luxury vehicle services company is seeking an experienced sales professional to drive business development across custom automotive projects and premium vehicle storage services. This role is ideal for someone with a strong background in luxury automotive sales, aftermarket performance, or high-end client relationship management who thrives in a client-facing, enthusiast-driven environment.
NewPrivate Client Services Manager GallagherPrivate Client Services ManagerRye Brook, New YorkFull timeAs 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. About you : Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience.
Client Services Manager, Home Care Bayada Home Health Care, Inc.Client Services Manager, Home CareElmsford, NY$60,000–$63,000 / yearThis 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.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesCT$105,375–$215,375 / yearAt 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.
Client Services Associate (Reprographics) SPS-North AmericaClient Services Associate (Reprographics)White Plains, NY$19–$20 / hourIn 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 managing high-volume print requests to maintaining equipment and supporting workplace operations, your work plays an essential role in keeping day-to-day business running smoothly.
NewSenior 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.
Client Services Representative (CSR) Schwarzman Animal Medical CenterClient Services Representative (CSR)Yonkers, NY$19–$24 / hourHighlights 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.
Manager - Private Client Services (50262) Citrin Cooperman & Company LLPManager - Private Client Services (50262)NYPossess 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.
Client Services Specialist - Financial Services All Financial FreedomClient Services Specialist - Financial ServicesTuxedo Park, GA$70,000–$75,000The 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 PKFOD CareersTax Manager - Private Client ServicesWoodcliff Lake, New JerseyThis role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network.
NewTax Manager - Private Client Services PKF O'Connor DaviesTax Manager - Private Client ServicesStamford, CT$100,000–$135,000 / yearMST, JD, or LLM in Taxation a plus.7+ years of progressive tax experience in public accounting, with a focus on high‑net‑worth individuals, family offices, or private client services. This role focuses on providing tax compliance, planning, and consulting services to high‑net‑worth individuals, families, and closely held businesses.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA 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.
NewClient Services Associate/Office Manager Ark Asset AdvisorsClient Services Associate/Office ManagerPearl River, NY$65,000–$90,000 / yearPOSITION SUMMARY: The Client Services Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. · Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs.
AVP, Claims Client Services CNA Financial CorpAVP, Claims Client ServicesNY$152,000–$242,000 / yearLeads or participates in claim/ broker meetings, national meetings (i.e. RIMS), mid-term account reviews, stewardship meetings, renewals and new business offerings by collaborating and partnering with Client Service team, Marketing, Sales and Distribution, Underwriters, Brokers/Agents to understand customer needs, and package claim capabilities, customer-specific trends and industry data, into a compelling story and/or proposition for existing and prospective customers. Acts as a key point of contact both internally and externally at senior levels for National Brokers, Agencies and CNA Branch Vice Presidents by representing CNA Claims, communicating claim strategies, and initiatives, promoting product and service capabilities, establishing proactive touchpoints, ensuring timely responses and problem resolution and gathering and sharing feedback throughout the organization.
Client Services Representative Cetera Financial Group IncClient Services RepresentativeNY$20.54–$27.46 / hourWhat 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.
Supervisor - Private Client Services (50261) Citrin Cooperman & Company LLPSupervisor - Private Client Services (50261)NYAs 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.
Tax Experienced Senior, Private Client Services BDO USA PCTax Experienced Senior, Private Client ServicesStamford, CT$96,000–$125,000 / yearA Tax Experienced Senior, Private Client Services (PCS) 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.
Client Services Technician Marist CollegeClient Services TechnicianPoughkeepsie, NY$65,000–$70,000 / yearThrough six schools offering almost 50 majors, Marist cultivates the intellectual growth and well-being of its more than 6,000 undergraduate and graduate students and encourages them to color outside traditional academic lines as they pursue coursework and personal experiences that provide valuable occupational expertise and reflect their individual passions. About Marist University: Founded in 1929, Marist is a comprehensive, independent four-year institution whose signature educational approach blends the liberal arts with pre-professional studies and emphasizes experiential learning to enrich classroom instruction.
Client Services Technician Marist UniversityClient Services TechnicianPoughkeepsie, New YorkThrough six schools offering almost 50 majors, Marist cultivates the intellectual growth and well-being of its more than 6,000 undergraduate and graduate students and encourages them to color outside traditional academic lines as they pursue coursework and personal experiences that provide valuable occupational expertise and reflect their individual passions. Founded in 1929, Marist is a comprehensive, independent four-year institution whose signature educational approach blends the liberal arts with pre-professional studies and emphasizes experiential learning to enrich classroom instruction.
Client Services Advisor Spieldenner Financial GroupClient Services AdvisorYonkers, New YorkYour level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area. We prioritize fast pay, low startup costs, and hands-on training, so you can focus on learning the role and building income from day one.
Client Delivery Executive - Infrastructure Services - Mahwah, NJ NTT DATA Services, LLCClient Delivery Executive - Infrastructure Services - Mahwah, NJMahwah, NJ$121,000–$197,000 / yearThe ideal candidate will bring strong expertise in infrastructure services, cloud, data center colocation, and complex service delivery environments, along with the ability to manage financial performance, lead large matrixed teams, and build trusted executive-level client relationships. 8+ years of experience in transitioning and Infrastructure services, Data Center Colocation Services, Public/Private Cloud Services, and Hardware/Software/Tech Solutions services.
Client Delivery Executive - Infrastructure Services - Mahwah, NJ NTT DATA Group CorpClient Delivery Executive - Infrastructure Services - Mahwah, NJMahwah, NJ$121,000–$197,000 / yearThe ideal candidate will bring strong expertise in infrastructure services, cloud, data center colocation, and complex service delivery environments, along with the ability to manage financial performance, lead large matrixed teams, and build trusted executive-level client relationships. 8+ years of experience in transitioning and Infrastructure services, Data Center Colocation Services, Public/Private Cloud Services, and Hardware/Software/Tech Solutions services.
Account Trainee (Golf) (Payment Services Client) Octagon IncAccount Trainee (Golf) (Payment Services Client)Stamford, CTView 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.
Work From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativeStamford, ConnecticutAll 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 and identifying potential inconsistencies or verification signals in application materials based on available information. 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) .
Manager - Client Service -Acupac Business Dev. Salary SGA KDC/ONE Development Corp IncManager - Client Service -Acupac Business Dev. Salary SGAMahwah, NJWorking closely with the kdc/one commercial team, the Director Client Services, will deliver superior customer service by anticipating customer needs, resolving issues promptly and providing valuable information about products and services. The Manager Client Services will also work internally with counterpart in R&D, QC/QA, Production and Warehouse departments to ensure smooth order processing and work to resolve any problems with orders, delivery dates or service.
Client Accounting Services Senior GrassiClient Accounting Services SeniorWhite Plains, New YorkSome of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more.
Client Accounting Services Senior – Nonprofit Practice GrassiClient Accounting Services Senior – Nonprofit PracticeWhite Plains, New YorkSome of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more.
Client Service Specialist O'Shaughnessy Asset ManagementClient Service SpecialistStamford, ConnecticutAdvisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
Client Service Manager II GallagherClient Service Manager IIRye Brook, New YorkDrive Revenue: Generate revenue by selling to new clients and retaining existing ones through consultative, needs-based solutions. Work Flexibly: If you’re near one of our Gallagher offices, take advantage of a hybrid work arrangement for the perfect balance of in-office and remote work.
Non Registered Client Service Associate Stifel Financial CorpNon Registered Client Service AssociateNYUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Development Director, Global Leadership Advisory Services Spencer StuartClient Development Director, Global Leadership Advisory ServicesCT$170,000–$210,000 / yearSpencer Stuart also offers a competitive benefits package, which includes: Retirement savings plan with discretionary profit sharing contribution and employer match; PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable; Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account; Life Insurance, and short-term and long-term disability insurance; Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and. Operating synergistically alongside the Firm's market-leading Executive Search business, LAS professionals provide advice and partnership to clients navigating a range of key leadership and talent issues including: aligning culture and talent strategy with business strategy; maximizing team effectiveness; merger integration support; executive assessment; and talent development and transition support.
Non Registered - Client Service Associate StifelNon Registered - Client Service AssociateGoshen, New YorkFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Service Specialist Franklin Resources IncClient Service SpecialistStamford, CT$95,000–$125,000 / yearAdvisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
Part time Client Service Associate Morgan StanleyPart time Client Service AssociatePurchase, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateParamus, NJ$35,000–$85,000 / yearCLIENT SUPPORT • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile • Confirm authorization and authenticate client when processing requests • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors • Prepare financial plans, client reports, and other materials for client meetings • Review and take appropriate action on client account alerts. KNOWLEDGE/SKILLS • Strong industry, product, and branch procedures knowledge • Exceptional writing, interpersonal and client service skills • Detail oriented with superior organizational skills and ability to prioritize tasks • Strong computer skills and knowledge of Microsoft Office products • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Goal oriented, self-motivated and results driven • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
Client Service Representative VCA IncClient Service RepresentativeLarchmont, NY$18–$20 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (for example, flea and tick control and heartworm prevention). VCA Village Animal Hospital - located in beautiful Larchmont, NY - is seeking a client service professional to join our fast-growing AAHA-accredited, 2 doctor general practice.
NewClient Service Associate Vista Wealth SolutionsClient Service AssociateArmonk, NY$60,000–$65,000 / yearWhere Precision Meets Purpose in a Firm Built on Legacy, Expertise, and Design At Integrity Advisors Pension Consultants, the Client Services Associate is more than an operations role — it’s the connective tissue of the entire client experience. If you thrive in a role where detail matters, relationships matter, and your work truly impacts people’s financial futures, you’ll feel right at home here.
NewClient Service Associate (Stamford, CT) Oppenheimer & Co. Inc.Client Service Associate (Stamford, CT)Stamford, CTWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateWhite Plains, NY$59,000–$82,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
NewRegistered Client Service Associate Citigroup IncRegistered Client Service AssociateRye, NY$78,320–$109,280 / yearAppropriately 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. We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
Client Service Representative Sonic Healthcare USA, Inc.Client Service RepresentativePORT CHESTER, NY$20–$22 / hourThese requests include, but are not limited to supply orders, pick-ups, second opinion requests, amended reports and report requests. 1 year of experience working in a call center or in the laboratory Medical terminology proficient, at least 2 years previous customer service experience.
Registered Client Service Associate - Paramus, NJ LPL Financial Holdings IncRegistered Client Service Associate - Paramus, NJParamus, NJ$25.85–$43.08 / hour3+ years experience supporting Financial Advisors and collaborating with Branch and Home Office teams in a brokerage/financial services setting • Series 66 and/or Series 7 license • Core Competencies: • Strong customer focus with clear, simple communication skills • Able to manage multiple projects efficiently in a fast-paced environment • Highly organized with strong attention to detail and problem-solving skills • Excellent interpersonal skills and ability to build strong relationships • Strong analytical and research abilities • Demonstrates initiative, motivation, and drive • Proficient in Microsoft Word, Excel, PowerPoint, and CRM tools • Comfortable using internal resources and training platforms. Responsibilities include: • Managing inbound calls • Scheduling appointments • Preparing meeting materials • Keeping client information updated • Assisting with new business documentation • Handling key account operations such as new account setup, transfers, cash management, and maintenance tasks • Proactive outreach on time-sensitive items • Taking ownership of client requests • Coordinating with internal teams to ensure timely service • Educating clients on our digital tools, including eSignature and our client portal • Collaborating closely with the Financial Advisor to support client needs • Occasional assistance with trade execution.
Private Wealth Management Client Service Associate Morgan StanleyPrivate Wealth Management Client Service AssociateParamus, NJ$68,000–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Client Service Associate Morgan StanleyClient Service AssociatePurchase, NY$58,000–$115,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Client Service Coordinator - 002353 Banfield Pet HospitalClient Service Coordinator - 002353Greenburgh, NY$17.70–$22.62 / hourHIRING QUALIFICATIONS / COMPETENCIESLeadership €¢ Customer Focus €¢ Peer Relationships €¢ Integrity & Trust €¢ Action Oriented €¢ Listening Functional €¢ Preventative care and OWPs €¢ Communication Skills €¢ Client Service Skills €¢ Priority Setting €¢ Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.