Client Relationship Coordinator (Administrative) The SKG Team at Barnum Financial GroupClient Relationship Coordinator (Administrative)Elmsford, NYWho We Are: We are a growth, result and detail-oriented wealth management and tax services team looking for an individual who is committed to long term success, achievement and helping people! You realize how important it is to use the right words on the phone and to draft clear, concise, accurate written communications to clients.
Family Office Client Service Representative Oppenheimer & Co. Inc.Family Office Client Service RepresentativeNew York, NY$80,000–$110,000 / yearWith 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. Partner across clients, financial advisors, investment bankers, wealth management, trusted partners, (trust & estate, tax, alternatives), and other internal teams; and liaise with custodians and third-party managers to ensure smooth operational flow and administrative activities required to support client relationships.
Securities Services - Agency Securities Finance Product Manager - Vice President JPMorgan Chase Bank, N.A.Securities Services - Agency Securities Finance Product Manager - Vice PresidentNew York, NYFull timeYou will set priorities across a portfolio of initiatives, own senior stakeholder engagement, and partner closely with Trading, Client Coverage, Sales, Operations, Technology, Legal, Compliance, and Corporate Tax to drive execution-grounded in data, market insight, and a robust risk and control framework. Join a global team driving product strategy, innovation, and governance for Agency Securities Finance (ASF), delivering differentiated client solutions and ensuring the platform evolves in line with market structure, counterparty requirements, and regulatory change.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesNew York, NY$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.
Manager, Client Service Bridgewater AssociatesManager, Client ServiceWestport, CT$220,000–$400,000 / yearTalent Management – the MP supports the team's senior leaders to develop and drive the team's talent strategy, including the proposal for team design and employee life cycle management, which will take the form of both direct management (team of 3-4 reports at the Associate level) and dotted-line supervision of more senior team members, operating as an extension of the Senior Commercial Leader. Managing intra-team – across all levels (Client Advisors, Client Service Directors and Associates) the MP sets the bar, ensures people get the development they need, holds them accountable and ensures the team is resourced and enabled to do excellent work for clients.
Client Service Representitive Manhattan Veterinary GroupClient Service RepresentitiveEast Meadow, New YorkAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).• The CSR is the pivot around which the hospital operates and is responsible for:• Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.•
Client Success Manager MadhiveClient Success ManagerNew York, New York$85,000–$110,000 / yearMadhive’s platform provides the unique ability to reach local audiences at national scale, with premium supply partnerships and end-to-end tools for planning, targeting, and measuring full-funnel campaign outcomes. The ideal candidate is fluent in the current ad-tech ecosystem, understands the opportunity before us to transform it, and can balance delivering short and mid-term client goals while staying the course to own or transform parts of the market longer term.
Ice Rink Client Service Manager SPS North AmericaIce Rink Client Service ManagerNew York, NY$34.61–$36.05 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Trusts and Estates Partner, Private Client Group PhaxisTrusts and Estates Partner, Private Client GroupNew York, NY$200,000A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire an experienced Trusts and Estates Partner, Private Client Group to join their teams. The Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates .
Experienced Veterinary Client Service Representative/Receptionist - Abingdon Square Veterinary Clinic - NY Veterinary Innovative PartnersExperienced Veterinary Client Service Representative/Receptionist - Abingdon Square Veterinary Clinic - NYNew York, NY$21–$26 / hourVIP is guided by a mission to provide veterinarians and their teams with all the resources, mentorship, and autonomy they need to thrive personally and professionally while giving pets the best possible care. Abingdon Square Veterinary Clinic is looking for an exceptional Client Service Representative to join our busy, five-doctor veterinary hospital in New York City.
Licensed Private Client Banker Keybank National AssociationLicensed Private Client BankerWhite Plains, NY$25–$38.46 / hourConsumer Retail- Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Client Service Associate Redshift Recruiting LLCClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Veterinary Assistant/Client Service Representative - New Castle Veterinary Hospital - NY Veterinary Innovative PartnersVeterinary Assistant/Client Service Representative - New Castle Veterinary Hospital - NYChappaqua, NY$19–$20 / hourVIP is guided by a mission to provide veterinarians and their teams with all the resources, mentorship, and autonomy they need to thrive personally and professionally while giving pets the best possible care. If you thrive in a team environment, love building relationships with clients, and enjoy working alongside a compassionate veterinary team, we'd love to hear from you!
Client Development Director, Global Leadership Advisory Services Spencer StuartClient Development Director, Global Leadership Advisory ServicesStamford, CT$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.
Client Relationship Manager, Hedge Fund Services Northern TrustClient Relationship Manager, Hedge Fund ServicesNew York, NY$95,565–$162,495 / yearThe Relationship Manager will build trusted partnerships, strengthen service delivery and help clients navigate complex fund administration, middle office, accounting, operations and investor servicing needs. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Client Value Partner (Cvp) - Financial Services Industry CelonisClient Value Partner (Cvp) - Financial Services IndustryNew York, NY$233,000–$270,000 / yearYou will serve as the strategic architect for a massive transformation program, orchestrating execution across multiple parallel streams to link Celonis capabilities to key outcomes specific to Investment Banking, Global Markets, and Asset Management. We enable thousands of companies worldwide to understand how their business actually runs and, together with their partners, build intelligent solutions that transform and continuously improve the way they operate - unlocking billions in value.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateBridgeport, ConnecticutGlobal 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. 4. 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.
Senior Director, Client Services Trade DeskSenior Director, Client ServicesNew York, NY$135,400–$248,300 / year6+ years of people leadership experience, including experience managing managers or senior individual contributors, with a track record of developing talent into next-level leadership roles. Lead cross-functional problem-solving with other functional leaders, identifying organization-wide opportunities for growth, efficiency, and effectiveness.
Client Services Agent Latham & Watkins LLPClient Services AgentNew York, New York$65,000–$80,000 / yearFull timeThis role will be responsible for providing the best-in-class customer service support to clients and personnel requesting reception, facility, conference room, emergency notification, and travel support services, while utilizing a customer interaction system to provide high-quality, knowledgeable, consultative customer service, and administrative support for workplace experience-related tasks. Responsibilities & Qualifications: Other key responsibilities include: Curating experiences in the workplace to make the internal and external client feel valued, part of the community, and always impressed by the level of service.
Associate, Client Services - Consulting Client Team True North InsightsAssociate, Client Services - Consulting Client TeamNew York, NY$85,000–$115,000 / yearStrong interest in supporting Tier 1 or Tier 2 global management consulting firms on commercial due diligence, growth strategy, market assessments, operational improvement, or similar engagements. We exist to break through complexity, giving global investors and business leaders frictionless access to the insights that matter most — insights that fuel confident decisions, unlock opportunity, and power successful careers.