Registered Client Service Associate H Cap ConnectRegistered Client Service AssociateParsippany, New JerseyWe're partnering with a growing wealth management firm seeking an experienced Registered Client Service Associate (CSA) to play a critical role in advisor transitions and delivering an exceptional client experience. Your expertise will help ensure a seamless experience for clients while newly transitioned advisors build their permanent support team.
Account Executive, Legal Services Carta IncAccount Executive, Legal ServicesNew York City, NYCarta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital. Carta's Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs.
Counsel - Corporate Banking Products and Services The Toronto-Dominion BankCounsel - Corporate Banking Products and ServicesNew York, NY$140,000–$231,000 / yearDepth & Scope: Provides consistent and sound legal advice in a clear, concise and responsive manner by taking initiative to develop legal knowledge and skill; knowing relevant substantive law, identifying legal issues; knowing the business and its products, operations, strategy, risk appetite and regulatory environment; owning the role of interpreting legal requirements through a balanced understanding of the law and business context to formulate relevant legal theories; and identifying business issues and policies related to the legal requirements, describing legal issues and options to the client. Ongoing legal support includes advising on new and updated products and services, including partnerships and sourcing arrangements; aligning customer product terms; supporting customer contracting and negotiations; advising on escalated customer and regulatory issues; reviewing communications, digital content and marketing materials; and collaborating with other teams in TD Legal.
Pro Services Specialist Floor & DecorPro Services SpecialistTotowa, New JerseyPrimary responsibilities include understanding trends in the PRO Market, collaboration with the Installation Materials and Design Services departments in order to build the sales organization and serve our PRO customers. This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits and all other privileges, terms and conditions of employment.
PRO Services Specialist Floor & DecorPRO Services SpecialistWoodbridge, New JerseyPrimary responsibilities include understanding trends in the PRO Market, collaboration with the Installation Materials and Design Services departments in order to build the sales organization and serve our PRO customers. This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits and all other privileges, terms and conditions of employment.
Client Logistics Manager Collectors Holdings, Inc.Client Logistics ManagerJersey City, NJRemote$125,307–$147,420 / yearWhat You'll Do: Own the day-to-day coordination of client intake and outbound logistics with focus on VIP and high-end clientele, ensuring items move through receiving, cataloging, and shipping on time and without defects. Coordinate transport, such as armored vehicle, and insurance requirements for high-value collections; provide any additional logistical needs for international customers.
NewCustomer Service Supervisor - Treasury Services ExlService Holdings IncCustomer Service Supervisor - Treasury ServicesNYRemote$25–$29 / hourEXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world's leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates.
Client Solutions Manager SHI InternationalClient Solutions ManagerSomerset, New JerseyThe Client Solutions Manager will handle customer maintenance renewals, manage the ordering process, and collaborate with various teams to ensure seamless operations and address any customer concerns. The Client Solutions Manager will serve as the primary customer contact for IT solutions, fostering strong relationships with clients, internal departments, and OEM sales teams.
Account Executive, Legal Services DBA Carta, Inc.Account Executive, Legal ServicesNew York City, NYBuilt to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates.
North America Performance Lead, Claim Shared Services Axis Capital HoldingsNorth America Performance Lead, Claim Shared ServicesPrinceton, NJ$125,000–$150,000 / yearThe successful candidate is a results-driven leader with a proven ability to drive operational transformation, enhance claims quality, strengthen controls and governance, and improve organizational performance in partnership with North America Claims Leadership and key internal stakeholders. • Building and maintaining strong relationships with internal stakeholders including Claims, Underwriting, Actuarial, Finance, Compliance, Legal, Data & Analytics and Executive Leadership, as well as external stakeholders including auditors, regulators, reinsurers, vendors and service providers.
Manager, Client Services Roku IncManager, Client ServicesNew York, NY$149,300–$177,600 / yearblocks--linked-image#click keydown.enter->blocks--linked-image#click" data-controller="" data-open-newtab="false" id="page_block_ddcbf6cd2b3fb01ca7c9279824ad0b15" style="background-image: linear-gradient(rgba(0, 0, 0, 0.0),rgba(0, 0, 0, 0.0)), url( https://d25wby5c7p9100.cloudfront.net/public/uploads/9dd4272d942760bfb0f16858b0a632e7/images/files/9fe8b0cc48a58cfb0c4d05137e277a7e/large/Purple_People.jpg?1632851332);background-position : 50% 50%" title="">. data-controller="" data-open-newtab="false" id="page_block_970514471798adf5ab1ff5baae8e4324" style="background-image: linear-gradient(rgba(0, 0, 0, 0.0),rgba(0, 0, 0, 0.0)), url( https://d25wby5c7p9100.cloudfront.net/public/uploads/9dd4272d942760bfb0f16858b0a632e7/images/files/3b42fc253a4d08ba9a1ce6537c45636c/large/offices_2.png?1630469782);background-position : 50% 50%" title="">.
Manager, Service - Global Financial Services Healthcare Gerson Lehrman Group IncManager, Service - Global Financial Services HealthcareNew York, NY$90,000–$115,000 / yearGLG is seeking a Client Solutions Manager (Manager, Healthcare) to lead client servicing and relationship management for a portfolio of healthcare-focused financial services clients, including hedge funds, mutual funds, and other institutional investors specializing in biopharma, medtech, and healthcare services. This role sits within the Financial Services segment and is focused on high-value, healthcare-specialized accounts, requiring deep engagement with complex, content-driven workflows (e.g., clinical diligence, pipeline analysis, competitive intelligence).
Active_Client/Customer Services Representative 2 eTeam Inc.Active_Client/Customer Services Representative 2New Providence, NJ$26–$27.61 / hourThe Customer Services Representative is responsible for interacting with customers to provide information regarding products and services, respond to inquiries, and resolve customer concerns. This role involves identifying customer issues, providing appropriate solutions, and ensuring timely follow-up.
CSR Supervisor VCA IncCSR SupervisorStaten Island, NY$24.50–$27 / hourUnder direction from the Hospital Manager/Administrator, the Client Service Supervisor performs a wide range of difficult-to-complex administrative activities related to quality patient care and excellent client service, management of finances and accounting, marketing and promotion of services, staffing and human resources, and discretionary activities that serve to support effective business operations. Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both animals and people, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understanding of high quality customer service.
R&I Managed Services Deals Desk Senior Manager PwCR&I Managed Services Deals Desk Senior ManagerFlorham Park, NJ$91,000–$321,500 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . You will be responsible for identifying and mitigating potential risks that could impact an organization's operations and objectives, developing business strategies to navigate risks in a rapidly changing business environment.
Tax Senior, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax Senior, Legal Business Services - TechnologyJersey City, NJ$100,350–$205,000 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Cash Management Client Service - Associate Sumitomo Mitsui Banking CorpCash Management Client Service - AssociateNew York, NY$80,000–$105,000 / yearSMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients.
Analyst, Client Experience & Optimization Capital Rx LLCAnalyst, Client Experience & OptimizationNew York, NY$98,400–$123,000 / yearPosition Summary: The Senior Analyst, Client Experience & Optimization (CERO) supports the Risk Management function by independently coordinating risk-based operational initiatives from intake through execution, using judgment to develop approaches, evaluate cross-functional inputs, and escalate risks or barriers at appropriate decision points. This role identifies operational gaps and recurring risk patterns, develops and maintains process documentation and workflow maps, builds operational dashboards and KPI reporting, and supports the automation of manual processes to improve consistency, data quality, and operational efficiency across Client Services.
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsNew York, NY$105,375–$215,375 / yearAs a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.
Family Office Services Analyst - Lazard Wealth Lazard IncFamily Office Services Analyst - Lazard WealthNew York, NY$70,000–$75,000 / yearWe believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. We often serve the role of Chief Investment Officer overseeing third-party managers as well as direct private equity investments and help coordinate a variety of non-investment related needs.