Wholesale Account Services Specialist TapestryWholesale Account Services SpecialistNorth Bergen, New JerseyReview and maintain orders through the order management system (SAP) from the time of receipt to the time of shipment which includes post market activities, ownership of order status, executing order book changes based on business/customer needs and monitoring shipment flow to mitigate any risk to revenue for the month/quarter. Developing Direct Reports and Others : Provides challenging and stretching tasks and assignments; holds frequent development discussions; is aware of each person's career goals; constructs compelling development plans and executes them; pushes people to accept developmental moves; will take on those who need help and further development; cooperates with the developmental system in the organization; is a people builder.
Director, Financial Services Marketing Gerson Lehrman Group IncDirector, Financial Services MarketingNew York, NY$121,500–$160,000 / yearOwn segment-specific content plan to demonstrate segment expertise and authority, including case studies, reports and webinar; collaborate with Brand team on marketing of 'tentpole' thought leadership pieces and Expert Marketing on opportunities to leverage relevant experts. The Director, Financial Services Marketing will be a senior marketing leader who combines deep knowledge of how investment professionals work with the strategic and executional range to build a best-in-class marketing engine from the ground up.
Director, Agency Services Zeta Global CorpDirector, Agency ServicesNew York, NY$130,000–$150,000 / yearCoordinate and manage campaign executions, including custom creative build-outs, set-up of assets, development of campaign timelines, data pulls based on client audience targeting and organization of campaign documentation. Develop deep understanding of Zeta's broader product offerings, reporting analytics, competitive advantages, resources and processes to identify cross sell and upsell opportunities to benefit clients under management.
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.
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.
Sr IT Services Analyst StratAcuity Staffing Partners IncSr IT Services AnalystNYRemote$70–$75 / hourIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. This role will oversee application support, incident management, change and release processes, disaster recovery testing, compliance activities, and ongoing operational improvements across HR systems.
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.
Premier Client Service Specialist Futu SecuritiesPremier Client Service SpecialistJersey City, NJThis role sits at the intersection of product expertise, market knowledge, and premium service-you will help clients discover and love what our platform can do, engage them in meaningful conversations about the markets, and provide white-glove support to resolve their challenges. Closely monitor global capital markets and synthesize news, research reports, and market data into clear, actionable investment viewpoints to facilitate high-value conversations with sophisticated clients.
Premier Client Service Specialist Futu Securities International (Hong Kong) LtdPremier Client Service SpecialistJersey City, NJThis role sits at the intersection of product expertise, market knowledge, and premium service-you will help clients discover and love what our platform can do, engage them in meaningful conversations about the markets, and provide white-glove support to resolve their challenges. Closely monitor global capital markets and synthesize news, research reports, and market data into clear, actionable investment viewpoints to facilitate high-value conversations with sophisticated clients.
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.
North America Performance Lead, Claim Shared Services AXIS Capital Holdings LtdNorth America Performance Lead, Claim Shared ServicesNJThe 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.
Tax Director, Financial Services AnchinTax Director, Financial ServicesUniondale, New York$220,000–$500,000 / yearThe Tax Director in the Financial Services group here at Anchin will be a senior leadership role responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds. Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries.
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.
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.
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.
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.
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.
Client Service Coordinator - 005141 Banfield Pet HospitalClient Service Coordinator - 005141Carlstadt, NJ$17.70–$22.62 / hourClient 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. The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.
Director, Sales and Client Risk Management (New York City, NY, US, 10281) The Bank of Nova ScotiaDirector, Sales and Client Risk Management (New York City, NY, US, 10281)New York City, NY$185,400–$310,600 / yearThe director supports the implementation of the operational risk framework tools, providing business support and oversight across GTB sales and client services related activities, ensuring reliable AML risk management controls are in place in keeping with the various Enterprise AML Risk Policies and Processes. The incumbent is expected to maintain an in-depth knowledge of Non-Financial Risk Programs and AML operational processes throughout the applicable Business Lines and the state of regulatory matters, be able to resolve issues of non-compliance and to escalate issues promptly that are deemed to be serious, or have broad impact.