Client Services Manager Jobs in Greenwich (CT)
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Search Results - Client Services Manager Jobs in Greenwich (CT)
iCapital-Greenwich (CT)
Vice President to join the Client Success Tax Services team. This position will support iCapital's global Tax team with project management, operational support and client service. This is a newly created role to support the expansion of iCapital in the global...
Morgan Stanley-Purchase, 6 mi from Greenwich (CT)
interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multitask
• Goal oriented, self-motivated...
mindmatch.ai -
iCapital-Greenwich (CT)
processes and uphold high standards of client service and operational excellence.
Responsibilities
Document Management and Monitoring:
• Oversee the intake, tracking, and posting of documents to the platform, ensuring timely and accurate availability...
Abacus Group, LLC-Syosset, 18 mi from Greenwich (CT)
Our client is an asset management firm. They seek a Client Services Administrative Assistant to join their Syosset, NY office.
Responsibilities
• Manage life insurance applications from submission to issuance
• Ensure applications are accurate...
mindmatch.ai -
iCapital-Greenwich (CT)
to join the Hedge Fund Finance Management team in a Senior Vice President role. This role will be responsible for managing an accounting team that services a fast-growing sector of the business. This individual will be responsible for servicing hedge fund...
Gallagher-Shelton (CT), 32 mi from Greenwich (CT)
you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
How you'll make an impact
The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal...
iCapital-Greenwich (CT)
Relationship managers, and adhere to client service expectations.
• Manage the collection and distribution of tax information from underlying funds.
• Coordinate multiple third-party tax preparers and administrators in the review of the fund investment tax...
J AND S RECRUITMENT, LLC-Stamford, 4 mi from Greenwich (CT)
We are seeking an Experienced Account Manager to join the large client division of one of the Nation’s largest insurance agencies.
In this role you will deal with accounts that are a minimum of $50k in premiums.
This company prides itself...
mindmatch.ai -
Interactive Brokers-Greenwich (CT)
recently graduate to 3 years financial industry experience preferred with client services background.
• Skills: Strong interpersonal and written communication skills. Must demonstrate excellent analytical and problem resolution skills.
• Computer Skills...
CBIZ, Inc.-Melville (NY), 22 mi from Greenwich (CT)
7+ years of relevant work and industry experience within Private Client Services.
• Prior experience reviewing Form 990.
• Prior experience managing engagements and clients.
• Formal mentoring relationships with all levels of staff.
• Ability to work...
appcast.io -
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