Client Services Manager Jobs in Melville (NY)
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Search Results - Client Services Manager Jobs in Melville (NY)
Melville (NY)
success!
The Role:
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...
icims.com -
Claire Myers Consulting-Melville (NY)
Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower individuals to live their best lives. They are looking to add a Senior Lead Financial Advisor to their team...
mindmatch.ai -
Melville (NY)
success!
The Role:
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner...
icims.com -
Point Wealth Management-Melville (NY)
Investment Operations Associate
About Point Wealth Management:
At Point Wealth Management, a team within Northwestern Mutual, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what...
mindmatch.ai -
Melville (NY)
Position Summary:
THE FOCUS IS YOU:
We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Melville, NY office.
As a Tax Manager, you...
icims.com -
Randstad-Melville (NY)
Responsiveness
• Analytical Thinking
• Customer Service
• Phones
• Emails
• Customer Relationship Management
• Customer support
• Customer Relations
• Client Service
Qualifications
• Years of experience: 2 years
• Experience level: Experienced
Randstad...
randstadusa.com -
Melville (NY)
Position Summary:
THE FOCUS IS YOU:
We are looking to add an Audit Manager to help guide and oversee our clients, in addition to supporting our internal leaders and the on-going growth in our Northeast Region.
As an Audit Manager, you...
icims.com -
Melville (NY)
client relationships focusing on customer satisfaction and retention. They serve as the direct link between the Company and the client, managing day-to-day affairs. They are expected to independently handle a book of business typically around $3,000,000...
aleragroup.com -
Melville (NY)
customer satisfaction, add-on sales and profitability through structured planning and the management and development of the client services team.
Your Impact: Production and Workflow
• Monitors and ensures compliance with established workflow processes...
icims.com -
Melville (NY)
of engagements simultaneously. The position oversees the performance of client service and all related activity. The candidate can perform all tasks related to client service and sees that assignments are accomplished by multiple engagement teams within...
icims.com -
Melville (NY)
Position Summary:
THE FOCUS IS YOU:
We are looking to add an Audit Senior Manager to help guide and oversee our clients, in addition to supporting our internal leaders and the on-going growth in our Melville, NY office. As an Audit Senior Manager...
icims.com -
Melville (NY)
What You'll Be Doing:
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support...
icims.com -
Melville (NY)
Position Summary:
THE FOCUS IS YOU:
We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Melville, NY office. As a Tax Manager, you...
icims.com -
Melville (NY)
Position Summary:
THE FOCUS IS YOU:
As a Transaction Services Senior Manager in our Melville, NY office, you will play a pivotal role in leading and managing teams that provide comprehensive financial advisory services to clients engaged...
icims.com -
Melville (NY)
border transactions and activities.
• Assist with the coordination of planning, tax work and wrap up.
• Facilitate tax research, and establish tax strategies to client business opportunities.
• Identify and communicate tax issues to clients and Manager...
icims.com -
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