Director Of Client Service jobs in New York, NY

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CLIENT SERVICES ASSISTANT, WEALTH MANAGEMENT

Assist with administrative tasks including answering phones, typing correspondence, copying, filing, binding presentations, and the preparation of travel & expense reports. Assist with marketing responsibilities including mass mai...

CompanyNeuberger Berman
AddressNew York, NY
CategoryInformation Technology
Salary$60,000 - $80,000 a year
Job typeFull-time
Date Posted just now See detail

Client Services Assistant, Wealth Management New

Neuberger Berman

New York, NY

$60,000 - $80,000 a year

Assist with administrative tasks including answering phones, typing correspondence, copying, filing, binding presentations, and the preparation of travel & expense reports. Assist with marketing responsibilities including mass mai...

Director, Business Development Officer- (Schwab Private Wealth Services) New

Charles Schwab

New York, NY

$185,000 - $224,400 a year

As a key member of the SPWS team, the Business Development Officer (BDO) is responsible for outbound prospecting, networking, qualifying, and closing new SPWS accounts to Schwab. Serve as a resource and subject matter expert on SP...

Senior Director, Business Value Services New

Salesforce

New York, NY

$195,510 - $261,590 a year

Sales Partnership: Work closely internally with sales teams and other functions to help define account strategies and prioritize sales initiatives, based on value creation potential and opportunity size, and prioritize BVS resourc...

Tax Managing Director, Private Client Services

Bdo Consulting

New York, NY

Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities. Provides Executive presence and acts as the primary client contact for...

Managing Director, Sr. Client Partner (Banking & Financial Services)

Ntt Data, Inc.

New York, NY

Actively collaborate with Sales to hunt for new accounts, targeting 1-10 new logos depending on level Leverage Sales support, ensure clear GTM messaging across accounts Develop and maintain strong relationships with client execut...

Director, Client Services

Epsilon

New York, NY

Manage a team of account managers that work across Yieldify's US book of business. Define strategy for activating Yieldify across newly signed clients. Create training materials for onboarding new service team hires. Collaborate w...

Corporate Client Servicing Support

Hsbc

New York, NY

Project managing and coordinating client onboarding requests, Know Your Customer (KYC) renewals, international affiliate reviews, remediation initiatives, and special projects Manage Actionable Intelligence portfolio monitoring su...

Client Services Director - Medical Communications - East Coast

Prime

New York, NY

A team that cares. An agency that will invest in you. High-profile work. Advancing science and healthcare. Reward and recognition. Broad horizons. Minimum of 10+ years experience of working in full-service global medical communica...

Client Services Representative II- Utica, NY- 2nd Shift

Bank Of America

New York, NY

Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, e...

Assistant Director - CNS Support Services - Acquisitions - Multiple Positions - 1515819

York State Department Of Labor

New York, NY

Continuous learning: Youll develop the mindset and skills to navigate whatever comes next.. Success as defined by you: Well provide the tools and flexibility, so you can make a meaningful impact, your way.. Transformative leader...

Associate, Private Client Services Tax - Summer 2025

York State Department Of Labor

New York, NY

Perform special consulting projects such as preparing year-end tax projections, identifying and researching planning ideas, and preparing financial analysis to obtain optimal tax minimization strategies for our clients. Research v...

Associate Director of Student Services

York State Department Of Labor

New York, NY

Job Type: Officer of Administration. Bargaining Unit:. Regular/Temporary: Regular. End Date if Temporary:. Hours Per Week: 25. Standard Work Schedule:. Building:. Salary Range: $80,000 to $85,000. Generate all communications relat...

Tax Services Senior - FSO - Private Client Services, Partnership

Ernst & Young Llp

New York, NY

Competitive

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Ability to analyze 1099...

Tax Services Manager - FSO - Private Client Services, Partnership

Ernst & Young Llp

New York, NY

Competitive

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

Director of Support Services - Now Hiring

Barnard College

New York, NY

Client Service- Deliver a high-quality interactive experience for all of Facilities customers. Ensure that the experience maximizes technological resources, streamlined operational procedures, and customer-service oriented staff....

Director, Dry Eye Service

Nyu Langone Health

New York, NY

Provide ophthalmology services at the NYU Langone Hospitals and Ambulatory Care Centers, including comprehensive Dry Eye Services.. Work with the Chair and other departmental leadership to develop the Dry Eye Service, including re...

Tax Manager, Private Client Services

Bdo Consulting

New York, NY

Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities. Works directly with clients and their advisors to gather information needed t...

Client Service Representative

Vca Animal Hospitals

New York, NY

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

Tax Manager - Private Client Services - Partnerships

Ernst & Young Llp

New York, NY

Competitive

Researching tax issues to develop effective tax planning strategies. Open to all types of tax work from entity to individual. Translating complex data from a range of sources into client-ready insights and deliverables. Buildi...

Client Service Representative, Prime Client Management

Hsbc

New York, NY

Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets. Develop strong and productive relationships with the client base, ensuring current and future ser...

Client Service Coordinator

Humanhire

New York, NY

Position:Client Service Coordinator. Location:Freeport, NY. Pay:$21-23/hour (weekly pay). Benefits:Health, Vision, Dental. Schedule:Monday-Friday, 8AM-5PM/9AM-6PM (occasional rotating weekend shift and evening shift 2-3 times...

Associate, Client Services

York State Department Of Labor

New York, NY

Build a career with a global company. Assist market leaders and decision-makers across the Financial Services industry. Grow and improve your skills by supporting enterprise-level products and new technologies. Prepare yourself fo...

Office Manager/Client Services Coordinator

Invision Communications Inc.

New York, NY

Continuously think of ways to improve employee experiences and brainstorm new ways to update office processes. Manage incoming guests, by phone or in person in a professional and helpful manner. Maintain a fun, energetic, and posi...

Part-Time Client Service Representative - Veterinary

Vca Animal Hospitals

New York, NY

Access to the people and financial resources of a large veterinary community. Leadership opportunities. Career development programs. Opportunities to give back through strong Shelter partnerships and VCA Charities. Tuition support...

Tax Senior - Private Client Services - Partnerships

Ernst & Young Llp

New York, NY

Competitive

Preparing or Reviewing U.S. federal and state tax returns high net worth U.S. citizens living abroad or U.S. residents holding non-US assets, and/or Foreign nationals holding US assets.. Preparing or Reviewing federal and state t...

US Seasonal Tax-Private Client Services-Manager East

Ernst & Young Llp

New York, NY

Competitive

A strategic eye toward prioritizing when working on multiple complex projects. Influencing skills, and the confidence and curiosity to question existing processes. The ability to produce technical writing and research in a tax con...

Client Service Associate - Lending Operations

Pix11

New York, NY

Whatever your role at ANZ, you'll be building your future, while helping to build ours.Role Location: New YorkRole Type: Permanent, FulltimeWhat will your day look like?As a Client Service Associate - Lending Operations, you will:...

Client Service Associate - Lending Operations

Anz

New York, NY

Responding to internal and external client requests promptly with updates on progress to ensure clients expectations are met Active collaboration with the Relationship, Research & Analysis, Risk teams, offshore Hubs, and other s...

Client Services Representative II- Utica, NY- 2nd Shift

Bank Of America

New York, NY

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teamm...

Administrator, Client Services

Milrose Consultants Llc

New York, NY

Database Management Processes Client Services ticket/email requests, including but not limited to the necessary due diligence and report generation to ensure Accounts, Contacts, and Building objects are up-to-date along with the...