Private Client Service Associate jobs in New York, NY

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TAX MANAGER - PRIVATE CLIENT SERVICES - PARTNERSHIPS

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...

CompanyErnst & Young Llp
AddressNew York, NY
CategoryInformation Technology
SalaryCompetitive
Date Posted a week ago See detail

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...

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...

Tax Services Manager - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

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...

Tax Services Senior - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

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 Senior - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

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 Senior - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

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

York State Department Of Labor

New York, NY

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...

Tax Services Manager - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

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...

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...

US Seasonal Tax-Financial Services Organization-Private Client Services- Manager

Ernst & Young Llp

New York, NY

Competitive

A strategic eye toward prioritizing when working on multiple complex projects. Experience performing high quality review of complex tax returns. Knowledge/experience in handling Individual, Gift, Trust, and Estate Tax Returns 104...

Client Service Associate

Advisor Business Solutions

New York, NY

$64k-83k (estimate)

Engage and promptly addressing HNW client requests with concierge role. Open new accounts, process client money movement requests. Support operations manager with account requests, back-office support, preparing reports and sp...

Client Service Associate - Life and related insurance (In office - NYC)

Nfp

New York, NY

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...

Senior Client Service Associate - Registered

Stifel Financial

New York, NY

$75,000 - $80,700 a year

Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client information and documentation is up to date. Act as a liaison between the branch and service de...

Registered Client Service Associate - NYC

Citi

New York, NY

$78,320 - $109,280 a year

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citig...

Private Wealth Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

Associate Manager (Go Trade+), Client Service Trade Support

Ss&C Technologies

New York, NY

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans. Your Future: 401k Matching Program, Professional Development Reimbursement. Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid H...

Associate, Client Service - NY

Jordan Park Group

New York, NY

$100,000 - $120,000 a year

Responsible for complex client onboarding and investment account opening processes including subscription documentation for private investments. Creating tasks and maintaining client and partner data in Salesforce and other system...

Summer Associate, Client Service, 2024

Alphasights

New York, NY

$14,423 a month

Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...

Private Wealth Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

Summer Associate, Client Service, 2025

Alphasights

New York, NY

$14,400 a month

Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...