Client Service Manager
3 weeks ago
Our client is a successful wealth management firm seeking an experienced Client Service Manager for their firm in New York, NY. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment. Candidates with a strong operations background and "white glove" client relationship experience are highly preferred. This position is open to Remote candidates. Qualifications: Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains, and losses, calculation of stepped-up cost basis, ACATs, new account documentation, and classification of securities. Experience with the Fidelity custodial platform is preferred. Responsibilities: Engage and promptly address HNW client requests with a "concierge role"Open new accounts, process client money movement requestsHandle office operations with account requests, back-office processing, preparing reports and special projectsSupport data gathering and planning requests for financial planners as neededWork closely with client service staff to align with client communication, documentation, and workflow processesAssess and develop recommendations to improve internal processes and proceduresOffice team collaboration with the investment and planning team for client needs and prospect opportunitiesFlexibility to be "hands-on" with a team of 8 in operations, client servicing, and planning as neededThoroughly document daily activity, follow-up items, and notes in CRMFidelity custodian liaison for back-office processing requestsPreferred Skills: Proactive mindset with great listening skills, willingness to provide efficiency ideas and recommendations for improvementsAbility to demonstrate strong organization, and client management skillsAbility to be accountable and finish tasks with little supervisionQuick thinker, ability to make decisions and judgment calls independentlyExcellent phone and client service skillsExcellent attention to detail10+ Years of experience in financial servicesProficient in Microsoft Office applications - Excel, Word, PowerPoint, TeamsStrong technology skills in video chat, Google Docs, and Junxure preferredRequired Education: Bachelor's DegreeJob Type and Benefits: Full-timeHealth, Vision and DentalParking included (if applicable)Job Type: Full-time Salary: $100k - $150k Depending on experience About Us Advisor Business Solutions provides staffing, strategic marketing, and training services for financial services, government, and corporations nationwide. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.
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Client Service Manager
4 days ago
New York, United States IPONWEB Holding Limited Full time** Client Services | New York, United States** **Client Service Manager** In keeping with the rapid expansion of our business, we are looking for highly motivated individuals with a passion for ad tech to join our Client Services team. This role spans several client engagements, often working on projects in distinct parts of the ad tech ecosystem. IPONWEB...
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Client Service Manager
2 weeks ago
New York, United States SPS-North America Full time**Job Title**:Client Service Manager** **Reports To**: The **Client Service Manager** will report to the Client Manager, Client Director, Managing Vice President, or equivalent leadership. **Job Overview**: The **Client Service Manager (CSM)** position is to sit on-site with our client and oversee multiple sites or projects. The position is responsible for...
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Client Service Manager
3 weeks ago
New York, United States Katten Full timeKatten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm's core areas of practice include corporate, financial markets and funds, insolvency and...
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Client Services Manager
1 month ago
New York, United States S&P Global Full timeThe Role: Client Services Manager The Location: Riyadh/Dammam, Saudi Arabia S&P Global is a place to learn and grow, surrounded by the best and brightest. A place to challenge yourself and advance your career. If you’re a pioneer or a thinker, there’s a role for you to play in our mission to help accelerate progress in the world. We provide the...
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Manager, Client Services
1 week ago
New York, United States Hartbeat Full timeWELCOME TO HARTBEAT. WE ARE COMEDY. WE ARE CULTURE. Founded by Kevin Hart, HARTBEAT is the global, multi-platform media company creating entertainment at the intersection of comedy and culture with a mission to keep the world laughing together. HARTBEAT delivers comedy through its three divisions: HARTBEAT Studios, which finances, develops and produces...
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Client Service Manager
1 month ago
New York, United States Blake Smith Staffing, LLC Full timeThe client service team is responsible for supporting the firm in the delivery of exemplary service to a range of institutional clients consisting of Pension Funds, Insurance Companies, Financial Institutions and other Corporate & Government Investors across a number of geographic locations. The firm focuses on delivering tailored client solutions and it...
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Client Service Manager
3 weeks ago
New York, United States Blake Smith Staffing, LLC Full timeThe client service team is responsible for supporting the firm in the delivery of exemplary service to a range of institutional clients consisting of Pension Funds, Insurance Companies, Financial Institutions and other Corporate & Government Investors across a number of geographic locations. The firm focuses on delivering tailored client solutions and it...
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Client Services Manager
6 days ago
New York, United States The Daily Upside Full timeWho We Are The Daily Upside is a fast-growing digital media company covering business, finance, economics, and investing. Our team of career journalists covers the events and forces shaping the global business climate with a passion for peeling back the layers of market-moving stories. Our flagship newsletter has scaled from zero to ~1 million subscribers...
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Client Services Manager
7 days ago
New York, United States The Daily Upside Full timeWho We AreThe Daily Upside is a fast-growing digital media company covering business, finance, economics, and investing. Our team of career journalists covers the events and forces shaping the global business climate with a passion for peeling back the layers of market-moving stories.Our flagship newsletter has scaled from zero to ~1 million subscribers in...
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Client Services Manager
1 week ago
New York, United States The Daily Upside Full timeWho We AreThe Daily Upside is a fast-growing digital media company covering business, finance, economics, and investing. Our team of career journalists covers the events and forces shaping the global business climate with a passion for peeling back the layers of market-moving stories.Our flagship newsletter has scaled from zero to ~1 million subscribers in...
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Client Services Manager
1 month ago
New York, United States The High Companies Full timeOur dynamic and rapidly growing StructureCare team is seeking a detail oriented and self-starting Client Services Manager to service our New York / New Jersey territory. StructureCare, headquartered in Lancaster, Pennsylvania is a premier engineering and restoration company working to protect infrastructure investments throughout the Mid-Atlantic. We believe...
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Client Services Manager
3 weeks ago
New York, United States The High Companies Full timeOur dynamic and rapidly growing StructureCare team is seeking a detail oriented and self-starting Client Services Manager to service our New York / New Jersey territory. StructureCare, headquartered in Lancaster, Pennsylvania is a premier engineering and restoration company working to protect infrastructure investments throughout the Mid-Atlantic. We believe...
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Client Service Manager
1 week ago
New York, New York, United States Ascensus Full timeJOB SUMMARY Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement.ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable...
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Execution Client Service Manager
4 days ago
New York, United States UBS Full time**Execution Client Service Manager** United States - New York, United States - Tennessee Equities, Investment Banking, Operations, Sales and trading Investment Bank Job Reference # 227357BR City Nashville, New York Job Type Full Time Your role participate in initial client outreach with sales to understand client business requirements oversee NBF process...
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Senior Client Service Manager
1 month ago
New York, United States Merkle Full time**Senior Client Service Manager** - All Openings Location: New York, NEW YORK. Company Description: Merkle is a leading data-driven, technology-enabled, global performance marketing agency that specializes in the delivery of unique, personalized customer experiences across platforms and devices. For more than 30 years, Fortune 1000 companies and leading...
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Client Services Manager
2 weeks ago
New York, United States expand group Full timeClient Services Manager - AdTechexpand group seeks a growth-oriented Client Services Manager (Agency Partnerships) for an AdTech company based in New York.Salary: $130,000 base + commissionThe Role:We're seeking a passionate Client Services Manager to join our dynamic team. You'll be the primary point of contact for key agency partners, managing existing...
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Senior Client Service Manager
3 days ago
New York, United States Arthur J. Gallagher & Co. Full time** Senior Client Service Manager** **** New Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients...
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Client Services Senior Project Manager
6 days ago
New York, United States EPIQ Systems Full timeThe Sr. Project Manager of Client Services will serve as a key leader in successfully managing assigned client relationships through effective project management coordination and execution. Successful candidates must have the team leadership and prof Client Service, Project Manager, Manager, Senior, Project Management, Client Relations, Technology, Business...
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New York, United States Anchin Full timeJob DescriptionJob DescriptionTitle: Manager/Senior Manager, Client Accounting Services Department: Client Accounting Services (CAS) Supervises: SupervisorsRole Type: Full timeLocation: New York, NY, Uniondale, NY, or RemoteABOUT THE COMPANY:Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida...
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New York, United States Anchin Full timeJob DescriptionJob DescriptionTitle: Manager/Senior Manager, Client Accounting Services Department: Client Accounting Services (CAS) Supervises: SupervisorsRole Type: Full timeLocation: New York, NY, Uniondale, NY, or RemoteABOUT THE COMPANY:Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida...
