Senior Associate, Client Services - New York City Metropolitan Area

This is a unique client-facing role with a defined path to becoming a Wealth Advisor within an established growth-oriented RIA in the New York City area. · ...

We are looking for a Full-Time Client Services Advisor to join our growing Client Services team in our New York Head Office. · To provide exceptional client service via all available channels. · To achieve a high level of service satisfaction for online, wholesale, and in-store c ...

We work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. · Increase Strategic Resourcing profitability and revenue in assigned global financial accounts and regions. · Drive b ...

The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the account. · ...

Client Service Associate · Role Profile Summary · A Client Service Associate with Helios Capital Partners is responsible for assisting lead and associated advisors to provide exceptional financial services to clients of Helios Capital Partners based in the New York City Metropoli ...

We are looking for a dedicated Client Services Representative to play a crucial role in healthcare documentation by accurately transcribing pathology reports dictated by pathologists. · ...

Deliver exceptional service and create a welcoming environment for everyone who walks through the door. · The first point of contact for visitors and internal staff. · Support everything from reception and conference room coordination to travel requests and emergency notification ...

We're looking for an energetic and creative Client Services Representative to help us expand our client base and bring the Darzi experience to new audiences. · ...

Our client, a well known and established asset management firm in Midtown, NY is looking to add a Client Service Operations Analyst to their Private Equity Team. · ...

The Director, Client Services at Fohr is a high-impact, senior leadership position designed for a strategic visionary who thrives at the intersection of brand storytelling and business growth. · ...

Handles the creation of legal and business documents including formatting revising transcribing and incorporating data visualizations or graphical elements while sourcing materials from internal document management platforms. · ...

The Director of Client Accounting Services (CAS) is a senior leadership role focused on growing and delivering outsourced accounting and advisory services to a diverse client base. · Drive growth of the CAS practice through new client acquisition, referrals, and strategic network ...

The Senior Manager, Client Services is an integral position on Wasserman's Experiential Team, responsible for the successful delivery of agency projects from brief to execution. · Manage 1-2 direct reports conducting consistent 1:1 meetings to discuss career path and areas for de ...

The Partner, Client Accounting Services (CAS) is a senior leadership and growth role responsible for expanding the CAS practice... · ...

About 17Capital is a private credit manager. It provides non-dilutive capital to high-quality private equity management companies. · Work closely with the team to deliver a first class and effective client relations service · Assist with the development of fund marketing material ...

The New York office of an elite global law firm seeks a paralegal for their Private Client Services practice group. · ...

The Client Service Supervisor is responsible for all on-site business activities for a specifically assigned customer account. · ...

As an Associate Director at Fohr you aren't just managing accounts; you are architecting the future of the creator economy for world class brands. · ...

Family Office Advisory · New York, NY or San Francisco, CA · A leading private investment and advisory firm serving ultra-high-net-worth families and global organizations is seeking an · Analyst, Senior Analyst, or Senior Associate · to join its growing · Family Office Advisory · ...

Job Description – Client Engagement Manager (CEM) – Financial Services · Company: · IT Services firm · Employment Type: · Full-time · About the client · It applies next‑generation technology to help enterprises transform businesses globally. With deep domain expertise in banking, ...