- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Client Onboarding (KYC), Capital Markets **Requisition Number:** 117438 - 68 **Function:** Advisory ... methodologies Qualifications: + A minimum of five years of experience in Client Onboarding Operations, professional services experience preferred + Bachelor's… more
- Meta (New York, NY)
- …environment delivering against tight deadlines. **Required Skills:** Client Solutions Manager , Financial Services Responsibilities: 1. Act as a ... **Summary:** The Client Solutions Manager for Meta's Global...to improve products features and functionalities 20. Experience with Financial Services industry and / or highly… more
- Citizens (Stamford, CT)
- …colleagues. The Private Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified ... dynamics, goals and objectives and current financial situation, becoming the client 's trusted relationship manager + Engage with Certified Financial … more
- BrightSpring Health Services (Uniondale, NY)
- …services company, you will be vital in the company's success! TheAccount Manager of Client Servicescultivates and maintains an on-going strategic relationship ... in the Monthly/Quarterly Business Reviews (QBR's) and Pharmacy Optimization Services (PSOP's) + Leads client contract renewal...Three to five years of previous experience in a client management, customer service , or client… more
- Deloitte (Jericho, NY)
- …development senior manager serving Fortune 500 clients within the Financial Services Industry marketplace. + Previous experience delivering a breadth ... pursue strategic relationships at our largest and most sophisticated Financial Services industry accounts. Candidates should have... Service Partner (LCSP) to ensure that the client business and financial plan is developed,… more
- JPMorgan Chase (New York, NY)
- …to their wealth or finances to better define, focus and realize their goals. As a Client Service Manager within JP Morgan Asset Management you will have the ... manage clients, and build relationships with stakeholders. As a Client Service Manager you will...client facing role with a background in Investor Relations/ Client Services and a focus on Alternative… more
- Randstad US (Melville, NY)
- tax manager - private client services . + melville , new york + posted december 15, 2024 **job details** summary + $50 - $75 per hour + temporary + bachelor ... degree + category business and financial operations occupations + referenceAB_4682865 job details Randstad is...seeking experienced Tax Managers with a background in Private Client Services for opportunities in the NYC… more
- Robert Half (New York, NY)
- JOB REQUISITION Salesforce Financial Services Cloud Architect Senior Manager LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) BOSTON JOB DESCRIPTION You Belong ... Protiviti is looking for a Salesforce Financial Services Cloud (FSC) Architect Senior Manager to...opportunities to integrate product solutions and resources to improve client service capabilities. + You have interest… more
- Bank of America (New York, NY)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... while working with the Home Office to ensure superior client service . Key responsibilities include partnering with... financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct… more
- AIG (New York, NY)
- …we are reimagining the way we help customers to manage risk. Join us as a Claims Client Service Manager to play your part in that transformation. It's an ... How you will create an impact As the Claims Client Service Manager , you will...and responsible for assigned accounts to ensure that claims services are delivered timely and with a high level… more
- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Valuation **Requisition Number:** 115269 - 68 **Function:** Tax Services **Area of Interest:** **State:** ... a variety of equity interests, assets, and liabilities related to the financial services industries (banking, insurance, fintech, insurtech, asset management) -… more
- Allied Universal (New York, NY)
- …your phenomenal career with Allied Universal(R) today! Allied Universal is currently seeking a Client Manager to lead a business segment in a designated region. ... The primary role of the Client Manager is to enhance ...plus at least 3 years of experience in a service industry. Contract, proprietary security services or… more
- TD Bank (New York, NY)
- … client 's dedicated team of portfolio managers, client portfolio managers, client service manager , and when appropriate consultant developers in the ... the firm's reputation for excellence in investment management and client service . This role advocates the ...banking experience or are just starting your career in financial services , we can help you realize… more
- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Data Transformation **Requisition Number:** 119570 - 68 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Manager , Financial Services Data Transformation… more
- KPMG (Stamford, CT)
- **Business Title:** Manager , Key Account Marketing- Financial Services **Requisition Number:** 117347 - 20 **Function:** Business Support Services **Area ... are, join our team. KPMG is currently seeking a Manager , Key Account Marketing- Financial Services ...Develop marketing plans that prioritize account goals and drive client demand, focused on tailored and measurable account-based marketing… more
- Deloitte (New York, NY)
- …and consulting services to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any of these questions, you ... (Insurance Industry) practice! Work You'll Do As a Tax Manager within the Business Tax Services Insurance...or related field. + Experience managing and developing both client service relationships and engagement teams, local… more
- Allied Universal (New York, NY)
- …perks and more for all full-time positions! Allied Universal is currently seeking a Client Manager to lead a business segment in a designated region. The ... primary role of the Client Manager is to enhance ...plus at least 3 years of experience in a service industry. Contract, proprietary security services or… more
- Deloitte (Jericho, NY)
- Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing ... portfolio of enterprise-class, proprietary applications to advise leading financial services organizations on process, data analytics,...role ends on 5/31/2025 Work you'll do As a Manager on our team, you will: + Collaborate with… more
- JPMorgan Chase (New York, NY)
- …asset management firm; background in client service and/or institutional client base + Business acumen for financial concepts, ability to speak ... trusts and estates, loans, mortgages and deposits. As a Client Account Manager you will be responsible...Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client . You… more
- HSBC (New York, NY)
- …investors, our communities and the planet we all share. As our Prime Brokerage - Client Transition Manager you will: + Manage the end-to-end onboarding of hedge ... and managing client expectations throughout the on-boarding process, the Transition Manager will work with the client towards an agreed go-live deadline… more