431 client services manager jobs at 200 companies in Brookhaven, NY
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Client Services Manager
Valhalla, New York, United States
$75k-$90k/yrHybridFull Time
Wine Enthusiast: Publishes wine-focused media and sells wine storage accessories.
2+ YOEBachelor's degree or equivalent experience; 2–5 years in client services, account management, advertising operations, media planning, or project management; strong organization, communication, and problem-solving skills.
Monday.com, Google Workspace, Microsoft Office, CRM
Moneco Advisors: Independent wealth management and financial planning firm.
3+ YOE3+ years client services or administrative experience, strong verbal and written communication, Microsoft Office proficiency, CRM experience preferred, background in financial services a plus.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Outlook
Tradewind Aviation: Provides private charter and scheduled regional passenger flight services.
3+ YOE3+ years client services/account management experience in luxury travel, aviation, or hospitality; bachelor’s degree preferred; proficiency with CRM (Salesforce) and Microsoft Office; strong communication and organizational skills.
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yrHybridFull Time
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
5+ YOELead development and execution of client service strategies; manage national accounts; 5-8 years in claims/administration; bachelor’s degree; relevant certifications preferred.
FlexTrade Systems: Provider of multi-asset execution and order management trading software.
3+ YOE3–7+ years in institutional trading, TCA, EMS/OEMS, surveillance, or trading operations; strong equities workflow knowledge, analytics and problem-solving skills, client-facing experience, and excellent communication and presentation skills.
Alder: Expert care management and advocacy for older adults and families.
7+ YOERequires 7+ years in care management, elder care, or related clinical/social services; intake experience; regional knowledge; strong communication, organization, CRM skills, and remote collaboration ability.
Kantar: Provides global market research, consumer insights, and consulting services.
2+ YOE2+ years client-service market research experience, bachelor’s degree in related field, strong project management, Microsoft Office proficiency, excellent communication and analytical skills.
AQR Capital Management: Quantitative investment firm managing traditional and alternative strategies.
4+ YOEBachelor's degree preferred in finance, 4+ years in the financial industry, complex fund structure experience preferred, strong communication and organization skills, and Microsoft Office proficiency.
Anastasio Law Group: Provides legal services for estate and business planning.
Organized, tech-savvy coordinator to manage client intake/onboarding, communications, document assembly, and CRM workflows; excellent communication and independent work skills.
Lawmatics, Legacy Architects, LEAP, Microsoft Office
NFP: Provider of insurance brokerage, benefits, and wealth management services.
8+ YOEP&C broker license required upon hire, BA/BS preferred, 8+ years commercial lines experience, retail brokerage background, EPIC or similar and Salesforce experience desirable, strong leadership and financial skills.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
1+ YOE1+ years equity compensation administration experience (B2B), knowledge of global and complex equity plans, ability to pass CEE exam and obtain CEP designation, strong client management, project management, analytical and communication skills.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
1+ YOE1-5 years equity compensation administration/B2B experience; knowledge of global and complex equity plans; must pass CEE exam and obtain CEP designation; strong client management, project management, analytical and communication skills.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
Bridgewater Associates: Manages global macro hedge funds for institutional investors.
5+ YOE5+ Mgmt5+ years management experience, strong program/project management, excellent communication, ability to manage teams (3-4 direct reports), bachelor's degree or equivalent, advanced Microsoft Office proficiency, familiarity with AI platforms a plus.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, manage client requests, promote banking products, and follow policies to protect clients and manage risk.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
CBIZNYSE: CBZ: Provides financial, tax, and business advisory services to organizations.
5+ YOE3+ MgmtBachelor’s degree, 5 years in public accounting or a related field, 3 years of supervisory experience, and active CPA or equivalent certification. Requires client engagement management, communication, technology, and travel abilities.
Ridgefield Park or Nassau County or Suffolk County or Brooklyn or Queens or New York
$55k-$70k/yrFieldFull Time
SpecialtyRx: Provides pharmacy services to long-term care facilities.
Requires healthcare procedure knowledge, strong organization and problem-solving skills, independent teamwork, a valid driver's license, reliable transportation, and willingness to drive long distances.
Raleigh or Boise or Boston or Burlington or Cleveland or Costa Mesa or Dayton or Denver or Detroit or Greenville or Hartford or Kansas City or Manchester or Parsippany or Oakland or Phoenix or Portland or Rochester or San Diego or San Jose or Tucson or Walnut Creek or Richmond or New York City or Seattle or Vancouver or Spokane or Honolulu or Maui or Portland or Grand Rapids or Missoula or Cincinnati or Annapolis or Helena or Elko or Bethlehem or Butte or Holicong or Princeton or Washington or Charlotte or White Plains or Cherry Hill
$125k-$175k/yrHybridFull Time
Haley & Aldrich: Provides environmental and geotechnical engineering consulting services.
8+ YOEBachelor's degree in a technical discipline and 8+ years in business development or consultative sales, including 5+ years selling AEC services to energy clients; CRM, proposal, analytical, and communication skills required.