325 client services manager jobs at 150 companies in Mastic, NY

3w
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Client Services Manager
Fairfield, Connecticut, United States
OnsiteFull Time
Moneco Advisors
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
4w
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Client Services Account Manager
Oxford, Connecticut, United States
OnsiteFull Time
Tradewind Aviation
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.
Salesforce, Microsoft Office
2mo
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Client Services Manager - National Accounts
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/yr HybridFull Time
CNA
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
Microsoft Office, Claims systems
1mo
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Client Services Manager (Buy-Side)
Great Neck, New York, United States
$120k-$135k/yr OnsiteFull Time
FlexTrade Systems
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.
TCA, EMS, OEMS, FIX, SFTP, APIs
1d
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Client Services Advisor
Mamaroneck, New York, United States
$90k/yr HybridFull Time
Alder
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.
HubSpot
1w
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Manager, Client Service
Chicago or New York City or Norwalk
$79k-$97k/yr HybridFull Time
Kantar
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.
Microsoft Office
1w
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Law Firm Client Services Coordinator
Woodbury, New York, United States
$40k-$50k/yr OnsiteFull Time
Anastasio Law Group
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
3w
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Client Services Executive, Northeast
Stamford or Washington D.C. or Baltimore or Hoboken or New York
$100k-$150k/yr HybridFull Time
World Wide Technology
World Wide Technology: Global technology solutions provider and systems integrator.
8+ YOEBachelor's required (MBA preferred),8+ years delivering large-scale consulting/professional services,strong executive communication,negotiation,strategic thinking,and willingness to travel ~25–50%.
1w
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Commercial Lines-AVP, Client Services Manager (hybrid NY)
Plainview, New York, United States
$125k-$135k/yr HybridFull Time
NFP
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.
EPIC, Salesforce
1mo
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Vice President of Client Services
San Antonio or Manhattan or Hauppauge or Boston or Pompano Beach or Texas or Florida or Massachusetts or New York or Colorado or Connecticut or Iowa or Illinois or Maine or Maryland or Minnesota or North Carolina or New Jersey or Oregon or Pennsylvania or Rhode Island or South Carolina or Virginia or Wisconsin
HybridFull Time
Stirista
Stirista: Provides identity resolution and data-driven marketing services.
10+ YOE5+ Mgmt10+ years in client services or marketing in data/advertising, 5+ years leading client-facing teams, strong martech and data-driven marketing knowledge, executive communication and leadership skills, bachelor's degree preferred.
OMNA Identity Graph, CDP
4w
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Client Success Manager
Stamford, Connecticut, United States
$29-$44/hr HybridFull Time
Indeed
Indeed: Online employment platform for job seekers and employers.
4+ YOE4 years related experience or a Bachelor's degree; strong data proficiency, decision-making, client risk management, communication, and adaptability.
1w
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Client Account Manager
Stamford, Connecticut, United States
$60k-$75k/yr HybridFull Time
Albourne Partners
Albourne Partners: Independent investment consultancy specializing in alternative investment research.
Bachelor's degree required, strong Microsoft Office skills, proactive self-starter with time-management, strong interpersonal skills, compliance adherence and client-service experience.
Microsoft Office
1mo
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Client Success Manager
Purchase, New York, United States
$85k-$135k/yr OnsiteFull Time
Morgan Stanley
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.
Shareworks, Equity Edge Online
1mo
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Client Success Manager
Purchase, New York, United States
$85k-$135k/yr OnsiteFull Time
Morgan Stanley
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.
Shareworks, Equity Edge Online
1mo
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Manager, Client Service
Westport, Connecticut, United States
$220k-$400k/yr HybridFull Time
Bridgewater Associates
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.
Microsoft Office, AI platforms
3mo
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Client Relationship Manager
Garden City, New York, United States
$71k-$107k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
10+ YOEKnowledge of customer service principles, active listening, problem solving, time management, and clear communication.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Tax Manager, Private Client Services
Stamford, Connecticut, United States
$125k-$150k/yr OnsiteFull Time
BDO USA
BDO USA: Provides accounting, tax, and business advisory services to organizations.
5+ YOEBachelor's degree required; 5+ years accounting/finance experience; CPA/EA/attorney credential required; public accounting and private client experience preferred; strong communication, leadership, tax research, and client management skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis
3w
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
Bank of America
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
1mo
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Tax Manager | Private Client Services
Boston or Providence or Merrimack or New Haven or Hartford or Greenwich
$120k-$160k/yr HybridFull Time
CBIZ
CBIZNYSE: CBZ: Provides financial, tax, and business advisory services to organizations.
6+ YOE3+ MgmtBachelor's degree, active CPA, 6 years public accounting experience, 3 years supervisory experience, ability to manage client engagements, strong verbal/written communication, travel as needed, proficient with applicable technology.
2mo
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Client Service Manager
Ridgefield Park or Brooklyn or Queens or Nassau County or Suffolk County
$55k-$70k/yr FieldFull Time
SpecialtyRx
SpecialtyRx: Provides pharmacy services to long-term care facilities.
Experience with long-term care preferred, healthcare procedure knowledge, valid driver’s license and reliable transportation, willing to drive long distances in NY, strong organizational and interpersonal skills.