325 client services manager jobs at 150 companies in Mastic, NY
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Client Services Manager
Fairfield, Connecticut, United States
OnsiteFull Time
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+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC 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.
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.
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: 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.
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.
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.
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
Boston or Providence or Merrimack or New Haven or Hartford or Greenwich
$120k-$160k/yrHybridFull Time
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.
Ridgefield Park or Brooklyn or Queens or Nassau County or Suffolk County
$55k-$70k/yrFieldFull Time
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.