157 client services manager jobs at 99 companies in Millbrook, NY

1w
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Client Services Manager
Valhalla, New York, United States
$75k-$90k/yr HybridFull Time
Wine Enthusiast
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
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
3w
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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
6d
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Client Services Representative
Rockland County, New York, United States
$21-$27/hr OnsiteFull Time
Cetera Financial Group
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
Provide administrative and client support to financial advisors; high school diploma/GED; administrative or customer service experience; strong communication, time management, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, AdviceWorks, SmartWorks, Redtail
1w
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Client Services Specialist
Saugerties, New York, United States
OnsiteFull Time
GME Supply
GME Supply: Sells industrial safety equipment and gear for trade professionals.
Handle inbound client inquiries, manage online orders, attain product expertise, participate in ongoing training, and provide accurate customer support; strong communication, organizational, and tech fluency required.
1mo
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AVP, Claims Client Services
Chicago or Tarrytown or Warren or Boston or Littleton or Lake Mary or Glastonbury or Los Angeles or Melville or Princeton or Wyomissing or Radnor or Downers Grove or New York or Brea or Plano or DeWitt or Atlanta
$152k-$242k/yr HybridFull Time
CNA
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
12+ YOE7+ MgmtBachelor's degree (Master's preferred) or equivalent; ~12 years related experience with ~7 years management; deep commercial insurance knowledge, strategic leadership, executive relationship management, strong communication, and Microsoft Office skills.
Microsoft Office
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
2mo
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Director, Client Services
Southington, Connecticut, United States
OnsiteFull Time
AmTrust Financial Services
AmTrust Financial Services: Global provider of specialty property and casualty insurance.
Operations management experience, preferably in insurance or claims; strong project management; Salesforce familiarity; leadership of cross-functional teams.
Salesforce
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%.
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
3mo
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Client Service Manager II
Danbury, Connecticut, United States
OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOE1+ MgmtBachelor's with 5+ years client service/claims mgmt or HS with 10+ years; 1+ year supervisory experience; licensing as required. Preferred: insurance knowledge and relationship management; financial acumen.
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
1w
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Personal Lines Senior Client Manager
West Hartford, Connecticut, United States
OnsiteFull Time
World Insurance Associates
World Insurance Associates: Provides insurance brokerage, risk management, and financial consulting services.
3+ YOE3+ years P&C experience, state Property & Casualty license required, proficiency in Microsoft Excel/Word and agency management systems, strong communication, analytical and client service skills.
Microsoft Excel, Microsoft Word, EPIC
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.
6d
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Client Service Representative
Great Barrington, Massachusetts, United States
OnsiteFull Time
Mars Veterinary Health
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Experienced client service professional who can provide customer service, schedule appointments, explain fees, process payments, manage records, and educate clients on non-medical pet care.
1mo
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Tax Manager - Private Client Services
Woodcliff Lake or Cranford or New York or Stamford or Harrison or Bethesda or Boston or Woburn
$100k-$135k/yr HybridFull Time
PKF O'Connor Davies
PKF O'Connor Davies: Provides professional accounting, tax, and business advisory services.
7+ YOEBachelor's in Accounting required, active CPA or EA, 7+ years progressive tax experience in public accounting (private client focus), strong technical expertise, leadership, MS Office and tax research platform proficiency, able to work in office 3+ days/week.
Microsoft Office, CCH Tax, Engagement
1mo
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Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Deliver client service support to Financial Advisors, ensure timely and accurate client materials, learn technology platforms, and act with a client-centric mindset; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
17h
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Work From Home - Client Support Manager
Waterbury, Connecticut, United States
RemoteRemote
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires customer service dedication, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth.
Zoom
2mo
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Client Relationship Specialist
Wappingers Falls, New York, United States
OnsiteFull Time
FASTSIGNS
FASTSIGNS: Provider of franchise support services for sign centers
Outgoing, customer-focused individual who can educate clients, build relationships, and manage orders using a POS system.
Point of Sale System, POS system
3w
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Gulfstream G450 Client Aviation Manager - Oxford, CT
Oxford, Connecticut, United States
$50k-$500k/yr OnsiteFull Time
Solairus Aviation
Solairus Aviation: Provides private aircraft management and charter services.
Management experience in flight operations, required pilot flight time minimums, G450 type rating, first class medical, NBAA CAM preferred, ICAO training, ability to be on-call and relocate within 2 hours of KOXC.