157 client services manager jobs at 99 companies in Millbrook, 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.
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
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/yrHybridFull Time
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.
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.
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.
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.
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.
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.
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.
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.
Woodcliff Lake or Cranford or New York or Stamford or Harrison or Bethesda or Boston or Woburn
$100k-$135k/yrHybridFull Time
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.
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
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.