213 client services manager jobs at 103 companies in Wallkill, 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
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
BAYADA Home Health Care: Provides professional home health care and nursing services.
1+ YOE1+ MgmtAt least 1 year caseload management experience, prior supervisory experience, strong judgment and communication, English proficiency, experience in home care or recruiting a plus.
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.
7+ YOERequires 7–10+ years in client service or advisor management at an RIA, advisor supervision experience, RIA operations and compliance knowledge, Series 65, and CFP or Series 7 plus Series 66.
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.
World Insurance Associates: Provides insurance brokerage, risk management, and financial consulting services.
3+ YOE3+ years personal P&C insurance experience, state P&C license, proficient with Microsoft Excel/Word and EPIC, strong communication and client-service skills, HS diploma required.
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.
Client Service Representative - Chemaid Client Services
Saddle Brook, New Jersey, United States
$70k-$85k/yrOnsiteFull Time
kdc/one: Contract manufacturer of beauty, personal care, and household products.
3+ YOE3–5 years commercial or account management experience preferred; bachelor’s degree or equivalent preferred; strong communication, leadership, ERP/MRP and Microsoft Excel/PowerPoint proficiency; ability to manage priorities independently.
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.
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.
Tata Consultancy ServicesNational Stock Exchange of India: TCS: Global provider of IT services, consulting, and business solutions.
13+ YOE13+ Mgmt13+ years experience in client partnership/account management with Life Sciences/MedTech domain knowledge, executive presence, commercial acumen, and experience leading complex global engagements.
cloud, data and analytics, AI/GenAI, ERP, infrastructure, cybersecurity, automation
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide exceptional client service, manage client and pet flow, complete documentation, schedule appointments, handle transactions, and educate clients about wellness plans and preventive care.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Provide professional client service, manage client and pet flow, complete documentation and computer entry, educate clients about wellness plans and services, handle basic financial transactions, and demonstrate strong communication and multi-tasking skills.