Client manager jobs in Massapequa, New York - Page 7Create job alerts

Citizens Private Client Relationship Manager (PCRM). Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objecti

Assume significant client responsibility as client’s trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. Responsible for new client development in partnership with upper management; par

As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lendin

A leading professional services firm is seeking a Tax Manager to oversee and review tax returns and manage client relationships in Melville, NY. The role requires expertise in SALT and client communication skills.

Citizens Private Client Relationship Manager (PCRM). Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objecti

Under general supervision, the client relationship manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. Partner with the relationship manag

Citizens Private Client Relationship Manager (PCRM). Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.

Client Success Manager/h2pAs a Client Success Manager (CSM), the candidate will play a critical role in managing client relationships and enhancing the customer journey with the goal of maintaining overall satisfaction with our products and services. The candidate will be responsible for collaborati

As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Citizens Private Client provides persona

Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information s

Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Citizens Private Client Relationship Manager (PCRM).

Anchin's Private Client Group is looking for a Tax Manager who will be responsible for providing expert tax advice and services to high-net-worth individuals and family offices. Tax Manager, Private Client Group. Title: Tax Manager, Private Client Group.

As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lendin

Company is a worldwide provider of legal services, serving law firms, corporations, financial institutions and government agencieshelping them streamline the administration of business operations.Its scalable, flexible technology is designed to help you quickly and efficiently turn huge amounts of d

A leading accounting firm in New York is seeking a Tax Senior Manager to oversee tax planning and compliance for high net worth individuals.

Tax Manager -EY Private, International Private Client. As an EY Private Tax Manager, with a focus on cross border tax needs of high net worth individuals and their affiliated entities, you will apply your tax knowledge across a wide range of tax topics and processes, devising elegant outcomes to som

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Citizens Private Client provides personaliz

The Client Manager - Denial Management will provide leadership to Denial Management leadership and their teams, including supervision of staff, reviewing of processes, and providing recommendations for improvement of operations. Goal is to meet or exceed Denial Management KPI benchmarks and client s

Citizens Private Client Relationship Manager (PCRM). Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objecti

Client Success Manager/h2pAs a Client Success Manager (CSM), the candidate will play a critical role in managing client relationships and enhancing the customer journey with the goal of maintaining overall satisfaction with our products and services. The candidate will be responsible for collaborati

Company is a worldwide provider of legal services, serving law firms, corporations, financial institutions and government agencieshelping them streamline the administration of business operations.Its scalable, flexible technology is designed to help you quickly and efficiently turn huge amounts of d

Citizens Private Client Relationship Manager (PCRM). Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objecti

Octagon has offices across the country and prefers candidates who are currently in or are willing to work out of those locations on a hybrid schedule (2-3 days/week in office).However, role dependent, we will also consider a remote-based working arrangement for qualified candidates.For this position

Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives. Citizens Private Client Relationship Manager (PC

Under general supervision, the client relationship manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. Partner with the relationship manag

Assume significant client responsibility as client’s trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. Responsible for new client development in partnership with upper management; par

This role involves leading client engagements, managing tax compliance and planning, and supervising junior staff. A reputable CPA firm is seeking an experienced Tax Manager to join their team in Melville, NY.

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. About our Private Client Services (PCS) Team:The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals wi

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. Tax Senior Manager, Trust & Estate - Privat

A leading accounting firm in New York is seeking a Tax Senior Manager to oversee tax planning and compliance for high net worth individuals.

Assume significant client responsibility as client’s trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. Responsible for new client development in partnership with upper management; par

A leading accounting firm in New York is seeking a Tax Senior Manager to oversee tax planning and compliance for high net worth individuals.

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. Tax Senior Manager - Private Client Services (PCS).

A leading professional services firm is seeking a Tax Manager to oversee and review tax returns and manage client relationships in Melville, NY. The role requires expertise in SALT and client communication skills.

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. About our Private Client Services (PCS) Team:The EisnerAmper Private Clien

Title: Tax Manager, Private Client Group. Tax Manager, Private Client Group. Anchin's Private Client Group is looking for a Tax Manager who will be responsible for providing expert tax advice and services to high-net-worth individuals and family offices.

As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Citizens Private Client provides personalize

As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Citizens Private Client provides personalize