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The Wealth Client Specialist (WCS) role supports Fiduciary Officers within the Wealth Division. Preferred: Prior experience in wealth management/trust or financial services.

Support brand strategy projects as needed, including messaging, co-branding initiatives, naming strategy, and governance, contributing insights and expertise. Our client in the global professional services industry is seeking a highly skilled and detail-oriented Brand Strategy Manager to join the te

Our client is one of the oldest non-profit comprehensive healthcare organizations in the United States.They are a premier provider of home and community-based healthcare and services in the New York metropolitan area, serving all five boroughs of New York City, as well as Westchester, Nassau, and Su

At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy.These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision

Tax Senior Manager Specializing in Trust & Estate. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, e

Our client is one of the oldest non-profit comprehensive healthcare organizations in the United States.They are a premier provider of home and community-based healthcare and services in the New York metropolitan area.

Essential: Proficiency with Salesforce, Excel and PowerPoint; Solid experience using Microsoft Product Suite and Sharepoint; Possesses strong interpersonal and communication skills, with a demonstrated ability to build and maintain client relationships effectively; A passionate and foundational unde

TravelNurseSource is working with Specialty Professional Services to find a qualified NICU RN in Newark, New Jersey, 07112! Read all the information about this opportunity carefully, then use the application button below to send your CV and application.About The Position Our Client is currently seek

As a Customer Success Manager (CSM), you will play a pivotal role in ensuring customers achieve their desired outcomes from our products and services. HR reserves the right to perform random background/drug Screens to ensure the safety of client/DeepSeas data. With nearly 30 years of experience in c

As a senior associate in RSM's growing Financial Services Risk Consulting Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and financial services industry exposure, career development an

As our Private Client Advisor on the Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. Additionally, you'll create and present renewal proposals to existing clients and conduct en

As our Senior Private Client Advisor on the Private Client Services team, you'll be diving deep into client exposures and loss experiences to understand their current coverages. When it comes to renewals, you'll create and present proposals to existing clients and conduct annual Client Advisory revi

Our client, a leading financial services organization, is seeking a Eximbills Business Analyst to join their team.As a Eximbills Business Analyst, you will be part of the Trade Finance department supporting the trade finance solutions team.The ideal candidate will have strong analytical skills, exce

CLA is looking to hire a Controller with Retail industry experience, to join our Client Accounting and Advisory Services (CAAS) practice in New York City, NY. Become an industry professional and attend industry-leading events and trainings. CLA is a top 10 national professional services firm where o

The Senior Director of Catering Services will lead all on-site catering operations for a high-profile corporate client. Senior Director Of Catering Services. While this is intended to be an accurate reflection of the position posted, the company reserves the right to modify or change the essential f

This role will provide outsourced accounting and advisory services to Wipfli clients in the commercial real estate industry. Direct point of contact from real estate investment client engagements. Partners with client from private equity, joint venture, and other investors to maintain and foster rel

One of the largest Real Estate investment management firms in the world, with over $80 billion in assets under management, is looking to hire a Client Services Analyst.With over 300 people, they specialize in investing in property through acquisition and development, mainly in the US.They mostly inv

The primary purpose of the GMS Capture and Delivery Executive Financial Services is to drive growth in Managed Services by working with our Financial Services clients to solve their most complex challenges. Supports client engagement and project delivery as needed to support GMS goals. Gms Capture

About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions, and partnership approach to client management.

From maintaining client communication to helping Goldman Sachs structure client transactions, our analysts are a vital part of Goldman Sachs banking teams. Your Impact: Are you passionate about the financial services industry? We're looking for an Analyst to join our Consumer Retail team in New York

As an Execution Trader you will be important member of Liquidnet's High Touch & Portfolio Trading Desk in the Americas aspiring to leverage your markets and trading experience to provide exceptional client services that drives revenue and incremental client breadth in one of Liquidnet's fastest grow

The VP Investment Banking TDS provides professional level of expertise as part of a client team and liaises with clients at various levels and helps execute on transactions. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extendin

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.

Brown Brothers Harriman is currently recruiting a Family Office Services Team Lead to join our Capital Partners Client and Family Office Servicing Team. In this role you will be supervising the team responsible for various services in support of our Multi Family Office, Client Onboarding, Consolidat

Our client, a top-tier Financial Services company, is looking for a Marketing Automation Specialist to join our growing CRM team.

You'll also be responsible for identifying additional services to provide to our clients. Ideally, you'll also have a proven record in high net-worth tax planning, a proven record in a professional services environment, experience in coaching and mentoring junior colleagues, executive presence and b

Job Summary: The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure that financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. Leads t

Client Support Services (CSS) Team Role.We are seeking a talented individual to join our Client Support Services (CSS) team at Guy Carpenter.This role will be based in New York, Philadelphia, Edina, or Hartford.This is a hybrid role that has a requirement of working at least three days a week in the

Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulti

As the Director of Catering Services for a premier corporate client, you will be the on-site point of contact for all catering services. Become part of Restaurant Associates, the industry's leading provider of dining and event catering for some of the nation's most prestigious museums, performing ar

Each Client Advocate processes about 30 telephone inquiries daily and between 10-15 correspondences cases daily. The Office of Constituent Services (OCS) is recruiting for one (1) Principal Administrative Associate II to function as a Client Advocate, who will:. Advocate on behalf of clients who cal

This role will report directly to the Managing Director of our Ecosystem Team and is a great opportunity for business development professionals within financial services and cryptocurrency. Work closely with the Head of Ecosystem to co-own client relationships. Produce market research and analysis o

Team Lead, Project Finance Agency.As the Team Lead in Project Finance Agency within the Corporate Bank, you will manage a team of Client Services Specialists providing agency services on a diverse portfolio of project finance/structured finance transactions including construction bridges, syndicated

Project Leadership & Client Engagement: Lead multi-million dollar projects, manage internal teams, and build trusted relationships with clients, including senior stakeholders. Proven ability to present complex data insights to senior Fortune 100 executives and build lasting client relationships. Str

Leverages BDO's firm wide capabilities beyond TAS during client engagements. Partners with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and perspective clients. Coordinates cross selling opportunities across BDO serv

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind.You can design a career you'll love from to

This position will act as the primary day-to-day client manager for an important set of Financial Services clients that leverage TransUnions range of identity-driven Fraud, Risk, Compliance and Communications solutions. Proficient in Salesforce, financial reporting tools, PowerPoint, Excel, Word, an

Manage client billing processes to ensure accuracy and timeliness. Collaborate with internal teams to address client inquiries and resolve billing discrepancies. A successful Manager Client Accounts should have: Proven experience in client account management within professional services or the legal

We are looking for an experienced Freelance HR Consultant to provide external client support across the APAC region. Provide HR consultancy services, ensuring compliance with local labor laws and regulations. Assist clients in navigating local labor laws, employment contracts, and HR policies.

Work closely with VP of Partnerships and VP of Client Services to ensure and maintain a high level of client service. Weekly reporting to VP of Partnerships on sales performance and sales forecasting. All we ask is that you have a passion for Influencer Marketing and a desire to be a part of one of

Strategic Client Relationship Executive.As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financial services and healthcare organizations, from the world's largest c

Tax Senior Manager, Transaction Advisory Services. The Tax Senior Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS Tax

Investment Accounting Summer Intern 2026 (IA&R). A forward-thinking and enthusiastic individual with a passion for accounting, finance, investment accounting, treasury, operational controls assurance, onboarding & client management, product and/or investor services.

As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations. One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectivel

Our client is a well-established real estate advisory and transaction services firm that has been operating since 2002, supporting companies across North America in optimizing their commercial real estate portfolios. CFOs, COOs, and Heads of Real Estate) to introduce the firm's services. Engage seni

Regularly communicate with clients to provide updates, share insights, and leverage your sales knowledge of existing Microsoft solutions aligned to Financial Services industry to effectively position HSO. Staying updated on the latest trends, advancements, and competitive landscape within both the M

The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients to identify opportunities for leveraging the company's products, ensuring they achieve their objectives and derive maximum value from the services provided. This team acts as the primary point o

Purpose of Position: Case Manager position will be responsible for providing housing assistance and holistic case management services. Conferences client cases with the Supervisor and Program Director and determines the necessity of financial subsidies;.