Jobs near New York: 19,080
RS
Relevance Score ranked on: CLIENT SERVICE
Tax Associate II | Private Client Services
New York
Contains moderate technical knowledge of accounting standards and reporting standards in researching and understanding technical areas. Addresses questions on technical accounting matters from team members and upper-level client management. Has intermediate level tax preparation skills. Performs a de...
Search Terms: Client Service, Tax, Associate, Private, Accounting
91.2
1.2mi
Updated: January 24
Client Services Associate - B10 - NEW YORK
New York
High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval...
Search Terms: Client Service, Associate, Relationship Manager, Microsoft, Client
90.2
1.2mi
Updated: January 23
Registered Client Service Associate
New York
Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the ...
Search Terms: Client Service, Associate, Registered, Service, Asset Manager
89.7
1.2mi
Updated: January 22
Client Service Associate
New York City
Clear. Bridge Investments is a leading global equity manager with over $193 billion in assets under management. The firm is committed to delivering long-term results through active management. We have followed this approach for more than 60 years and continue to offer investment solutions that emphas...
Search Terms: Client Service, Associate, Service Manager, Portfolio Manager, Total Rewards
88.6
1.2mi
Updated: January 18
Tax Senior - Private Client Services
New York
Prepare and review high-net worth and ultra-high net worth individual (1040) income tax returns, gift tax returns (709), trusts/estates (1041), private foundations (990-PF), and some experience in entity returns (1065/1120 S) that are often see as part of a family group. Collaborate on engagement ass...
Search Terms: Client Service, Tax, Senior, Private, Client Relations
88.3
1.2mi
Updated: January 16
PT, Client Services Associate Administrative
New York
Reporting to the Sr. Manager of Client Services and Training, the Client Service Associate is responsible for assisting customers with any customer service-related questions and concerns, sharing detailed product and order information, placing online orders and regularly achieving assigned sales, out...
Search Terms: Client Service, Associate, Administrative, Customer Service, Retail
88
1.2mi
Updated: January 14
Client Service Assistant
New York
Search Terms: Service Assistant, Client Service, Assistant, Retail
87.9
1.2mi
Updated: January 13
Client Services Representative
Queens
Job Requirements/ Skills/ Physical Demands: VCG Astoria is hiring! We are a building something great and are looking for you to join our team! The ideal candidate will have great customer service skills, professional, upbeat, and friendly. Must be comfortable on a computer and take feedback well. Kno...
Search Terms: Client Service, Representative, Customer Service, Retail, Client
87.8
9.4mi
Updated: January 24
Senior Tax Manager - Private Client Services (Hybrid)
New York
Senior Tax Manager - Private Client Services (Hybrid) ID 2025-6701 Job Locations US-NY-New York The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation...
Search Terms: Tax Manager, Client Service, Manager, Tax, Private
87.6
1.2mi
Updated: January 10
Learning and Development Leader, Private Client Services
New York
Learning and Development Leader, Private Client Services. Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposefu...
Search Terms: Client Service, Development, Leader, Private, Leadership
87.4
1.2mi
Updated: January 07
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