Client Services Jobs in Stamford
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Search Results - Client Services Jobs in Stamford
Insite US-Stamford
Tax Manager – Private Client Services
Location: Stamford, CT
Work Arrangement: Hybrid – approximately 3 days per week in office
Experience: 5+ Years
CPA or EA Required
A leading national CPA and advisory firm is looking for an experienced Tax...
State Street Bank-Stamford
Overview
As VP, Head of Client Service & Delivery, you will lead the client service strategy for the Investment Solutions Group, shaping a scalable, high‑quality program for institutional clients. You will partner across Investments, Client...
Insite US-Stamford
Job Description
Tax Manager – Private Client Services
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Location: Stamford, CT
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Work Arrangement: Hybrid – approximately 3 days per week in office
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Experience: 5+ Years
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CPA or EA Required
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A leading national CPA and advisory...
Jobot-Stamford
planning, compliance, and consulting services to high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm offers a collaborative, entrepreneurial environment focused on technical excellence, client service...
Atlas Search-Stamford
Strong customer service orientation and relationship-building skills
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• Solid understanding of financial instruments
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• Background in RIA/wealth management operations, procedures, and client service
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• Experience working with wirehouses...
CohnReznick-Stamford
Overview
As a Tax Senior Manager, you help closely-held businesses, families, and high-net-worth individuals navigate complex tax matters within a collaborative Private Client Services team. You will mentor staff, supervise engagements, and drive...
Jobot-Stamford
planning, compliance, and consulting services to high-net-worth individuals, family offices, investment professionals, and closely held entities. The firm offers a collaborative, entrepreneurial environment focused on technical excellence, client service...
Atlas Search-Stamford
for candidates who enjoy operating at the intersection of client service, investment reporting, operations, and technology.
What the role will involve:
• Supporting and maintaining financial reporting and data aggregation platforms
• Analyzing and explaining...
CohnReznick-Stamford
Overview
In this role you drive tax engagement management for Private Client Services, coordinating planning, execution, and deliverables. You will work with diverse client entities to optimize tax outcomes and manage risk, collaborating...
Atlas Search-Stamford
opportunity for candidates who enjoy operating at the intersection of client service, investment reporting, operations, and technology.
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What the role will involve:
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• Supporting and maintaining financial reporting and data aggregation platforms...
Forester Capital, L.L.C.-Stamford
Job Description
Position: Investor Relations Associate
The Investor Relations Associate will play an integral role in supporting the firm's senior leadership by delivering high-quality client service and marketing support. This position will serve...
Atlas Search-Stamford
Background in RIA/wealth management operations, procedures, and client service
• Experience working with wirehouses or custodians
• Highly organized, self-driven, and able to manage competing deadlines
• Detail-oriented with a structured approach to work...
Willis Towers Watson-Stamford
on insurance and risk management needs
• Mentor Client Specialist colleagues and potentially lead ACA initiatives
• Ensure policy compliance and oversee end-to-end client service delivery in collaboration with stakeholders
Key requirements
• 5+ years...
Insite US-Stamford
Tax Senior Manager – Private Client Services / UHNW
Location: New York Metro
Work Arrangement: Hybrid – approximately 3 days per week in office
Experience: 8+ Years
CPA Required
A leading national CPA and advisory firm is looking...
RSM International-Stamford
Overview
As Tax Manager at RSM, you help leading asset management clients navigate complex tax issues for private equity, hedge funds, and funds of funds. You will balance technical tax expertise with client service leadership, coordinating cross...
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