Client Services Manager Jobs in Greenwich (CT)
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Search Results - Client Services Manager Jobs in Greenwich (CT)
Jobot-Greenwich (CT)-
strategy when making important financial decisions. This unique service model empowers us to offer distinct solutions and is responsive to our client’s needs. Our professionals and team of advisors specialize in servicing privately held middle-market...
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Greenwich (CT)-andersen.com-
and together, let's write the story of your success!
The Role:
Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families...
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Richman Real Estate Investments, Inc.-Greenwich (CT)-
to manage transactions independently with limited supervision
• Strong organizational skills and ability to manage multiple transactions simultaneously
• Sound professional judgment, attention to detail, and strong client-service orientation
• Collaborative...
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Greenwich (CT)-rockco.com-
addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.
Position
The Senior Wealth Planner is an experienced tax and wealth planning professional who advises ultra-high-net-worth (UHNW) clients on all...
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Greenwich (CT)-ynhhs.org-
and the organization to ensure customer satisfaction. Identify potential "New" business to client services. 4e. Voice Mail - Set, cancel, record and retrieve messages. 4f. Documents messages for clinicians and staff on the phone message book or if from companies...
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Vision Search Partners LLC-Stamford, 4 mi from Greenwich (CT)-
processes. Their clients include some of the most prominent banks, asset managers, wealth managers, insurance companies and private capital firms in the world. They employ over 90 professionals in offices throughout the U.S. and Europe in an entrepreneurial...
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Performance Optimal Health-Stamford, 4 mi from Greenwich (CT)-workable.com-
management. We have highly trained professionals that fit into all four categories, ultimately enhancing the client experience. Our brand focuses on quality over quantity and creating the best experience for each client
This year marks our 23-year...
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Health Monitor Network-Montvale (NJ), 21 mi from Greenwich (CT)-
exceptional results.
In addition to managing key client relationships, the VP will help strengthen the Client Services organization by developing leaders, refining delivery practices, and building a service model that supports continued growth.
Key...
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Clinton Investment Management, LLC-Stamford, 4 mi from Greenwich (CT)-
and Institutional investors. Our firm's goal is to be a leading provider of municipal bond investment solutions by offering world class investment management solutions, superior value-added thought leadership, and preeminent client service for our advisors...
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Radium Search-Hauppauge, 27 mi from Greenwich (CT)-
Relationship Manager - Series 65 Required
Wealth Management | On-Site | Hauppauge, NY
Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial...
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