Client Advisory jobs in New York

New York Full-time Permanent employee Your Role The role of Technical Client Advisory Services (T-CAS) is to provide efficient and valuable, dedicated service to 360T’s customers. Service comprises both business and technical support where excellent customer communication is an integral part of the

New York Full-time Permanent employee 70,000 - 95,000 $ per year Your Role You will be part of the Business Client Advisory Services Americas Team, reporting directly to our Head of Business Client Advisory Services, Americas. As a Business Client Services Manager, you will be working in a global te

New York Full-time Permanent employee Your Role As a Technical Client Services Manager, you will be part of a global team, providing exceptional support to our customers throughout their journey with 360T, one of the leading Foreign Exchange platforms worldwide. You will tackle a diverse range of ta

Duties At Bessemer, the Executive Assistant will provide seamless administrative support to the Client Advisory (CA) Team which consists of an Associate Client Advisor (ACA), Client Advisor (CA), and Senior Client Advisor (SCA). The specific duties include: Point person with respect to client cash t

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details Urgently Hiring! Fully Remote Capabilities & growth! Apply Today! This Jobot Job is hosted by: Nicole Poley Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending u

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared

BNY Mellon

From $130,000 /year

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and br

Type Permanent - Full Time Location New York Job Role Private Client and Tax Associate – New York, NY - Advise mainly Mandarin-speaking high-net-worth individuals, family offices, and family-owned businesses on comprehensive tax, trust, estate, and wealth succession planning. Design and implement cu

BNY

$155,000 - $281,000 /year

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and br

Willis Re

$110,000 - $150,000 /year

The Role We are seeking a Catastrophe Modeler with 4 to 6 years of experience to join our North America Analytics team to support the delivery of high-quality analytics and risk insights to re/insurers. This is a unique, high visibility role in a new and growing team to build differentiated analytic

Job Description Digital Channels Lead Must Have Technical/Functional Skills 8+ years of experience in web and mobile architecture. Hands-on with vibe coding is added advantage. Excellent communication and client advisory skills. Deep expertise in React JS, React Native, and Angular (mandatory). Work

CohnReznick

Senior Associate [Client Advisory & Management Services Group] Opportunity ID 9394 Department Tax Location(s) New York State New York Function Tax Job Description We currently have an exciting career opportunity for a Senior Associate to join the team. CohnReznick is a hybrid firm and most of ou

Jobot

Turn Vision Into Value—Lead ERP Strategy and Innovation with Business CentralThis Jobot Job is hosted by: Robert DonohueAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $125,000 - $150,000 per yearA bit about us:We're a fast-growing, design-driven

Jobot

A leading financial services firm is urgently hiring a Director to lead their Client Accounting & Advisory practice. This role is fully remote, guiding a portfolio of clients while ensuring high-quality financial reporting. The ideal candidate should have 8–12+ years of experience in progressive acc

CohnReznick

Senior Associate [Client Advisory & Management Services Group] Opportunity ID 9394 Department Tax Location(s) New York State New York Function Tax Job Description We currently have an exciting career opportunity for a Senior Associate to join the team. CohnReznick is a hybrid firm and most of ou

Neuberger Berman

As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a select group of partner firms. Internally, the

Vice President, Client Insights and Advisory (Financial Services) About the Company Premier insights & advisory organization Industry Market Research Type Privately Held About the Role The Company is in search of a Vice President for Client Insights and Advisory within the financial services sector.

Corient

A growing wealth management firm in New York City seeks a Client Success Specialist to serve as the central point of contact for clients. In this role, you will manage client requests and coordinate with the advisory team. Qualified candidates should have a Bachelor's degree and 3-5 years of relevan

World Insurance Associates LLC

Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their l

Jobot

Join a Global Fashion Powerhouse, Work with Iconic Brands - Competitive Salary, 401(k), & Big Growth Runway! This Jobot Job is hosted by: Sierra Johnson Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $170,000 - $185,000 per year A bit about us: Based