79 private client services client manager jobs found

Position Title Associate Relationship Manager   Location New York, NY 10018   Job Summary The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients.   Job Responsibilities: JOB RESPONSIBILITIES Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests. Assists with the development of client relationships: supports business development efforts for new PCG business. This role includes identifying client needs,...

Position Title Relationship Manager   Location New York, NY 10018   Job Summary The Relationship Manager will be responsible for prospecting, building, on-boarding and maintaining banking relationships with bank clients. This role is key to driving business growth for the Private Banking Group by providing personalized banking services to financial institution customers.   Job Responsibilities: JOB RESPONSIBILITIES Develops and expands existing relationships including sales efforts; engages key Product Partners as appropriate in delivering the full breadth of the bank to satisfy clients needs. Oversees all aspects of account management, including new account opening, follow-up, communications, maintenance. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business; Handles sensitive client relationships and larger client needs. Analyzes problems; answers inquires for a client; researches and responds...

Position Title Private Bank Deposit Product Manager Sr - Treasury Management Location New York, NY 10018 Job Summary A Treasury Management-Product Manager Sr is responsible for the research, design, development, and delivery of new value-added products to augment and enhance product lines, improve competitive position, and increase revenues while ensuring compliance with industry regulations and rules. Employs an end-to-end view of payment products across the enterprise, first taking measure of the bank’s current capabilities and then layering over these products the lens of the customer. Stays informed on evolving technologies and markets to ensure the bank is consistently on the forefront of next generation products and services, and employs that knowledge in developing and delivering products that will ensure market leadership. Collaborates with a cross functional team of professionals to ensure integration with sales, marketing, operations, technology, and customer...

Position Title Associate Group Director - First Vice President   Location New York, NY 10018   Job Summary The Associate Group Director will be responsible for building and maintaining strong client relationships for the Private Bank by providing personalized banking products and services.   Job Responsibilities: JOB RESPONSIBILITIES New Client Acquisition Assists Group Director in developing opportunities with bank targeted Commercial and High Net Worth prospects through customer referrals, COI referrals, Networking, and other sources. Maintains regular contact with an active list of prospective clients. Responsible for ensuring new clients in their respective region fall within the bank’s risk protocol and framework Client Management Regularly meets with top clients to ensure customer satisfaction & understand/assess for incremental needs. Determines customers’ financial needs and presents needs-based solutions. Uses independent judgement and...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. *No Billable Hours. *Personal and Commercial Auto, Premises Liability, Products Liability, Property Damage, Trucking Defense, Wrongful Death, NY Labor Law, Toxic Tort. *This is a hybrid work opportunity in the Greater NYC and Tri-State Region. Nationwide Trial Division has offices in Elmsford, NY and Garden City, NY. #LI-TN1 Job Description Summary Would you thrive in an environment where you can deliver top-quality legal services to support the mission of a Fortune 100 insurance company’ to protect...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. *No Billable Hours. *Personal and Commercial Auto, P ersonal Injury, Bodily Injury, Wrongful Death, Premises Liability, General Liability, NY Labor Law, etc. *This is a hybrid work opportunity in the Greater NYC and Tri-State Region. Nationwide Trial Division has offices in Elmsford, NY and Garden City, NY. #LI-TN1 Job Description Summary Would you thrive in an environment where you can deliver top-quality legal services to support the mission of a Fortune 100 insurance company’ to protect people, businesses and futures...

Position Title Head of Solutions Delivery   Location New York, NY 10018   Job Summary The Head of Solutions Delivery is a key member of the IT Leadership Team. This position primarily focuses on ensuring the delivery of IT solutions by defining customer centric solutions, building testing and implementing all aspects of information security to achieve committed business outcomes. Accountable for the operational stability and quality metrics as well as the health of applications and disaster recovery readiness. The Head of Solutions Delivery manages a team of senior level directors responsible for influencing business strategies and enabling technology and data roadmaps. Lines of business to include: Retail/Small Business/Mortgage Community Banking Private Bank Corporate Banking Shared Services Testing Center of Excellence The Head of Solutions Delivery will own the software development lifecycle methodologies and provide technical leadership to engineering and...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a fully remote Work-From-Home position and may be located in various upstate New York locations to allow the selected candidate to cover all the counties in Upstate New York. The preferred candidate will have 8+ years trial ( personal lines and commercial lines) insurance defense litigation (automobile) experience. No billable hours. #LI-REMOTE Job Description Summary Would you thrive in an environment where you can deliver top-quality legal services to support the mission of a Fortune 100 insurance company’...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Position Title Associate Group Director   Location New York, NY 10018   Job Summary The Associate Group Director will be responsible for building and maintaining strong client relationships for the Private Bank by providing personalized banking products and services.   Job Responsibilities: JOB RESPONSIBILITIES New Client Acquisition Assists Group Director in developing opportunities with bank targeted Commercial and High Net Worth prospects through customer referrals, COI referrals, Networking, and other sources. Maintains regular contact with an active list of prospective clients. Responsible for ensuring new clients in their respective region fall within the bank’s risk protocol and framework Client Management Regularly meets with top clients to ensure customer satisfaction & understand/assess for incremental needs. Determines customers’ financial needs and presents needs-based solutions. Uses independent judgement and discretion to make...

The WTW Alternative Asset Insurance Solutions (AAIS) group provides a full spectrum of commercial insurance, employee benefits and transactional services for private equity firms and their portfolio companies. The AAIS engagement with a client begins with due diligence support in evaluating the costs, liabilities and exposures of potential acquisitions. After close, WTW manages the portfolio company’s insurance program through the private equity firm’s hold period and beyond. This senior level position supports AAIS Producers by overseeing the entire lifecycle of a portfolio company from initial engagement, conversion of the portfolio company to a WTW client, management of the portfolio company programs post-closing, and supporting post-closing placement and ongoing operational needs. This senior level role is critical to the stewardship of our key private equity relationships. The Role – Private Equity Portfolio Manager   Support our AAIS team in overseeing and...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our New York City office location. Risk Strategies Company Retirement Plan Services seeks an experienced 401(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires an understanding of ERISA regulations and fiduciary responsibilities. Your Impact Manage workflows and communications for retirement plan Trustees and Participants Develop analysis on retirement options and performance Prepare client presentations and reporting Attend client enrollment and ongoing support meetings Serve as primary contact for assigned plan sponsors Act as liaison between plan sponsors and various internal groups. Promote customer satisfaction through effective service delivery. Ensure prompt and effective response to all plan sponsor inquiries. Respond to plan sponsor's requests on a variety of issues, including plan amendments....

Position Title Teller   Location Melville, NY 11747   Job Summary Teller provides excellent service to clients by assisting them with processing routine financial transactions on a day-to-day basis in accordance with all Bank policy and procedures.   Job Responsibilities: JOB RESPONSIBILTIES Greet and service clients in a friendly and courteous manner. Answer phones. Provide account information, answer client questions and direct clients appropriately for further assistance as needed. Process client transactions, including but not limited to, cash and check deposits, withdrawals, check cashing, loan payments, issue official checks and money orders, transfers, general ledger entries, completion of CTRs, etc. accurately and efficiently. Maintain an adequate cash supply at all times: buying from & selling to the vault as needed ensuring established drawer limits are not exceeded. Balance cash on hand, transactions processed and negotiable items daily and...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Personal Lines Account Manager  From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, Cross Insurance has grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. We’re looking for the best talent to build our team, and offer highly competitive salaries and a comprehensive benefits package that includes:  •    401(k) •    Group Life/Supplemental Life •    Group Dental •    Group Vision •    Group Medical •    Short-term/Long-term Disability •    Medical & Dependent Care Reimbursement •    Education Reimbursement Opportunities  •    Professional Work Environment  •    Paid Holidays  •    Continuing Education Account Managers are primarily responsible for servicing policies (new and renewal) for individual customers of Cross Insurance,...

Discover a Career That Empowers You — Join HUB International!   At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.   Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.   As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 540+ offices in North...

Job Description About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: The Personal Lines Private Client Account Executive would be responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This would involve conducting thorough...

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose. Our greatest strength is a talented team who flourishes in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our Client Centric, Risk Centric and Technology Centric strategies. Built to be resilient, Ascot offers clients leading financial security while delivering bespoke products and world class service — both pre- and post-claims. Ascot exists...

Position Title Teller   Location New York, NY 10018   Job Summary Teller provides excellent service to clients by assisting them with processing routine financial transactions on a day-to-day basis in accordance with all Bank policy and procedures.   Job Responsibilities: JOB RESPONSIBILTIES Greet and service clients in a friendly and courteous manner. Answer phones. Provide account information, answer client questions and direct clients appropriately for further assistance as needed. Process client transactions, including but not limited to, cash and check deposits, withdrawals, check cashing, loan payments, issue official checks and money orders, transfers, general ledger entries, completion of CTRs, etc. accurately and efficiently. Maintain an adequate cash supply at all times: buying from & selling to the vault as needed ensuring established drawer limits are not exceeded. Balance cash on hand, transactions processed and negotiable items daily and...

The Commercial Marine Brokerage Account Manager is responsible for the placement and servicing of commercial marine insurance accounts, working alongside their manager, their agents, and underwriters to deliver tailored coverage solutions for clients. This is a developing-producer role suited to a broker early in their marine career who is building specialist knowledge across commercial marine, recreational marine facilities, marinas, boat dealers, yacht, and related marine habitational and liability exposures. This role supports the growth and retention of an assigned book while progressively taking on independent placement responsibility as expertise develops. Your Impact: Market, quote, and place marine insurance accounts under the guidance of senior brokers, building proficiency across hull, P&I, marine general liability, marine contractors, and habitational marine risks. Prepare submissions, gather underwriting information, and assemble complete, accurate...