44 Results for

Client Services Manager Jobs in Bridgeport, CT

Jobs

Rye Brook, New York

As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.

Overview:

Are you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions?

25 days ago

$72,000–$141,000 / year

p>Externally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships.

Performs a combination of duties in accordance with departmental guidelines:
Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.

29 days ago

Melville, NY

$72,000–$141,000 / year

Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually.

30+ days ago

$72,000–$141,000 / year

Performs a combination of duties in accordance with departmental guidelines:
Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.

30+ days ago

Milford, CT

$95,000–$129,000 / year

This person will contribute to project delivery and client service teams in winning and executing innovative planning, evaluation, design, permitting and construction support services for a variety of advanced treatment plants, biosolids, pumping stations, pipeline, and integrated water resources projects for municipal clients in the areas of water, wastewater, and stormwater. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.

5 days ago

Danbury, Connecticut

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. While this role is not currently open, we welcome the opportunity to connect with strong talent for upcoming needs.Are you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions?

30+ days ago

Danbury, Connecticut

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.

17 days ago

$186,500–$311,000 / year

Demonstrable relationship building experience, which increased account penetration and led to increased revenue opportunities with new and existing clients-as well as ability to leverage pre-existing network of clients or contacts in the marketplace. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

29 days ago

Melville, NY

$64,700–$120,400 / year

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Preparing employee communications as well as organizing and conducting enrollment meetings;

Managing re-enrollment forms and reviewing contracts and summary plan descriptions;

Meeting via conference calls or in person with the carriers and the client to stay on track and cover all aspects of implementation.

Coordinating and completing the marketing process for new and renewal group business, including compiling census data, benefit plans, soliciting quotes, monitoring requests, corresponding with carriers, and preparing renewal proposals and presentations.

9 days ago

Ridgefield, CT

$25–$30 / hour

The Client Services Coordinator will work with the Director, Client Service Manager, other office staff, and direct care staff to ensure adequate staffing and ongoing client needs are met. Services include: In-Patient and Out-Patient Physical, Occupational and Speech Therapy, Visiting Nurses, Palliative and Hospice Care, Chronic Care, Non-Medical Caregivers and Private Duty Nursing.

30+ days ago

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Support the sales team by managing client communication, tracking project timelines, and collecting the assets needed to keep each campaign moving toward client goals and budget .

Build and analyze mid-campaign and wrap-up reports, then turn them into clear presentations for clients and internal teams alike .

5 days ago

Purchase, New York

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Job Description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.

3 days ago

Purchase, NY

$85,000–$135,000 / year

Client Success Manager Responsibilities: The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate clients who either choose to outsource the support of critical functions of equity compensation, as well as those who elect to maintain administrative responsibilities within their corporation. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

30+ days ago

$99,750–$262,500 / year

p>Job Summary:

As a Tax Senior Manager, Partnerships, you will be responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In addition, the Tax Senior Manager, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.

10 days ago

Stamford, CT

$146,000–$200,000 / year

The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.

30+ days ago

$133,635.31–$152,726.06 / year

As a Project Manager, you'll perform engineering design and provide design oversight, quality control, project management, client development, and proposal preparation for water, stormwater, wastewater, pumping, and conveyance infrastructure. Providing effective, skilled project management to help reduce the costs of delivering projects and adding value to the business by applying proven project management techniques.

30+ days ago

$250,000–$350,000 / year

The responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO's deliverables, tools, and templates related to Section 382.

Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to):
Form and ramifications of various taxable asset and stock transactions.

15 days ago

Greenwich, CT

This role serves as a key coordination and support partner to Relationship Managers by assisting with client communications, presentation preparation, meeting coordination, onboarding activities, business development initiatives, and relationship management operations. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

15 days ago

White Plains, NY

$60,000–$100,000

p>The Account Manager is an outside, B2B account management and sales position that provides field support including – training, guidance with starting new clients, inspections of Contractor performance and compliance with client requirements, trouble-shooting customer requests/complaints, coordinating site visits, and developing long-term relationships with clients and contractors. Read more about City Wide at www.gocitywide.com.

30+ days ago

White Plains, New York

$69,000–$105,000

li>Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals.

1 day ago

White Plains, NY

Develop and maintain effective business partnerships to ensure service issues are managed proactively; communicate clearly, accurately and effectively with all business partners including Billing, Eligibility, Claims and Customer Service. The Amalgamated Life Service Executive, Voluntary/Worksite Sales will support the sales and account management activities of the Director of Enrollment, Voluntary Benefits Sales Consultants and Client Service Manager.

25 days ago

New Haven, CT

$69,000–$105,000 / year

li>Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients'' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals.

3 days ago

$124,700–$229,500 / year

li>Minimum 7 years of experience in financial services, consulting, or compliance, with a substantial focus on AML, KYC, BSA, Financial Crime, and risk management-including direct exposure to digital assets, virtual assets, or crypto businesses.

Candidates joining our firm should possess an entrepreneurial drive, intellectual curiosity, creativity, and critical thinking in addition to the qualifications below:

Strong oral and written communication skills, including the ability to support or lead business proposal development and sales presentations.

24 days ago

$134,500–$265,100 / year

li>Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies.

Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).

29 days ago

$151,800–$265,600 / year

Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies. A minimum of 8+ years working in the financial services or consulting industry related to any of the following Financial Services/capital markets industries: investment banking, broker-dealer, prime brokerage, wealth management, or related technology service provider.

24 days ago

$144,600–$265,100 / year

Strong working knowledge of a range of financial services and / or securities-related business models, products, and services particular to the applicable industry, including deep understanding of traded asset classes and products, and related data (Orders, executions, RFQs, Market Data, etc.). Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies.

30+ days ago

$189,200–$372,900 / year

The team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.

30+ days ago

New Haven, CT

p>'',''Yes, 10 % of the Time'',''Yes, 10 % of the Time'',''ManpowerGroup'',''ManpowerGroup'',''Sales/Retail/Business Development'',''Sales/Retail/Business Development'',''false'',''560776'',''560776'',''true'',''560776'',''false'',''Submission for the position: Business Development Manager - (Job Number: 0034149)'',''false'',''560776'',''false'',''false''.

How You'll Make an Impact as a Manpower Business Development Manager:

The primary purpose of the Business Development Manager (BDM) is to spearhead the acquisition and management of high-value deals, oversee multi-location transactions, and expand the company''s footprint across larger territories.

30+ days ago

$144,600–$265,100 / year

p>Candidates joining our firm should possess an entrepreneurial drive, intellectual curiosity, creativity, and critical thinking in addition to the qualifications below:

Strong oral and written communication skills, including the ability to support or lead business proposal development and sales presentations.
Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html.

25 days ago

$91,220–$172,950 / year

p>Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.

30+ days ago

Stamford, Connecticut

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Daniela Mercado Allstate Agency is a top 5% Allstate agency nationwide for the past 2 years, and we are looking for a dedicated, proactive, and sales-driven Account Manager to join our growing team. While Service Representatives handle administrative servicing, documentation, policy changes, and day-to-day client support, the Account Manager focuses on retention, cross-selling, referrals, client reviews, and account growth.

30+ days ago

Stamford, CT

Daniela Mercado Allstate Agency is a top 5% Allstate agency nationwide for the past 2 years, and we are looking for a dedicated, proactive, and sales-driven Account Manager to join our growing team. While Service Representatives handle administrative servicing, documentation, policy changes, and day-to-day client support, the Account Manager focuses on retention, cross-selling, referrals, client reviews, and account growth.

30+ days ago

Stamford, CT

$150,000–$205,000 / year

p>Job Summary:

The Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues.

In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information.

4 days ago

$160,000–$180,000 / year

p>Job Summary:

The Assurance Senior Manager, Technology Risk Assurance is responsible for acting as an IT audit technical resource to clients, as well as internal stakeholders (Assurance teams), in the resolution of complex and high-level tasks associated with the audit process.

Applies advanced knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by:

Plans and executes IT audits, including obtaining an understanding of the control environment, designs test plans, evaluates deficiencies, and assesses the overall financial reporting control environment.

15 days ago

$115,000–$165,000 / year

p>Job Summary:

The Core Tax Services ("CTS") Experienced Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues.

Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

15 days ago

Stamford, CT

$155,600–$306,800 / year

30+ days ago

Rye Brook, New York

Overview:

Are you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions?

3 days ago

New Haven, Connecticut

Click Hereto review our U.S. Eligibility Requirements.

30+ days ago

$95,000–$129,000 / year

p>Responsibilities include the following for delivering day-to-day operations for small to mid-sized projects:

Project team leadership expectations:
Set direction: Support defining objectives, decision-making processes, schedules, budgets and success factors. In this critical role, you will be responsible for managing drinking water projects, providing solutions for complex issues, utility management, business development, capital planning, design and engineering, and construction phase efforts.

10 days ago

Cheshire, CT

li>Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions; estate issues; tax considerations; retirement planning or personal planning objectives.

As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise.

30+ days ago

Stamford, CT

$20–$21 / hour

In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.

SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.

2 days ago

Darien, CT

$25–$29.61 / hour

Desired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.

30+ days ago

Stamford, CT

$25–$29.61 / hour

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Minimum of 2 years of mortgage origination experience or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships and/or self-source business, combined with a proven record in consultative sales and delivering tailored financial solutions.

Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation and keeps clients informed throughout the mortgage loan process through outbound calls, email and online messaging.

30+ days ago

Ridgefield, CT

$70,000–$90,000 / year

Access to experienced clinical leaders and mentors Assent-based, student-centered treatment philosophy Quarterly Clinical Grand Rounds featuring advanced, school-relevant clinical topics PFA/SBT and PRT training opportunities, supported by ongoing consultation Collaboration with multidisciplinary school teams and CAS clinicians Systems and tools that reduce administrative burden Shared clinical resource library with templates, tools, and evidence-based materials to support consistent, high-quality care Your Growth Path at CAS Your career here is designed to evolve. Salary range: $83,000-$103,000 annually (based on experience and market) Lower monthly billable expectations aligned to school-based service delivery Performance-based bonus and incentive opportunities Company recognition awards, including: Monetary awards Thoughtful gifts and swag Employer-paid professional courses and continuing education Continuing education support, including paid CEUs and professional development Student Loan Repayment Assistance to support long-term career sustainability Medical, dental, and vision insurance options Retirement plan and additional voluntary benefits No non-compete clauses - we believe in ethical, clinician-first employment Work-Life Balance You Can Count On This role is designed for sustainability within educational environments.

28 days ago

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Client Services Manager Jobs in Bridgeport, CT

Private Client Services Manager Gallagher

Client Services Manager - National Accounts CNA Financial Corp

Sr. Client Services Manager CNA Financial Corp

Sr Client Services Manager - National Accounts CNA Financial Corp

Client Service Manager - New England Brown and Caldwell Inc

Client Service Manager II Gallagher

Private Client Service Manager Gallagher

Senior Manager Client Relationship Executive (CRE) - Financial Services Deloitte Touche Tohmatsu Ltd

Client Service Manager, Employee Health & Benefits Marsh & McLennan Companies Inc

Client Service Coordinator - Homecare Non-Medical Services RVNAhealth

Client Services Specialist J. Morrissey

Client Success Manager Morgan Stanley

Client Success Manager, AVP Morgan Stanley

Partnership Tax Senior Manager, Advanced Computational Services BDO USA PC

Tax Senior Manager, Core Tax Services bdo consulting

Water/Wastewater Project Manager STV Group Inc

Managing Director, Transaction Advisory Services (M&A Tax) BDO USA PC

ASSOCIATE, RELATIONSHIP MANAGEMENT - FAMILY OFFICE SERVICES Cresset Capital Management LLC

Account Manager City Wide Facility Solutions

Branch Manager - Bilingual Spanish Preferred - R-38764 KeyBank

Service Executive, Voluntary/Worksite Sales Amalgamated Life

Branch Manager KeyCorp

Manager - Digital Assets - AML/KYC/BSA Knowledge Deloitte Touche Tohmatsu Ltd

Financial Risk Manager Deloitte Touche Tohmatsu Ltd

Manager - Capital Markets Operations and Technology Deloitte Touche Tohmatsu Ltd

Manager - Capital Markets Surveillance Deloitte Touche Tohmatsu Ltd

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager Deloitte Touche Tohmatsu Ltd

Business Development Manager ManpowerGroup Inc

Digital Assets Regulatory Management Manager Deloitte Touche Tohmatsu Ltd

Tax Manager Baker Tilly Virchow KrauseLLP

Insurance Account Manager - Licensed Insurance Experience Required Daniela Mercado

Insurance Account Manager - Licensed Insurance Experience Required Allstate Insurance Agency - Daniela Mercado

Assurance Senior Manager BDO USA PC

IT Assurance Senior Manager, Technology Risk Assurance BDO USA PC

Tax Experienced Manager, ASC 740 & Corporate Tax BDO USA PC

Private Equity Mergers & Acquisitions Strategy & Diligence Manager Deloitte Touche Tohmatsu Ltd

Senior Account Executive, Personal Lines Gallagher

Account Executive, Commercial Lines Gallagher

Project Management (Drinking Water) - New England Brown and Caldwell Inc

Wealth Advisor Transcend Practice Management

Mailroom Associate SPS-North America

Credit Solutions Advisor - Darien Bank of America Corp

Credit Solutions Advisor - High Ridge Bank of America Corp

School Based Board Certified Behavior Analyst (BCBA) The Stepping Stones Group LLC

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