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Keywords: Manager - Private Client Services, Location: Boston, MA

Page: 1

Manager - Private Client Services

the story of your success! The Role: Managers in our Private Client Services (PCS) practice oversee multiple... years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree...

Company: Andersen
Location: Boston, MA
Posted Date: 07 Jun 2025

Manager, Tax - Private Client

to help clients grow, preserve, and protect wealth. The Private Client Tax Manager serves as a trusted advisor and member... clients. The Private Client Tax Manager participates in client development and team management and conducts research...

Company: Forvis Mazars
Location: Boston, MA
Posted Date: 19 Jun 2025

JPMorgan Private Client Relationship Manager – Boston, MA

solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking...Job Category: Relationship Manager Job Description: Are you passionate about building and maintaining high-net...

Company: JPMorgan Chase
Location: Boston, MA
Posted Date: 10 May 2025

Senior Account Manager, Client Services

The Senior Account Manager will serve as the primary point of contact for assigned clients and will be responsible... media, PPC, or other digital channels. What You’ll Do Act as a client-facing consultant to identify, develop, and execute...

Company: 829 Studios
Location: Boston, MA
Posted Date: 29 Jun 2025

Client Operations Services & LPM Manager

has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance... is undergoing a period of hyper-change, driving opportunities for innovative thinking and hybrid careers. The Client Operations...

Company: Ropes & Gray
Location: Boston, MA
Posted Date: 29 Jun 2025
Salary: $123200 - 187950 per year

Client Accounting Advisory Services Manager

Maintain client relationships and assist with engagement billings Manage various outsourced accounting services engagements...CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide...

Company: Cbiz
Location: Boston, MA
Posted Date: 28 Jun 2025
Salary: $120000 per year

Private Wealth Manager

National Wealth Management firm seeking experienced Financial Advisors to create and grow client relationships using... of financial products and services for all levels of wealth management – simple to highly sophisticated Compensation...

Posted Date: 12 Jun 2025

Private Wealth Manager seeking own practice

National Wealth Management firm seeking experienced Financial Advisors to create and grow client relationships using... of financial products and services for all levels of wealth management – simple to highly sophisticated Compensation...

Posted Date: 12 Jun 2025

Client Service Team Leader, Infomediary Support

US Infomediary Client Service Manager. *Required hours for this role are 12pm to 8:00pm ET* Responsibilities Include: Client... our client’s financial well-being. If you are looking for an entrepreneurial environment where you can learn and thrive, Brown...

Location: Boston, MA
Posted Date: 08 Jun 2025

Key Account Director, Client Services

The Key Account Director (KAD) is a vital client-facing role within the Client Services team at 829, tasked... such as paid, organic, and creative teams to deliver integrated services that meet client expectations. Work closely...

Company: 829 Studios
Location: Boston, MA
Posted Date: 23 Apr 2025

Client Event Manager

, and being creative thinkers. The Client Engagement Team is looking for someone who can conceptualize, develop, execute... concepts, strategic partner and alliance collaborations, executive enrollment and client communications. In addition to being...

Company: M&T Bank
Location: Boston, MA
Posted Date: 02 Jun 2025
Salary: $98720.4 - 164534 per year

Private Markets Product Development Lead – Private Equity, AVP

. This role will report to the Private Equity Product Development Manager responsible for product development of Private Equity... execution and roll-out of our product development program for Private Equity; and will work across our client facing, product...

Company: State Street
Location: Boston, MA
Posted Date: 01 Jul 2025
Salary: $80000 - 132500 per year

Private Markets AML/KYC Director

The Director, Private Markets AML/KYC is responsible for maintaining and updating all Anti-Money Laundering and Know... in developing, implementing, maintaining and enhancing the AML/KYC policies, procedures, and controls of the global Private Markets...

Company: Manulife
Location: Boston, MA
Posted Date: 19 Jun 2025

Client Associate

educate clients on account services and capabilities help with the preparation of reports and other materials for client... how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information...

Company: UBS
Location: Boston, MA
Posted Date: 22 May 2025

Relationship Manager III –Partnership Development Shareholder Representative, Escrow, & Paying Agent Services

to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively... company’s success. As a Relationship Manager III within PNC's Treasury Management organization, you will be based in Boston...

Location: Boston, MA
Posted Date: 11 Apr 2025

Tax Manager, Core Tax Services

Job Category: Generalist Job Description: Job Summary: The Tax Manager, Core Tax Services is responsible... primary client contact for complex tax issues. In this role, the Manager is charged with applying knowledge to understand...

Company: BDO
Location: Boston, MA
Posted Date: 13 Jun 2025
Salary: $112000 - 150000 per year

Tax Manager, Core Tax Services

Job Category: Generalist Job Description: Job Summary: The Tax Manager, Core Tax Services is responsible... primary client contact for complex tax issues. In this role, the Manager is charged with applying knowledge to understand...

Company: BDO
Location: Boston, MA
Posted Date: 12 Jun 2025
Salary: $112000 - 150000 per year

Deals - Capital Markets Accounting Advisory Services - Manager

Manager Job Description & Summary A career within Capital Markets Accounting Advisory Services, will provide you with the...; seeking opportunities to add value to client account planning; and, promoting new ideas and services by applying knowledge...

Company: PwC
Location: Boston, MA
Posted Date: 26 Apr 2025

Tax Senior Manager, Core Tax Services

Job Description: Job Summary: The Core Tax Services Senior Manager is responsible for advising clients on the tax.... In this role, Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues...

Company: BDO
Location: Boston, MA
Posted Date: 09 Apr 2025
Salary: $146000 - 200000 per year

Tax Senior Manager, Core Tax Services

Job Description: Job Summary: The Core Tax Services Senior Manager is responsible for advising clients on the tax.... In this role, Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues...

Company: BDO
Location: Boston, MA
Posted Date: 08 Apr 2025
Salary: $146000 - 200000 per year