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Private Wealth Client Service Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-18
Listing for:
Citizens
Part Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Location: New York
A financial services company based in New York seeks a Client Service Manager with at least five years of experience in the financial industry. Responsibilities include managing a team for exceptional client experiences, coordinating meetings, and enhancing operational efficiencies. Candidates must possess a Bachelor’s degree, Series 7/66 licenses, and strong communication skills. Compensation ranges from $110,000 to $135,000 annually plus bonuses.
The position supports a dynamic and collaborative work environment.
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