Top 252 Customer service manager Jobs in Elmsford, Ny

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Finance
- Health savings account
- Health insurance
Quick Apply
Tax Manager or Director - Private Client Services
PKF O'Connor Davies —Woodcliff Lake, NJ
- $100,000 - $150,000 a year
- Hybrid work
- 7 years
- Management
- CPA
- Profit sharing
- Health savings account
Quick Apply
Manager, Client Services
Valley National Bank —New York, NY
- $73,700 - $125,800 a year
- 5 years
- Office
- High school diploma or GED
Quick Apply
Experience Center Supervisor
Lutron Electronics Co., Inc —New York, NY
- $85,000 - $120,000 a year
- Full-time
- Hospitality
- Mid-level
- Bachelor's degree
- Dental insurance
- Flexible spending account
Customer Experience Manager
Balfour Beatty —West Point, NY
- $65,000 a year
- Full-time
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Sales/Customer Service Supervisor
GEICO Bayside —Bayside, NY
- $80,000 - $120,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
Sr. Director of Application Support, Americas | Cloud & On-Premise
Resolution Technologies —Hoboken, NJ
- Computer science
- Computer Science
- 5 years
8d
Service Supervisor
Cintas —Port Washington, NY
- $74,420 - $95,160 a year
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Profit sharing
- AD&D insurance
3d
Customer Care Supervisor (Remote)
JCPenney —Wayne, NJ
- $57,000 - $95,000 a year
- Remote
- Management
- Mid-level
- High school diploma or GED
- Store discount
- Paid holidays
Supervisor of Customer Service
Veolia —West Nyack, NY
- $80,000 - $90,000 a year
- Full-time
- 5 years
- Word processing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Director of Customer Experience
LifeMD —New York, NY
- $170,000 - $200,000 a year
- Full-time
- Remote
- HIPAA
- Analysis skills
- Senior level
- AD&D insurance
- Paid holidays
Quick Apply
Client Services Manager
Wine Enthusiast —Valhalla, NY
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Marketing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
8d
Manager, Customer Experience
PDI —Woodcliff Lake, NJ
- $105,000 - $120,000 a year
- Hybrid work
- Microsoft Excel
- Bachelor's degree
- Product management
- Paid parental leave
- Paid holidays
Quick Apply
Manager, Customer Solutions
Chromalloy —Orangeburg, NY
- $104,640 - $137,340 a year
- Overtime
- Sales
- 5 years
- Pass drug screening
- Wellness program
- Paid holidays
Quick Apply
10d
Senior Manager, Customer Success Management - Enterprise US East/EMEA
Chainguard —Stamford, CT
- Up to $200,000 a year
- Remote
- DevOps
- Bachelor's degree
- Mentoring
- Paid parental leave
- Health insurance
Quick Apply
Customer Success Manager
Atera —New York, NY
- $160,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Customer Service Manager (Trainee)
Stop & Shop —Nanuet, NY
- $64,800 - $97,200 a year
- Weekends as needed
- Mid-level
- Supervising experience
- Bachelor's degree
Customer Support Manager
Pickle —New York, NY
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- Office
- SQL
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
7d
Client Services Associate/Office Manager
Ark Asset Advisors —Pearl River, NY
- $65,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Writing skills
- Mid-level
- Paid training
- Health insurance
Quick Apply
Customer Service Supervisor
Sunrise Medical Laboratories, Inc. —Hicksville, NY
- $65,000 - $80,000 a year
- Full-time
- HIPAA
- Mid-level
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
New York, NY

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Opening bank accounts
Customer communication
Confidential information handling
Managing clients in a customer support role
Series 7
Bachelor's degree
FINRA License
Financial services
Experience practicing in the securities industry

Full Job Description

Registered Client Administrative Manager

Zelniker Dorfman Private Wealth Location: Manhattan, NY

About Zelniker Dorfman Private Wealth

Zelniker Dorfman Private Wealth is a leading wealth management practice dedicated to providing comprehensive financial planning, investment management, and personalized service to high-net-worth individuals, families, business owners, multigenerational households, athletes & entertainers.

Our team is committed to delivering a white-glove client experience through thoughtful advice, operational excellence, proactive communication, and long-term relationship management. We are seeking an experienced, detail-oriented Registered Client Administrative Manager to support our financial advisors and help deliver an outstanding client experience.

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Position Overview

The Registered Client Administrative Manager (CAM) plays a critical role in supporting Financial Advisors and serving as a key point of contact for clients. This individual will oversee many of the operational and administrative functions of the practice while ensuring a seamless client experience.

The ideal candidate is highly organized, proactive, client-focused, and experienced in the wealth management industry. This role requires strong operational knowledge, attention to detail, excellent communication skills, and the ability to manage multiple priorities within a fast-paced environment.

Key Responsibilities:

Client Service & Relationship Management

Serve as a primary point of contact for client service requests and inquiries.
Deliver exceptional service to high-net-worth and ultra-high-net-worth clients.
Maintain accurate and up-to-date client records and documentation.
Proactively follow up on client requests and ensure timely resolution.
Coordinate client communications and appointment scheduling.

Account Administration & Operations

Open and maintain brokerage, advisory, retirement, and trust accounts.
Process account transfers, distributions, deposits, withdrawals, and money movement requests.
Collect and review required documentation for account onboarding and maintenance.
Assist advisors with trade processing and operational support, as permitted by applicable regulations and firm policies.
Ensure all paperwork is properly completed and processed efficiently.

Meeting Preparation & Advisor Support

Prepare meeting agendas, reports, performance reviews, and planning materials.
Coordinate and schedule client meetings, reviews, and follow-up activities.
Manage advisor calendars and assist with business travel arrangements.
Support workflow management and practice efficiency initiatives.

Compliance & Risk Management

Maintain compliance with firm policies and regulatory requirements.
Assist with audits, record retention, and documentation reviews.
Monitor account paperwork and follow-up requirements.
Support regulatory and operational best practices.

Qualifications:

Required

Active FINRA Series 7 license.
Active Series 66 license (or Series 63 and 65).
Minimum 2 years of experience in wealth management, brokerage operations, or financial services.
Strong understanding of account opening, transfers, client service, and operational workflows.
Exceptional organizational and time management skills.
Excellent written and verbal communication skills.
High level of professionalism and discretion when handling confidential client information.

Preferred

Bachelor's degree in Business, Finance, Economics, or related field.
Experience supporting Financial Advisors within a wealth management practice.
Experience working with affluent or high-net-worth clients.
Experience with Raymond James operational systems.
Familiarity with CRM systems, financial planning software, and custodial platforms.

Benefits:

Competitive salary
Performance-based bonus opportunity
401(k)
Health insurance
Dental insurance
Vision insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Paid Time Off (PTO)
Parental Leave
Life Insurance
Employee Assistance Program (EAP)
Professional development opportunities

Work Location:

Manhattan, NY (In-Person)

Job Type: Full-time

Education:

Bachelor's (Preferred)

Experience:

Financial services: 2 years (Preferred)

License/Certification:

Active FINRA Series 7 and 66 (or 63 and 65) Licenses (Required)

Work Location: In person

Quick Apply

Refine Your Search

customer service manager jobs in elmsford, ny

Registered Client Administrative Manager

Tax Manager or Director - Private Client Services

Manager, Client Services

Experience Center Supervisor

Customer Experience Manager

Sales/Customer Service Supervisor

Sr. Director of Application Support, Americas | Cloud & On-Premise

Service Supervisor

Customer Care Supervisor (Remote)

Supervisor of Customer Service

Director of Customer Experience

Client Services Manager

Manager, Customer Experience

Manager, Customer Solutions

Senior Manager, Customer Success Management - Enterprise US East/EMEA

Customer Success Manager

Customer Service Manager (Trainee)

Customer Support Manager

Client Services Associate/Office Manager

Customer Service Supervisor

I want to receive the latest job alert for customer service manager in elmsford, ny

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