Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Tax Manager - Private Client Services (PCS). EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. Develop a working knowledge of the c...
Are you eager to work as a Java Engineer in a true agile environment where digital products are designed and built using cutting-edge technology for WMA clients and Advisors ? Are you passionate about building and supporting robust and scalable digital platforms involving cloud native, vendor integr...
Tax Senior - Private Client Services (PCS). Associate to join the Private Client Services (PCS) practice. Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client. About our Private Client Services (PCS) Team. ...
Experience selling nearshore IT professional services and/or services is a BIG plus. We are looking for a Client Solutions Principal with proven experience and a passion for selling technology solutions, to join our Sales Team and help spearhead our growth. As a Client Solutions Principal, you will ...
Qualifications Bachelor's Degree and 1 year of experience in banking/financial services, customer service or operations support OR High School Diploma or GED and 5 years of experience in banking/financial services, customer service or operations support Preferred Education: Bachelor's degree which m...
Experience selling nearshore IT professional services and/or services is a BIG plus. Recognized as the leading software development company in the Americas, our client offers 100% remote modality and an excellent work environment in which employees can thrive, and work in multicultural teams, with f...
The Vice President of Client Support Services will have overall responsibility for the delivery and support of Harris School Solutions- Enterprise Financials products to our clients. Vice President of Client Support Services. Ensure performance against measurable goals for the professional services ...
We have an amazing opportunity for a Client Services Manager to join our Team!. Paid time off increasing with length of service . Develop your specified industry sector, selling Quanta’s services and establishing yourself as leader in your field. Drive the development of new clients within your targ...
Assists financial advisors with providing efficient, quality service to clients. Prepares letters, forms and spreadsheets to assist with servicing existing clients and prospecting for new clients. Interacts daily on the phone and in person with prospective and existing clients including handling bas...
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with assoc...
In this position, you will work with multiple clients throughout the day, providing outstanding service and product knowledge. We're looking for enthusiastic, self-driven individuals to assist existing and prospective clients within our organization. ...
We help our clients find industry experts who can provide their knowledge via interview or survey: we curate this knowledge in a market-leading software platform; and we help clients surface knowledge they already have through expansive knowledge management. Share the expert you’ve chosen to your cl...
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets i...
The primary duties of the Client Services Coordinator are to schedule appointments for installations, and promptly answer the phone to assist with general client inquiries. At the time of installation scheduling, you will collect client balances and request reviews. Greet and consult with prospectiv...
Job Title: Field Service Technician. Job Summary of the Field Service Technician: . We are looking for a Field Service Technician who is self-directed, at ease dealing directly with the customer, can write technical reports, and make and assist the Engineering team with product improvement recommend...
Communication Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative Interacts directly with clients and their advisors; maintains communication with clients even after the work is...
The Client Service Coordinator is critical to providing superior client experience. Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm. This position utilizes excellent customer se...
A Private Client Services (PCS) Tax Senior Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services t...
Examine information on new perspective clients and provide recommendations on the pursuit of those clients. Promote the services of Primoris Renewable Energy, Energy Storage, to new and existing customers, decision makers and influencers within the Renewable industry. Work with our Strategic Clients...
Serve as Assistant Manager to the Client Services Manager (CSM), be prepared and able to fill in during absences with a minimum of support from a remote backup CSM. Participate in projects regularly, setting the example for the team; handle typical CSR duties, both customer service and administrativ...
Fully verse yourself in the product and service offering of our client to best meet customer needs. You possess exceptional communication and interpersonal skills that you’ll use to expand our clients’ presence in the market. ...
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets i...
National Client is offering Endocrinology positions Nationwide!!. They are the largest physician specialty provider of services to post acute facilities. ...
Client Service Associate – Advisor. We are looking for Client Service Associate – Advisor to deliver consultation and support to financial advisors through inbound calls. Provide support and training to clients, specializing in helping advisors with website navigation of the Envestnet platform, and ...
Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients callin...