Create and implement a multi-year strategy for our Client Accounting and CFO Services practice, which with optimize services, industry, and geographic pillars, supported through innovation, client, and talent initiatives. We are seeking a leader for our National Client Accounting and CFO Services pr...
The Strategic Accounts Manager is a critical client partner role demonstrating leadership, strategic direction, accountability, business acumen, and vision for Linqia’s portfolio of enterprise brand clients. Manage the oversight of a client’s campaign with superior customer service while maximizing ...
The Analyst is a key member of the Iconiq Family Office client team, focused on delivering the highest level of service to our ultra-high-net-worth clients in a fast-paced and dynamic environment. Under the supervision of experienced team members, provide high touch, proactive service in delivering ...
Based in the San Francisco office, the Client Services Manager assists to facilitate the coordination and delivery of home care and support services to clients in Santa Clara, San Mateo, Alameda, and Contra Costa county, as well as San Francisco and Marin as needed. Collaborate across territories wi...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiri...
The Senior Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client inquiries and issues in order to effectively bring about resolution. Client Issue Resolution, Client Relationship Management, Customer Experie...
A Tax Experienced Senior, Private Client Services (PCS) 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 servi...
We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Acts as an agent of broker of qualified new business leads for Private Client Services. Alliant Insurance Se...
Part-Time Client Service Coordinator – Veterinary – San Francisco. Welcome and assist clients and their pets, providing a positive and helpful experience. Answer phones, respond to emails, and provide information about services. Maintain accurate client and patient records, ensuring confidentiality....
Create and implement a multi-year strategy for our Client Accounting and CFO Services practice, which will optimize services, industry, and geographic pillars, supported through innovation, client, and talent initiatives. Job DescriptionNational Client Accounting and CFO Services Leader. We are seek...
This position will directly report to the Branch Manager PC and is responsible for Quality Assurance of services provided in the client care setting, customer service and sales support for Gentiva Personal Complete and document all Supervisory Visits for the Branch in compliance with the schedule ou...
What You'll Do: Client Service Under the supervision of experienced team members, provide high touch, proactive service in delivering solutions for all aspects of client relationships, including lifestyle services, wealth strategy, and investments support. The Analyst is a key member of the Iconiq F...
As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. As a Client Service Associate, your work is at the heart of what we do: you'll be the link between our clients and the expert knowledge they seek. Together, we help our clients acce...
The Vice President - Client Services will be responsible for overall client relations, operational effectiveness, revenue generation & client retention. Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfac...
Oversee ongoing account service activities Provide thought leadership, strategic analysis and expertise Designsplex insurance programs including loss sensitive programs Develops strong working relationship with underwriters and marketing Establishes industry expertise and understanding of unique cov...
Tax Manager - Private Client Services(. Advise clients on corporate, partnership, individual and trust and estate tax services. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Our firm’s size, middle-market clients, customiz...
So, if you are talented, driven, creative, and eager to join a dynamic, globally-connected team, then we want to talk!What we do: The Client Services, Advertiser Team is focused on creating deeper, more innovative and more productive long-term relationships with our largest global advertisers and th...
In addition to the responsibilities listed above, this position is also responsible for coordinating meetings with internal and external stakeholders to inform, plan, and problem-solve related to assigned accounts with guidance from a supervisor; making frequent contact with outside stakeholders in ...
In this capacity, you will have responsibilities including overseeing sales, client development, client relationship management, professional engineering services proposal writing and contract scope, schedule and price preparation, and client service team leadership. We have an exciting opportunity ...
Ensure the correct execution of client service procedures within the firm and continuously research and implement more efficient and effective policies and procedures for client service and reporting expectations. Collaborate closely with the client service team to prepare for client meetings, inclu...
We specialize in [types of insurance offered], offering comprehensive coverage and personalized service to our clients. Uphold high standards of professionalism, integrity, and customer service in all interactions with clients and colleagues. As an Independent Insurance Sales Agent, you will be resp...
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...
Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfaction and retention, expansion of services, utilization of supplier network. Senior Vice President Client Services. Identifies and implements process improvem...
Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners. Exceptional client service and communication skill...
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...