Manages international tax services provided to assigned clients, including assessment of appropriate pricing structure for services. Ensures client service teams comply with firm policy regarding Written Tax Advice (WTA). BDO professionals provide assurance, tax and advisory services for a diverse r...
Enhance client relationships, gather event feedback, and collaborate on engagement strategies with advisors and client service teams. We are seeking a dynamic individual to take on a dual role as a Marketing and Client Services Manager. This unique position is designed for a versatile professional c...
SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator (CSC) drives the flow of clients and pets through the hospital, maximizes theproductivity of the veterinary medical team (in terms of numbers of clients and pets), ensures goodcommunication with associates and clients, and coordinates...
The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning services to partnerships, heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Focus on one or more areas of technical specialization (ind...
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure. Educate clients about Optimum Wellness Plans, preventative care, pet health ne...
Responsibilities: Manage a portfolio of clients, ensuring their needs are met and their expectations are exceeded Serve as the main point of contact for clients, addressing their inquiries and providing timely and accurate responses Build and maintain strong relationships with clients, understanding...
A Private Client Services (PCS) Senior Associate 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 to ...
We are seeking a Client Service Manager to join our growing team who can deliver exceptional customer service! Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? We are looking for people who are passionate about building relations...
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. Onboards new ...
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure. Educate clients about Optimum Wellness Plans, preventative care, pet health ne...
Greenville financial advisory firm is seeking a Rockstar for their critical role as a Client Services/Operations Specialist. Prepare and/or process all client paperwork and applications. Collaborate with advisors for client onboarding. Assist with putting together client tax packages. ...
If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you wil...
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...
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...
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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 ...
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Provide superior client service by answering and screening calls in a courteous and timely manner and providing other client assistance when needed. The Transactional Client Service Specialist role is responsible for providing legal administrative support to a team of attorneys by performing complex...
A Private Client Services (PCS) 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 to our high ...
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...
Take ownership and accountability to address and resolve client questions and issues, working toward a first call, first email or letter resolution, whenever possible. Identify any coverage gaps and offer client solutions. Document customer contact completely within client management system. Ensure ...
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...
Examine information on new perspective clients and provide recommendations on the pursuit of those clients. Promote the services & abilities of Primoris Renewable Operation and Maintenance for Wind, PV, & Energy Storage, to new and existing customers, decision makers and influencers within the Renew...
Responsibilities: Manage a portfolio of clients, ensuring their needs are met and their expectations are exceeded Serve as the main point of contact for clients, addressing their inquiries and providing timely and accurate responses Build and maintain strong relationships with clients, understanding...
Creates and sustains positive client relationships and customer care to ensure a consistently high level of client satisfaction. Chubb Risk Engineering is your single avenue to our more than 550 property and casualty engineering, health, safety and environmental consultants located wherever our clie...