Manager to join the Private Client Services (PCS) practice. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals an...
Key Responsibilities:Employ AI technologies to enhance and optimize business processesLead cross-functional account teams with comprehensive marketing strategiesDevelop client relationships, drive performance, and guide service expansionsRequired Qualifications:Bachelor's Degree in Marketing, Commun...
At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns. Foster relationships and ensure our clients always ...
At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns. Foster relationships and ensure our clients always ...
At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns. Foster relationships and ensure our clients always ...
At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns. Foster relationships and ensure our clients always ...
At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns. Foster relationships and ensure our clients always ...
At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns. Foster relationships and ensure our clients always ...
At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns. Foster relationships and ensure our clients always ...
Support Account Directors in delivering excellent client service, ensuring that all client requests are handled in a timely manner, aiming for same-day response. Client Services Account Manager, Institutions, Attractions, & Destinations. We are looking for an Account Manager to join our Client S...
At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns. Foster relationships and ensure our clients always ...
Broadway Support Services is an affiliate company of one of the US's largest and most reputable debt settlement companies. Were all about helping our customers through a tough financial time in their lives with education and individual customer service. We become our clients' number one advocate to ...
The Institutional Client Service Analyst will provide client support across the Blue Owl investment verticals and will work with the broader business development team to coordinate all client service activities with a focus on delivering the ultimate client experience. The Institutional Business Dev...
As an Associate on the Client Service team, you will understand your client's unique business questions and identify the experts who can best provide the answers. Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for c...
Oversee multiple client teams providing guidance in ensuring strong performance against client goals and identifying and resolving any client issues. The goal for this role is to helpgrow our client’s business across all media opportunities, retain clients and assist in developing our internal team....
Our client is a global asset management firm is seeking an Associate to join their client services team. This role will provide support for client operational requests in their NY office. Support the CSS team in all operational client requests for the middle and back offices. Enhance, monitor, and m...
Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision ....
We’re seeking a future team member for the role of Vice President, Client Service I to join our Corporate Trust: Structured Finance, Asset-Back Service team. Client Service and or Financial Servicers. Works closely with external parties; Clients (Servicers/Issuers), Underwriters, Law Firms, Rating A...
A Tax Manager, Private Client Services 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 n...
As Client Service Coordinator for UTA Executive Search you are responsible for managing the end-to-end candidate process for our Blue Chips Clients, the scope of work ramps from scheduling candidates, building progress reports, creating job descriptions as well as managing client relationships while...
This role will be a critical member of the inaugural Client Services Team, one of three roles at inception and will report to the Partner and Head of the Client Services team. Aquarian Holdings is seeking an exceptional individual to join the Client Services team as a Relationship Manager. Responsib...
Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. Collaborates with underwriting to determine claim service renewals at profitable rates through underst...
Ability to interact appropriately with staff, clients, and visitors. Able to maintain client confidentiality. Able to speak proficiently of agency programs and services. Able to document services delivered as outlined by program staff and supervisors. ...
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...
Office: Brooklyn, NY Offer Based on Years of Experience What You Need to Know Client Service Coordinator Responsibilities: Responsible for monitoring and supporting the daily activities of services being provided to clients in accordance with state regulations and company policy, while ensuring qual...