We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. Identify potential opportunities for new and/or expanded client servi...
A company is looking for a Client Services Representative - NetSuite to support their sales team and maintain client relationships. ...
The Platform Solutions team at Tatari is responsible for managing and executing TV campaigns (primarily programmatic) for self-service clients at Tatari. As such, you will be responsible for a set number of clients within Tatari's ever-growing portfolio and work cross-departmental to ensure that cli...
We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. Identify potential opportunities for new and/or expanded client servi...
A client service specialist also provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services. Balance cash drawer and client service specialist transactions. One year of experience as a client service specialist. Ability to pas...
Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, established resume and reputation, team building and leadership capabilities, and business leadership skills to grow our thriving Public and Private sector water and wastewater practice in Southern Californi...
EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates a commitment to delivering exceptional client services. Develop a working knowledge of the client's business,...
Compass has open bilingual client services positions on many of our teams. To learn more about the specific openings or apply to a case manager role on one team only, go to our Careers page and then click through the different job descriptions listed under the Direct Clients Services (Bilingual Requ...
Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist in...
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 ...
MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (T...
Prepare and attend presentations for existing clients and for potential new clients. Our client is a boutique wealth management firm providing customized investment strategies for high-net-worth individuals. Conduct analysis and execute projects for client portfolios ranging from investment manageme...
A top Global Investment Management firm in Los Angeles is looking to hire a Senior Compliance Manager to handle the oversight of client services operations and onboarding for the firm’s institutional clientele, and provide compliance support on investment offerings across multiple business lines, wh...
Comply with the Code of Ethics and state laws pertaining to the delivery of mental health services. Intensive Outpatient Program (IOP) : Provide services to patients needing more intensive treatment for stabilization, in a stepped-down treatment program for patients recently discharged from inpatien...
As a Client Service Manager, you will report into the Manager, US Retirement Client Service for the Global Wealth and Asset Management (GWAM) business function. John Hancock Retirement department, you will be responsible for providing high quality, phone and email-based customer service to our USA c...
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to a...
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...
One year related experience required with customer service preferred. ...
Client Support: Assist clients with order processing, account management, and other service-related tasks. Administrative Duties: Perform administrative tasks related to client service operations, such as updating client records, scheduling appointments, and managing correspondence. We are seeking a...
Tax Senior Manager - Private Client Services(. Develop and execute a business development plan which includes networking, new client development and client expansion activities. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities...
Provides professional concierge-level client services (leads client and neutral check-in, assigns rooms, assists with front desk logistics and responsibilities). Provides service and administrative support to clients, panelists (judges and attorneys), and associates. Enhances client experience by cr...
The Client Services Associate will be responsible for providing exceptional customer support and communication to clients. Client Services, Customer Support, and Customer Service skills. This is a full-time on-site role for a Client Services Associate at SteelPeak Wealth. This includes assisting wit...
Monitors quality, service and utilization standards. Monitors the quality of service and utilization standards and assumes specific responsibility for patient care at the agency level. Ensures coordinated plans of treatment, customer focused care, and cost effective utilization of services. Coordina...
Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e. Manage client service requests, including account maintenance, ACH transfers, and ACAT processing. Contribute to quarter-end client reporting, producing and reviewing client reports. ...
Client Service Representative. Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (, he...