Tax Manager - Private Client Services (PCS). EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Develop a working knowledge of the c...
The Client Services Program Manager reports to the Client Services Program Director within Mercalis HUB Services organization. The Client Services Program Manager will serve as the primary client contact for pharmaceutical program(s). Participate with Hub Services leadership and client team on initi...
Are you a seasoned accounting professional with a passion for client service? We are seeking a Client Accounting Manager to join our dynamic team. Do you have a passion for helping small businesses achieve their financial goals and succeed? Are you seeking a work environment where you can avoid the ...
Examine information on new perspective clients and provide recommendations on the pursuit of those clients. Work with the Team to execute the capture strategies during the Proposal process, while ensuring the commitments by the Client Account Manager, Senior Management, and other key stakeholders ar...
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...
Client Services Managers will partner with Clinical Managers to provide supervision and support to field employees. If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. Responsibilities for a Client Services Manager:. M...
We have an amazing opportunity for a Client Services Manager to join our Team!. 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 target industry, by agreeing exclusive and contingent ...
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 ...
Work with the Capture Team (led by the Proposal Manager) to execute the capture strategies during the Proposal process, while ensuring the commitments by the Client Account Manager, Senior Management, and other key stakeholders are upheld. Examine information on new perspective clients and provide r...
A Private Client Services (PCS) Experienced Tax 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 servi...
We are looking for a Project Manager to join the Voluntary Compliance Services Team within our Professional Services group. For the duration of each project, you will manage the relationship with the client, Voluntary Compliance Services team, internal and external Avalara partners, and all partners...
The Editorial Client Manager also serves as a primary point of contact for both the client and employees working directly with that client. The Editorial Client Manager serves as the leader of a particular client group within the editorial services division as overseen by the Editorial Services Coor...
Lead and support our client satisfaction strategy through our client feedback programs, such as client surveys, interviews, and client satisfaction metrics. Manage client communications and feedback for our client technology or solutions rollouts, to ensure clients are communicated with quickly and ...
The Client Service Representative (CSR) supports specific client service positions in Wealth Management including Wealth Advisors, Client Advisors and Portfolio Advisors. Client Services Representative. This position is primarily responsible for providing administrative support, client service and c...
Lastly, you will coordinate buy-in from each stakeholder on the overall project timelines to maintain alignment with priorities & resources. Foster clear & consistent communication with all areas of the business regarding project status and overall health. ...
The role of the Customer Success Manager is to work with Varonis customers to drive retention, renewals, customer satisfaction, and growth. The Customer Success Manager will work with business leaders to understand their needs, map Varonis' best practices to customer business requirements and drive ...
Client Services Representative, fully remote. Client Services Representative. Provides escrow services for residential, refinance, and Home Equity loans. Coordinates signing appointments, closing package preparation and final title packages for clients. ...
HUB International's Employee Benefits Account Manager (EBAM) is the first level and primary customer facing service interface for our customers. Health Savings Account funding. The position requires a high degree of customer service, problem solving, and communications skills and works under the dir...
Act as a consultant by figuring out the type of expert your clients will need to speak with to fulfil their project Act as your own project manager by handling multiple client requests while connecting with and vetting a variety of experts each day Share the expert you've chosen to your client by un...
The primary role of the Client Manager is to enhance client experiences, build long term meaningful client relationships and engage with employees that deliver our services in the field. Allied Universal is currently seeking a Client Manager to lead a business segment in a designated region. The ind...
The Client Services Representative will be responsible for ensuring that all client documentation and regulatory requirements for loan and deposit accounts are met. In addition, the CSR will be responsible for major client relationships from a business and service perspective, overseeing all interna...
We're looking for a customer-focused enthusiast to work in our Client Services Department as a Client Services Associate reporting to the Director, Member Services. In this role, you will be responsible for supporting the execution of Curi's client experience and retention strategies, via the Client...
The Customer Success Manager will support the diverse needs of our clients and serve as the primary point of contact for all business relations. If you are capable of wearing a variety of hats, thrive in a fast-paced environment, and are experienced and comfortable holding conversations with C-level...
Lead, mentor, and develop a team of Customer Success Managers focused on customer retention and revenue growth. We've achieved proven product-market fit with a user experience that solves real-world customer pain and unlocks new capabilities and are expanding our Customer Success team within Operati...
We're looking for a customer-focused enthusiast to work in our Client Services Department as a Client Services Associate providing front-line responses to calls and emails generally directed to Curi across our entire geographic footprint, with a primary objective of immediately providing a resolutio...