Required: 5-10 years previous experience managing a team in a client management, customer service, or client support role; previous experience with team management in a healthcare setting or other business-to-business setting. Under the general direction of the VP of Client Services, the. Desired: P...
From training of our team on the latest estate and tax strategies and implementing investment research technology, to discovering better ways to improve client service, it's all about our clients. Being a contact for clients, addressing inquiries, and providing great client service through phone, em...
An investment advisory firm is seeking a Client Service Associate! In this role, you will be a primary point of contact for service and planning related needs for a select group of the firm's clients. Client Service Associate to $95K Plus Bonus!. The qualified candidate needs to project a can-do ima...
I’m writing to inform you that one of my client companies, a wealth management firm in Boston, is seeking an Associate, Client Service & Marketing. Associate, Client Service & Marketing opening located at a wealth management firm in Boston. These duties include gathering content to address portfolio...
Counsels clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating the impact on client's activities and banking services. Acts as the technical/industry expert in managing the delivery of master trust and custody services, analyzing...
The PCS Tax Manager is responsible for providing tax and consulting services to our high net worth clients as well as managing, developing and growing the local Private Client Services practice. Respond to federal and state tax notices that impact clients, and represent clients in any potential tax ...
This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as facilitate the daily transactions for client portfolios. Position Responsibilities:Service tasks including opening accounts, mainten...
Director, Client Services Education. The Director, Client Services Education reports to the Vice President. Oversees and directs all customer advocacy activities in the Education segment and functions as a customer advocate, regularly calling on customers, assessing levels of customer satisfaction, ...
EisnerAmper is seeking Tax Director to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. About our Private Client Services (PCS) Team:. The EisnerAmper Private Client Services Team connects family...
To that end, the dedicated Questionnaires Team within Client Reporting Services is responsible for the development of high-quality RFPs (Requests for Proposals), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires), and other ad hoc questionnaires/deliverables that 1) assist in the p...
Brown Advisory seeks a resourceful and versatile professional to join the Outsourced Chief Investment Officer (OCIO) team in a client service role supporting the firm's largest and most complex Endowment and Foundation clients. Brown Advisory is an independent investment management and strategic adv...
We are doing this by becoming the world’s leading ethical and clean nail-care brand with a diverse and empowered community of designers, delivering super-hygienic, high-quality services, with safe and better-for-you, clean beauty products backed by the experience of completing over 2M+ service...
Im writing to inform you that one of my client companies, a wealth management firm in Boston, is seeking an Associate, Client Service & Marketing. Associate, Client Service & Marketing opening located at a wealth management firm in Boston. These duties include gathering content to address portfolio/...
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 associa...
Client Service Associates 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 inquiries, providing guid...
A Full-time Client Service Representative who desires to be apart of a positive working environment that encourages open lines of communication and collaborative decision making. What our clients say about us:. Hands down the best veterinary service I have ever received. Such a dedicated team of abs...
The Senior Analyst, Client Services, Prospect Research provides prospect research, strategy and support for members of the Division of Philanthropy, a large fundraising office that raises over $M annually in support of cancer research and patient care at Dana-Farber Cancer Institute, the leading can...
The Customer Support & Client Service Representative role offers a unique opportunity to combine your exceptional client service skills with management experience, as you will have the potential to oversee a team of dedicated customer service associates once training is complete. We are currentl...
CDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client engagement and business development for municipal water services for multiple private, municipal and state agency clients in the greater New England market. We have worked on some of the largest infrastruct...
An investment advisory firm is seeking a Client Service Associate! In this role, you will be a primary point of contact for service and planning related needs for a select group of the firm's clients. Client Service Associate to $95K Plus Bonus!. The qualified candidate needs to project a can-do ima...
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. ...
Client Partner will be actively initiating and supporting pre-sales/sales efforts in pursuit of new accounts in partnership with the General Manager and Sales; as well as supporting those new clients along with supporting existing clients by focusing on the following: Customer relationship managemen...
A successful candidate will assist in many varied aspects of servicing clients, including but not to be limited to ongoing investor requests and questionnaires, oversight of the firm’s client portals, coordination with the firm’s fund administrators, and support for the Client Relationship Managemen...
We are actively recruiting for Client Accounting Services / Bookkeepers for our clients in Buckhead, Perimeter and Norcross. Client Accounting Services / Bookkeeper Opportunities (Both Public Accounting & Industry). Client Accounting Services / Bookkeeper Opportunities. The Bookkeeper will be re...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key infor...