A company is looking for a Client Services Analyst to transform data into actionable insights for clients. ...
EisnerAmper is seeking Tax Senior Manager 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:. Manage, plan, supervise, and lead multiple engagements...
A company is looking for a Client Service Manager (Equity Management). Business Administration, Economics, Accounting, Finance, or related studies5+ years of customer service experience with corporate clientsProven knowledge of stock options, employee stock purchase plans, and ASC 718CEP Certificati...
D Aceto Services LLC is seeking a motivated and customer-focused Client Service Associate to join our remote team. In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service and support. Provide accurate information about products and services t...
A company is looking for a Project Manager, Client Services to assist with the management of eDiscovery cases. ...
Bachelor's Degree and 1 year of experience in Banking/Financial Services, Customer Service or Operations Support OR High School Diploma or GED and 2 years of experience in Banking/Financial Services, Customer Service or Operations Support. Acts as the primary contact for the servicing of commercial ...
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. MUST actually use products and/or services, if provided. Customer service representative agent experience is not necessary. ...
Contact internet clients via e-mail and phone to schedule a sales or service appointment. Primarily responsible for lead generation activities in support of the company’s sales and service goals. Answer all incoming phone calls according to a proven, pre-set script, and schedule a sales or service a...
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. MUST actually use products and/or services, if provided. Customer service representative agent experience is not necessary. ...
The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our Client Service, Associate, Client, Retail. ...
The Client Service Associate develops strong relationships with their clients that begins with supporting new clients through their transition from implementation to the Advisor Services Team. Client Service Associate - Tamarac Reporting. The Tamarac Reporting team is looking for a Client Service As...
The Client Service Manager establishes and maintains strong and cooperative relationships with institutional clients, fostering a cooperative environment and providing exceptional support for the resolution of problems and/or errors. Minimum of 5+ years’ experience in the financial services or relat...
Contact internet clients via e-mail and phone to schedule a sales or service appointment. Primarily responsible for lead generation activities in support of the company’s sales and service goals. Answer all incoming phone calls according to a proven, pre-set script, and schedule a sales or service a...
Ensures that service protocols and service specifications are sent with service tickets. What do our National Accounts, Client Services Representative do?. Enters and maintains new client set-up information and all client account data changes in corporate database system(s). Answers customer/client ...
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...
Assists financial advisors with providing efficient, quality service to clients. Prepares letters, forms and spreadsheets to assist with servicing existing clients and prospecting for new clients. Interacts daily on the phone and in person with prospective and existing clients including handling bas...
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 associates and clients, and coordi...
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...
The Client Service Coordinator is critical to providing superior client experience. Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm. This position utilizes excellent customer se...
As a Senior Client Service Associate, you will be a pivotal team member, providing expert-level service for AdvisorEngine products. As a Senior Associate, you will collaborate with cross-functional teams to ensure a high level of client satisfaction across multiple product lines and will deliver the...
This position will work with multiple clients through-out the day providing outstanding service and product knowledge. We're looking for enthusiastic individuals to assist existing and prospective clients within our organization. ...
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 associates and clients, and coordi...
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 ...
Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's your chance to be your own boss, create your schedule, and live the life you've always imagined.Join us and unlock a world of possibilities where health insurance reimbursements and ...
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 ...