Tax Senior - Private Client Services (PCS). Associate to join the Private Client Services (PCS) practice. Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client. About our Private Client Services (PCS) Team. ...
The Team Lead - Service, Advisor will support our Managers, Associates, and Clients. This individual will develop staff, handle escalations, and work on projects, while working closely with their direct Manager to ensure the team is best positioned to provide excellent service to our clients. Our mi...
This 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 currently seeking an experienced customer-oriented professio...
We are looking for Client Service Associate – Advisor to deliver consultation and support to financial advisors through inbound calls. Provide support and training to clients, specializing in helping advisors with website navigation of the Envestnet platform, and Operational Support for our RIA clie...
This 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 currently seeking an experienced customer-oriented professio...
Client Manager, Private Client Services (Personal Lines Insurance). With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). Serving as an advisor and co...
Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients callin...
You will be required to partner with leaders, peers, product associates, sales, and relationship managers on required projects to service our clients and facilitate the continuous improvement of our products and services. Proven record of maintaining strong relationships with senior members of clien...
Fully verse yourself in the product and service offering of our client to best meet customer needs. You possess exceptional communication and interpersonal skills that you’ll use to expand our clients’ presence in the market. ...
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. The Tamarac CRM team is looking for a Client Service Associate to provide technical support for the Tamarac...
This 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 currently seeking an experienced customer-oriented professio...
A Client Services Manager will be the key liaison between clients stakeholders and onshore and offshore delivery teams while partnering closely with sales teams to ensure seamless communications, exceptional project delivery, and service excellence. Experience in client services, customer relationsh...
Job Title: Field Service Technician. Job Summary of the Field Service Technician: . We are looking for a Field Service Technician who is self-directed, at ease dealing directly with the customer, can write technical reports, and make and assist the Engineering team with product improvement recommend...
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...
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...
The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning services to partnerships, heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Focus on one or more areas of technical specialization (ind...
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...
A Private Client Services (PCS) Tax Managing Director 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 service...
This is a part time position in which employees work an average of 10-25 hours per week in pairs hosting our marketing research clients and focus group participants at our Raleigh focus group facility. Work hours/days change weekly depending on when our clients are doing research. The most important...
Cost minimization: Review opportunities for an assigned client to transition to more cost attractive solutions, as well as, investigate additional ways in which a client may reduce their operational cost (while maintaining an equivalent or higher level of service). An Account Manager will be a key c...
We have an amazing opportunity for a Client Services Manager to join our Team!. Paid time off increasing with length of service . 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 targ...
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 ...
Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients callin...
We are seeking an experienced Client Service Representative to join our team! At VCA Durant Road Animal Hospital & Pet Resort, we focus on creating a supportive and collaborative environment for our team members, as well as providing excellent service for our clients and their pet. The Client Servic...