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...
The Service Excellence Specialist serves as the designated contact responsible for the resolution of client service inquiries. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real ...
Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. This job is responsible for overseeing programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or serv...
Client Services Coordinator Kenilworth Customer Services Full time Full time. If you thrive on building long term client relationships, providing an excellent service and giving the best advice to your clients then we would love to hear from you. We are looking for a Client Service Coordinator who w...
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...
The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. Provide timely and exceptional client service with flawless ...
Develops and implements strategic client services plans to maximize internal capabilities in alignment with the go-to-market strategy; Oversee the interface with clients including, but not limited to, set up and manage internal service level agreements, supervise timely and accurate tracking and rep...
Manager to join the Private Client Services (PCS) practice. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals an...
Fueled by strategic investment in technology and innovation, Client Technology seeks to drive growth opportunities and solve complex business problems for our clients through building a robust platform for business and powerful product engine that are integral to innovation at scale. If you have a d...
Develops and implements strategic client services plans to maximize internal capabilities in alignment with the go-to-market strategy; Oversee the interface with clients including, but not limited to, set up and manage internal service level agreements, supervise timely and accurate tracking and rep...
As a Client Services Administrator, you will be at the forefront of our commitment to providing exceptional client care. Your primary role involves delivering accurate and timely support to valued clients and team members. For over four decades, our client has been a pioneer in engineered metal, pla...
The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. Provide timely and exceptional client service with flawless ...
As a Client Service Representative, you will play a central role in driving service excellence for our clients that sets us apart from our competition. Work independently and collaboratively with Client Managers and Producers to deliver exceptional client service and actively engage clients and memb...
The Private Client Services (PCS) Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families as well as multi-general wealth planning. Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectivel...
In this role, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. Associate Clie...
Assist clients in identifying long-term care needs and implementing solutions. Prior experience managing engagements and clients. Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives. Stays current on technical and industry developments and standards whil...
New York Life’s Institutional Annuities is hiring a Client Service Representative in its Jersey City, NJ location. Client Service Representatives undergo in-house training to learn about the product, contract provisions, and transaction processing. We are looking for customer-focused, accountable, e...
Vice President, Client Service Lead/Expert. We’re seeking a future team member for the role of Vice President, Client Service Lead/Expert to join our Wealth Solutions team. Applies problem solving skills and uses communication skills to delivery high quality service to clients. Experience in an oper...
Under direction from the Hospital Manager, the Client Service Supervisor performs a wide range of difficult-to-complex administrative activities related to quality patient care and excellent client service, management of finances and accounting, marketing and promotion of services, staffing and huma...
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. ...
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...
In this position, you will work with multiple clients throughout the day, providing outstanding service and product knowledge. We're looking for enthusiastic, self-driven individuals to assist existing and prospective clients within our organization. ...
The Private Client Services (PCS) Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families as well as multi-general wealth planning. Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectivel...
Communicate effectively with clients and develop positive relationships with client personnel. The ideal candidate will have 1-2 years of experience and will be responsible for tax research; tax planning; and preparation of individual, partnership and corporate tax returns for clients in various ind...
Our dynamic and rapidly growing StructureCare team is seeking a detail oriented and self-starting Client Services Manager to service our New York / New Jersey territory. Accountability for client deliverables. Developing and presenting maintenance and repair solutions to clients based on budgetary a...