Represent Iris in relationships with clients and third parties involved in providing services to those clients. Monitor the work of other Client Services (CS) team members in their efforts to meet client needs. The PM will also train and manage a team of individuals who will work together with the P...
The Client Services Manager, Events is responsible for managing and organizing post sale client management and client service for the events business. Ensuring all client-facing members of the team are briefed on roles and responsibilities ahead of any client interaction. This role serves as the pri...
Marcum's Client Accounting & Advisory Services (CAAS) Department is actively seeking a mission driven, client-facing Senior Accountant to join our growing team in our Washington, DC. CAAS supports the accounting function for a variety of diverse clients, primarily in the nonprofit sector. The Se...
AMP Services team and our clients. The Accounts Payable Specialist II position involves client management with an emphasis on client and vendor communication. Provide exceptional customer service to our clients and their vendors. Correspond appropriately and timely with clients and vendors regarding...
Interacting closely with clients to provide tax planning, consulting, and compliance services benefiting clients particularly in the Private Client Services/HNWIs industry. Senior Tax Manager or Manager - Private Client Services/HNWI. Build and maintain strong client relationships through exceptiona...
Client Services/Customer Support Analyst in US Remote - DC **Client Services/Customer Support Analyst**. Were looking for a Client Services/Customer Support Associate within the OPIS Division to:. Provide sales support by creating historical data files, auditing accounts, setting prospective clie...
Marcum’s Client Accounting & Advisory Services (CAAS) Department is actively seeking a mission driven, client-facing Senior Accountant to join our growing team in our Washington, DC. CAAS supports the accounting function for a variety of diverse clients, primarily in the nonprofit sector. The Senior...
Excellent client relationship skills which include the ability to proactively manage client expectations, recognize client needs and adapt company capabilities to consistently meet client requirements. The Project Manager of Client Services will serve as a leader in successfully managing assigned cl...
Manager of Activation and Client Services. S/he will be responsible for the implementation of all client services and marketing activation efforts in support Athletics and University partnerships in media, sponsorship, consumer products, ticketing, events, data/technology. Manage all client services...
We specialize in [types of insurance offered], offering comprehensive coverage and personalized service to our clients. Uphold high standards of professionalism, integrity, and customer service in all interactions with clients and colleagues. As an Independent Insurance Sales Agent, you will be resp...
The primary function is to support the Institutional Services Group of the Wealth Management Division and designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketing, compliance requirements, and other...
Excellent client service skills with a service-minded approach towards the client. Maintain continuous lines of communication, keeping client services informed of all critical issues and facilitating open cooperation between operations and client services. Investigate and resolve issues escalated by...
Client Service Representative - CSR. Client Services Representatives are the backbone of our team. Attentive to their needs and care services, and always putting them first. ...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, a...
Client Accounting & Advisory Services (CAAS). Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, dr...
Marcum’s Client Accounting & Advisory Services (CAAS) Department is actively seeking a mission driven, client-facing Senior Manager to join our growing team in our Washington, DC. The Client Accounting & Advisory Services Senior Manager oversees multiple engagement teams that serve as the Accounting...
The Gerontological Society of America (GSA) is seeking a highly organized and detail-oriented individual for a client services coordinator position. In your role, you will support fulfillment requirements and activities for client contracts/agreements. You must conduct the highest customer service s...
The Managed Accounting Services Staff Accountant supports multiple engagement teams which serve as the Accounting Department for a variety of clients and is primarily responsible for collecting, reconciling, and summarizing accounting information, and utilizing the client’s accounting software to co...
Employer/AA-M/F/SO/Disability/Veteran....
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...
Act as a point of contact for clients; track and solve client issues. Find meaningful opportunities for clients and support the development of a campaign strategy and orchestrate its implementation. Produce high-quality client work. Deliver formal and informal presentations to clients and internal t...
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...
Take a proactive role in learning about clients’ industry, business needs, and company culture, educating the project team, and providing a high level of service. From Intern to President, we believe that every single employee should have a voice and contribute to the amazing services we offer our c...
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...
We’re looking for an ambitious candidate to work in DSPolitical’s Client Services team! As a Client Services Associate, you will assist with trafficking campaigns to the Programmatic Trading team, the preparation and production of reports, and other resources for clients. Traffic creativ...