Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel. CBIZ C...
read moreThe Senior Client Services Manager (CSM) will work across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve clients' core website personalization an...
read moreThe Senior Client Services Manager (CSM) will work across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve clients' core website personalization an...
read moreOur nationally recognized investment banking practice is seeking a Client Services Manager to serve as a primary point-of-contact for our clients, post-ESOP formation. Periodic travel for on-site clie...
read moreOur nationally recognized investment banking practice is seeking a Client Services Manager to serve as a primary point-of-contact for our clients, post-ESOP formation. Maintain consistent communicatio...
read moreProducer Development Manager, Private Client Services. Private Client Services National Region. Proven experience in a managerial or leadership role, with a focus on training and development.
We are seeking a dynamic Senior Manager to lead multicultural client success initiatives, driving strategic solutions and optimizing key programs for top clients. Podcasting, the fastest-growing new m...
read moreWe help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Youll b...
read moreWe are seeking a dynamic Senior Manager to lead multicultural client success initiatives, driving strategic solutions and optimizing key programs for top clients. Collaborate with internal partners to...
read moreWe help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Youll b...
read moreThe Project Manager will lead and coordinate inter-departmental activities to ensure accurate and timely deployments. The Project Manager will coordinate customer business requirements with Sales Engi...
read moreProducer Development Manager, Private Client Services. Private Client Services National Region. The Producer Development Manager will implement strategic initiatives to enhance recruitment efforts, pr...
read moreProducer Development Manager, Private Client Services. Private Client Services National Region. MMA provides business insurance, employee health & benefits, retirement, and private client insurance so...
read moreA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, bus...
read moreSenior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, ...
read moreProvide quality client service while maintaining the highest level of confidentiality. PCS- Family Office Senior Manager. Review of monthly and quarterly financial statements including client reportin...
read moreAssist and guide staff in the interaction with vendors and client as necessary when discrepancies arise. Communicates with Partner on work status and client issues that arise. Provide quality client s...
read moreWith primary responsibilities in the areas of Project Management, Logistics, and Quality Assurance, the mission of the Client Services team is to retain and grow client relationships by orchestrating ...
read moreMaximizes customer satisfaction, add-on sales and profitability through structured planning and the management and development of the client services team. Responsible for ensuring the highest levels ...
read moreMaximizes customer satisfaction, add-on sales and profitability through structured planning and the management and development of the client services team. Responsible for ensuring the highest levels ...
read moreCommunicates with Partner on work status and client issues that arise. Provide quality client service while maintaining the highest level of confidentiality. Review of monthly and quarterly financial ...
read moreDevelop and maintain strong relationships with emerging company clients in industries ranging from technology, food & beverage, health & beauty, professional services, and other high growth industries...
read moreDevelop and maintain strong relationships with emerging company clients in industries ranging from technology, food & beverage, health & beauty, professional services, and other high growth industries...
read moreYou will have a portfolio of anywhere from 15-30 client initiatives (varies based on clients). Providing RFP (Request for Proposals) strategy to execute and ensuring storytelling is consistent across ...
read moreYou will have a portfolio of anywhere from 15-30 client initiatives (varies based on clients). By being proactive and intuitive, we can leave our clients feeling energized. Leading kick off calls for ...
read moreThis position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. Private Client Services team will be expected tp review and prepare the ...
read moreA professional services firm in New York City is currently seeking an experienced Tax professional to join their Private Client Services (PCS) team as a Tax Manager / Senior Manager. In this role, the...
read moreActively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. The Tax Manager / Senior Manager will:. Stay updated on changes in tax...
read moreA professional services firm in New York City is currently seeking an experienced Tax professional to join their Private Client Services (PCS) team as a Tax Manager / Senior Manager. In this role, the...
read moreOur Client Service Managers are primarily responsible for coordination of ongoing projects with our clients across the life sciences, supporting an array of services including brand strategy, KOL deve...
read moreYou will have a portfolio of anywhere from 15-30 strategic client initiatives (varies based on clients). At Teads, we value the experiences that our clients have with our brand at every step. The sum ...
read moreYou will have a portfolio of anywhere from 15-30 strategic client initiatives (varies based on clients). Everyone at Teads plays a role in making this experience efficient, strategic and most importan...
read moreWork side-by-side with US client services manager to maintain the highest level of client service. Associate Client Services Manager. Respond to urgent client needs and coordinate responses.
Strong insurance industry knowledge especially in the specialty area as it applies to client services and claim products and services, administration, and systems applications. Develops innovative new...
read moreA minimum of 5 years of relevant experience in tax compliance for private client individuals in financial services. As a seasonal tax manager your main priority includes reviewing complex individual t...
read moreAs a seasonal tax manager your main priority includes reviewing complex individual tax returns for our Private Tax clients. A minimum of 5 years of relevant experience in tax compliance for private cl...
read morePrivate Client Services (PCS) is a growing practice within EY, and you’ll see that growth reflected in your career. Depending on your unique skills and ambitions, you could be managing various respons...
read moreOur 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 deli...
read moreOur 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 deli...
read moreManager to join the Private Client Services (PCS) practice. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. About our Private Client Services ...
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