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...divorces
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Interaction with other members of a client’s wealth management team
Preparation and review of tax... ...for planning and estimated taxes
Provide business management services for multiple clients (this includes direct contact with clients...
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...Job Description
Tax Director- Private Client Services (PCS)
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional...
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...solutions into the Publicis Groupe and Epsilon existing portfolio of clients.
This will be a quota-carrying role. This individual should... ...of people with our cutting-edge technology, solutions and services. Epsilon's best-in-class identity gives brands a clear, privacy...
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...their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial... ...directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain...
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The Senior Client Service Executive serves as the custodian of the Central Business Office-department relationship, fostering organizational connectivity via personal interaction; serving as a single point of contact for any revenue cycle issues for...
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**Client Customer Service - Senior Analyst**
CAROUSEL_PARAGRAPH
* New York, New York
* Client Services
* 9738
** Share Job**
** Job Description**
**Overview**
Guidehouse is a leading management consulting firm serving the public and commercial markets. We...
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...Client Services Supervisor
US-NJ-Englewood Cliffs
Job ID: 31831
Type: Full-Time
# of Openings: 1
Category: Customer Service... ...- Develops and manages the relationship with the daily and senior level administrators through formal and informal meetings....
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Our client is a successful wealth management firm seeking an experienced Senior Client Service Associate for their firm in New York, New York. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem...
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...Sales, Solution Consulting, Support and Professional Services, in supporting our most esteemed clients.
What you get to do in this role:... ...opportunities
~2+ years of experience as a Client Director or equivalent role with validated multi-million-dollar...
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...team
Northwestern Mutual’s Client and Digital Strategy team... ...forefront of innovation in financial services.
We are actively... ...role guides discussions with senior leaders in CX and the broader... ..., Keywords:Strategic Planning Director, Location:New York, NY-10060
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...recognize hard work and excellence.
Position Summary;
The Director of Client Accounting manages the firm's monthly billing and projections... ...all assigned expense reports
Collaborate with the Senior Director of Client Accounting to establish and implement standard...
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Work experience placement
...Together, we are building products and services that help create a financial system everyone... ...and category level.
The Associate Director, Client Partnerships role will report into the... ...partners.
Work closely with your senior management to manage internal revenue expectations...
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...and/or independent agency relationships as a strategic advisor, guiding problem-solving discussions and providing best-in-class client services.
Demonstrate the value of The Trade Desk to clients by providing innovative solutions that meet the clients' needs and our...
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...Elevate Your Career: Client Accounting Services Manager Opportunity in a Leading Brooklyn-Based Accounting Firm!
This Jobot Job is hosted by: Josh Nix
Are you a fit? Easy Apply now by clicking the "Apply Now" button
and sending us your resume.
Salary: $150,000...
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...Job Description
Job Description Description: Title : Director of Client Services
Department : Next Step Resource and Recovery Center... ...The Director of Client Services directly supervises Senior Peer Mentors and Care Navigators. These individuals leverage...
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...Job Description
The Team:
The Client Relations Center, an extension of the eCommerce... ...Hermes.com.
The Opportunity:
As Director of Client Relations Center (CRC), you will... ...compiling call center reporting and maintaining service levels of team to brand standards of...
Permanent employment
Bank staff
Worldwide
...ROLE: Senior Account Manager, Client Services
LOCATION: New York, Los Angeles, San Francisco, Chicago
SALARY: $90k-$100k + bonus
Who are we?... ...facing ownership and responsibilities alongside the Account Director and Group Director to help drive consistent upsales and...
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...Job Title: Client Services Paralegal
Location: New York
FLSA Status: Non-Exempt
Reports to: Chief Marketing and... ...Description:
SourceProSearch is seeking an enterprising senior paralegal sought to provide legal support for Case Evaluation...
...across the risk spectrum for a global client base, managing over $32 billion in net... ...member of the New York based team, the Director -or- Senior Director will support all efforts in... ...launch oversight, investor relations/services, marketing materials, project management...
Casual work
...the role large companies can play in shaping a better world.
About the Role
We are seeking a Director, People Management & Client Delivery to serve as a senior counselor and a primary point of contact for clients, while helping the firm grow by generating new business...
