we are expanding our team of talented professionals. We are currently seeking a full-time ClientServices Account Representative... Overview: Level: Entry Level The Account Representative, under the direction of the ClientServices Supervisor...
problems or customer concerns. - Promptly reviews and responds to management and client requests via emails, phone calls, text... with the client and staff. - Where appropriate, may serve as main point of contact to the client for daily activity...
is hiring a Client Service Team Leader. In this position, you'll leverage your project management and leadership expertise... development plans and training needs. May monitor associate/client interactions utilizing the quality monitoring system...
Takes initiative on case work and holds advisors accountable on clientservices processes Good problem solving skills... Client Service Associates (“CSAsâ€) are the backbone of our organization as the primary source of tactical support...
Job Category: Generalist Job Description: Job Summary: Private ClientServices at BDO is a boutique practice... structures. The Private ClientServices Practice is experienced in all aspects of estate, income, gift, and trust tax consulting...
Job Category: Generalist Job Description: Job Summary: Private ClientServices at BDO is a boutique practice... structures. The Private ClientServices Practice is experienced in all aspects of estate, income, gift, and trust tax consulting...
Job Description: Are you passionate about turning data into actionable insights and building strong client... relationships? CSI is seeking a Client Service Manager (CSM) to join our team and help drive client success through strategic...
THE JOB / Account Manager (ClientServices) (Technology Client) CLIENTSERVICES / Responsible for leading Octagon... to manage multiple projects with acute attention to detail! This individual must have a proven background in clientservices...
Job Category: Generalist Job Description: Job Summary: Private ClientServices at BDO is a boutique practice... structures. The Private ClientServices Practice is experienced in all aspects of estate, income, gift, and trust tax consulting...
Job Category: Generalist Job Description: Job Summary: Private ClientServices at BDO is a boutique practice... structures. The Private ClientServices Practice is experienced in all aspects of estate, income, gift, and trust tax consulting...