you to apply. Overview We are seeking a Client Service Manager to join our growing team who can deliver outstanding customer service... to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines...
Team! The Account Manager, ClientServices role oversees the account team for assigned clients, serving as a primary... inconsistencies Monitor assigned program hours for clientservices and IT hours on a monthly basis to ensure accuracy. Manage...
and a welcoming mannerism. We excel in client service and want our clients to always feel the love and gratitude we have for them..., and obtaining products and services, including prescriptions Answering questions regarding products and services, including...
Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client..., or other protected characteristics under federal, state, or local law. About our Private ClientServices (PCS) Team: The EisnerAmper...
assistance with their website. Responsibilities include handle incoming client calls, emails, and support tickets from clients..., photos, e-mail set-up, and support, etc. Conduct outbound calls regarding client education, billing, questionnaires, surveys...
Team! The Account Manager, ClientServices role oversees the account team for assigned clients, serving as a primary... inconsistencies Monitor assigned program hours for clientservices and IT hours on a monthly basis to ensure accuracy. Manage...
Wisconsin is looking for a full-time ClientServices Administrator (CSA) focused on application processing and related work.... Prepare for client meetings and related services. Assist Financial Advisors and Planners with suitability and compliance...
to support business needs. The ClientServices Representative may: * Provide Kpi’s, reportings, and other executive summaries... such as follow-up with quotations and answer client questions about our services. Coordinate with other ClientServices teams of the...
About Our Client Our client is a boutique financial services firm focused on providing tailored financial solutions... to high-net-worth individuals, families, and executives. Known for their dedication to client success and close-knit team...
Job Description: Job Summary: Private ClientServices at BDO is a boutique practice within our firm. Offering... ClientServices Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance...