A company is looking for a Manager of Client Services. ...
As such, the Sales and Client Manager is responsible for keeping their group’s technical proficiency at the forefront of their client and business relationships to market our innovative project solutions. If you are passionate about working in teams and making a difference for clients, we are lookin...
A company is looking for a Project Manager, Client Services. ...
The VP, Entertainment Client Manager will be responsible for client services and the Treasury Management onboarding experience for the Entertainment and Business Management Firm vertical within Axos Bank's Commercial Banking division. Provide complex client support by answering incoming calls to the...
A company is looking for a Client Success Manager for GIS Managed Cloud Services. Key Responsibilities:Establish regular meetings with clients to understand their goals and challengesCreate and send monthly service summary reports to clientsCollaborate with the team to provide client-centric support...
We work with clients from F100 to smaller, privately held firms in a variety of industries ranging from financial services to tech. Contribute to the management of client relationships by providing regular updates, addressing concerns, and ensuring client satisfaction. We’ve developed a data-driven ...
In this role, you will be responsible for a set number of large clients within Tatari's ever-growing portfolio and work cross-departmental to ensure that client needs are met with the most superior management skills. CMOs, VP of Brand/Performance, Performance Managers and Directors, etc. For our cli...
Promote business growth through targeting and selling new or add on services to clients and targets as well as identifying opportunities to cross sell related GES services. Curate, develop and lead the development and continuous improvement of the client experience for payroll operations services le...
Strategically craft narratives with your agency partners to support client expansion within their portfolio of client accounts. In this role, you will be responsible for a set number of large agency + clients relationships within Tatari's ever-growing portfolio. You will work across internal departm...
Exhibits proven competence in all Account Manager duties and knowledge requirements;Collaborates with a mentor Account Executive to manage an assigned book-of-business;Comprehends & communicates all aspects of the renewal process to client on all lines of coverage (medical through ancillary), includ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high n...
This position is rooted within the Private Client Services practice with a focus on tax services. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! . Th...
A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to suppo...
Senior Client Services Account Manager, Family Office. At least 5 year(s) of experience working with HNW clientele; family office experience is highly desirable . Proven ability to manage multiple clients simultaneously . ...
A Private Client Services Tax Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses. Weaver is looking for a Private Client Services Tax Manager to join our growing firm. Ability to attract and service new clients and expand ...
Job Summary: Blavity is looking for a creative and service-oriented Manager, Client Services (CS) to oversee the planning and execution of our client’s branded campaigns. The Manager, Client Services will actively collaborate with key stakeholders to identify creative, establish workflows, ass...
Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses. Ability to attract and service new c...
Partners with manager to develop account strategy, understanding TripleLift capabilities to make smart recommendations. Has a strong pulse of their book of business; Proactively work with manager to come up with ways to increase opportunities . Works collaboratively with internal teams; Is able to j...
Utilizes knowledge of clients' infrastructure and technical configurations to provide input to internal partners on scheduled maintenance events that would impact client change control guidelines. We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bri...
Senior 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, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and...
MCI is looking for an ambitious, self-driven, and experienced Employment Services Client Success Manager to join our team. As a Employment Services Client Success Manager you must be confident, outgoing and self-motivated with a strong work ethic and have the ability to function effectively in a fas...
Comprehends & communicates all aspects of the renewal process to client on all lines of coverage (medical through ancillary), including marketed analytics (must complete Account Manager Analyst Training if little to no Analyst experience);. Responsible for collaborating with Employee Benefit Account...
MCI is looking for an ambitious, self-driven, and experienced Employment Services Client Success Manager to join our team. As a Employment Services Client Success Manager you must be confident, outgoing and self-motivated with a strong work ethic and have the ability to function effectively in a fas...
Tax Manager, Private Client Services. Demonstrates a proven ability to attract and service new clients and expand services to existing clients. This is a position for our Private Client Services Team. Enhance client relationships through strong communication and project management skills; maintains ...
In addition to the preparation and review of tax returns, Tax Managers participate in identifying client issues and communicating with clients and financial managers. Private Client Service (PCS) Tax Managers serve as members of various client service teams and must possess strong technical knowledg...