Tax Senior Manager, Private Client Services - Ridgeland

This full-time on-site role is for a Client Services Advisor based in Ridgeland, MS. The advisor will provide exceptional client service and maintain customer satisfaction. · ...

The Service Advisor will assist with the effective day-to-day operations of the firm. This position is ideal for a Licensed professional who can provide world-class counsel and wealth management services to our private client group. · Ability to manage multiple projects simultane ...

This full-time role is for a Client Services Advisor based in Ridgeland. The responsibilities include providing exceptional client service, maintaining customer satisfaction, addressing client inquiries, and managing customer accounts. ...

Provide exceptional client service to support clients' financial goals. · ...

Journey Wealth Strategies is dedicated to helping clients achieve financial peace of mind through strategic and tailored planning. · Providing exceptional client service · Maintaining customer satisfaction · ...

Introduction · At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you t ...

Introduction · At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you t ...

Introduction · At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you t ...

We are hiring a Client Services Specialist with automotive marketing experience to support multi-dealership media and manage manufacturer co-op programs. · ...

We're Hiring Ya'll Client Services Specialist with a focus on Automotive. · support multi-dealership media · manage manufacturer co-op programs · coordinate social and digital campaigns · ...

Position Summary: We believe in doing more than just managing memberships and policies — we build lasting relationships and deliver peace of mind to our clients. We're looking for detail-oriented, client-focused Client Service Manager to be a vital part of our in-office team.  · ...

The Client Services Executive will be responsible for coordinating proposals, assisting with underwriting and marketing efforts, and ensuring client satisfaction. · 4-year college degree. · 3+ years Property & Casualty (specifically Private Client) insurance work experience. · Pr ...

The Client Service Coordinator drives the flow of clients and pets through the hospital, · maximizes productivity of veterinary medical team, · ensures good communication with associates and clients, · coordinates care of clients and pets in happy,welcoming,friendly efficient man ...

The Client Services Executive will coordinate proposals for renewals and new business, assist with information gathering and underwriting of risks, and work with the marketing team to ensure timely deliverables. They will also initiate contact with clients to ensure high client s ...

The Client Services Executive coordinates the preparation of effective proposals for Producer use in renewal/new business. They assist Producer with Information Gathering and Underwriting of risks that go into Marketing. The role involves coordinating the renewal process for exis ...

· Major Duties and Responsibilities: · Client Service & Growth / Account Executive:Coordinate the preparation of effective proposals for Producer to use for renewal/new business. Accompany Producer (as needed) when making proposals and make proposals without Producer when neede ...

Coordinate the preparation of effective proposals for Producer to use for renewal/new business. Assist Producer with Information Gathering and Underwriting of risks that go into Marketing. Assist Producer with Binding new accounts with Marketing Team and ensuring post-implementat ...

Coordinate the preparation of effective proposals for Producer to use for renewal/new business. · Accompany Producer (as needed) when making proposals and make proposals without Producer when needed/appropriate. · Assist Marketing Team with urgent marketing efforts (as needed).Co ...

The Client Services Executive will coordinate the preparation of effective proposals for Producer to use for renewal/new business, assist with information gathering and underwriting of risks, and initiate contact with clients periodically to ensure a high-level of client satisfac ...

· As a Client Services Coordinator, your role may include · ongoing individual or group training, writing documentation, troubleshooting · system issues and acting as the interface between the Agency and Kologik · resources to answer questions and resolve issues. · RESPONSIBILIT ...