Tax Experienced Manager, Private Client Services - Seattle, WA, United States

We are seeking a Client Service & Operations Analyst to deliver a seamless high-touch experience to our clients while supporting the firm's operational infrastructure. · Demonstrate excellence in client service operations ensuring accurate and timely execution of tasks related to ...

Seeking a detail-oriented client services professional to join our team. This role is ideal for an early career professional who excels in client service, operations and project management within the financial services industry. · ...

This is a hands-on role for an experienced client services leader who values clarity accountability and operational excellence. · Provide strategic oversight and guidance for all Client Service Workflows. · Manage escalated issues and action appropriate responses. · ...

We're looking for enthusiastic Client Services Representatives to join Bee's and help our clients navigate their needs. · Receive a high volume of inbound calls in a fast-paced environment and make outbound calls to existing clients. · Able to quickly identify the client's reques ...

The SMA Client Service team partners with portfolio management, operations, trading, and distribution to deliver a best-in-class service experience for all clients. · Set up new accounts · Process change requests · ...

You will provide operational and administrative support to Client Advisors in their daily practices. · Act as a key point of contact for client issues and concerns · Own account maintenance for new and existing clients · ...

We're seeking an experienced Client Service Associate (CSA) to join the Bellevue office. This person will work closely with senior advisors and client relationship teams, supporting a sophisticated UHNW client base. · ...

We are seeking a detail-oriented client services professional to join our team. · ...

We are looking for our next Client Service Associate to support our growing business. · ...

We are looking for enthusiastic Client Services Representatives to join our team and be the friendly voice that helps our clients navigate their needs, ensuring they have a seamless and enjoyable experience. · Receive a high volume of inbound calls in a fast-paced environment and ...

This position provides direct customer service support and high-level administrative assistance to clients. · Answer incoming client calls and direct calls to appropriate departments. · Perform various clerical tasks including maintaining paper and electronic files. · ...

We are seeking a detail-oriented client services professional to join our team at Freestone. This role is ideal for an early career professional who excels in client service and operations within the financial services industry. · Client Account & Service Excellence: Act as a tru ...

+Kennedy Jenks is seeking a dynamic Client Service Director to grow their water and wastewater practice throughout the US. · ...

This includes preparing proposals, presentations, and communications material and coordinating the distribution of internal and external marketing information. · ...

At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. · ...

We are seeking a full time Client Service Representative to join our General Practice clinic. · ...

The Director Client Services leads the Account Management team while overseeing a complex book of business. · Lead coach and develop the Account Management team including staffing training performance management and resource allocation. · Foster a high-performing client-focused c ...

The Client Service Associate provides exceptional service to clients and supports Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · ...

Welcome to Net2Source! We are one of the fastest growing Global Workforce Solutions company with a growth of 100% YoY for last consecutive 3 years with over · 4100+ employees globally and · 30+ locations in US and operations in 50+ countries. With an experience of over a decade ...

This posting will remain open for a minimum of two weeks or until a sufficient pool of qualified applicants has been received. · A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in th ...

Labcorp is seeking a Client Service Representative to join our team. · This position will work with physician offices, hospital laboratories, patients and internal customers to ensure that all client needs are addressed accurately and efficiently. · The ideal candidate will be pa ...