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Client Service Representative Entry Level
2 weeks ago
Business Sales Firm Hialeah, United StatesWe have been a leader within the business consulting industry for years. We are pioneering the next wave of growth for our newest clients in the auto glass industry, which is expected to be exponential. A career as a Client Service Representative would mean the opportunity to del ...
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Client Services Representative
3 weeks ago
Jeanette M Linker Insurance Agency Inc Polo, United StatesReady for that change you've been telling yourself about? · Looking for a new career where you're valued and well compensated? · **Come join our team** · 1st year, join us as our Client Services Representative and grow into a licensed office assistant specializing in Auto /Home I ...
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Client Service Representative
2 weeks ago
GoodVets Doral, United StatesGoodVetsis a community of animal hospitals co-owned with veterinarians. Sitting at the intersection of quality-first and people-first,GoodVetsprovides an environment of mentorship for all our employees while also providing the high quality of care and hospitality that today's pet ...
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Client Services Specialist
3 weeks ago
Trade With Pluto Doral, United StatesThe Client Service Specialist assists our clients with great customer service, operations, and sales support. Serves as the first point of contact for walk-in and call-in clients which include greeting, directing, and assisting them with any service-related difficulties, as well ...
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Client Services Specialist
2 weeks ago
City National Bank Doral, United StatesOverview: · Responsible for meeting the servicing needs and expectations of the large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Must be able to work in a fast p ...
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Client Service Manager
6 days ago
Gallagher Doral, United StatesAbout Us: · Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, s ...
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Client Services Associate
3 weeks ago
TransPerfect Doral, United StatesWho We Are · Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services eff ...
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Client Services Specialist
3 weeks ago
Trade with Pluto Doral, United StatesThe Client Service Specialist assists our clients with great customer service, operations, and sales support. Serves as the first point of contact for walk-in and call-in clients which include greeting, directing, and assisting them with any service-related difficulties, as well ...
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Client Service Representative
3 weeks ago
GoodVets Doral, United StatesGoodVetsis a community of animal hospitals co-owned with veterinarians. Sitting at the intersection of quality-first and people-first,GoodVetsprovides an environment of mentorship for all our employees while also providing the high quality of care and hospitality that todays pet ...
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Client Service Representative
3 weeks ago
UP HEALTH PLLC Doral, United StatesClient Service Representative - Miami/West Palm page is loaded · Client Service Representative - Miami/West Palm · Apply locations US FL Remote time type Full time posted on Posted 3 Days Ago job requisition id JR-0637 Summary · Description · Purpose of Role · The Client Servi ...
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Client Service Representative
3 weeks ago
Care Resource Doral, United States** Client Service Representative** · **Job Category****:** Grants & Development · **Requisition Number****:** CLIEN01216 · Showing 1 location · **Job Details** · **Description** · The Client Service Representative, CSR, is responsible for answering high volume of telephone inq ...
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Client Service Representative
1 week ago
Sevneurology Doral, United States****Client Service Super-Star Required For Veterinary Hospital in Miami, FL**** · Are you someone who is able to handle the whirlwind and pressure of handling clients, taking phone calls and keeping everything running smoothly. · If so, please read on we think this role may be so ...
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Client Services Administrator
3 weeks ago
EFG International Doral, United StatesJob Description · Career Opportunity · Are you ready to join our #EntrepreneurialThinking #PrivateBanking ever-growing team that continuously transforms talented employees into the finest wealth management professionals and efficient business leaders - empowering entrepreneuria ...
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Client Service Executive
1 week ago
HSBC Doral, United StatesJob description · Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the peo ...
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Client Services Coordinator
3 weeks ago
CBRE Doral, United StatesClient Services Coordinator - Marketing · Job ID · 157537 · Posted · 04-Mar-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Administrative, Design, Marketing · Location(s) · Miami - Florida - United States of America · **Get ready ...
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Client Services Admin
2 weeks ago
Banesco Doral, United StatesJob Description Job Description Job TitleClient Services Admin B&PBanesco USA is seeking a Client Services Admin B&P for our Business & Professional team.Primary Job Duties:Coordinate the SVP, Head of Business & Professional schedule, organize his agenda, provide follow-up, set-u ...
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Client Service Specialist
5 days ago
Banesco Doral, United StatesJob Description · Job Description · Job Title · Client Service Specialist – Business & Professional · Functional Title · Teller/Universal Banker · Banesco USA is seeking a · Client Service Specialist – Business & Professional · for our Aventura branch. · Primary Job Duties ...
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Client Service Specialist
1 week ago
Banesco Doral, United StatesJob Description · Job Description · Job Title · Client Service Specialist – Business & Professional · Functional Title · Teller/Universal Banker · Banesco USA is seeking a · Client Service Specialist – Business & Professional · for our Coral Gables branch. · Primary Job Duti ...
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Client Services Admin
2 weeks ago
Banesco Doral, United StatesJob Description · Job Description · Job Title · Client Services Admin – B&P · Banesco USA is seeking a · Client Services Admin – B&P · for our Business & Professional team. · Primary Job Duties: · Coordinate the SVP, Head of Business & Professional schedule, organize his a ...
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Client Service Specialist
6 days ago
Banesco Doral, United StatesJob Description Job DescriptionJob TitleClient Service Specialist Business & ProfessionalFunctional TitleTeller/Universal BankerBanesco USA is seeking a Client Service Specialist Business & Professional for our Coral Gables branch.Primary Job DutiesResponsible for teller duties w ...
Manager / Director, Private Client Services (Family Office) - Doral, United States - Alvarez & Marsal
Description
A&M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential.
The collaborative environment and engaging workguided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversityare why our people love working at A&M.
We provide tax, turnaround management, restructuring, performance improvement, and corporate advisory services.Our tax practice is unique in that we offer the opportunity to work without audit conflict and truly act a trusted business advisor.
We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and reward them based on their achievements.
Were currently growing Our Private Client Services (PCS) practice in West Palm Beach, FL and Miami, FL, which focuses on family office services and tax compliance and tax advisory services.
The PCS team works with high-net-worth individuals and families and their private companies, serving as their advisor, advocate, teammate and partner.
We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs.
Due to our tremendous growth, we're seeking a Senior Director to join our team.What Will You Be Doing?
As a Manager / Director within Private Client Services, Tax you will:
Establish long term consultative relationships with high net worth families and individuals, trust and estate attorneys, investment advisors and other high net worth advisorsLead the review and oversight of accounting processes for your clients, i.e.
ensure timely posting of all financial transactions to G/L, timely and accurate journal entries, and financial reportingLead the team to coordinate monthly close, manage accounts payables, and processing of accurate/authorized invoices and payments in a timely mannerBuild relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely executionManage risk, staffing and financial performance for multiple engagements at once including billing, collections, profitability and project budgetsProvide supportive leadership by providing development and career guidance through mentoring and performance feedback to your teamBuild relationships across the Tax practice and the rest of A&M.
Develop a deep understanding of the areas of expertise across the firm in order to present clients with opportunities for additional supportChampion diversity, equity and inclusion across all aspects of the practiceBuild, manage, direct and monitor multiple client engagement teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfactionBuild consultative relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution of projectsActively pursue business development opportunities and prioritize where and how to source new relationshipsRegularly meet with contacts to discuss broad business issues and provide insight regarding how Tax and A&M can help address their critical business issuesHow will you grow and be supported?
At A&M, we know our people drive our growth, and we're focused on providing an employee experience that supports professional and personal development.
We provide our team with a robust performance development process which encourages continuous learning and development that rewards you for your contributions.
We have the best technical and formalized on-the-job training and offer endless opportunities for professionals to acquire new skills. We also prioritize your well-being and provide personal tools and resources to support you through your personal journey. Click to learn about our commitment to your well-being.Our Tax professionals consistently share their favorite attributes of A&M are the growth opportunities, our unique, entrepreneurial culture and of course, the fun we have together.
The possibilities are endless for high performing and passionate tax professionals.Click to learn more about why A&M is a great place work.
Qualifications:
Bachelors degree in Accounting; Masters in Accounting a plus10+ years of relevant experience ; Private Client Services/Family Office/High Net Worth accounting experience strongly preferredAbility to work remotely for right candidateExperience managing teams and engagementsCPA or Licensed AttorneyHigh level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy toPassion for mentoring, coaching and developing teamsProven experience working as trusted advisor to clients with a demonstrated ability to help clients understand and interpret analysis, deliverables and recommendationsPrior proven experience leading others while managing risk, staffing and financial performance for multiple engagements at once including billing, collections and project budgetsExcellent verbal and written skills, with the ability to establish credibility and influence clientsAdvanced user of all Microsoft Office products (with an emphasis on Excel and Powerpoint)Strong knowledge and experience in QuickBooks or other accounting platformsKnowledge of Masttro, a plusSelf-motivated with a high degree of intellectual curiosity.
The annual base salary range for Manager is $105,000 - $130,000, and for Director is $130,000 - $155,000 - commensurate with experience.
In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.
Please ask your recruiter for details.#LI-LV1
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Manager / Director, Private Client Services (Family Office) professionals in Doral
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Stephany Diaz
Logistics Executive