Tax Senior Manager, Private Client Services - Seattle

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 ...

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 ...

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. · ...

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

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 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 ...

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

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. · ...

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 · ...

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. · ...

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 · ...

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. · ...

+Legacy Promotions is a fast-growing promotional sales and marketing firm committed to helping our clients expand their reach, boost brand awareness. · +Engage face-to-face daily with potential new consumers · Provide excellent customer service for existing clientele · +Funny tea ...

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing ...

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 ...

We are 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. · ...

The Director, Client Services leads the Account Management team while overseeing a complex book of business. This role serves as the primary client contact ensuring operational excellence and high client satisfaction. · ...

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

We are seeking a Client Services Associate for our growing wealth management firm. The person will provide administrative and operational support to clients. · Build and maintain strong relationships with clients. · Serve as the primary point of contact for client inquiries. · ...

We are seeking a detail-oriented client services professional to join our team. · Act as a trusted resource for clients, ensuring smooth account operations and exceptional service. · Build a strong rapport with advisors, anticipating their needs and streamlinng processes to enhan ...