Tax Senior Manager, Private Client Services - Baltimore - BDO USA, LLP

Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. · ...

The Client Service Associate serves as the point of contact for client relationships designated by our internal Family Office Client Groups. The Client Service Associate plays a key role in onboarding, maintaining, and enhancing relationships to ensure each receives a personalize ...

The Client Services Coordinator is a part of the Client Services (CS) team, providing financial and logistical support to abortion seekers living in or traveling to Maryland. The CS team works remotely, communicating and coordinating support directly with clients, clinics, aborti ...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · Through regular interactions with clients individuals in this role build trusted relationships. Leading with a ...

The Asset Servicing Associate serves as a subject matter expert in regards to Corporate Actions for Wealth Management. · Ensure timeliness and quality of Corporate action announcements; · Reconciliation and resolution of residual differences. · ...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · ...

Entegra Procurement Services is a fast-growing and dynamic division of Sodexo and part of a global procurement network that manages more than $36 billion in spend for food, services and supplies, and serves more than 120,000 purchasing sites throughout the United States alone. En ...

+Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · +Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationshipsExecuting money ...

The job is for a client services representative. The individual must be available to work 5 days per week in an office. They will provide strong written and oral communication skills, strong interpersonal and client service skills using video and phone technologies, critical thin ...

This is an entry level hybrid position which is currently working three days per week onsite but will require full time in office work if fully onsite policy returns. The ideal candidate will have strong written and oral communication skills and strong interpersonal and client se ...

· Keep the carrier. Lose the headache. Founded in 2005, LINQ is a managed mobility service provider with our mission to make a complicated industry uncomplicated through high-quality, people-driven service. From internal operations to 1:1 client support, we approach every intera ...

The Client Service Representative provides customer service to clients and staff through administrative support in various capacities. · This role accurately and efficiently manages confidential information in multiple databases and systems to support clients throughout their vis ...

The Client Services Coordinator provides financial and logistical support to abortion seekers living in Maryland.This position works remotely communicating directly with clients clinics abortion funds other practical organizations. · ...

POSITION SUMMARY   · Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.  Through regular interactions with clients, individuals in this role build trusted relations ...

Pitcairn's innovative Shared Single-Family Office model provides unparalleled service to wealthy families and other family offices. We understand multigenerational family wealth in a way that few other wealth advisory firms do. · The Client Service Associate serves as the point o ...

· Are you passionate about travel and enjoy helping others create unforgettable experiences? Were seeking motivated, customer-focused individuals to join our team in a Client Services / Travel role. Work remotely while guiding clients, managing bookings, and delivering exception ...

The Client Service Partner focuses on managing the internal client relationships and acts as a client/customer advocate in support of Lineage Logistics' Operations organization. This is a "mission critical" role within Lineage Logistics IT by acting as a conduit of information a ...

· POSITION SUMMARY · Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.  Through regular interactions with clients, individuals in this role build trusted relation ...

+Job summary · Join us as a Client Service Specialist and be part of our collaborative team that exceeds client expectations at LINQ Services. · +Respond to client e-mail support tickets such as questions, status checks, phone activations... · Use multiple online systems and supp ...

Department: Practice Operations · Reports To: Client Services Manager · Hours: 8:00am to 4:30pm · FLSA Status: Non-Exempt · L ocation: 421 Fallsway, Main Clinic · Supervisor: Yes · Status: Essential On-Site · Overview · The Lead Client Service Representative (Lead CSR) performs m ...

Responsible for planning organizing and monitoring client services activities focusing on enforcing standards/procedures that result in projects being on-time within budget and to the clients complete satisfaction. · ...