Tax Senior Manager, Private Client Services - Grand Rapids, MI, United States

We are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to two independent financial advisors. · Service daily client inquiries over the phone, online, and in-person. · Work both independently and within a dynamic team environ ...

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. · Frequent custodian interaction & paperwork processing. · Process account openings, funding, deposit electronic checks, money move ...

+Provide excellent customer service to facilitate a positive and efficient experience for individuals accessing and participating in services, as well as for employees providing those services. · +Responding to phone calls, · Rceiving and directing clients, · Data entry, retrieva ...

· Company Description · Company Overview: Stifel is the largest subsidiary of Stifel Financial Corp. and is listed on the New York Stock Exchange (NYSE: SF). · Stifel Financial Corp offers securities-related financial services in the United States and Europe through its wholly o ...

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. · Assisting with account openings · Processing paperwork · Scheduling client meetings · ...

· Position Details  · Provide excellent customer service to help facilitate a positive and efficient experience for people accessing and participating in services, as well as employees providing those services.  Responsibilities include responding to phone calls, receiving and d ...

HB Steele Interactive Financial Planning is seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to two independent financial advisors. · Bachelor's degree preferred or equivalent years of experience in industry. · ...

Provide excellent customer service to help facilitate a positive and efficient experience for people accessing and participating in services as well as employees providing those services. · Responding to phone calls · Receiving directing clients Data entry retrieval organization ...

+We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead and innovate. · +Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely ma ...

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 to meet your clients where the ...

· Animal Emergency & Specialty Hospital of Grand Rapids, MI is a growing 24-hour Emergency & Specialty hospital offering a fast-paced work and rewarding environment. Our seasoned Emergency Veterinarians, Technicians, and Assistants pride themselves on providing high-quality medi ...

We are seeking a Client Service Representative to join our team at Animal Emergency & Specialty Hospital of Grand Rapids, MI. As a key member of our front office staff, you will be responsible for providing exceptional client care and being a patient advocate. · Triage patients a ...

We are an integrated professional services firm driven by the belief that meaningful impact is possible. · Perform and/or review bookkeeping tasks such as entering transactions. · ...

+Provide excellent customer service to facilitate a positive and efficient experience for individuals accessing and participating in services... · + · ++Prior experience in a Behavioral Health and/or medical office setting · High-level technical skills and proficiency in Microsof ...

Hill Island Financial is seeking a Client Service Manager to provide exceptional service and operational leadership for our high-net-worth client families. · This is a non-sales, client-facing role designed for an experienced professional who takes pride in white-glove service de ...

This is a rare opportunity to join an eight-person investment firm based in Grand Rapids, Michigan. · We are seeking a Client Service Manager to provide exceptional service and operational leadership for our high-net-worth client families. · The ideal candidate will be a natural ...

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 to meet your clients where they wan ...

We are seeking a Client Service Representative to join our team at Animal Emergency & Specialty Hospital of Grand Rapids, MI. The ideal candidate will have previous veterinary reception experience and be able to triage patients, assess and respond accordingly. · ...

BDO Private Client Services at BDO is a boutique practice within our firm Offering a high touch approach we have extensive experience serving high net-worth individuals their families family offices C-Suite executives athletes entertainers as well as other people with complicated ...

This role focuses on solving complex accounting challenges for a variety of for-profit businesses- enhancing controls, guiding transitions, and improving accounting processes. · Drive strategic oversight of full-cycle client accounting and advisory engagements · Manage payroll pr ...

As a Client Care Service Representative at Northwestern Mutual, you will be a key ambassador of our client experience. · ...