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Redirect inappropriate behaviors and seek positive resolution to client conflicts and difficulties using ABA professional behavioral health tactics and training. Utilize nonviolent physical crisis intervention tactics if a client presents a danger to themselves or others.
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Execute and hold all tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary.
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Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi-Unit Team Leader and District General Manager as necessary. Serve as point of contact for onsite escalated client service concerns.
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Working under the direction of the Conflicts and New Business Intake Manager, the Client Intake Specialist performs conflict searches and updates and maintains accurate client and matter information in the time and billing system.
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Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that will allow us to promote the value of H&R Block.
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Resolves problems and conflicts and maintains open communication with the client including providing regular written and oral reports to ensure satisfaction. Five years of facility management or building operations experience is required with three years of supervisory experience in management, budgeting, vendor management, operations, and maintenance required.
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Facilitate team meetings and handle project conflicts within and outside of the team. Our client is seeking a motivated individual to join our IT Division as a Project Lead. Responsibilities are to manage the day-to-day operational and tactical aspects of company projects.
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Responds to all inquiries made by secretaries and attorneys relating to intake and conflicts. 3 - 5 years “hands-on” processing of new business and/or conflicts of interest required. Assists in all aspects of the Conflicts department operations, inclusive of administrative tasks to maintain the integrity of the Firm’s Conflicts database.
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Maintain effective working and professional relationships with audit colleagues and client management to facilitate communication and resolve conflicts. A certification is required; CPA, CIA, CISA or CFIRS.
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Foster effective communication and collaboration among team members and stakeholders, facilitating knowledge sharing and resolving conflicts. Collaborate with stakeholders to define project scope, goals, and deliverables, ensuring alignment with client requirements and strategic objectives.
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Our client, a leading global law firm, is seeking a Conflicts Analyst to join their team. Follow-up on conflict issues with Partners, Intake/Conflicts Manager, Office of General Counsel as well as other firm personnel as necessary.
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When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. TMG is a federally Registered Investment Adviser (RIA) with a fiduciary duty to our clients.
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Integrity: Must abide by strict ethical standards, integrity, objectivity and confidentiality when dealing with client, employee or financial information, and budget analysis and must avoid any personal conflicts of interest.
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Accomplished in clearly communicating complex ideas in written and verbal form coupled with keen emotional intelligence and polished etiquette to deliver insights, manage conflicts with diplomacy, and influence outcomes.
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Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.
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