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Oversee the development, testing, and deployment of client-specific enhancements, ensuring alignment with industry standards in securities trading, post-trade settlement, and prime brokerage services.
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Assist Billing Manager or Manager of Accounting with training, guiding and quality control for Client Billing Specialists in all aspects of the billing and e-billing process. Submit non e-billed invoices to practice assistant/lawyer for mailing/emailing to the client and follow up to ensure invoices were sent out.
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The Private Client - Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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Technical Expertise: Utilize accounting software such as NetSuite, Yardi, Appfolio, QuickBooks Online, and Sage Intacct to manage client accounting processes. About the Company: Our client is a leading CPA firm committed to delivering high-quality outsourced accounting services to a diverse client base.
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Title: Client Success Manager, Government – Phoenix, AZ Reporting to: Senior Client Success Manager Location & Travel: This position will be based onsite at the Phoenix, AZ VA hospital location.
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Job Description Client Engagement Manager Locations : New York, NY | Waltham, MA | Hybrid Get To Know The Team: The CEM is an integral role within the Global Deal Services Intralinks organization, nested within the larger Global Technical Sales organization.
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The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Our office is growing, and we are looking for a Client Service Associate to join our operations team.
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A Client Care Specialist 2 (CCS2) contributes to AHF by embodying our commitment to excellence in patient care and operational efficiency. Through cross-functionality, CCS2s play a pivotal role in ensuring that our combined healthcare and wellness center operates seamlessly and that our patients receive the best client experience and the highest standard of care.
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Job Summary:The Wealth Strategist / Client Development Sales Executive is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities. The Wealth Strategist / Client Development Sales Executive maintains ongoing contact with clients, promoting the enhancement and expansion of existing relationships.
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Dewberry is currently seeking an exceptional candidate to serve as a United States Army Corps of Engineers (USACE) Civil Works (CW) Client Manager/Senior Program Manager in the Southeastern United States; job can either be performed as remote work or based in one of the Dewberry offices in the Southeast.
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Client Service Coordinator needed for Banfield Pet Hospital in Tanglewood! SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
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The Client Support Specialist serves as Tier 1 for client issues, escalating and interfacing with Tier 2 and other company personnel as needed. SUMMARY OF THE ROLE The Client Support Specialist serves an essential role, meeting the front-line needs of clients through ticketing, phone and chat channels.
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The selected candidate will manage the unit Coordinator and together they will monitor and facilitate the daily operations of the Client Services Unit, find ways to measure customer satisfaction and improve services, manage a team of customer service staff, and handle face-to-face inquiries from customers.
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Partners with Client Service Leaders and pursuit champions to assist with business development, building client relationships and pursuit efforts for mega and super mega projects in accordance with HNTB's Sophisticated Sales Approach (SSA.
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2025 Sales & Client Engagement Internship Program For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe.
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client job Company: Advantis Global
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