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EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics (copy) and mail services in both physical and digital environments, with support for services in hospitality, facilities, audio/visual, reception, and other Williams Lea service lines as needed.
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The integrated suite of investment solutions includes: actuarial services, asset/liability studies, cash flow analysis, investment policy design, asset allocation, investment manager research and selection, program construction, program monitoring and evaluation, portfolio rebalancing, performance measurement, risk management, defined benefit and defined contribution plan management, trust and custody services, and credit services.
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Maintains current knowledge of client resources and agency procedures, including current knowledge of mental health diagnosis, reporting requirements of the Illinois Departments of Children & Family Services, and Department of Human Services, Offices of Mental Health & Developmental Disabilities.
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Our client is looking for a Senior Machinery Engineer/Rotating Equipment Engineer who has ideally worked in the industrial gas sector. Responsibilities with other equipment includes pumping services with cryogenic liquids and high-pressure Boiler Feed Water.
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The Private Client Senior Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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The Investor Reporting and Client Services Vice President will report to the Head of Investor Relations and Business Development and join a fast-paced environment, and a collaborative, adaptable, proactive, and outcome-driven team.
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Client Services/Customer Support Analyst. Provide sales support by creating historical data files, auditing accounts, setting prospective clients up on trials of our services, and answering questions regarding data and data quality via phone, email and chat.
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Engages client in clinical therapeutic rehabilitative services, case management, community support, crisis intervention, and therapy counseling. Maintains current and accurate documentation of client services (billable/non-billable), client scheduling, consultation, and other events related to the maintenance of the client’s electronic health record.
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In addition to the competitive salary, the Conference Services Manager will have the opportunity to earn bonus incentives based on performance metrics and client satisfaction. The Conference Services Manager will be responsible for coordinating and overseeing all aspects of conferences, meetings, and events at The Sebastian Vail property.
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May require driving between multiple client locations, may also require a personal vehicle (valid driver's license and acceptable driving record necessary). About our Company - Canon Solutions America, Inc. empowers companies of all sizes to succeed by supplying market leading enterprise, production, and large format printing solutions, supported by exceptional professional service offerings.
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S&K Building Services is expanding our team across the nation and looking for a Commercial High-Rise Window Cleaning Technician! As a High Rise Technician, you’ll be an integral part of our team, supporting our client base at a high-rise level via rope descent system.
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The Head of Client Service is a dynamic role that is responsible for ensuring Aduro continues to deliver consistent, premium fund administration services as the Aduro platform grows. Work with the CEO, COO, and Aduro CS Leadership to document a consensus as to the vision for Aduro client experience and client service delivery including internal metrics for measurement of service success (i.e., sending audit reports out by LPA deadline.
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client services jobs Title: executive Company: Cognizant
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