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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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As an Engagement Director, you will:Serve as a high-level interim or project-based accounting resource for clients in various industries on accounting, finance, tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.
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We are looking for an experienced Engagement Manager who is passionate about helping businesses succeed and meet their immediate staffing needs. Located in one of the following markets and ability to travel to client sites: Atlanta, GA, Baltimore, MD, Chicago, IL, Dallas, TX, Denver, CO, Indianapolis, IN, Los Angeles, CA, New York, NY, Newark, NJ, Philadelphia, PA, Phoenix, AZ, San Francisco, CA, Seattle, WA.
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The Client Success Manager (CSM) will be responsible for proactively engaging clients and serve as a trusted advisor to our clients, leading to retention and strong adoption of our products allowing Aspire to support clients in attaining their own objectives using our solutions while driving revenue growth.
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Serve as a high-level interim or project-based accounting resource for clients in various industries on accounting, finance, tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.
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The Sales and Community Engagement Manager is responsible for increasing care hours, developing a profitable referral source pipeline, gaining market share, and increasing client conversions.
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We are seeking a qualified Client Services Manager to join ourgrowing, independently affiliated firm in our Grove City, Pa branch office. The Client Services Manager will help us deliver excellent support and service to clients.
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EisnerAmper is seeking a Tax Senior Manager 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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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
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Follow this link to view a recent article published in Due Online about the story behind ProducifyX: Role of Client Success Manager:As a Client Success Manager at ProducifyX, you will play a crucial role in ensuring our clients achieve their goals and receive exceptional value from our services.
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As a Financial Advisor at WellBridge Wealth, you’ll be at the forefront of client relationships, utilizing your expertise to create unique and impactful financial plans. Data Precision: Master the art of collecting, interpreting, and analyzing client financial data.
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Keywords: D365 for Customer Engagement, D365CE, CE, Dynamics CRM, CRM, Budget Management, Change Management, Project Management, Risk Management, Project Tracking, Risk Mitigation, PMP, PMI, PMI ACP, Agile, Waterfall, Methodology, Project Manager, Senior Project Manager, MS Project, LCS, VSTS, DevOps, Power BI, Financial Reports.
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The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts.
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financial manager client engagement jobs Company: Jpmorgan Chase Co
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