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As an Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.
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Aquarius Sports and Entertainment is seeking a Coordinator/Senior Coordinator to join the agency’s Client Services team to support the planning, implementation and execution of sponsorships, as well as activations and experiential marketing platforms, on behalf of agency 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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The Private Client 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 successful Private Client Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
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Responsibilities include client intakes, assisting with activities of daily living, HMIS data entry, assessing clients to determine barriers to housing, assisting with completing documents, and providing referrals to various community services including substance abuse treatment, CES housing navigation, mental health services, benefits advocacy and veteran's services.
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In this role, the Tax Automation Services (TAS) Supervisor will be responsible for executing the functional and technical aspects of implementation projects, including data wrangling/data management tools, data visualization software, tax automation and document management software, and integration of systems.
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The Senior Advisor, Client Strategist will focus on offering BNY Mellon Wealth Management's full-suite of services to ultra-high net worth individuals and institutions primarily through face-to-face meetings and networking with various sources by way of direct prospecting, cultivation of external referral sources, and networking with key influencers.
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Grandview Medical Center offers programs and services in all medical and surgical areas, including Cardiology, Oncology, Neurology, Women's Health, Mental Health, Digestive Diseases, Orthopedics, Physical Medicine and Rehab, Sports Medicine and Emergency Care. There are more than 600 physicians on the Grandview medical staff representing 30 specialties and subspecialties.
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While in this role, the AVP, Client Services Manager should liaise between the Producers and Account Management team to ensure a seamless renewal process for clients, assist the Producers in bringing in and marketing new business, and effectively deliver the resources of NFP to our clients.
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The Associate Director, Client Services Implementation will be responsible for oversight of one or more programs to drive the overall success of the program implementation. Builds trust with client and is accountable for overall launch of patient services programs.
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FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences.
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The Private Client Wealth Advisor III will work with high-net worth investors, and ultra-high-net worth individuals and families. The Private Wealth Advisor III will assist those navigating the often-complex personal financial landscape and will advise on how to plan their finances, typically using services such as investment management, formal financial planning, and tax consulting.
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They are also responsible for overseeing the central reservations function, all aspects of conference and client center planning and extensive Workplace Services at all TIAA locations. Owning the FLIK Quality Assurance process within the three areas of responsibility (Workplace Services, Reservations, and Conference Planning.
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Provide KYC/AML on-boarding support, collect client-related documentation from front office and coordinate with KYC Utility teams. Interface with Lenders on client onboarding, billing and loan reconciliation and issue resolution.
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client services jobs Title: advisor Company: Kohls Department Stores
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