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Preferred Software: Proficient in Microsoft Office suite, required Other Knowledge, Skills & Abilities: Experience managing multiple client engagements an client service teams Excellent verbal and written communication skills Ability to articulate complex information when providing crucial negotiation insights, etc.
$290,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Facilitates requests and planning for other BNY Mellon business lines to use onsite facilities for client or internal events. Having a thorough understanding of the Firm’s emergency procedures and being prepared to carry out designated tasks in the event of a fire or other emergency Ensuring knowledge of proper escalation procedures Works closest with the General Manager, or other client contacts, and building personnel, always ensuring smooth transitions at each stage of the operation.
$75,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Learn more about what makes us different and how you can thrive as the Operations Assistant – Retirement Services at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities.
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Attend partner meetings to educate on PEO services and processes Partners with the COA (client onboarding ambassador) to ensure a successful onboarding to the PEO. Expediting the resolution of client problems or complaints to facilitate a positive onboarding experience.
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National Center for Safety Initiatives, LLC (NCSI), a SportsEngine company, part of NBC SportsNext, is seeking a full time Client Services Specialist. The position requires a keen attention to detail and working knowledge of platforms that support the collection of registrant information as well as various client support platforms and applications.
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A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
$335,000 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Firm Type: Law Firm, Experience: 5 Years, A law firm is seeking an experienced Private Client Services Senior Associate Attorney to join their team in Orlando, FL. The ideal candidate will have 5-15 years of relevant experience, demonstrating expertise in estate planning, estate and gift taxation, and trust administration for individuals, charitable organizations, foundations, and corporate fiduciaries.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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HNW Senior Tax Managers / Directors Who Have Strong Experience Working In HNW Private Client Services Or Family Office Divisions For Top Tier National CPA Public Accounting Firms And / OOR Wealth Management Firms Are Encouraged To Apply ASAP As This Will Be An Opportunity To Continue Working In The Areas You Enjoy Without The Same Negative Impact Of Ultra Stressfull Busy Seasons.
$210,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Treasury Services Coordinator also perform extensive data analyses of client and portfolio metrics to uncover sales opportunities and assist Treasury Product and Implementation on projects.
Full-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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Client Services Representative (Account Manager I) with Paylocity you will be resolving Payroll and Human Resources (HR) system issues. Reports To: Client Services Team Lead.
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Waterford Lakes Animal Hospital is looking for a full-time client service representative with the skills, drive, and desire to take your career to the next step. Qualified candidates will have open availability Monday - Saturday, at least 1 year of experience as a veterinary client service representative & will thrive in a fast paced environment.
ExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Prepares for services to include delivering and setting up floral arrangements, chairs, caskets, urns, photos and other personal keepsakes or mementos of client families; ensures proper care and storage of any of these items.
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Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, Centralized Advisor Center (CAC) assigned and Signature Advantage brokerage clients via phone.
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Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients.
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With a global team of more than 9,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,000 clients across the carrier, broker, and MGA segments - consistently earning a +95% client retention rate for over a decade.
$23.15 an hourFull-timeExpandApply NowActive JobUpdated 21 days ago
client job Title: services in Altamonte Springs, FL
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