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They will also understand the value proposition of all DEPT® services, and include DEPT® partners relevant to aligning client roadmaps to all facets of DEPT®'s portfolio. This position reports directly to the Head of Client Services, Americas.
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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.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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A history of working directly with enterprise-level clients in a client services, Account Director, or similar role. VP - Head Of Client Services - News Corp. Work closely with Global COO & Innovation Director to develop and roll out agency service development projects including new services, technology and partnerships.
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CLIENT SERVICES / Responsible for leading Octagon’s client business and day-to-day management of client programs. THE JOB / Account Director, Client Services (Insurance Client.
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Account Director, Client Services (Insurance Client) The Account Director will be responsible for overseeing the planning, development, and execution of sponsorship marketing and strategic planning efforts on behalf of our insurance client and their sports marketing portfolio.
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The ideal candidate should have a strong client management background and display the following characteristics: highly organized and detail oriented, consistently meets deadlines, strong written and verbal communication skills, previous experience in developing tactical recommendations and strong working knowledge of the sports sponsorship industry.
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Build and maintain strong client relationships through proactive communication, strategic counsel, and exceptional service delivery. Prior experience developing successful integrated sponsorship activations, initiatives, and campaigns with cross-functional agency/client teams required.
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CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship Management (CRM) system. Trading Support: Assist with trading activities and maintain familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, Goldman Sachs, and LPL.
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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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The Client Onboarding Specialist will be part of the Operational Services team supporting all aspects of client Onboarding to include the fulfilment of Anti-Money Laundering (AML) and Know Your Client (KYC) requirements.
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Responsibilities may include Copy/Print Production/Copy Center, Copier Maintenance, Mail/Courier Services, Reception/Office Services, Shipping/Receiving, Inventory Services, Warehouse, File Room/Records File Services based on assigned location.
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Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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With respect to equity prime brokerage transactions, the attorney will provide legal and regulatory advice with respect to securities lending, enhanced leverage requirements, margin lock-ups, cross-margining, and client onboarding issues.
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client services jobs Title: relationship manager Company: Charles Schwab in Wailuku, Hawaii
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