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Client Services Director - Midwest Region. PRIMARY PURPOSE : To determine account management strategies related to client service plans; to be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; to provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models; and to oversee the work of other local Client Services staff.
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Explain our maintenance services to clients and refer them to the sales teams as appropriate. Ability and desire to develop and maintain strong client relationships. For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment.
$110,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Senior Helpers is currently seeking a Care Team/Client Services Manager to work in their Roseville office. The Care Team/Client Services Manager will have the overall responsibility of managing and developing all client services as well as caregivers for Senior Helpers within the franchise territory.
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Ballard Spahr LLP a national law firm with over 600 lawyers in 15 offices across the country is seeking an Estate Specialist/Tax Accountant to prepare the tax filings for clients of our Private Client Services practice.
Full-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
$102,300 - $150,000Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation.
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As a Client Advisor, you will primarily focus on driving conversations with technology C-levels in digital transformation/agility and cybersecurity, leading these conversations with our professional services and solutions.
$175,000 - $400,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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A Private Client Services (PCS) Tax Senior Manager 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.
$140,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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The Client Services & Dispatch Representative is responsible for managing the life of a client ticket for service or repair. The role encompasses a range of duties including project coordination to support the Client Services Department, customers, and colleagues.
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Helix, a ReSource Pro company, is seeking an experienced independent insurance agency/brokerage professional to serve as a Client Support Manager to understand our customer needs drive in order to drive our innovation.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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The Client Executive is expected to work on business proposals and presentations which are a persuasive representation of an organizations strategy, products, and services. The Capgemini Engineering Services Client Partner is responsible for researching and pursuing current clients and new business leads for the growth of the business.
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Provides continual education to client on Reliance processes, policies, and procedures, including web-site services and navigation. Knowledge of group insurance, products, contracts, and services.
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Follow defined SOPs to apply contractual fees to units within a client as outlined by customer facing teams (FPS/ NBI) As the largest pure-play fleet manager in the world, we provide unmatched products and services and solutions to our clients.
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Know our services inside and out to provide an amazing client experience, holding client and team members accountable and removing roadblocks. Organized, detailed, and client-focused, the Client Success Manager (CSM) is “the keeper of all things.
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Tax Senior Manager - Private Client Services. Tax Manager - Private Client Services. We are seeking a Manager to join the Private Client Services Assurance practice in our Minneapolis office.
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client services jobs Title: client in Minneapolis, MN
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