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The Client Services 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 National Client Services Department, customers, and colleagues.
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Proven sales record of building a large sales pipeline through technical solutioning for RFPs, technical offerings development, and proactive client outreachStrong understanding of the financial services industry – capital markets, retail and business banking, asset management, insurance, etc.
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Job SummaryThe STS GES Senior Associate is responsible for developing, recommending, and implementing efficient and effective methods to maximize client benefits, particularly by decreasing clients’ current and future taxes.
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Description D.A. Davidson & Co. is a leading financial services firm providing wealth management, financial planning, investment banking, and public finance services to a client base that includes individuals, corporations, institutional clients, and governments.
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Lead all manner of sales/use consulting engagements including nexus determinations, taxability analyses, quantification of potential liabilities, exposure mitigation, tax processes consulting, controversies and liaising with tax authorities, buy and sell side transaction advisory services, refund reviews, recovery studies, incentives, and more.
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3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns. Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
$126,620 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. Financial Restructuring hires new Financial Analysts to work specifically with the group, assisting with a variety of transactions, including creditor- and debtor-side restructurings and distressed mergers & acquisitions.
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Today, that inventive spirit continues throughout our 27 specialty and primary care clinics, home care offerings, medical transportation services and two hospitals—North Memorial Health Hospital and Maple Grove Hospital—not to mention the 900+ doctors and 5,000+ team members that are dedicated to delivering a more connected experience for our customers.
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Challenging client or team situations are being managed with guidance from Associate Director, with Influencer Marketing Manager and Influencer Marketing Sr. Associate collaborating closely to bring a solutions-oriented approach to these situations proactively.
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Our client, a subsidiary specializing in traffic engineering and transportation design, is seeking a Traffic Engineer Project Manager (Professional Engineer license required) for a fully remote position.
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Experience in Business Banking, Payment Services, Financial Services, or regulated domains is a big plus. - Demonstrated prior software development experience with expertise in client-side technologies (Angular/React, JavaScript/TypeScript, HTML, CSS) and strong experience using Java, Spring Framework/Spring Boot, and web application technologies.
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As a dynamite Client Success Manager, you deserve success in your life as well, and at Cox, we define “success” as being a part of a company that gives you lots of opportunities and options. Client Success Manager.
$136,200 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Optomi, in partnership with a global leader in HVACR markets, is seeking a Functional SAP IBP Consultant to fulfill a contract opportunity with a client located in the DFW area. Optomi, in partnership with a global leader in HVACR markets, is seeking a Functional SAP IBP Consultant to fulfill a contract opportunity with a client located in the DFW area.
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Our client is a leading. Proficiency in cloud platforms (e.g., AWS, Azure, Google Cloud) & Relevant certifications (e.g., AWS Certified Solutions Architect, TOGAF Certification) are a plus. Azure Architect, Synapse, AI/ML, MLOps.
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The Connectivity Testing and Integration team within Federal Reserve Financial Services (FRFS) Customer Service is looking for a Technical Analyst to provide network support to Federal Reserve customers across all electronic access platforms and business application support to new FedNow service.
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financial services client jobs Company: Pride Health in Minneapolis, Lawrence, New Jersey
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