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The CCO will serve as a member of the Executive Team, along with the Chief Financial Officer, Chief Operating Officer and Chief of Client Services. Coordinate with NFF in-house counsel (or external counsel), underwriters, and portfolio management staff to ensure loans are closed in accordance with credit approvals, executed commitment letters, and credit policies; where changes, exceptions, or concessions are requested, provide oversight and guidance to ensure NFF’s interests are protected, while seeking ways to reasonably accommodate client and partner needs.
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As a Client Services Director with YouGov, you'll be an essential member of the Data Products team, managing the day-to-day relationships with a portfolio of key clients subscribing to the BrandIndex and Profiles products.
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The Ambassador performs a variety of tasks during the funeral and memorialization process and assists Funeral Directors and other location staff to ensure services run smoothly and that the expectations of our client families and their guests are exceeded.
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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank.
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SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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To identify and develop new revenue opportunities within our client base, working closely with the SGS network, where required working closely with the International Solutions Manager to secure growth and expansion of services and revenue.
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Outreach, Canvasser, Promotions, Client Service, Human Resources, Food Service, Marketing, Entry Level, Sales, Promotions, Retail, Hospitality, Training, Leadership Development, Training Programs, Customer Service, Customer Care, Coordination, Communication, Collaboration, Team Environment, Mentor, Public Speaking, Strategy, Business, Psychology, Customer Relations, Bartending, Serving, Host/Hostess, Recruiting, Military, Finance, Insurance, Solar, Barista.
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The Tax Associate works as a member of the Client Services group of CBIZ in providing outstanding service to our valued clients. With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
$71,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated 4 months ago - UpvoteDownvoteShare Job
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Be a trusted member of the engagement team providing various federal tax compliance and consulting services to Real Estate clients:Be a valued tax business advisor, lead client relationships on day-to-day tax matters with various clients ranging from middle market to multinational.
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Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
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Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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The individual will be a member of the high growth Tax Solutions team, which is responsible for delivering and maintaining tax technology, managed services, and professional services.
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Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers.
$61,280 - $85,520 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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As a key member of our Healthcare Team they should be confident in their subject matter expertise as demonstrated by keen ability to interpret rulings related to transactional, regulatory, clinical, finance, tax, and operational matters as well as clinical, litigation, and enforcement areas with the goal of offering legally compliant services that are advantageous to client needs.
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member services client jobs in Carle Place, NY
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