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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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THE JOB / Account Manager, Client Services (Home Improvement Client) The Account Manager will work closely with the Account Director who oversees each of the client’s Atlanta based partnerships day-to-day, as well as with key partners from the client team, agency, and internal Octagon teams.
$65,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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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.
$198,000 a yearExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Advanced knowledge of SQL Server Reporting Services (SSRS), Tableau, Crystal Reports or Other Data Visualization Software. This role will work in partnership with Client Engagement business leaders to help solve specific business problems using internal and external data and various data manipulation and visualization tools to achieve goals.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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The selected candidate will manage the unit Coordinator and together they will monitor and facilitate the daily operations of the Client Services Unit, find ways to measure customer satisfaction and improve services, manage a team of customer service staff, and handle face-to-face inquiries from customers.
$93,807Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Reporting and Analysis: Interact with various platforms and workflows such as custodial portals, Orion Reporting, and Emoney to assist in client onboarding, reporting and related service requests.
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The Account Manager will work closely with the Account Director who oversees each of the client's National soccer partnerships day-to-day, as well as with key partners from the client team, agency, and internal Octagon teams.
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Superb listening, verbal and written communication, plus analytical and problem-solving abilities – Expect significant client engagement and collaboration with other advisors. 2-3 years of preferred experience in wealth management client service.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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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 18 days ago - UpvoteDownvoteShare Job
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Participating in client meetings with firm principals to collect personal information and develop investment allocations and planning suggestions. Preparing client reports as needed by firm principals or client.
$95,000 a yearFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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Initiate periodic check-ins with clients to ensure services and projects are up to par with client expectations. The Client Success Senior Advisor will report to a Client Success Manager.
$95,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The selected candidate will serve as Deputy Director of Client Services within the Division of Tenant and Owner Resources in the Office of Housing Access and Stability reporting to and working closely with the Director of Client Services.
$93,807 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Provides client care coordination services in the absence or vacancy of Client Care Coordinator staff. Supervise the delivery of services provided by client care coordinators to enhance existing services to homeless families to include the completion of a thorough assessment and the development and completion of bio-psychosocial of each family upon intake, crisis intervention, counseling and client advocacy and referrals to government and community-based resources.
Full-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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At NYC Health + Hospitals, our mission is to deliver high quality care health services, without exception. Metropolitan delivers high quality health services with compassion, dignity, and respect to all, without exception.
Full-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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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.
Full-timeExpandApply NowActive JobUpdated 20 days ago
client services jobs in Corona, NY
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