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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) Discount portal for everyday goods and services. 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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Advanced knowledge of SQL Server Reporting Services (SSRS), Tableau, Crystal Reports or Other Data Visualization Software. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and small businesses.
$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. You will work to gain an understanding of the Drawbridge business process, engagement deliverables and services, cybersecurity risk management, IT controls, and regulatory standards.
$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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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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As an Associate Client Solutions Manager, you are responsible for the project management of new and incremental client business to the Securities Services organization within JPMorgan’s Corporate Investment Bank. The role covers a diverse client base that includes Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Banks, Broker Dealers and Insurance Companies.
Full-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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In our Client Services Specialist role, you will provide support to customers by doing virtual demonstrations, installations, and troubleshooting of our software products. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, Acumatica, and major online shopping carts, including Magento and WooCommerce.
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Firm Type: Law Firm, Experience: 1 Years, A law firm in New York City is actively seeking a Junior Private Client Services Associate Attorney with 1-3 years of experience. Collaborate with clients, financial advisors, and other professionals to achieve client goals.
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services job Title: client in Corona, NY
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