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Acting as a brand ambassador, the Client Advisor plays a key role in helping create and maintain an organic and enjoyable overall customer experience. By providing authentic and curated after-sale communication, the Client Advisor seeks to foster and grow client relations to drive sales.
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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. About our Private Client Services (PCS) Team: 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.
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Site responsibility and location of coverage may change based on client and/or division needs. - May require driving between multiple client locations, may also require a personal vehicle (valid driver's license and acceptable driving record necessary.
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Understanding of client onboarding documentation that includes KYC/CDD/EDD, AML, Tax, regulatory & ISDA documentation. This role is within the CIB COO Client Lifecycle Management (CLM) organization, that is responsible for end-to-end Client onboarding and ongoing lifecycle management of Clients across CIB lines of Business such as Banking, Markets, CRE etc.
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Client Advocate Specialist - Hotlines- Casual Summary:The Hotlines' Client Advocate Specialist fields calls to Safe Horizon's three 24-hour Hotlines: the Domestic Violence Hotline, the Crime Victims Hotline and the Rape and Incest Hotline.
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At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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1-3 years as a Client Success Manager with proven experience in Salesforce (or similar) We go through the same interview steps for all Client Support candidates to ensure equity in our hiring process.
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Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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Company Culture: At Globe Life people are ambitious but respectful, high-energy, and treat every member like family. Many of our representatives have seen exponential career growth within Globe Life.
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You'll be the face of Globe Life embodying our values and commitment. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. What's the growth trajectory for a Benefits Representative.
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Grow with Us: Dive into continuous learning and development opportunities. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day. Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
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Experience with high networth individuals, trusts, estates or small businesses (1040s, 1041s, and 1065s) for our Private Client Services Team. Tax Director, Private Client Services - HNWI.
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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 (Adult Beverage Client.
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3+ years working in an agency or brand within client services, influencer marketing, advertising, social, media and/or creative. Take on client facing ownership and responsibilities alongside the Account Director and Group Director to help drive consistent upsales and repeat business for the sales team.
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Monitor case plans for effectiveness and individual client needs, functional capabilities and assistance needed to increase independent functioning. Demonstrated sensitivity and experience with and/or knowledge of homelessness within disenfranchised communities including individuals whom identify as lesbian, gay, bisexual, transgender, queer, and/or HIV-affected, the elderly and individuals with substance abuse and/or mental health issues.
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Title: client Company: Connectone Bank in New York, NY
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