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Keywords: Client Engagement Associate, Location: USA

Page: 12

Personal Lines Client Service Assistant

balance, because that’s important for all of us! Focus on creating a meaningful environment through employee engagement...: We currently have an opportunity for Client Service Assistant to join our Florida Personal Lines team. The selected employee...

Location: Winter Park, FL
Posted Date: 07 Jan 2025

Client Care Specialist

to ensure all clients receive timely care and support. Contributing to the creation and implementation of client engagement...Title: Client Care Specialist Reports to: Medical Operations Status: Full Time Non-Exempt (Hourly) 30 - 40 hours...

Posted Date: 05 Jan 2025

Senior Manager - Private Client Services

the story of your success! The Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple... engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family...

Company: Andersen
Posted Date: 04 Jan 2025

Audit Manager - Tribal Industry Clients

, and reporting. Oversee daily operations of the audit engagement. From staffing, planning, budgeting, risk assessment, fieldwork... Assist clients with GAAP compliance and the adoption of FASB Accounting Standard Updates. Address client concerns and resolve...

Company: Wipfli
Location: Great Falls, MT
Posted Date: 04 Jan 2025
Salary: $87000 - 145000 per year

Client Service Partner 2, Dashboard Legal

The Associate Client Service Partner formulates and executes service strategies to increase users and usage targets... for assigned accounts. Primary Responsibilities: Serves as the primary point of contact for users within an existing client...

Company: Bloomberg
Location: Arlington, TX
Posted Date: 25 Dec 2024

Tax Supervisor | Private Client Services (PCS)

of client engagements Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain... Associate’s on engagements Train and mentor associate staff May be involved in the client billing process by assisting...

Company: Cbiz
Location: San Jose, CA
Posted Date: 22 Dec 2024
Salary: $110000 per year

Tax Supervisor | Private Client Services (PCS)

of client engagements Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain... Associate’s on engagements Train and mentor associate staff May be involved in the client billing process by assisting...

Company: Cbiz
Location: San Francisco, CA
Posted Date: 22 Dec 2024
Salary: $110000 per year

Tax Manager - Private Client Services

the story of your success! The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement..., and evaluate Intern, Associate and Senior Associates; and Receive formal PCS and on the job training in daily interactions...

Company: Andersen
Location: Des Moines, IA
Posted Date: 21 Dec 2024

Director, Client Coding Integration

client issues. Drives a culture of accountability and transparency by ensuring active engagement of client leadership... them to challenge the status quo, we know they will be the difference The Opportunity: Travel to client...

Posted Date: 21 Dec 2024

Tax Senior Manager - Private Client Services

the story of your success! The Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple... engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family...

Company: Andersen
Location: Des Moines, IA
Posted Date: 21 Dec 2024

Senior Tax Manager - Private Client Services

the story of your success! The Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple... engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family...

Company: Andersen
Location: Costa Mesa, CA
Posted Date: 19 Dec 2024

Senior Tax Manager - Private Client Services

the story of your success! The Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple... engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family...

Company: Andersen
Location: Los Angeles, CA
Posted Date: 19 Dec 2024

Assistant Client Advocate / Administrative Assistant

, such as financial reports, engagement letters, and tax forms. Handle the intake of client documents, ensuring they are accurately..., and continuous improvement, we are seeking experienced professionals to join our dynamic team and help deliver the exceptional client...

Posted Date: 18 Dec 2024

CRM Integration Specialist (Client-Facing)

, etc. 3. Client-Facing Engagement & Webinars Client-Facing Webinars: Host one (1), or more, client-facing webinars... in collaboration with Client Success Operations Associate. Ensure the content is informative, relevant, and updated to reflect the...

Company: DonorSearch
Location: Maryland
Posted Date: 08 Dec 2024
Salary: $60000 per year

Future Client Advisor Oppourtunity | Americana Manhasset

brand, fashion and luxury products. As an expert in client engagement and service, the client advisor demonstrates a high... work climate CLIENT ENGAGEMENT Build meaningful relationships with Clients Work by appointment to provide...

Company: Burberry
Location: Manhasset, NY
Posted Date: 05 Dec 2024

Future Client Advisor Oppourtunity | The Westchester

brand, fashion and luxury products. As an expert in client engagement and service, the client advisor demonstrates a high... work climate CLIENT ENGAGEMENT Build meaningful relationships with Clients Work by appointment to provide...

Company: Burberry
Location: Westchester, IL
Posted Date: 05 Dec 2024

Client Solutions Manager, Sr

management, partner collaboration, and client-engagement to develop and grow new and existing commercial business relationships... gathered through relationship reviews, client engagement, market research, and partner collaboration. Participates in ongoing...

Posted Date: 05 Dec 2024

Client Advisor-Small Business and Tax

, strong analytical skills and is a good communicator. Serves as business advisor to our clients aiming at maximizing engagement... and engagement About H&R Block... H&R Block's purpose is simple: To provide help and inspire confidence in our clients...

Company: H&R Block
Location: Aurora, IL
Posted Date: 30 Jan 2025

Looking for a Business Operations Analyst for our Federal Client

clarity and consistency in documentation. Follow the processes put in place by the team. Stakeholder Engagement: Work...-7 years experience Regards, Anubhav Tiwari Associate Recruiter | CORE Cell: +1-973.786.9756 Email: anubhav.tiwari...

Posted Date: 25 Jan 2025

Senior Client Advisor-Small Business and Tax

, strong analytical skills and is a good communicator. Serves as business advisor to our clients aiming at maximizing engagement... and engagement About H&R Block... H&R Block's purpose is simple: To provide help and inspire confidence in our clients...

Company: H&R Block
Location: Crest Hill, IL
Posted Date: 12 Jan 2025