Financial Client Services Manager

$55-60KMansfield onsiteClient Services Responsibilities:Ensuring a positive and professional client service experience.Managing client inquiries via phone, email, online, or in person.Directing client complaints or complex queries to relevant departments in a timely manner.Providing clients with technical assistance on products and services.Expediting...

At Catalyst Life Services, we're dedicated to providing exceptional support to adults and their families. As a Case Manager, you'll play a vital role in delivering assessment, case management, and crisis intervention services. Your expertise will serve as a liaison to other agencies, ensuring seamless coordination and effective outcomes.Key...

Finance & Benefits DirectorABOUT THE COMPANY: Finance & Benefits Director Incredible time off: 4 weeks of vacation, almost 2.5 weeks PTO (sick, personal, etc.) plus major federal holidays No retirement match but they contribute one lump-sum amount to employee's plans at the end of the year depending on the budget (last year was 5% of salary). This position...

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will...

Senior AccountantMansfield, OHFull-Time | On-siteWe are excited to have partnered with a dependable business and residential services company looking for a Senior Accountant to join their teamThe Senior Accountant will play a crucial role in driving financial excellence, supporting strategic decision-making, and ensuring fiscal integrity for the...

Job DescriptionJob DescriptionThe Northwestern Mutual Wealth Management Company is innovative and rapidly growing. We invest in our people and clients. We care and make a positive difference in the lives of our clients, their families / businesses and in the broader Dallas-Fort Worth metroplex. Simply put, we make plans for people, not money.Our Mansfield...

Job DescriptionJob DescriptionThe Northwestern Mutual Wealth Management Company is innovative and rapidly growing. We invest in our people and clients. We care and make a positive difference in the lives of our clients, their families / businesses and in the broader Dallas-Fort Worth metroplex. Simply put, we make plans for people, not money.Our Mansfield...

We are seeking a highly skilled Certified Public Accountant to join our team at Helen Brown CPA LLC. Our firm specializes in providing tax, bookkeeping, and financial statement services to a variety of clients, with a main focus on not-for-profit organizations.Key Responsibilities:Prepare and review financial statements and tax returns for clients.Conduct...

Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

Creative Financial Staffing is working with a fast-growing Private Equity backed Manufacturing company south of Boston to identify a Senior Accountant to join their team. Why the Senior Accountant opportunity? Fast-growing Private Equity backed manufacturing company transitioning from an entrepreneurial stage environment to a sophisticated financial...

Unlock Your Full Potential as a Wealth Management AdvisorAre you a driven professional looking to make a lasting impact in the lives of your clients? Do you possess a strong passion for business development, sales, and financial management? We're seeking three exceptional individuals to join our team as Wealth Management Advisors at Northwestern Mutual in...

At TD Bank, we're seeking a highly skilled Financial Services Representative to join our team. In this exciting role, you'll have the opportunity to work closely with customers to understand their financial needs and provide tailored solutions.The estimated salary for this position is between $45,000 and $65,000 per year, depending on experience. If you're a...

Finance & Benefits DirectorABOUT THE COMPANY: Finance & Benefits Director Incredible time off: 4 weeks of vacation, almost 2.5 weeks PTO (sick, personal, etc.) plus major federal holidays No retirement match but they contribute one lump-sum amount to employee's plans at the end of the year depending on the budget (last year was 5% of salary). This position...

Finance & Benefits DirectorABOUT THE COMPANY: Finance & Benefits Director Incredible time off: 4 weeks of vacation, almost 2.5 weeks PTO (sick, personal, etc.) plus major federal holidays No retirement match but they contribute one lump-sum amount to employee's plans at the end of the year depending on the budget (last year was 5% of salary). This position...

Overview:At 42 North Dental LLC, we are seeking a highly skilled Financial Coordinator to join our team. This is a Full-Time role that requires the ability to monitor claims through the entire billing cycle and generate reports to research and follow up on pending claims.The Financial Coordinator will be responsible for collaborating interdepartmentally to...

Senior AccountantMansfield, OHFull-Time | On-siteWe are excited to have partnered with a dependable business and residential services company looking for a Senior Accountant to join their teamThe Senior Accountant will play a crucial role in driving financial excellence, supporting strategic decision-making, and ensuring fiscal integrity for the...

Senior AccountantMansfield, OHFull-Time | On-siteWe are excited to have partnered with a dependable business and residential services company looking for a Senior Accountant to join their teamThe Senior Accountant will play a crucial role in driving financial excellence, supporting strategic decision-making, and ensuring fiscal integrity for the...

Senior Accountant Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description. Mansfield, OH Full-Time | On-site We are excited to have partnered with a dependable business and residential services company looking for a Senior Accountant to join their team The Senior Accountant will play a...

Corporate Vice President, Financial Planning & Analysis Mansfield, MA, USA Req #2268Wednesday, October 9, 2024TriMark USA is the country's largest provider of design services, equipment, and supplies to the foodservice industry. We proudly serve our customers by providing design services, commercial equipment, and foodservice supplies across a wide range of...

Multi-Unit Team Leader Job DescriptionAbout the Role:We are seeking a highly skilled and experienced Multi-Unit Team Leader to join our team at H&R Block. As a Multi-Unit Team Leader, you will be responsible for providing leadership and guidance to our tax office teams, ensuring that they are equipped to deliver exceptional client service and achieve their...