Client Manager, Private Client Services

Job Summary:BDO's Private Client Services is a specialized practice within our firm, offering a high-touch approach to serving high net worth individuals, their families, and other complex financial structures. Our team provides comprehensive tax consulting and compliance services, including estate, income, gift, and trust tax planning, as well as charitable...

Position Overview: We are seeking a dedicated and knowledgeable Tax Manager for our Private Client Services (PCS) team at BDO. In this role, you will engage with affluent clients, delivering comprehensive tax compliance and advisory services. Your key responsibilities will encompass overseeing tax and consulting projects, evaluating tax returns,...

About the RoleWe are seeking a highly skilled Tax Senior Associate II to join our Private Client team at Forvis Mazars, LLP. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to high net worth individuals, families, and fiduciaries.Key ResponsibilitiesProvide Tax Compliance and Advisory Services: Offer...

Field Service Technician (Industry Training) $25 - $35 an hour + Training + Progression + Local Patch + Port to Port + Overtime (1.5x) + Full Medical + 401(k) + Benefits Field based, ideally located Richmond, Ashland, Petersburg, Doswell, VirginiaAre you a Field Service Technician with electrical or mechanical skills looking to gain full training in a new...

About the JobHealthEcareers - Client is seeking a skilled Home Health Care Professional to join their team as a Travel Nurse RN. This is a 13-week assignment with a 40-hour workweek, offering a unique opportunity to work in a dynamic and rewarding environment.Job ResponsibilitiesProvide high-quality patient care in a home health settingCollaborate with...

Role Overview:As a Client Services Specialist, you will play a crucial role in supporting Financial Advisors in various aspects of client engagement and operational efficiency. Key Responsibilities:1. Provide exceptional service to clients through various communication channels, including phone, direct interaction, and written correspondence.2. Assist...

Role Overview:As a key member of our team, you will cultivate and sustain robust client relationships, emphasizing the development of new business opportunities that enhance service fees and deposit growth.Client Engagement:Your primary responsibility will be to evaluate client requirements and propose tailored engagement strategies that align with their...

Job Opportunity at Heritage Wealth Advisors, LLCJob Title: Client Service RepresentativeJob Summary:Heritage Wealth Advisors, LLC is seeking a highly motivated and detail-oriented Client Service Representative to join our team. As a Client Service Representative, you will provide exceptional support to our high net-worth individual and family clients,...

Job OverviewSherman Outdoor Services (SOS) is a premier provider of landscaping and outdoor solutions, dedicated to enhancing the aesthetic and functional aspects of outdoor environments.With over five years of experience in the industry, we pride ourselves on delivering outstanding service and consistently surpassing our clients' expectations.This position...

Job SummaryThe Richmond SPCA is seeking a highly motivated and compassionate Client Services Representative to join our team. As a key member of our hospital staff, you will play a vital role in fostering meaningful relationships with community members and pets in need.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring a positive...

Position OverviewJob Title: Office Representative - Aimee Malloy - State Farm AgentCompany: Aimee Malloy - State Farm AgentA successful State Farm Agent is in search of a qualified professional to fulfill the role of Office Representative - Aimee Malloy - State Farm Agent. We are looking for a dynamic individual who is eager to assist in the growth of our...

Position OverviewJob Title: Office Representative - Aimee Malloy - State Farm Agent Team MemberCompany: Aimee Malloy - State Farm AgentA successful State Farm Agent is in search of a qualified professional to fill the role of Office Representative - Aimee Malloy - State Farm Agent Team Member. We are looking for a dynamic individual who is passionate about...

Ethos Veterinary Health is on the lookout for a committed Client Services Coordinator to enhance their outstanding team. This organization operates as a multi-specialty referral practice and emergency care facility, dedicated to providing exceptional services for animals. They are currently seeking to fill Full-Time Client Services positions in their...

**Job Summary**At Ichgcp, we are seeking a highly motivated and detail-oriented Client Services Representative to join our team. As a Client Services Representative, you will play a critical role in providing exceptional support to our clients, ensuring their needs are met and exceeded.**Key Responsibilities**• Develop and maintain strong relationships...

Job Description**Job Summary**Staffing Solutions Enterprises is seeking a highly skilled Client Services Liaison to provide exceptional support to our clients. As a key member of our team, you will be responsible for building strong relationships with clients, providing administrative support, and ensuring seamless communication between internal teams.Key...

Job Description**Job Summary**Staffing Solutions Enterprises is seeking a highly skilled Client Services Liaison to provide exceptional support to our clients. As a key member of our team, you will be responsible for building strong relationships with clients, providing administrative support, and ensuring seamless communication between internal teams.Key...

Job Summary:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Truist. As a Client Service Associate, you will be responsible for providing exceptional support to our Financial Advisors and clients, ensuring seamless and efficient service delivery.Key Responsibilities:Assist Financial Advisors in servicing...

Job Title: Travel Nurse RN - Oncology SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN - Oncology Specialist to join their team. As a Travel Nurse RN - Oncology Specialist, you will be responsible for providing high-quality patient care in a dynamic and fast-paced environment.Job Summary:Provide direct patient care to oncology patients...

Client Support SpecialistLocation: Richmond, VirginiaOverviewGeneral Services Corporation (GSC) is seeking a dedicated Client Support Specialist to join our team in the Richmond, VA area.GSC provides attractive remuneration along with a comprehensive benefits package:Health, Dental, Vision, and Life Insurance401(k) and HSA MatchingPaid Holidays, Sick Leave,...

Client Services Representative Working at AbbottAt Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. You'll also have access to: Career development with an international company where you can grow the career you dream of. Free medical coverage for employees* via the Health Investment...