Client Service Senior Manager

Provide leadership in managing designated strategic client accounts and one or more specific focus areas (e.g., custom research using Ameri. Speak, proprietary survey panels, multi-cultural research, True. North Calibration, etc.) - Oversee internal Client Service, Manager, Business Development, Senior, Research, Project Management, Technology, Business...

This requires a high level of product and industry knowledge along with effective account management skills Extensive experience in a client-facing / account management role Business savvy with consultative, problem solving, approach Proven track record of success with a verifiable history of exceeding customer success goals Experience with Salesforce (or...

The Senior Client Success Manager (CSM) is a senior-level position, delivering against agreed upon success plans with our clients by empowering the customer to minimize time to value and working cross functionally to drive initiatives internally on t Client, Senior, Manager, Customer, Technology, Property Management, Business

Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...

Job Summary: The Tax Managing Director (PCS) is responsible for providing tax and consulting services to our high net worth clients as well as managing, developing and growing the local Private Client Services practice. Job Duties: * Coordinates and performs tax planning, preparation and research for high net worth individuals and related business,...

Job DescriptionJob DescriptionJob Highlights:Skills - Must Have:CPA designated | Experience in private companies audits at a public accounting firmAbout this Job:ResponsibilitiesPerform accounting services, including bank and general ledger reconciliations, journal entries, compile financial statements, create/maintain financial projections, etc. Prepare...

Client Services Manager - Smart Home Automation We are seeking a highly skilled and dynamic Client Services Manager to join our innovative smart home automation company. As a Client Services Manager, you will play a pivotal role in ensuring exceptional customer satisfaction by overseeing and enhancing our client services operations. Your expertise in smart...

Landor is looking for a Senior Client Manager to join our Chicago studio. Could this be you? We are Landor. World-leading brand specialists. Consulting. Design. Experience.Connecting business strategy to brand. Bringing every facet of brand to life. Creating brand-led experiences for talent & custom ... Reference no: 5910287 Posted on: 04/18/2024 Landor is...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

Job DescriptionJob DescriptionClient Accounting Services ManagerAccounting | Chicago, Illinois | $100k - $120kJob Highlights:Skills - Must Have:CPA designated 6 years of full cycle accounting experience Experience working with privately held companiesIdeal Companies to Recruit From:Mid-sized Firms (Plante Moran, Crowe, RSM, Grant Thornton, Forvis, Baker...

Job DescriptionJob DescriptionJ&M Business Solutions LLC: Your Gateway to Direct Hire OpportunitiesWelcome to J&M Business Solutions LLC, your trusted partner in finding direct hire employment opportunities. As a one-woman recruitment act, I specialize in connecting talented individuals like you with reputable clients seeking permanent or contract direct...

** RELO Direct** ** Associate Client Service Manager** Chicago, IL 60601 ***RELO Direct, Inc.** is LeadingRE's full-service relocation management company, offering a wide range of mobility management services to support clients with employees on the move - anywhere around the world. With industry experience dating back to 1992, RELO Direct has the systems,...

Were looking for a Senior Client Advisor to join our Institutional Sales team at Principal Asset Management where you will play a pivotal role in fostering inclusive partnerships and drive sustainable growth. Reporting to Amanda Wilson, Managing Dir Client Advisor, Management, Sales, Advisor, Senior, Client Relations, Banking

Summary As a Senior Director you will make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues. You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships with current...

Job Summary: The Client Services Manager supports the client's experience and relationship with Pinkerton within their assigned geographical region. The manager will provide optimal client experiences, business acumen, quality control excellence, and administrative oversight. This position will have a hybrid work schedule (remote/client locations) from...

Operations and Client Service Manager | Chicago, Illinois Judson Group has partnered with a growing, well-respected RIA in the search for an Operations and Client Service Manager . The Operations and Client Service Manager is responsible for supporting the operational and portfolio management needs of the firm. The ideal candidate has previous financial...

About the job Client Accounting Services Manager We're looking for a seasoned CPA to lead our dedicated client accounting services team and forge strong relationships with privately held companies. If you thrive in a collaborative environment, enjoy mentoring and development, and crave a hybrid work-life balance, this is your chance to shine at a thriving...

GENERAL SUMMARY: The Client Services Director's primary responsibility is to facilitate effective bi-directional communication and the transfer of information and knowledge between CRSP and external parties and within CRSP for the purpose of improving and maintaining high subscriber satisfaction and retention and for providing input on new products. This is...

Our client is currently seeking a Client Service Analyst with mortgage lending experience. This is a 6-month contract-to-hire opportunity that is hybrid to downtown Chicago. RESPONSIBILITIES: Works closely with the business including other Business Process Analysts, CSMs, and India to identify and address inefficiencies, control gaps and enhance client...