Client Accounting Services Manager

Job DescriptionEvergreen Services Group is a leading holding company that acquires and operates B2B services companies across North America. As a Client Service Specialist, you will play a critical role in supporting the success of our operating companies in the wealth management space.Key ResponsibilitiesInvestigate and respond to client inquiries in a...

About the PositionThe Client Service Manager I is a key role within our branch, responsible for ensuring the efficient and effective performance of all operations functions. This includes managing teller functions, new account functions, and background operations tasks and duties.The ideal candidate will have previous management experience and a minimum of 3...

Job SummaryWe are seeking a highly skilled Client Manager to join our team at Alliant Insurance Services. As a Client Manager, you will be responsible for collaborating with our Employee Benefits sales and service team to develop and execute client-centered strategies.Key ResponsibilitiesManage a book of business and direct/contribute to the work of a...

Job OverviewUnited Business Bank is seeking a highly skilled Client Service Manager to join our team. As a key member of our operations team, you will be responsible for providing exceptional client service and ensuring the efficient performance of all operations functions within the branch.Key ResponsibilitiesManage the efficient and effective performance...

Job Summary:As an Account Executive at USI Insurance Services, you will be responsible for managing complex commercial property and casualty accounts. This includes new and renewal marketing, handling client questions and requests, and coverage review. You will work at a strategic level to develop and retain consultative partnerships with...

About Evergreen Services GroupEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. With a strong focus on people-first mission, we aim to create a long-term oriented environment that fosters growth and innovation.Job DescriptionAs a Client Service Specialist at an...

About the PositionThe Client Service Manager I is a key role within our branch operations team, responsible for ensuring the efficient and effective performance of all operations functions, including teller and new account functions. This position requires a strong understanding of banking regulations and standard practices, as well as excellent...

Job DescriptionEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. As a Client Service Specialist, you will be responsible for opening accounts, transferring assets, and other account maintenance requests. You will serve as the liaison between the company and its custodian...

Client Accounting and Advisory LeadWe are seeking a highly skilled and experienced Client Accounting and Advisory Lead to join our team at Creative Financial Staffing. As a key member of our team, you will be responsible for providing exceptional accounting and advisory services to our clients, ensuring their financial needs are met with accuracy and...

Client Accounting and Advisory LeadWe are seeking a highly skilled and experienced Client Accounting and Advisory Lead to join our team at Creative Financial Staffing. As a key member of our team, you will be responsible for providing exceptional accounting and advisory services to our clients, ensuring their financial needs are met with accuracy and...

Job Summary:We are seeking a highly skilled and experienced Account Manager to join our team at Securitas Security Services USA, Inc. As an Account Manager, you will be responsible for managing the security services and related operations provided to an assigned group of smaller accounts.Key Responsibilities:Manage the security services and related...

Senior Tax Accountant Job DescriptionSouthwest Accounting Resources, Inc is seeking a highly skilled Senior Tax Accountant to join their team.The ideal candidate will have a strong background in taxation and a proven track record of delivering high-quality client services.Key Responsibilities:Review tax projects related to tax advisory, planning, research...

Senior Tax Accountant Job DescriptionSouthwest Accounting Resources, Inc is seeking a highly skilled Senior Tax Accountant to join their team. As a Senior Tax Accountant, you will play a key role in providing innovative tax solutions for our sophisticated client base.Key Responsibilities:Review Tax Projects: Review tax projects related to tax advisory,...

Senior Tax Accountant Job DescriptionSouthwest Accounting Resources, Inc is seeking a highly skilled Senior Tax Accountant to join their team.Key Responsibilities:Review tax projects related to tax advisory, planning, research and consultingAnticipate and identify client tax issues and concerns, provide consultative and strategic solutions to resolve...

Senior Tax Accountant Job DescriptionSouthwest Accounting Resources, Inc is seeking a highly skilled Senior Tax Accountant to join their team.Key Responsibilities:Review tax projects related to tax advisory, planning, research and consultingAnticipate and identify client tax issues and concerns, provide consultative and strategic solutions to resolve...

{"h1":"Client Account Manager Role at SMH Business Services"} We are seeking a highly motivated and customer-focused Client Account Manager to join our team at SMH Business Services. As a key member of our business development team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer...

Job Summary:We are seeking a highly skilled and experienced Insurance Account Manager to join our team at USI Insurance Services. As an Insurance Account Manager, you will be responsible for managing complex commercial property and casualty accounts, developing and maintaining strong working relationships with customers and prospects, and effectively...

Job Title: Technical Account Manager for Enterprise ClientsPlato Systems is a pioneering company in the field of spatial AI, aiming to boost capacity, productivity, and safety across physical operations, starting with manufacturing.We are seeking a self-motivated, process-oriented technical account manager to own the ongoing relationship throughout the...

About the RoleWe are seeking a highly skilled and experienced Account Executive to join our team at Alliant Insurance Services. As a key member of our organization, you will be responsible for collaborating with Employee Benefit Brokers/Consultants to develop and execute client-centered strategies.Key ResponsibilitiesManage a book of business and direct the...

Job Title: Account ManagerJob DescriptionAs a key member of the CalNonprofits Insurance Services team, the Account Manager will be responsible for proactively managing the book of business assigned to them. This role requires excellent customer service skills, as the Account Manager will serve as the main point of contact with clients for all inquiries,...