Job DescriptionClient Service Associate
Premier Asset Management firm is looking to hire an Associate to help the Client Service Department achieve their mission by ensuring clients receive exception...
Job DescriptionBenefits and Compensation: Commercial Lines Client Service Agent
Full Time: M-F 8:00am - 5:00pm
Pay: $31.25 - $37.50 per hour
Quarterly Bonus
Employer paid Medical and Dental, LTD,...
Job DescriptionCOLTER LEWIS INVESTMENT PARTNERS LLC
Client Service Associate
Industry: Wealth Management
Location: Greenwich, CT (walking distance from the train station), Partial time in our New Yor...
Job DescriptionAbout Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is exp...
Job DescriptionCompany Description Summit Financial Group, Inc., based in the San Diego area, is an established firm founded in 1992 to provide strategic, individualized tax planning and preparation. ...
Job Description
Data Manager and Client Account Guide
Full-Time | Remote | $55,000-$75,000
About Track That Advisor
Track That Advisor (TTA) is a fully remote data analytics and advisory support firm...
Job DescriptionIf you're an experienced client services and strategic leadership professional who thinks strategically, builds real trust with clients, and thrives in a flexible, fast-paced agency env...
Job DescriptionTax Manager – Private Client Services
Location: New York (Hybrid)
Advance Your Career with a Growing Public Accounting Firm
A nationally recognised public accounting and advisory fir...
Job DescriptionAbout Us
Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding principles, which enable us to consistently d...
Job DescriptionClient Delivery Specialist – Associate – Full Time – Hybrid
About the Role
We’re partnering with our client, a fast-growing fintech firm, on a Client Delivery Specialist to joi...
Job DescriptionABOUT US
Thom Browne is widely recognized for challenging and modernizing today’s uniform: the suit. By questioning traditional proportions, Browne’s designs consistently convey a t...
Job DescriptionEntry-Level Client Account Specialist
First-year earning potential: $50,000–$120,000+ based on performance | Full-Time | Baton Rouge & Mandeville, LA
Start Your Career. Build You...
Job DescriptionJob Title: Sales Intelligence & Client Engagement Manager (with background in the staffing industry)
Job Type: Full-time
Location: Reston, VA (Hybrid) OR Remote (We are open to hiri...
Job DescriptionPay: $160,000.00 - $200,000.00 per year
Why This Is a Great Opportunity
Step into a true director-level role with ownership of client delivery, tax advisory, team performance, and pr...
Job DescriptionVice President / Senior Director, Client Tax Services
? Phoenix, Arizona (Near Scottsdale) | Onsite
We are partnering with a rapidly growing professional services organization seeking ...
Job DescriptionPOSITION: Assistant Manager, Client Intake & Conflicts
LOCATION: Washington, D.C. (Hybrid)
COMPENSATION: Base salary to $165K, plus discretionary bonus eligibility, comprehensive be...