- Robert Half Finance & Accounting (Menlo Park, CA)
- …related filings (extensions, etc) -Provide detailed focus on projects, and alert the Principal/ Client Service Director of technical tax issues that may arise ... entities) -Research technical tax issues (eg Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues Requirements:… more
- Grant Thornton (Newport Beach, CA)
- …completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills ... systems, service providers and controls. + Actively participate in client engagements from start to completion, which includes planning, executing, and… more
- T. Rowe Price (San Francisco, CA)
- …in financial services, sales, or relationship management. + Strong consultative, client service , and relationship-building skills. + Excellent communication and ... Refer advisors to your external partner as appropriate, ensuring a seamless client experience. + Proactively prospect, sell, and retain advisor relationships through… more
- Aristotle Capital Management (Newport Beach, CA)
- …solutions. + Respond to inbound calls and emails as well as other client service requests. Organization, professionalism and the ability to prioritize multiple ... services work experience: required. + Experience in investment management or client service /sales support within the financial services industry, specifically… more
- Grant Thornton (Los Angeles, CA)
- …UNIX, AS400) + Strong experience in staff and audit management in an integrated client service team + Exceptional client service , communication, ... delegation, project scheduling, project economics and financials, quality review and client management + Manage business development activities, such as proposals,… more
- BMO Financial Group (CA)
- …improved efficiency and service levels. + Ensures timely resolution of all client questions and concerns, both internal and external. + Performs client sales ... & service support activities as required to meet client needs and maintain overall service standards. + Determines client needs and ensures timely and… more
- Columbia Bank (Redding, CA)
- …service support for corporate and commercial deposit clients. Provide high level of client service for all products and services, to include fielding ... client requests, via phone, email and other communication channels,...from Treasury Management customers and internal staff delivering exceptional service that exceeds the caller's expectations. Handle calls with… more
- Verdantas (San Diego, CA)
- …+ Company sales + EBITDA + Power Market sales + Select new/underdeveloped client sales or service diversification **What You'll Bring:** + Bachelor's degree ... Chief Strategy Officer and work across the organization to drive growth, expand client relationships with major accounts, and grow the project pipeline and backlog.… more
- Ethos Veterinary Health (San Diego, CA)
- …to train motivated candidates. SUMMARY: The Neurology Liaison is expected to provide exceptional client service . They are the primary client contact for the ... daily operation of the hospital and must possess a strong desire to provide service in a variety of situations. Responsibilities include but are not limited to: +… more
- Ankura (CA)
- …+ Cultivate and maintain long term relationships with existing clients by delivering elite client service and engaging them by using knowledge of each industry ... Overview Ankura's well-regarded and fast-growing Data Privacy practice offers a full- service suite of data privacy solutions for clients, regardless of industry… more