- BrightView (Charlotte, NC)
- …primary contact for clients. This role builds long-term relationships that fosters client satisfaction and retention, grows the portfolio the right way through ... ancillary sales and price increases, and ensures quality service . You'd be responsible for: + Identify and pursue...+ Identify and pursue opportunities to sell ancillary (enhancement) services to existing clients within the portfolio; look for… more
- SolomonEdwards (Raleigh, NC)
- …Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial , operational, and technology consulting and ... committed, and collaborative individuals who can help us deliver exceptional client service . For more information, visit SolomonEdwards **Position Summary:**… more
- Deloitte (Charlotte, NC)
- …Business Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group, you will provide ... services to a clients in the banking and financial services industries. You will work directly...services industries. You will work directly with the client , manage the tax engagement team, have access to… more
- Deloitte (Charlotte, NC)
- …Business Tax Services practice! What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group, you will provide ... services to clients in the banking and financial services industries. You will work directly...services industries. You will work directly with the client and tax engagement team, have access to an… more
- Deloitte (Charlotte, NC)
- … services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector ... implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services ...Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner… more
- Cushman & Wakefield (Charlotte, NC)
- …for Portfolio Administration services for assigned clients + Provide superior client service to internal and external clients + Recommend new approaches, ... members, leadership, and clients + Ensure account needs are met while following the scope outlined in the client service agreements + Complete monthly billing… more
- CBRE (Raleigh, NC)
- …Development Senior Director, Global Occupier Accounts Job ID 210942 Posted 02-May-2025 Service line GWS Segment Role type Full-time Areas of Interest Executive ... Remote - US - Remote - US - United States of America **The client -facing title for this role is Senior Managing Director, Business Development** The Senior Business… more
- Grant Thornton (Charlotte, NC)
- …to actively learning and adopting best practices from across the team + Proven client service skills and ability to effectively interface with stakeholders at ... tools + Deep understanding of one or more of our key industries: Financial Services (Banking, Insurance, Private Equity), Professional Services , Real… more
- Equitable (Charlotte, NC)
- …adoption of Unified Managed Accounts + Growth of the number of FPs participating in financial planning services and the use of planning tools for advice delivery ... Qualifications:** + Experience working with investment products and advisory services , Financial Professionals, or end-clients + Industry designations… more
- Actalent (Durham, NC)
- …a commitment to design excellence, manage project deadlines, establish and maintain client relationships, and inspire a high level of performance from the team. ... + Check all technical work for accuracy. + Exceed client expectations and foster client relationships through...tax-advantaged way to save for medical expenses. Wellness Stipends: Financial assistance for employee well-being. Financial &… more