- Neuberger Berman (New York, NY)
- …readiness activities across Product Development, Operations, Legal/Compliance, Technology, and Client Service + Assist in preparing enablement materials: ... as the backbone for operational excellence across Private Wealth products and service offerings. The team oversees all operational activities required to launch,… more
- T. Rowe Price (Owings Mills, MD)
- …basis. Responsibilities + Serve as the first point of contact for inbound client service requests. Responding to requests for mutual fund transactions, providing ... account information, and influencing client adoption of digital capabilities + Understand the overall...consultative approach to gain a thorough understanding of the client 's needs and offer appropriate solutions. + Reviews daily… more
- Dentons US LLP (St. Louis, MO)
- …and experiences, we strengthen our ability to provide innovative solutions, deliver exceptional client service , and advance the success of our Firm. Dentons ... St. Louis, New York, and other US offices + Commitment to exemplary client service and a collaborative mindset **Technical skills** + At least four years of… more
- 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
- Huntington National Bank (Chicago, IL)
- …the community and with external centers of influence. + Responsible for providing legendary client service to retain client relationships. + Builds strong ... The Private Bank Wealth Advisor IV is the primary client relationship manager in the Huntington Private Bank responsible...Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for… more
- University of Rochester (Rochester, NY)
- … management strategy for current and future projects to achieve corporate goals and client service expectations in a team environment. - Keep current client ... development of business through the strengthening and broadening of existing client relationships. Builds and develops client relationships, including… more
- Deloitte (Philadelphia, PA)
- …+ Excellent communication, presentation, and technical writing skills + Strong client service orientation + Exceptional interpersonal skills, including written ... talented colleagues to support CFOs, Controllers, and Finance Executives in delivering service excellence and creative digital solutions to help clients: + Enhance… more
- HUB International (Wilmington, MA)
- …reporting, and strategic analytics. If you have strong analytical skills and a passion for client service , we want to hear from you! **About HUB** **Join our ... : Responsible for providing assistance and support to Clients, Producers and Client Relationship Managers on new and renewal accounts in accordance with the… more
- Waystar (Atlanta, GA)
- …responsible for providing superior support to our clients with the highest degree of client service and satisfaction. Right now, we are looking for outstanding, ... HCFA 1500/CMS 1500 and/or with UB-92/UB-04 (with demonstrated knowledge) + Exceptional client service skills + Technically savvy with excellent troubleshooting… more
- Terracon (Fort Lauderdale, FL)
- …services. Terracon's growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting ... **33876BR** ** Service Line:** Client Development **Office Name:** Fort Lauderdale **Job Description:** **General Responsibilities:** Responsible for providing… more