Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesAkron, OH$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Client Services Representative Archway Marketing Services, Inc.Client Services RepresentativeStrongsville, OHThe Client Services Representative supports their clients by handling the day-to-day project-based requirements of the client's business to ensure a high level of quality execution and communicating and coordinating all the clients requests. Reporting to the Client Services Manager, the Client Services Representative will be responsible for duties surrounding larger Fortune 500 clients and the ownership of smaller clients.
Client Services Representative National Veterinary AssociatesClient Services RepresentativeOhio, OH$14–$18 / hourThe Client Services Representative is an invaluable member of the hospital team who works directly with hospital leadership and supporting medical staff to provide exceptional customer service while maintaining a smooth and efficient flow of clients and patients through hospital. Follows established policy and procedures in scheduling clients for prompt treatment of ill and/or injured patients, as well as proper scheduling of patients in need of vaccinations, rechecks, surgeries, in-hospital procedures, and other services that require the doctors and technicians' time.
Client Services Representative ArhausClient Services RepresentativeBoston Heights, OHFor take-home assignments or role-specific assessments where AI use is permitted, we request transparency on which specific tools were used and how the tools were used and expect an explanation of your approach, contributions, and decision-making. Day to Day: Ability to multi-task in a fast-paced environment, balancing multiple client interactions and case management tasks.
Client Services Specialist S&T BankClient Services SpecialistCuyahoga Falls, OH$17.52–$38.87 / hourHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Duties and Responsibilities: Proves competencies in bank operations by: Completion of the Frontline, Personal Banker & Teller training Rotation as assigned by Consumer Bank Training in conjunction with Retail Operations.
Tax Managing Director, Private Client Services Bdo ConsultingTax Managing Director, Private Client ServicesCleveland, OH$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Client Services Associate - Cleveland, OH First National Bank Of PennsylvaniaClient Services Associate - Cleveland, OHCleveland, OhioPrivate Banking- Experience with bank consumer, commercial products and operations and government banking regulationsWealth Management- Experience in trust accounting systems, and knowledge of banking and trust policies and procedures. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Client Services Training Specialist ArhausClient Services Training SpecialistBoston Heights, OHPossess excellent communication and presentation skills, thrive in a collaborative environment, and are committed to equipping team members with the confidence, product knowledge, and service skills needed to deliver exceptional client experiences. In this role, you will help shape the success of our Client Services team by delivering impactful training programs, creating engaging learning content, and fostering a culture of continuous learning and development.
Client Services Associate - Cleveland, OH FNB CorpClient Services Associate - Cleveland, OHCleveland, OHAll employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Position Overview: This position is primarily responsible for general client maintenance and service for existing high net worth clients as well as the on-boarding process for establishing new relationships.
Client Services Specialist(Hybrid) Nesco Resource, LLCClient Services Specialist(Hybrid)Brooklyn, OH$22 / hourThis position provides operational and technical assistance to internal users and clients, researches and resolves system issues, manages system access, and partners with technology and operations teams to ensure effective delivery of Wealth Management services. The Wealth Management Operations & Systems Support Specialist supports Wealth Management operations with a primary focus on fiduciary trust systems, technology platforms, and user support.
Client Services Training Specialist Arhaus IncClient Services Training SpecialistBoston Heights, OHPossess excellent communication and presentation skills, thrive in a collaborative environment, and are committed to equipping team members with the confidence, product knowledge, and service skills needed to deliver exceptional client experiences. In this role, you will help shape the success of our Client Services team by delivering impactful training programs, creating engaging learning content, and fostering a culture of continuous learning and development.
Director of Client Services (Full Time) Z5 InventoryDirector of Client Services (Full Time)OH$90,000–$100,000 / yearAs our Director of Client Services, you will be the operational and strategic anchor for our project delivery function - leading a team of high-performing Project Managers, championing client relationships at the executive level, and collaborating with our Data and Consulting teams to deliver outstanding outcomes across both client models. Serve as the senior client-facing leader for strategic accounts, building trusted relationships with CFOs, Directors of Supply Chain, VP-level operational leaders, and other key stakeholders at hospitals and outpatient surgery centers.
Client Services Specialist # 26-20427 US Tech Solutions, Inc.Client Services Specialist # 26-20427Brooklyn, OH$22 / hourCommunicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust Operations Managers and staff. Research issues to identify problems/issues as they occur (isolated) or global issues and work with appropriate technology partners to resolve.
Tax Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesCleveland, OH$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Client Services Specialist ICONMA, LLCClient Services SpecialistBrooklyn, OH$22 / hourCommunicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust Operations Managers and staff. Research issues to identify problems/issues as they occur (isolated) or global issues and work with appropriate technology partners to resolve.
Client Services Facilitator EvergreenClient Services FacilitatorCleveland, OhioSuccess in this role requires strong attention to detail, excellent multitasking abilities, and Advanced Microsoft Excel skills, along with experience in order of entry, inventory management, and customer service processes, are highly preferred. This role is responsible for managing phone and email communications, directing customer inquiries to the appropriate team members, and ensuring timely, accurate,and professional communication between clients and internal departments.
Client Services Specialist IconmaClient Services SpecialistBrooklyn, OHCommunicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust Operations Managers and staff. Research issues to identify problems/issues as they occur (isolated) or global issues and work with appropriate technology partners to resolve.
Client Services Representative (Bilingual/Spanish) Marmon Holdings IncClient Services Representative (Bilingual/Spanish)Westlake, OHRepresentative must be able to assist all inbound or outbound consumer or merchant interactions respectfully and quickly by providing direct assistance as defined below or route call to appropriate Service Level Representative or other department. Accurately and quickly verify contract obligations with consumer (via in bound or outbound call) by using various databases, predefined scripts, and document/update systems accordingly.
Client Services Coordinator SpeedPro AkronClient Services CoordinatorAkron, OhioWe’re the ones behind that fleet of trucks you see everywhere, and we’re also the ones that design, produce, and install the wall and floor murals you see at businesses, universities and sports arenas across the U.S. We specialize in large-format graphics that give our customers the wow-factor their business needed. SpeedPro creates visual experiences that change the world by helping businesses bring ideas to life by creating content that makes life more fun and marketing more impactful.
Client Services Coordinator NewhorizonscareergroupClient Services CoordinatorCanton, OhioWe are seeking an organized and people-focused Client Services Coordinator to support client communication, service requests, and day-to-day coordination activities. This role is well suited for someone who enjoys helping people, managing details, researching information, and ensuring clients receive timely and accurate support.