["Client Service Representative - Wealth Client Experience","Client Service Representative - Wealth Client Experience"] Fidelity Investments["Client Service Representative - Wealth Client Experience","Client Service Representative - Wealth Client Experience"]SmithfieldThe Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
["Client Services Coordinator","Client Services Coordinator"] STANDARDS BASED SOLUTIONS CONSULTIN["Client Services Coordinator","Client Services Coordinator"]Chapel Hill$35,360–$37,440 / yearThe Client Services Coordinator must sustain the Program through positive relations with clients, families, Case Managers, Physicians, Therapists, Probation Officers, and other community mental health agents. The Client Services Coordinator guides the continuity of the Community Based Services (CBS) program.
["Partner - Private Client Services (51530)","Partner - Private Client Services (51530)"] Citrin Cooperman & Company, LLP["Partner - Private Client Services (51530)","Partner - Private Client Services (51530)"]Durham$300,000–$400,000 / yearAs a Private Client Services Tax Partner, you will be responsible for: Top-side/detail review of tax returns, income tax projections and tax workpapers. Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesRaleigh, NC$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Tax Manager - 1040 & Private Client Services TJTTax Manager - 1040 & Private Client ServicesRaleigh, North CarolinaReview and manage the preparation of complex individual federal, state, and local income tax returns (Form 1040), including returns with pass-through income from partnerships, S corporations, trusts, and estates. TJT serves privately held businesses from most major industries including real estate, construction, manufacturing, hospitality, restaurants, retail, non-profit agencies, and high net worth individuals.
["Full-Time Client Service Representative","Full-Time Client Service Representative"] VCA Animal Hospitals["Full-Time Client Service Representative","Full-Time Client Service Representative"]RaleighWe are an AAHA-accredited small animal hospital located in North Raleigh with two veterinarians and a full-service Pet Resort offering boarding, daycare, grooming, and spa services for our canine and feline guests. We are looking for a friendly, energetic, and compassionate Client Service Representative (CSR) whoenjoys building relationships with clients, loves animals, and thrives in a fast-paced, team-oriented environment.
Digital Workplace Client Services Project Management Portfolio Lead - Senior Vice President Citigroup IncDigital Workplace Client Services Project Management Portfolio Lead - Senior Vice PresidentNorth Carolina Telecommuter, NC$145,840–$218,760 / yearDigital Workplace Client Services (DWCS) provides the tools that enable and empower Citi's 250K staff to be productive, to collaborate effectively, and to eliminate repetitive work- also providing technology support and enabling the technology for Citi events, desktop upgrades, and the end-user hardware lifecycle. The DWCS Project Management Portfolio Lead is a senior position responsible for managing and guiding a team that ensures efficient and effective delivery of all of DWCS's key strategic initiatives (Projects & Programs) in coordination with multiple Technology Teams across Citi.
Sr Director, Client Services, Call Center IQVIASr Director, Client Services, Call CenterDurham, North CarolinaIQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time).
Tax Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client Services (PCS)Raleigh, NCOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Tax Senior Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client Services (PCS)Raleigh, NCOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Client Services Project Manager IQVIAClient Services Project ManagerDurham, North CarolinaIQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide.
Client Support Specialist - Financial Services, North Hills, NC AdvyzonClient Support Specialist - Financial Services, North Hills, NCNorth Hills, NCFull timeAs the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Key Responsibilities Serve as the primary contact for clients via ticketing, phone, and live chat, addressing inquiries, troubleshooting technical issues, and guiding users through platform features.
["Client Service Representative","Client Service Representative"] VCA Animal Hospitals["Client Service Representative","Client Service Representative"]Chapel HillAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesRaleigh, NC$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.
Tax Manager, Private Client Services BDO International LtdTax Manager, Private Client ServicesRaleigh, NC$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.
NewDirector, Client Services IQVIA Holdings IncDirector, Client ServicesDurham, NC$106,000–$295,300 / yearWorks closely with and collaborates with other Directors of Client Services and Directors of Site Solutions to ensure that global processes, tools, and operating models are adhered to in all regions and by every team member. The Director, Client Services directs a group of operations staff for a designated region to ensure projects are appropriately resourced and employees are trained and developed to meet project needs.
Sr Director, Client Services, Call Center IQVIA Holdings IncSr Director, Client Services, Call CenterDurham, NC$116,600–$324,800 / yearIQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time).
Director of National Strategic Client Services- Employee Benefits Insurance Office of AmericaDirector of National Strategic Client Services- Employee BenefitsDurham, NCRemote$195,000–$215,000 / yearFull timeThis role serves as the strategic leader across designated national accounts, partnering closely with Producers, Account Executives, Account Managers, and operational leadership to deliver consultative, data-driven solutions that improve client outcomes, support retention, and drive organic growth. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs.
Client Services Project Manager IQVIA Holdings IncClient Services Project ManagerDurham, NC$57,000–$142,600 / yearIQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide.
Director of Client Services IQVIADirector of Client ServicesDurham, North CarolinaThis role is responsible for overseeing program strategy, operations, and team performance in support of a large pharmaceutical copay initiative spanning multiple products and disease states. IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries.