Client Services Team Lead Syneos - Commercial - ProdClient Services Team LeadNewtown, PA$99,733–$119,667 / yearThe Client Services US Team Lead provides leadership and support to a team of Client Services Managers (CSMs), serving as a primary escalation point and trusted resource when guidance, problem-solving, or decision support is needed. The Lead helps ensure consistency in service delivery, supports CSM development through coaching and direction, and reinforces accountability while allowing CSMs autonomy in their day-to-day client work.
Tax Senior Manager - Private Client Services WeaverTax Senior Manager - Private Client ServicesPhiladelphia, PA$141,000–$290,000 / yearCPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
Customer Service Representative (Client Services) - Pennington, NJ Canon Recruiting GroupCustomer Service Representative (Client Services) - Pennington, NJPennington, NJBy promoting inclusion with the same enthusiasm, we devote to quality and competency, and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. CAS provides general investment account maintenance support such as opening a new account, maintaining existing accounts, and enrolling accounts in new features.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesPhiladelphia, PA$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.
Client Services Associate Bayada Home Health Care, Inc.Client Services AssociatePhiladelphia, PAThrough hands-on experience and mentorship, Client Services Associates gain valuable exposure to all aspects of office operations, client services, scheduling, staffing, and team management - preparing them for future growth opportunities within the organization, including advancement into Client Services Manager roles. Responsibilities: Coordinate and assist with managing client services, scheduling, and staffing needs.
Director of Client Services / Skilled Nursing / Long Term Care Pharmacy Services BrightSpring Health ServicesDirector of Client Services / Skilled Nursing / Long Term Care Pharmacy ServicesPhiladelphia, PADesired: related experience in pharmacy industrySkills/Knowledge• Required: Ability to present to all levels of management; excellent time-management skills; basic computer skills; advanced Microsoft Office proficiency; outstanding problem solving skills; experience in root cause analysis; able to collaborate cross-functionally; experience working within a team• Desired: Previous experience in a project management and client-facing customer service role; strong background in administrative management with the ability to manage multiple priorities and deadlines at once; strong experience in business writing. Engages with the C-Suite, Regional or Facility leadership to discuss Monthly/Quarterly Business Reviews and Pharmacy Optimization Services.• Oversees client issue escalation process and collaborates with key internal partners, elevating high level issues through the organization for complete resolution.
Client Services Associate Hueman PE Talent SolutionsClient Services AssociateChadds Ford, PAFor over 40 years, Lympha Press has produced the most well-regarded dynamic compression therapy systems and helped patients all over the world with lymphedema, venous insufficiency, and lipedema manage their condition and improve their quality of life. Must demonstrateproficiency and productivity in a fast-paced environment with unscheduled interruptions while maintaining acceptable judgment, responsibility, and assumption for decisions, consequences, and results.
Tax Senior Manager - Private Client Services (Pcs) EisnerAmperTax Senior Manager - Private Client Services (Pcs)Mount Laurel, NJOur 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.
Manager / Senior Manager, Client Services True North InsightsManager / Senior Manager, Client ServicesPhiladelphia, PA$86,000–$95,000 / yearOne day you may be partnering with your team to deliver a time-sensitive investment diligence project, and the next coaching team members, refining operational strategy, or collaborating across global offices to drive better outcomes for clients and employees alike. At True North Insights, you'll be part of one of the fastest-growing expert networks, partnering with leading healthcare and life sciences companies, institutional investors, and management consulting firms on their most important research initiatives.
Tax Manager - Private Client Services (Pcs) EisnerAmperTax Manager - Private Client Services (Pcs)Mount Laurel, NJOur 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 Account Services Coordinator Ballard SpahrClient Account Services CoordinatorPhiladelphia, PennsylvaniaRemote$62,000–$65,000 / yearThis role helps maintain accurate account documentation, prepares client communications and reports, supports firm collection campaigns, and collaborates with legal and administrative teams to ensure timely, professional follow-up on aged receivables. Collaborate effectively with attorneys, legal assistants, accounting personnel, and administrative staff across multiple departments and office locations to support firm collection initiatives and promote a positive working environment.
Senior Manager - International Tax (Private Client Services) EisnerAmperSenior Manager - International Tax (Private Client Services)Philadelphia, PA$150,000–$210,000 / yearOur 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 Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Client Account Services Administrator Ballard Spahr LLPClient Account Services AdministratorPhiladelphia, PennsylvaniaRemoteThis role helps maintain accurate account documentation, prepares client communications and reports, supports firm collection campaigns, and collaborates with legal and administrative teams to ensure timely, professional follow-up on aged receivables. Collaborate effectively with attorneys, legal assistants, accounting personnel, and administrative staff across multiple departments and office locations to support firm collection initiatives and promote a positive working environment.
Manager, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLPManager, Client Accounting Services - Family OfficePhiladelphia, PA$67,000–$159,920 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
NewBusiness Development Director- Private Client Services (Tax) EisnerAmperBusiness Development Director- Private Client Services (Tax)Philadelphia, PA$3–$10 / yearOur clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. The executive will develop deep, strategic relationships with influential wealth management firms, private banks, RIAs, family offices, trust companies, business managers, and law firms, converting those relationships into meaningful, firmwide revenue.
Client Services Associate Care Options for KidsClient Services AssociateMount Laurel, New JerseyCare Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric nursing, therapy, and school-based services. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesPhiladelphia, PA$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.
Manager - Client Services Infosys LtdManager - Client ServicesPennsylvania, PA$30–$50 / hourLeveraging deep industry expertise and global delivery capabilities, Infosys helps clients modernize technology landscapes, enhance operational resilience, optimize engineering processes, and unlock new business value through cloud, data, AI, automation, cybersecurity, and enterprise platforms. In this strategic leadership role, you will be responsible for growing and managing a multimillion-dollar portfolio, building executive-level relationships, identifying transformational opportunities, and driving business growth across a broad spectrum of technology and consulting services.
Client Services Coordinator - Wealth Advisory - Shared Services Center CliftonLarsonAllen LLPClient Services Coordinator - Wealth Advisory - Shared Services CenterKing of Prussia, PA$25–$32 / hourStrong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Tax Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client Services (PCS)Mount Laurel, NJOur 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.