Service Manager-Park Place Porsche Dallas Asbury Automotive GroupService Manager-Park Place Porsche DallasDallas, TXMaintain an inventory of manufacturer and company specified mechanical tools and devices (including “Special Tools”) in proper working order to include shop equipment, tool, and additional training when needed to perform. Create and maintain a high level of customer satisfaction and find resolutions to customer conflicts in a manner that does not compromise the customer’s interest, while maintaining appropriate attention to department profits.
REMOTE - Controller - CFO Services JobotREMOTE - Controller - CFO ServicesFrisco, TX$160,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a high-impact role for an experienced accounting professional who is passionate about leveraging cutting-edge technology to deliver controller and CFO-level services to a diverse client portfolio.
Patient Services Manager AramarkPatient Services ManagerDallas, TXThe Patient Services Manager will support the Patient Services Operation in the Food & Nutrition Department and will be responsible for developing and executing dining solutions to meet patient and customer needs and tastes. Adopt all Aramark processes and systems, understand performance metrics, data, order, and inventory trends; educate teams on key levers to improve margins.
NewApplication System Analyst Senior - Converge Information Services CHRISTUS HealthApplication System Analyst Senior - Converge Information ServicesIrving, TXThe Application System Analyst Senior serves as a liaison between system end-users (customers), operational leaders, additional support resources and vendors to design, build and optimize their assigned applications in a timely and high-quality manner. Leads and evaluates process and requirements analysis, including process mapping though current flow charts, documents, future needs/plans, requirement elicitation, stakeholder analysis, and specification gathering on complex projects/requests.
Controls Service Technician JobotControls Service TechnicianRichardson, TX$35–$50 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. An established Building Automation and Integration firm in the DFW area is looking for an experienced Controls Service Technician to join our growing service team.
NewAnalyst, Telecom Services Community Hospital CorporationAnalyst, Telecom ServicesPlano, TXFull timeWorking within CHC Information Technology Services, as a member of the Telecom Services team, you will contribute to the day to day operation of the Telecommunication & USAC service line by supporting department leadership, managing healthcare client administrative functions, assisting with government funding programs, and monitoring data trends to ensure efficient internal operations and high-quality client service delivery. Provide support to complete application steps, including form preparations, submissions, reviews, and issue resolution or escalation, as related to program eligibility, competitive bidding, funding requests, and invoicing, to maximize clients’ available funding for eligible telecommunications services, broadband services and network equipment and facilitate Healthcare IT cost savings.
NewSenior Tax Manager ( Hybrid ) JobotSenior Tax Manager ( Hybrid )Grapevine, TX$140,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a key leadership role offering the opportunity to manage client relationships, guide junior staff, and shape tax strategies for a diverse client base—all within a collaborative, stable environment that values both professional excellence and work-life balance.
NewSenior Audit Manager ( Hybrid) JobotSenior Audit Manager ( Hybrid)Grapevine, TX$140,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Well-established, full-service CPA firm that provides a full suite of traditional audit/review, tax, and accounting services to individuals and businesses, both large and small, throughout the Dallas/Fort Worth area.
NewAccounting Manager (Hybrid) JobotAccounting Manager (Hybrid)Plano, TX$110,000–$145,000 / yearOverseeing training programs for Accounting Services staff, identifying holes in knowledge, and expanding upon video library in Paylocity in support of division strategy to provide high level consulting for all AS clients. Our Accounting Services Manager will oversee multiple projects, consult with Clients, deliver management reports, provide QuickBooks/software training and other consulting services.
NewFood Service Supervisor AramarkFood Service SupervisorPlano, TXSo, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Alongside a manager who will help coordinate and lead operations, you?ll help oversee staff, collaborate with teammates, and help where needed.
NewProject Manager (Industrial/Commercial Flooring) Davron LLCProject Manager (Industrial/Commercial Flooring)Grand Prairie, TXJoin a fast-growing construction organization as a Project Manager (Industrial/Commercial Flooring) in Grand Prairie, Texas, leading large-scale industrial and commercial flooring projects across high-profile facilities such as data centers, hospitals, grocery stores, and airports. PROJECT MANAGER | CONSTRUCTION PROJECT MANAGER | FLOORING PROJECT MANAGER | COMMERCIAL CONSTRUCTION | COMMERCIAL FLOORING | CONCRETE POLISHING | EPOXY FLOORING | BLUEBEAM | MICROSOFT OFFICE | DATA CENTERS | HOSPITALS | PROJECT BUDGETING .
NewBusiness Development Manager, HVAC ABM IndustriesBusiness Development Manager, HVACIrving, TXIdentify, plan, and execute growth strategies and tactics to acquire new clients including market research, hyper targeting, cold calling prospects and identifying value added opportunities for new clients. Founded in 1909, ABM serves over 20,000 clients, with annualized revenue approaching $8 billion and more than 100,000 team members in 350+ offices throughout the United States, United Kingdom, Republic of Ireland, and other international locations.
NewSenior Business Development Manager, Cold Storage ABM IndustriesSenior Business Development Manager, Cold StorageIrving, TXEssential Functions: · Proactively seek out new business opportunities by conducting cold call activities to perspective customers, calling on current customers, and networking to secure first appointments at with existing building owners at the decision maker level. Founded in 1909, ABM serves over 20,000 clients, with annualized revenue approaching $8 billion and more than 100,000 team members in 350+ offices throughout the United States, United Kingdom, Republic of Ireland, and other international locations.
NewSenior Business Development Manager, HVAC ABM IndustriesSenior Business Development Manager, HVACIrving, TXFounded in 1909, ABM serves over 20,000 clients, with annualized revenue approaching $8 billion and more than 100,000 team members in 350+ offices throughout the United States, United Kingdom, Republic of Ireland, and other international locations. · Proactively seek out new business opportunities by conducting cold call activities to perspective customers, calling on current customers, and networking to secure first appointments at with existing building owners at the decision maker level.
Client Services Manager II Teachers Insurance and Annuity Association of America (TIAA)Client Services Manager IIDallas, TX$75,700–$105,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). The Client Services Manager II (CSM II) works with business partners on the implementation of business plans and is responsible for structuring interaction, communication, processes and activities that deliver on business goals and increase client satisfaction.
NewClient Service Manager (Specialist), Retirement Plan Services The Charles Schwab CorpClient Service Manager (Specialist), Retirement Plan ServicesWestlake, TXSchwab's combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits. Schwab Retirement Plan Services provides recordkeeping, administration, participant education and communication, plan design, consulting, actuarial services, and compliance testing for a total of over 1,300 defined contribution, defined benefit, and non-qualified retirement plans.
Client Services Manager SPS-North AmericaClient Services ManagerWestlake, TexasIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service.
Senior Client Service Manager, Relationship Management Retirement Plan Services The Charles Schwab CorpSenior Client Service Manager, Relationship Management Retirement Plan ServicesWestlake, TXThis role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support. As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab''s relationships with plan sponsors and plan participants.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesTX$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 Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsTX$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Sr Client Services Manager - National Accounts CNA Financial CorpSr Client Services Manager - National AccountsTX$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Client Service Manager I / II / III - (Custody) - Wealth Client Experience FidelityClient Service Manager I / II / III - (Custody) - Wealth Client ExperienceWestlake, TexasRemoteBrokerage Operations, Client Service 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. The 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.
Manager, Client Services Dynata LLCManager, Client ServicesPlano, TX$70,000–$86,000 / yearBy engaging community members to exchange their personal data and opinions for valuable rewards, Dynata is the largest provider of first party consumer insights to leading Market Research agencies, consulting firms and corporate brands. Manage team workload and assignment flow to PMs, helping to find additional support when needed, offering available time when they have it, and helping to identify coverage as needed.
Sr Client Service Administrator Stock Plan Services The Charles Schwab CorpSr Client Service Administrator Stock Plan ServicesTXPartnering with other SPS teams, such as Conversion, Client Services, Technology, etc. to provide a seamless world class experience for our corporate clients and their employees. The Senior Client Service Administrator role is responsible for creating and implementing a world class client experience for our Equity Compensation corporate clients.
Client Services Lead (49361) Incedo IncClient Services Lead (49361)Dallas, TXYou will be a key architect of the advisor service experience - diagnosing pain points, designing scalable processes, triaging complex data and platform issues, and ensuring advisors can get maximum value from their advisor technology platform. We are looking for an experienced Service Lead to join our advisor technology platform team and serve as the primary liaison between financial advisors and our internal operations, data, sales, and implementation teams.
Manager, Client Accounting Services, Small Business Baker Tilly Virchow KrauseLLPManager, Client Accounting Services, Small BusinessFrisco, TX$84,350–$159,920 / yearBachelor's Degree in Accounting required • CPA and/or MBA preferred • Public Accounting experience a plus • Six (6) plus years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred • Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records • Excellent understanding of Generally Accepted Accounting Principles (GAAP) • Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook • Experience in Sage Intaact and/or NetSuite required, QuickBooks On-line (QBO) experience a plus. Baker 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.
Manager, Client Accounting Services (CAS) - Not for Profit Baker Tilly Virchow KrauseLLPManager, Client Accounting Services (CAS) - Not for ProfitFrisco, TX$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.
Manager, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLPManager, Client Accounting Services - Family OfficeFrisco, TXBaker 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.
Associate Manager - Client Services Infosys LtdAssociate Manager - Client ServicesRichardson, TX$100,000–$187,000 / year148671BRTexasUSAInfosys Public Services, Inc Associate Engagement ManagerIPS USA Austin, TX, Richardson, TXCommunications, Hi -Tech, Sales & Fulfillment ( Order Management)Domain|Sales|After Sales & Service, Domain|Sales|Sales Planning, Process|Project Management|Request For Proposal (RFP)State of Texas Public Sector Sales Leader. The ideal candidate brings executive presence, strong relationships, disciplined pipeline leadership, and a track record of closing complex consulting, systems integration, and managed services opportunities.
Commercial Client Services Professional - Sterling Plaza Prosperity BankCommercial Client Services Professional - Sterling PlazaDallas, TXMathematics Ability: Strong math skills including ability to balance accounts; add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals; locate common mathematical errors. The Commercial Client Service Professional (CSP) is the day-to-day liaison between our commercial banking clients and Prosperity Bank providing technical and operational support for our Treasury Services solutions suite and bank accounts.
Digital Workplace Client Services Project Management Portfolio Lead - Senior Vice President Citigroup IncDigital Workplace Client Services Project Management Portfolio Lead - Senior Vice PresidentIrving, TX$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.
Client Services Team Lead ValitanaClient Services Team LeadPlano, TexasValitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Serve as a senior point of contact and escalation lead for client relationships, resolving complex questions related to ABL & CLO modeling, private credit, collateralized fund obligations, portfolio management, and structured finance workflows.
Client Services & Deployment Lead Benefit Harbor LPClient Services & Deployment LeadPlano, TX$65,000–$75,000Benefit Harbor primarily serves midsize to large enterprises, helping HR teams reduce administrative workload and ensure ACA compliance. Strong Written and Verbal Communication Skills with the ability to communicate with both technical and non-technical personnel; ability to listen, clarify and respond well to questions.
Senior Manager, Client Accounting Services TalntSenior Manager, Client Accounting ServicesFrisco, TexasThe Accounting Services Senior Manager, also known as a Client Advisory Services (CAS) Senior Manager or Outsourced Controller, leads complex client accounting engagements while providing strategic financial guidance, outsourced controller services, and operational consulting. This leadership role is responsible for managing high-value client relationships, overseeing accounting teams, improving financial processes, and delivering actionable financial insights that support business growth.
NewExecutive Director - Merchant Services Transformation Director, Client Onboarding & Service JPMorgan Chase & CoExecutive Director - Merchant Services Transformation Director, Client Onboarding & ServicePlano, TXAs an Merchant Transformation Director in the Client Onboarding and Service team, you will lead the efforts to transform the complete Onboarding and Servicing experience for all of our clients enabled on the Commerce Platform and Core Merchant technology stacks. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Sr Manager, Client Account Services CoreLogic IncSr Manager, Client Account ServicesDallas, TXCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Ability to ensure customer satisfaction with the management of your client services members and their accounts which includes having awareness of client requests, projects and issues, and driving to resolution.
Manager, Client Accounting Services Small Business-Healthcare Senior Living Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-Healthcare Senior LivingFrisco, TexasBaker 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.
Manager, Client Accounting Services, Small Business Baker Tilly Advisory Group, LPManager, Client Accounting Services, Small BusinessFrisco, TexasBaker 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.
Manager, Client Accounting Services Small Business-Healthcare Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-HealthcareFrisco, TexasBaker 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.
Manager, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPManager, Client Accounting Services (CAS) - Not for ProfitFrisco, TexasBaker 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.
Client Services Program Manager America Fujikura LtdClient Services Program ManagerTXThe Program Manager is responsible for organizing and leading a cross-functional team, consisting of Customer Service, Scheduling, Material Planning, Purchasing, Logistics and Manufacturing, to meet Client's expectations on deliveries, as well as resolving logistical and operational issues in timely manners. Run production meetings with cross-functional team, consisting of Customer Service, Scheduling, Material Planning, Purchasing, Logistics and Manufacturing.
Client Services Representative Trane Technologies PlcClient Services RepresentativeCarrollton, TX$80,908.33–$105,600 / yearMust possess a valid driver's license for a minimum of 12 months, with no major or frequent traffic violations included, but not limited to: DUI, Hit & Run, License Suspension, Reckless / Carless Driving, or multiple smaller infractions or preventable collisions in the previous 3 years. Drives the account management process for assigned portfolio, which includes development of customer account profiles, account strategies, service delivery plan, customer budget planning and scheduled customer visits.
Client Services Representative NRG Energy IncClient Services RepresentativeTXThe Client Services Representative analyzes customer inquiries to determine the best course of action for one-call resolution while managing team and individual productivity goals and maintaining the highest level of customer service. Perform basic financial analysis to determine amounts required for refunds, credits and lost savings requests; Prepare summarized reports required for approval of financial adjustments.
Manager, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPManager, Client Accounting Services - Family OfficeFrisco, TexasBaker 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.
Treasury Management Client Services Specialist Hilltop Holdings IncTreasury Management Client Services SpecialistDallas, TXPlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio.
Client Services Team Lead Valitana LLCClient Services Team LeadPlano, TXFull timeValitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Serve as a senior point of contact and escalation lead for client relationships, resolving complex questions related to ABL & CLO modeling, private credit, collateralized fund obligations, portfolio management, and structured finance workflows.
AVP, Claims Client Services CNA Financial CorpAVP, Claims Client ServicesPlano, TX$152,000–$242,000 / yearLeads or participates in claim/ broker meetings, national meetings (i.e. RIMS), mid-term account reviews, stewardship meetings, renewals and new business offerings by collaborating and partnering with Client Service team, Marketing, Sales and Distribution, Underwriters, Brokers/Agents to understand customer needs, and package claim capabilities, customer-specific trends and industry data, into a compelling story and/or proposition for existing and prospective customers. Acts as a key point of contact both internally and externally at senior levels for National Brokers, Agencies and CNA Branch Vice Presidents by representing CNA Claims, communicating claim strategies, and initiatives, promoting product and service capabilities, establishing proactive touchpoints, ensuring timely responses and problem resolution and gathering and sharing feedback throughout the organization.
Client Accounting Services Manager TalntClient Accounting Services ManagerFrisco, TexasThe Accounting Services Manager, also known as a Client Advisory Services (CAS) Manager, is responsible for delivering outsourced accounting, financial advisory, and client accounting services to a diverse portfolio of businesses. This role combines technical accounting expertise with strategic financial consulting, project management, and team leadership to help clients improve financial performance, streamline accounting operations, and make informed business decisions.
Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Small Business (Sage Intacct)Frisco, TexasBaker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Director of Client Services Portfolio RTI COMMUNITY MANAGEMENT ASSOCIATES, INC.Director of Client Services PortfolioPlano, TXThe Director of Client Services Portfolio, under the direction of the Vice President of Client Services, supervises a physical location and manages up to seven Association Managers. We strive to set the bar in our industry, serving our external clients (as well as internal team members) with respect, integrity, and urgency.