Estate Planning Paralegal - Client Services Specialist Texas Trust LawEstate Planning Paralegal - Client Services SpecialistAustin, TX$50,000–$55,000 / yearTexas Trust Law, formerly known as The Wiewel Law Firm, is a people-focused practice with a great team of experienced attorneys and non-attorneys who are easy to work with and committed to helping clients. We foster a supportive, collaborative environment where each team member is valued, work-life balance is respected, and meaningful, long-term careers are built.
NewSr. Manager, Client Consulting Visa Technology and Operations LLCSr. Manager, Client ConsultingAustin, TXIncumbents applying for the role should be self-motivated, highly energized, detail-oriented individuals who will deliver strategic thought leadership, problem diagnostics and high impact solutions to clients support the growth and performance. The VCA team provides a comprehensive range of consulting services to deliver solutions that address unique challenges in areas such as improving profitability, strategic growth, customer experience, digital payments and managing risk.
NewPrincipal Client Success Manager TTECPrincipal Client Success ManagerAustin, TX$150,000–$160,000 / yearLead project initiatives, attend client-related meetings, manage requirement changes, develop action plans, lead client-facing meetings, quarterly business reviews, site visits and other sessions. Ability to proactively develop and maintain solid business partnerships to ensure success in balancing the department and customer needs with the legal and financial expectations of the organization and ensure needed business outcomes.
NewTax Manager - Business Tax Services KPMGTax Manager - Business Tax ServicesAustin, TX$107,160–$226,320 / yearLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewCustomer Service Representative – Remote in USA TTECCustomer Service Representative – Remote in USAAustin, TXRemote$13–$16.35 / hourWebcam participation is expected during all instructor‑led TTEC and client‑required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration. Whether it’s getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one.
Client Support Specialist CollaberaClient Support SpecialistBee Cave$18–$19 / hourTemporaryContractorExecute various administrative functions for the Financial Advisor(s) and Branch Management, including, but not limited to, tracking referrals, assisting with marketing-related activities, establishing, and maintaining files to meet the firm's regulatory requirements. Nice-to-Have Skills: Previous Financial Services Experience - Hands-on experience supporting financial operations and/or client services within a brokerage or financial services environment.
Seasonal Licensed Healthcare Service Delivery Manager TTECSeasonal Licensed Healthcare Service Delivery ManagerAustin, TX$22–$25 / hourCoach associates to ensure achievement of company and client goals while addressing employee related issues and coordinating training on new or revised information relating to services, products, or processes of projects. TTEC is a global consulting, technology, and managed services company that helps brands deliver smarter, more human customer experiences through data, AI, and technology.
NewManager, Service Delivery TTECManager, Service DeliveryAustin, TXCoach associates to ensure achievement of company and client goals while addressing employee related issues and coordinating training on new or revised information relating to services, products or processes of projects. As a Service Delivery Manager working remotely on the US you’ll be a part of creating and delivering amazing customer experiences while you also #ExperienceTTEC, an award-winning employment experience and company culture.
NewPayroll Manager JobotPayroll ManagerAustin, TX$115,000–$130,000 / 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. With over a century of industry leadership, this organization is known for its commitment to innovation, integrity, and making a positive impact in the communities they serve.
IT Service Desk Engineer HTC Global Services IncIT Service Desk EngineerAustin, TXFull timeThe ideal candidate will have a strong passion for technology, excellent problem-solving skills, and experience supporting users across multiple operating systems and enterprise technologies. We are seeking an IT Service Desk Analyst to provide technical support for IT-related issues, including desktop systems, network infrastructure, software, and hardware.
NewSales Manager GarageCo Intermediate LLCSales ManagerCedar Park, TXThis role involves developing strategic sales plans, overseeing day-to-day team operations, building & maintaining client relationships, and analyzing sales performance to drive continuous improvement. This role will be instrumental in building and leading sales practices across our Family of Brands™ with a centralized approach built to scale across our current brands and future portfolio of brands.
NewArchitectural Project Manager JobotArchitectural Project ManagerAustin, TX$75,000–$90,000 / 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. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.
NewRetail Customer Service Associate FedExRetail Customer Service AssociateAustin, TexasFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewTax Senior Manager, Asset Management KPMGTax Senior Manager, Asset ManagementAustin, TXBachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewSenior Manager, Mutual Fund Tax KPMGSenior Manager, Mutual Fund TaxAustin, TXBachelor's degree in Accounting from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Manage relationships at a senior level with large clients, advise on tactical issues, have a high level of responsibility for service delivery, and manage teams of tax professionals/assistants working on client projects.
NewSenior Manager, Pass‑Through Taxation KPMGSenior Manager, Pass‑Through TaxationAustin, TX$153,425–$332,695 / yearBachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewTax Manager, Asset Management KPMGTax Manager, Asset ManagementAustin, TXLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewManager or Senior Manager, Integrated Partnership Solutions KPMGManager or Senior Manager, Integrated Partnership SolutionsAustin, TXLicensed Certified Public Accountant (CPA), Enrolled Agent or Juris Doctor (J.D)./Master of Laws (LL.M.), in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Keep up to date on current tax practices, new technologies and tools used in client service delivery and participate in technology or process development initiatives; participate in and contribute to market and business activities external to the firm.
Client Services Manager - Security GardaWorld Security Services U.S.Client Services Manager - SecurityAustin, TXFull timeRoutinely visit and inspect supervisors and security officers assigned to accounts within the business unit, including but not limited to reviewing reports, providing training & guidance, evaluating proficiency ensuring compliance to contract specifications as well as GardaWorld policy, providing assistance when necessary, and initiating corrective action as required. GardaWorld Security is a global champion in sophisticated and tailored security solutions, employing and training highly skilled and dedicated professionals across the globe, offering a wealth of opportunities to individuals looking to gain experience and develop professionally in a growing industry.
Associate Client Services Account Manager - Client Services Development Program Electric Reliability Council of TexasAssociate Client Services Account Manager - Client Services Development ProgramTaylor, TX$66,000–$91,000 / yearThe System Operator Development Program (ODP) is intended to combine real-time daily operations in an exciting work setting to prepare participants with the vital skills necessary to be successful in such a critical position — providing 24x7x365 on-demand support to manage the flow of electric power to more than 26 million Texas customers. Associates will rotate through Market Training, Market Support Services, and Client Services Account Management — gaining hands-on exposure to the systems, data flows, protocols, and operational processes that support the ERCOT wholesale market and grid operations.
NewClient Service Manager (Specialist), Retirement Plan Services The Charles Schwab CorpClient Service Manager (Specialist), Retirement Plan ServicesAustin, 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.
Senior Client Service Manager, Relationship Management Retirement Plan Services The Charles Schwab CorpSenior Client Service Manager, Relationship Management Retirement Plan ServicesAustin, 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.
Client Services Manager SPS-North AmericaClient Services ManagerAustin, 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.
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.
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 Sinclair IncClient Services ManagerAustin, TXThe Company owns, operates and/or provides services to 177 television stations in 79 markets affiliated with all major broadcast networks; owns Tennis Channel, the premium destination for tennis enthusiasts; and multicast networks CHARGE, Comet, ROAR and The Nest. Whether coordinating commercial production, managing integrated marketing campaigns, or supporting high-volume workflows, we help bring great ideas to life while keeping teams aligned every step of the way.
Specialist, Client Services ABS Group of Companies IncSpecialist, Client ServicesTexas, TXClient services responsibilities for a dedicated group of clients to include key accounts, including: scheduling audits, optimizing clients' and auditors' audit schedules, maximizing audit days for a given level of customer demand, answering clients' questions about the certification process, understanding clients' certification needs, identify and offer the best type of service to meet clients' needs and accreditation requirements, update the scope of work as necessary and send to customer as a proposal. These benefits include, but are not limited to, medical insurance (PPO and HD), dental and vision insurance, Health Savings account (HSA), Flexible Savings Account (FSA), life insurance, accidental death and dismemberment insurance, disability leave programs, parental leave program, paid holidays, and paid vacation time.
Associate Manager - Client Services Infosys LtdAssociate Manager - Client ServicesAustin, 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.
Director of Client Services (Full Time) Z5 InventoryDirector of Client Services (Full Time)TX$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 Solution Manager The Sage Group plcClient Services Solution ManagerAustin, TXYou will leverage deep expertise in professional services sales and ERP implementations and to define project scope, develop compelling services proposals, and ensure alignment between customer objectives and delivery strategy. The Client Services Solution Consultant is a member of the Sage HCM Professional Services organization and reports to the Director of Professional Services.
Sr Manager, Client Account Services CoreLogic IncSr Manager, Client Account ServicesAustin, 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 - Family Office Baker Tilly Virchow KrauseLLPManager, Client Accounting Services - Family OfficeAustin, 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.
Specialist, Client Services American Bureau of Shipping (ABS)Specialist, Client ServicesAustin, TexasClient services responsibilities for a dedicated group of clients to include key accounts, including: scheduling audits, optimizing clients' and auditors' audit schedules, maximizing audit days for a given level of customer demand, answering clients' questions about the certification process, understanding clients' certification needs, identify and offer the best type of service to meet clients' needs and accreditation requirements, update the scope of work as necessary and send to customer as a proposal. These activities include all facets of servicing the client, including audit scheduling, contract, and program adjustments, cross-selling opportunities, and general relationship management responsibilities.
Client Services Specialist First Financial Group of AmericaClient Services SpecialistGeorgetown, TXPosition Description: The Client Services Specialist collaborates with internal and external clients (in the K-12 market and cities) to facilitate billing, bill reconciliation, work through discrepancy reports, and generate payroll reports and assist with payroll imports, as well as develop client relationships and the company's benefit & CRM system. Other duties include assisting sales and marketing with enrollments, preparing spreadsheets and marketing materials, preparing memorandum, emails and other communications in support of the regional sales manager and the Central Texas sales team.
Manager, Client Accounting Services Small Business-Healthcare Senior Living Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-Healthcare Senior LivingAustin, 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 BusinessAustin, 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-HealthcareAustin, 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.
Sr Manager, Client Account Services CotalitySr Manager, Client Account ServicesAustin, TexasCotality 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 - Family Office Baker Tilly Advisory Group, LPManager, Client Accounting Services - Family OfficeAustin, 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.
Director, Schwab Retirement Plan Services, Client Specialized Teams & Services The Charles Schwab CorpDirector, Schwab Retirement Plan Services, Client Specialized Teams & ServicesTXIn this leadership role, you will define and activate the consulting and thought leadership go-to-market model for Schwab Retirement Plan Services, helping deliver exceptional client experiences, deepen relationships, and support strong plan and participant outcomes. Schwab Workplace Services delivers workplace solutions that help employers support their people through retirement benefits, equity compensation, and employee monitoring solutions, with a strong focus on participant experience, service, and technology.
Coordinator, Client Services VestwellCoordinator, Client ServicesAustin, TX$50,000–$55,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
Client Services Account Manager Electric Reliability Council of TexasClient Services Account ManagerTaylor, TX$83,000–$114,000 / yearADDITIONAL JOB DUTIES Level 1 Establishes and develops an effective business relationship with each assigned Market Participant Facilitates timely and accurate resolution of day-to-day operational issues on behalf of Market Participants using established ERCOT processes Assists Market Participants in meeting registration and qualification requirements Develops subject matter expertise on ERCOT grid and market operations to identify, contribute to the design of, and deliver training to market participants Develops account plans to identify and execute tasks aligned with each Market Participant’s needs and based on a solid understanding of their operational interactions with ERCOT Facilitates communication between Market Participants and various ERCOT departments and promotes effective interdepartmental working relationships Builds knowledge of ERCOT market protocols, ERCOT’s operations and business functions in order to be an effective liaison between ERCOT and Market Participants on a wide range of subjects across most of ERCOT’s functions Applies ERCOT protocols and business procedures consistently with all Market Participants under strict confidentiality Assists with projects and process improvements, as necessary, to resolve Market Participants’ business issues Participate in projects, process improvements, and stakeholder activities as required Represents ERCOT in operational discussions, trainings, or stakeholder forums as required Coordinates or facilitates/participates, as needed, in stakeholder processes to support ERCOT and Market Participants Level 2 - Above + Maintains and enhances effective strategic business relationships with each assigned Market Participant Independently resolve most Market Participant inquiries, issues, and disputes with sound judgment Grows knowledge in ERCOT market and operations to identify, contribute to the design of market education, and deliver training to market participants Guides communication between Market Participants and various ERCOT departments and promotes effective interdepartmental working relationships to assist in developing mutual team goals Maintains and expands knowledge of ERCOT market protocols, ERCOT’s operations and business functions in order to be an effective liaison between ERCOT and Market Participants on a wide range of subjects across most of ERCOT’s functions Advises Market Participants in meeting registration and qualification requirements Participates actively in projects and process improvements, as necessary, to resolve Market Participants’ business issues Actively participate in projects and process improvement efforts Serve as an emerging subject-matter expert in multiple ERCOT business domains EXPERIENCE Requires minimum 2 years of industry or job-related experience preferred, ideally within the electric energy or electric utility industry Requires understanding of competitive electric markets and interconnected transmission/distribution system operations Prefer experience with mission-critical data processing, customer service, collaboration, and multitasking EDUCATION Bachelor's Degree : Engineering, Finance, Business, Computer Science, or related field; or equivalent experience The foregoing description reflects the minimum qualifications and the essential functions of the position that must be performed proficiently with or without reasonable accommodation for individuals with disabilities. The System Operator Development Program (ODP) is intended to combine real-time daily operations in an exciting work setting to prepare participants with the vital skills necessary to be successful in such a critical position — providing 24x7x365 on-demand support to manage the flow of electric power to more than 26 million Texas customers.
Client Services Lead (Signature Closers) Stewart Title Guaranty CompanyClient Services Lead (Signature Closers)TXDevelops departmental policies, procedures and strategies focused on providing high quality customer service achieved through anticipating client needs and attending to those needs effectively. Signature Closers, part of the Stewart family of companies, is seeking a Client Services Lead to provide Nationwide title, closing, settlement and appraisal solutions for mortgage lenders.
Senior Client Services Analyst - Austin Hybrid Education Realty Trust Inc (Inactive)Senior Client Services Analyst - Austin HybridAustin, TXThis role supports the strategic and daily management of the Client Services team of the assigned area by gathering and analyzing financial data pertaining to assets currently being marketed for sale, conducting detailed underwriting of potential 3rd party management assignments as well as direct investments and developments, interpreting market trends, forecasts, and financial results, and interfacing with management clients to improve customer satisfaction. Works with Client Services team to engage 3rd party clients throughout acquisition pursuit process to assist with potential investment decisions related to rental trends, expense management, value add opportunities, cap rate trends, valuation methodologies, etc.
Senior Accountant, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Accountant, Client Accounting Services (CAS) - Not for ProfitAustin, 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.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesAustin, TX$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Client Services Lead (49360) Incedo IncClient Services Lead (49360)Austin, TXYou will play a critical supporting role in the advisor service experience - helping to diagnose pain points, executing on service processes, triaging data and platform issues, and ensuring advisors receive timely, high-quality support. We are looking for an experienced Service Lead to join our advisor technology platform team and support the primary liaison function between financial advisors and our internal operations, data, sales, and implementation teams.
Onboarding Manager, Client Accounting Services Baker Tilly Advisory Group, LPOnboarding Manager, Client Accounting ServicesAustin, 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.
Commercial Lines Client Service Manager GallagherCommercial Lines Client Service ManagerAustin, TexasFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. How you'll make an impact : You’ll play a key role in supporting and leading efforts to deliver high-quality solutions to our clients.
Coordinator, Client Services Vestwell Holdings Inc.Coordinator, Client ServicesAustin, TX$50,000–$55,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well.