NewPrivate Client Services Attorney JobotPrivate Client Services AttorneyMiami, FL$225,000–$250,000 / 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. You’ll support high-net-worth individuals and multinational families through comprehensive, sophisticated estate, income, partnership, tax, and succession planning.
NewClient Services Associate I AmerantbankClient Services Associate IMiramar, FLFull timeEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
Client Services Associate II Amerant BankClient Services Associate IIMiramar, FLEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
NewClient Services Associate I Amerant BankClient Services Associate IMiramar, FLEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
Client Services Associate II AmerantbankClient Services Associate IIMiramar, FLFull timeEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
NewSenior Accountant - Client Accounting Services (REMOTE) JobotSenior Accountant - Client Accounting Services (REMOTE)Fort Lauderdale, FLRemote$90,000–$110,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewSenior Manager, Business Tax Services - Private Clients KPMGSenior Manager, Business Tax Services - Private ClientsMiami, FLLicensed 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. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients.
Environmental Services Manager AramarkEnvironmental Services ManagerFort Lauderdale, FLModel key leadership behaviors and ensure the highest levels of safety, quality and service excellence for employees, clients and consumers. So, 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.
NewEnvironmental Services Manager - 2nd Shift AramarkEnvironmental Services Manager - 2nd ShiftFort Lauderdale, FLThe EVS Manager - 2nd shift is responsible for servicing and/or maintaining a physical location or site to client specifications, leads a team of 25-50 employees and ensures areas of responsibility meet objectives and client expectations. Aramark Healthcare+ is seeking an Environmental Services Manager - 2nd shift to join their team at Broward Medical Center in Fort Lauderdale, FL .
NewTax Manager - Business Tax Services KPMGTax Manager - Business Tax ServicesMiami, FL$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.
Tax Manager (Hybrid) Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEGTax Manager (Hybrid)Miami, FLThis role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. -Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships.
HVAC Service Technician - Pompano Beach Lindstrom Air Conditioning and PlumbingHVAC Service Technician - Pompano BeachPompano Beach, FL$22–$30Our Service Technicians are responsible to diagnose all aspects of the HVAC system, give customers options and pricing of repairs, order parts for install purposes and collect payment upon completion while ensuring quality work is completed to all local and national codes. Overview: Lindstrom Air Conditioning & Plumbing is currently seeking HVAC Service Technicians to join our team comprised of creative and energetic employees, who are dedicated to delivering the best customer service experience every day.
Service Consultant - Lincoln North Miami Warren Henry Automotive GroupService Consultant - Lincoln North MiamiNorth Miami, FLThis position functions as the face of the service department greeting customers as they arrive to the service drive providing excellent customer service and determining what the service needs of the vehicles are. Follow up with all aging repair orders and provide daily explanation to Service Manager for any repair order open longer than 4 days.
NewTax Manager JobotTax ManagerMiami, FL$130,000–$155,000 / 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. As an innovative and highly professional certified public accounting and consulting firm, we serve as a valued adviser to its clients by providing guidance on important operational and individual matters in both public and private sectors.
Retail Customer Service Associate FedExRetail Customer Service AssociatePompano Beach, FloridaFull 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.
Account Manager gategroupAccount ManagerMiami, FL$55,000–$65,000 / yearAnnual (or quarterly) customer feedback survey on each aspect of the role – communication, inventory management, Quality cost management/invoice accuracy, and customer service orientation (does the customer view this role as representing their interests in the unit) SR . Provides coordination between customer and GGI on special events such as Menu Presentation (scheduling, transportation, security, specs available, tent cards, tasting equipment, unit tours, beverages, etc.).
NewSenior Manager, International Tax KPMGSenior Manager, International TaxMiami, FLResponsibilities: Direct multinational enterprises on business decisions, such as where to locate and operate, choice of entity, how to optimize supply chains, and how to access and mobilize capital to fund global operations, taking into account a multinationals tax risk profile, global effective tax rate, and cash posture; in advising clients, professionals will prepare and review complex tax models illustrating multinational entities attributes, effective tax rate, and cash tax expense. Bachelor's degree from an accredited college/university; licensed CPA, EA, JD/LLM or foreign equivalent, 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.
Banking Center Manager First Horizon BankBanking Center ManagerLighthouse Point, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Commercial Relationship Manager III First Horizon BankCommercial Relationship Manager IIICoral Gables, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.
NewOperations Manager System OneOperations ManagerMiami, FL$90,000 / yearTeamwork: balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed. Problem Solving: identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.
Senior Business Banking Relationship Manager First Horizon BankSenior Business Banking Relationship ManagerMiami, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses.
Senior Treasury Management Sales Officer First Horizon BankSenior Treasury Management Sales OfficerCoral Gables, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results.
Trust Relationship Manager First Horizon BankTrust Relationship ManagerCoral Gables, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Summary : Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the geographical region.
NewStudio Manager Legendary Sweat Payroll LLCStudio ManagerFort Lauderdale, FL$60,000–$70,000 / yearTrain, motivate, direct, coach and evaluate all studio staff, creating and maintaining a team that is highly personable, client-oriented and committed to achieving and exceeding both the studio and company sales goals. Provide high-level customer service and exceptional hospitality to SweatHouz clients, handling client issues and concerns in a positive and timely manner.
NewTax Manager, Asset Management KPMGTax Manager, Asset ManagementMiami, FLLicensed 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.
NewSenior Manager, Mutual Fund Tax KPMGSenior Manager, Mutual Fund TaxMiami, FLBachelor'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.
Associate Project Manager - Retail Tenants and Construction Page GroupAssociate Project Manager - Retail Tenants and ConstructionPembroke Pines, FL$80,000–$95,000 / yearFull timeRequirements Education & Experience 3-5 years of experience in tenant coordination, construction, or project management, preferably in retail real estate Experience with retail property design and construction processes Bachelor's degree in Architecture, Engineering, Construction Management, or related field preferred PMP, LEED AP, or similar certifications are a plus Skills & Competencies Strong written and verbal communication skills Excellent organizational and analytical skills with the ability to manage multiple projects simultaneously Ability to collaborate effectively across internal teams and external stakeholders Strong customer service orientation with a proactive, solutions-focused mindset Ability to read and interpret architectural and construction drawings Financial acumen, including basic construction cost analysis and reporting Technical Skills Proficiency in Microsoft Office (Excel, Word, PowerPoint) Familiarity with project management or construction software tools is a plus Graphic or visual presentation skills are a plus Reporting to a Project Manager, this role is responsible for assisting with project execution from planning through completion, including coordination of landlord and tenant work, budgeting, scheduling, reporting, and delivery of space to new tenants.
MIA Assistant Site Manager CovenantMIA Assistant Site ManagerMiami, FLReporting to the Site Manager, the Assistant Site Manager serves as a key member of the site leadership team and assists in the overall management, administration, compliance, and operational performance of the assigned security program. Today, CAS is the largest private contractor providing Screening Partnership Program (SPP) services to the Transportation Security Administration (TSA) and an industry leader in aviation security solutions.
General Maintenance Manager (Multi-Family Housing) Pratum CompaniesGeneral Maintenance Manager (Multi-Family Housing)Ft. Lauderdale, FL$85,000–$90,000 / yearFull timeStrong knowledge of building systems and construction methods, including mechanical, plumbing, roofing, HVAC, electrical and elevators in high-rise, mid-rise and garden style communities, experience to include a strong understanding of complex central plant mechanical systems (cooling towers, heat exchangers, boilers, chillers, pumping systems, BAS) and site life safety systems (fire panel, wet/dry sprinklers, generators, etc.) and elevator maintenance. • Support procurement and performance services related to maintenance, including, but not limited to, vendor service and general contracts, such as waste disposal, preventive maintenance, pest management, capital projects and repairs at the sites and all associated equipment in a safe and workmanlike manner in accordance with company policies and procedures.
Client Services – Business Product & Project Manager Internship NationsBenefits, LLCClient Services – Business Product & Project Manager InternshipPlantation, FLThrough our comprehensive suite of innovative supplemental benefits, fintech payment platforms, and member engagement solutions, we help health plans deliver high-quality benefits to their members that address the social determinants of health and improve member health outcomes and satisfaction. Our compliance-focused infrastructure, proprietary technology systems, and premier service delivery model allow our health plan partners to deliver high-quality, value-based care to millions of members.
Client Services Manager, Locums Epic Staffing GroupClient Services Manager, LocumsHollywood, FloridaEpic Physician Staffing is looking for a Client Services Manager who will support a Strategic Business Unit (SBU) and is responsible for building and maintaining strong client relationships, managing current client accounts, ensuring customer satisfaction, and identifying opportunities for account growth within their current customer base. . We support a specialized Locum Tenens staffing organization focused on placing highly skilled physicians and advanced practitioners in critical, high-demand hospital areas such as Operating Rooms and Surgical Suites.
Client Services-MM - Client Services Associate I Interactive Brokers Group IncClient Services-MM - Client Services Associate IFort Lauderdale, FLClient inquiries typically encompass a broad array of themes, including: Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions. Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesFL$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.
Senior Manager, Client Services NEP Group Inc.Senior Manager, Client ServicesFort Lauderdale, FLIn this role, you'll drive client success, coordinate cross-functional teams, oversee onboarding and service delivery, manage account health, and help ensure seamless experiences for some of the world's largest streamers, sports leagues, and media organizations. 7+ years in client services, account management, customer success, technical account management, broadcast operations, or related fields.
Tax Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client Services (PCS)Miami, FLOur 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 Director I Private Client Services CBIZ IncTax Director I Private Client ServicesFort Lauderdale, FLBachelors degree required • 8 years of experience in public accounting or related field • 6 years of supervisory experience • Must have active CPA or equivalent certification • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary • Proficient use of applicable technology • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Proven high level of business integrity, client service and leadership skills • Must be able to travel based on client and business needs. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate whats next and discover new ways to accelerate growth.
Client Services Specialist City National Bank of FloridaClient Services SpecialistMiami, FLThe Client Services Specialist is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Supports RM's Dashboard/pipeline management, creates opportunities, completes KYC in collaboration with RMs, coordinates payoffs/releases, fee waivers, and resolves past dues, maturing loans, Minimum Deposit Requirement, and Covenants.
Bilingual Client Services Specialist Senior English and Spanish City National Bank of FloridaBilingual Client Services Specialist Senior English and SpanishFt. Lauderdale, FLThe Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Supports RM's Dashboard/pipeline management, creates opportunities, completes KYC in collaboration with RMs, coordinates payoffs/releases, fee waivers, and resolves past dues, maturing loans, Minimum Deposit Requirement, and Covenants.
Bilingual Client Services Specialist-Senior - English and Spanish City National Bank of FloridaBilingual Client Services Specialist-Senior - English and SpanishFt. Lauderdale, FloridaOverview: The Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Supports RM’s Dashboard/pipeline management, creates opportunities, completes KYC in collaboration with RMs, coordinates payoffs/releases, fee waivers, and resolves past dues, maturing loans, Minimum Deposit Requirement, and Covenants.
Client Services Assistant TandymClient Services AssistantMiami, Florida$30–$36 / hourA Florida-based banking services organization is seeking a new Client Services Assistant to support client service operations, ensuring seamless interactions and effective communication between clients and internal teams. Responding to client inquiries and ensuring timely follow-up.
Client Services - Business Product & Project Manager Internship NationsBenefits LLCClient Services - Business Product & Project Manager InternshipPlantation, FLClient Services - Business Product & Project Manager Internship at NationsBenefits, LLC %HEADER_COMPANY_WEBSITE% %HEADER_EMPLOYEES% Client Services - Business Product & Project Manager Internship Plantation, FL %LABEL_POSITION_TYPE_FULL_TIME% Client Services %BREADCRUMB_JOB_OPENINGS% Client Services - Business Product & Project Manager Internship %BUTTON_APPLY_TO_POSITION% %BUTTON_APPLY_USING_INDEED% %BUTTON_APPLY_USING_LINKED_IN% NationsBenefits is recognized as one of the fastest-growing companies in America and a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions. This role will work closely with Client Services Managers and other internal departments to ensure the successful execution of client programs, provide project and product management support, and contribute to overall business operations.
NewHybrid Tax Manager: Private Client Services Leader EisnerAmperHybrid Tax Manager: Private Client Services LeaderFort Lauderdale, FLThis position follows a hybrid schedule with three days in the office, providing you with flexibility and supporting a work/life balance.#J-18808-Ljbffr. EisnerAmper in Fort Lauderdale, Florida, is seeking a dynamic Tax Manager for its Private Client Services practice.
Blackstone Private Wealth - Client Services, Analyst BlackstoneBlackstone Private Wealth - Client Services, AnalystMiami, FloridaDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives.
Blackstone Private Wealth - Client Services, Associate BlackstoneBlackstone Private Wealth - Client Services, AssociateMiami, FloridaDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives.
Director, Federal Tax (Private Client Services) Alvarez & Marsal Holdings LLCDirector, Federal Tax (Private Client Services)Miami, FLHow you will contributeAs a Director within Private Client Services Tax you willManage tax and consulting services projects for high net worth individuals in the areas of individual income tax wealth transfer and succession planningand international taxDemonstrate extensive technical skills with tax compliance assignments for individual tax clients working proficiently with specific tax forms as follows 1040 1041 709 and FinCEN 114Work as part of a multidisciplinary team assisting with tax-planning responsibilities for individual clientsIdentify research and provide analysis on a wide range of complex tax issuesManage risk resources staffing and financial performance for multiple engagements at once including billing collections and project budgetsIdentify key tax issues and accurately quantify the impact to in a clear concise and thoughtful analysisBuild client relationships and demonstrate a working knowledge of client businessesConduct day-to-day management of accounts to ensure delivery of timely and accurate work productSupervise develop mentor and motivate our Associates Senior Associates and Managers by actively participating in their advancement through on-the-job training providing performance feedback counseling and fostering our team-based atmosphereManage workload and deadlines for Associates Senior Associates and Managers with a focus on quality efficiency and effectiveness of the project teamsDemonstrate commitment and desired behaviors while working with others that have diverse experiences skills and perspectivesRegularly supports business development efforts. Sees opportunities for add on work thought leadership new client pitches and optimizing the compliance processQualificationsBachelors degree in Accounting5 years of experience primarily focused on working with high net worth individuals in providing tax planning services reviewing client workpapers and preparing income tax returnsCPA or Licensed AttorneyPrior proven experience leading others while managing multiple work streamsDemonstrated success as a trusted tax and business advisor building relationships identifying and addressing client needs and delivering high quality deliverablesPassion for training and mentoring staffExcellent verbal and written communication skills with the ability to establish credibility and influence clientsExcellent research writing and analytical skillsAdvanced user of all Microsoft Office products with an emphasis on ExcelExperience with GoSystems OneSource and research software preferredAbility to simultaneously work on several projects and effectively manage deadlinesHigh motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approachesDetail-oriented and possess strong organizational skillsYour journey at A&MWe recognize that our people are the driving force behind our success which is why we prioritize an employee experience that fosters each persons unique professional and personal development.
Account Executive, Client Services - Retirement Ascensus LLCAccount Executive, Client Services - RetirementFLThe Account Executive delivers exceptional service by taking ownership of client issues, providing subject matter expertise on day-to-day activities, and providing value added consulting resulting in high levels of client satisfaction and plan retention. Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
NewClient Services Assistant / Legal Support Specialist Pillsbury Winthrop Shaw PittmanClient Services Assistant / Legal Support SpecialistMiami, FL$65,000–$70,000 / yearThe successful candidate will be a positive self-starter, possess excellent communication/interpersonal skills (both written and oral), a strong work ethic, professional demeanor and attire/appearance are a must, along with an adeptness to handle difficult situations tactfully. The successful candidate must have strong administrative and interpersonal skills; ability to handle a high-volume desk with extreme accuracy and attention to detail; strong proofreading and solid computer skills are essential.
Blackstone Private Wealth - Client Services, Analyst Blackstone IncBlackstone Private Wealth - Client Services, AnalystMiami, FL$100,000–$130,000 / yearDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth team packages and delivers the full breadth of Blackstone's alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives.
Blackstone Private Wealth - Client Services, Associate Blackstone IncBlackstone Private Wealth - Client Services, AssociateMiami, FL$130,000–$175,000 / yearDepending on the position, you may be required to obtain certain securities licenses if you are in a client-facing role and/or if you are engaged in the following: • Attending client meetings where you are discussing Blackstone products and/or and client questions; • Marketing Blackstone funds to new or existing clients; • Supervising or training securities licensed employees; • Structuring or creating Blackstone funds/products; • Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth team packages and delivers the full breadth of Blackstone's alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives.
NewClient Services Associate I Amerant Bancorp IncClient Services Associate IMiramar, FLEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.