NewTax Senior Manager - Private Client Services EisnerAmperTax Senior Manager - Private Client ServicesFort Myers, FLRemoteOversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays. Our 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.
Tax Manager - Private Client Services EisnerAmperTax Manager - Private Client ServicesFort Myers, FL$110,000–$140,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Tax Senior Associate - Private Client Services EisnerAmperTax Senior Associate - Private Client ServicesFort Myers, FL$75,000–$100,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our 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.
NewTax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesFort Myers, FLRemoteOversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays. Our 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.
Client Services Associate Midland IraClient Services AssociateFort Myers, FloridaJOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. RESPONSIBILITIES & DUTIES · Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team · Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
Client Services Associate Equity Trust CompanyClient Services AssociateFort Myers, FloridaParticipation in Client Service chats · Take the lead on owning follow-up verbal calls initiated through the CS chat groups · As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments · Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds · Follow processes and procedures to ensure communication with clients and third parties is efficient and current · Special projects assigned as needed · Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors · Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs · Perform other duties as assigned . JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications.
NewPersonal Lines Client Service Manager II GallagherPersonal Lines Client Service Manager IICape Coral, FloridaFull timeAs a Senior Personal Lines Client Service Manager II, you’ll lead complex client relationships with confidence, shaping strategy, influencing decisions, and driving smarter coverage solutions. Take a consultative approach, identifying poli cy gaps and pro vide coverage sol utions supporting cross-sell and account growth g oals .
Client Services Representative IntegrityfexClient Services RepresentativeCape Coral, FLRemoteIntegrity FEX is growing and seeking Client Services Representatives to help individuals and families explore life insurance options that meet their financial goals. We provide comprehensive training and support for motivated individuals looking to build a long-term career in financial services.
Remote Client Services Consultant (Independent) Travel With LaniRemote Client Services Consultant (Independent)Port Charlotte, FloridaRemoteWe are bringing on Remote Client Services Consultants (Independent) to join our remote team. You will assist clients with planning, booking, and support throughout their journeys.
Virtual Travel Client Services Coordinator DreamstravelcrVirtual Travel Client Services CoordinatorFort Myers, FloridaRemoteIn this role, you will provide support, share helpful information, and ensure clients feel prepared for their trips. We are hiring a Virtual Travel Client Services Coordinator to assist clients throughout their travel journey.
Client Service Representative Supervisor VCA IncClient Service Representative SupervisorCape Coral, FLUnder direction from the Hospital Manager, the Client Service Supervisor performs a wide range of difficult-to-complex administrative activities related to quality patient care and excellent client service, management of finances and accounting, marketing and promotion of services, staffing and human resources, and discretionary activities that serve to support effective business operations. Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both pets and clients, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understanding of high quality customer service.
Client Service Representative Supervisor Vicar Operating dba VCAClient Service Representative SupervisorCape Coral, FloridaUnder direction from the Hospital Manager, the Client Service Supervisor performs a wide range of difficult-to-complex administrative activities related to quality patient care and excellent client service, management of finances and accounting, marketing and promotion of services, staffing and human resources, and discretionary activities that serve to support effective business operations. Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both pets and clients, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understanding of high quality customer service.
Client Service Representative VCA IncClient Service RepresentativeCape Coral, FLAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
client service representative VCA Incclient service representativeFort Myers, FLAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Service Representative - Coral Animal Hospital VCA IncClient Service Representative - Coral Animal HospitalFort Myers, FLAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
Client Service Representative Vicar Operating dba VCAClient Service RepresentativeCape Coral, FloridaAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).• The CSR is the pivot around which the hospital operates and is responsible for:• Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.•
Client Service Coordinator - 003055 Banfield Pet HospitalClient Service Coordinator - 003055FL$15–$18.69 / hourHIRING QUALIFICATIONS / COMPETENCIES Leadership • Customer Focus • Peer Relationships • Integrity & Trust • Action Oriented • Listening Functional • Preventative care and OWPs • Communication Skills • Client Service Skills • Priority Setting • Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
Veterinary Assistant - Client Service Representative Veterinary Emergency Clinic (VEC) - Port CharlotteVeterinary Assistant - Client Service RepresentativePort Charlotte, FLFull timeVeterinary Assistants and Client Service Representatives are valuable members of our medical teams and play a crucial role in patient care and client service. These emergencies include, but are not limited to, animals being hit by cars, gunshot wounds, lacerations, heatstroke, trouble breathing, fever, infection, snakebite wounds, seizures and many other conditions.
Client Service Representative - Coral Animal Hospital Vicar Operating dba VCAClient Service Representative - Coral Animal HospitalFort Myers, FloridaAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). At VCA, we are committed to equity, inclusion, and diversity and strive to be a place where a talented mix of people want to come, stay, and do their best work.
Operations Services Supervisor (Teller Manager) First Citizens BankOperations Services Supervisor (Teller Manager)Naples, FloridaFull timeOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank.