Financial Services - Private Client Services - Tax Services Senior Manager EDGE Ernst & Young Global LtdFinancial Services - Private Client Services - Tax Services Senior Manager EDGEBoston, MA$127,900–$291,900 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.
Financial Services - Private Client Services - Tax Senior Manager Ernst & Young Global LtdFinancial Services - Private Client Services - Tax Senior ManagerBoston, MA$132,100–$301,600 / yearYou will provide deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation, and meet performance objectives and metrics set locally through individual and/or team performance (client service, quality and risk management, sales and business growth, solution development and teaming, etc.). If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Client Services Manager SnapMedTech IncClient Services ManagerBoston, MA$55,000–$65,000 / yearp>Following the merger of SnapCare and connectRN, we are building a stronger, more innovative healthcare workforce platform focused on improving care delivery nationwide. Reporting to our VP of Home Health, this Client Services Manager will contribute by ensuring partners and clinicians have the support, follow-up, and operational coordination needed to deliver a seamless staffing experience.
NewRetiree Services Client Service Manager, Officer State StreetRetiree Services Client Service Manager, OfficerQuincy, Massachusettsp>For a full overview, visit https://hrportal.ehr.com/statestreet/Home.. Read our CEO Statement.
Client Services Manager, Home Care Bayada Home Health Care, Inc.Client Services Manager, Home CareBraintree, MA$50,000–$55,000 / yearli>Client Services Managers will partner with Clinical Managers to provide supervision and support to field employees. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.
Tax Senior Manager [Private Client Services Group] CohnReznick LLPTax Senior Manager [Private Client Services Group]Boston, MA$150,000–$200,000 / yearp>CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients unique business goals and risks, and insight on how emerging market forces can drive opportunity.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesBoston, Massachusetts$120,000–$180,000 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesBoston, Massachusetts$155,000–$210,000 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS.
eData Client Services Project Manager US Offices & UniteData Client Services Project ManagerBoston, Massachusettsdiv>Morgan, Lewis & Bockius LLP, one of the world’s leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking to hire a tech-savvy, client-focused eData Client Services Project Manager for our eData practice. Work with eData partners, leadership, and all levels of team members in the practice including eData Client Services, Operations & Administration, Development & Technology and cross-functionally with stakeholders globally across firm departments and practices.
Sales and Service Client Services, Officer State StreetSales and Service Client Services, OfficerQuincy, Massachusettsp>For a full overview, visit https://hrportal.ehr.com/statestreet/Home.. You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally.
Sr. Client Services Manager CNA Financial CorpSr. Client Services ManagerBoston, MA$72,000–$141,000 / yearPerforms 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. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually.
Client Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsMA$72,000–$141,000 / yearp>Externally 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 AccountsMA$72,000–$141,000 / yearp>Externally 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.
Tax Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client ServicesBoston, MAp>Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. 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.
Operations and Client Services Manager for a Mental Health Clinic Ellie Mental Health - 221Operations and Client Services Manager for a Mental Health ClinicFramingham, MAIf you’re the kind of person who finds joy in turning chaos into checklists, loves making systems run like clockwork, and can juggle a ringing phone while keeping a smile in your voice, we want to meet you! · Serve as a liaison between administrative staff, clinicians, and clients to resolve scheduling issues, billing questions, and maintain client satisfaction.
Tax Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client Services (PCS)MAp>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. 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 Senior Manager - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client Services (PCS)MAp>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. 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 Senior Associate Winged Keel GroupClient Services Senior AssociateBoston, MAFull time
Tax Manager - Private Client Services Baker Newman Noyes LLCTax Manager - Private Client ServicesBoston, MA$112,682–$169,023 / yearWith offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting recognition for superior client service.
Vice President, Client Services (Operations Manager) - Parametric Morgan StanleyVice President, Client Services (Operations Manager) - ParametricBoston, MassachusettsCRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight). Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Tax Manager | Private Client Services CBIZ IncTax Manager | Private Client ServicesMerrimack, NHWith 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 what''s next and discover new ways to accelerate growth. Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
Patent Client Services Administrator Fenwick & West LLPPatent Client Services AdministratorMA$94,000–$141,250 / yearp>Assist with the drafting and e-filing of various legal documents in the U.S. Patent & Trademark Office (PTO) related to patent prosecution of applications including, but not limited to, office action amendments and responses, requests for continued examination, continuation and divisional applications, information disclosure statements, supplemental application data sheets, sequence listings, extensions of time, terminal disclaimers, various petitions, notices of appeal, appeal briefs, corrected drawings, assignment recordations, post-grant proceedings and other documents as required. The Patent Client Services Administrator will ensure quality service and will maintain a harmonious working relationship with lawyers, management, supervisors, co-workers, and clients by ensuring effective and efficient workflows and working ahead of all deadlines.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesBoston, MA$112,000–$150,000 / yearp>A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Client Services Case Manager Harbor Health Services IncClient Services Case ManagerMAp>Role: The Client Services Case Manager works as part of the Client Services Unit and provides ongoing case management, treatment adherence support and supportive referrals for patients Living with HIV/AIDS receiving care at the health centers affiliated with Harbor. The Case Manager is responsible for developing, implementing and evaluating case management needs and care plans to address psycho-social issues and the case management needs of patients living with HIV/AIDS receiving care at the health center.
Senior Manager - Client Services Veeva Systems IncSenior Manager - Client ServicesBoston, MARemote$115,000–$170,000 / yearDeep understanding of the digital ecosystem (websites, banners, social) with a track record of driving strategy for major pharma product launches; hands-on experience with pharmaceutical product communications and Veeva Vault PromoMats submissions. You will champion client needs internally, directly influencing the Veeva Ostro product roadmap, while overseeing large-scope execution, enterprise budgets, and tight deadlines with flawless precision to maximize client ROI.
Client Success Manager- Legal Customer Services Corporate Immigration AttorneysClient Success Manager- Legal Customer ServicesBoston, MA$50,000–$55,000We are looking for Client Success Managers to act as a liaison and point of contact between our clients and attorneys, as well as help with the preparation, management, organization, and sending out of business immigration application documents to the United States Citizenship and Immigration Services (USCIS). Corporate Immigration Attorneys is a business immigration firm that specializes in helping immigrants with extraordinary abilities apply for work sponsorship to work in the US.
Client Services Specialist - PT/FT GFI-Team IkigaiClient Services Specialist - PT/FTBoston, MARemoteIf you're passionate about helping others achieve financial independence and are ready to make a significant impact through scaling your own business within a supportive environment, join GFI-Team Ikigai as a Client Services Specialist and empower communities through excellence in financial services! You'll be working with individuals with in our team over zoom to ensure accuracy and efficiency within the finance team, with the opportunity to manage your own client base and scale your business as an entrepreneurial extension of GFI-Team Ikigai.
Acumen Client Services Agent - MA Rise Services IncAcumen Client Services Agent - MABoston, MAThe Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy. Acumen, LLC. is one of the nations leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service.
NewSenior Administrator - Client Services JTC PlcSenior Administrator - Client ServicesBoston, MA$72,000–$89,000 / yearThe candidate will be responsible for providing support to Client Services team members, excellent customer service, working with clients in understanding the clients' needs and administering the appropriate procedures, process in a timely, accurate and professional manner, and identify streamlining opportunities for process improvement. Maintain client relationships to ensure client satisfaction with the highest level of client service, monitoring client usage of contracted services and portal, identifying potential additional products/services to be provided, escalating potential churn situations to management.
Sr. Client Services Associate Foundation Medicine IncSr. Client Services AssociateBoston, MA$48,400–$60,500 / yearThe role performs many of the same functions as the Associate, Client Services position but at a more advanced level and with more complicated case resolutions given the more advanced customer service skills required. Successfully manage high volumes of client-facing interactions and establish connections with physicians, medical/lab staff, and patients via phone and e-mail communication.
Client Services Data Ops Associate Rapid Ratings International IncClient Services Data Ops AssociateQuincy, MAp>The Client Services Data Operations Associate will be responsible for the maintenance and integrity of internal databases, supporting RapidRatings' clients in their programs, as well as developing subject matter expertise in third party platforms. We know that bringing together employees with different backgrounds, perspectives and experiences sparks innovation, promotes better decision making and yields the creative problem solving that's critical to our long-term success.
Tax Experienced Senior, Private Client Services BDO USA PCTax Experienced Senior, Private Client ServicesBoston, MA$96,000–$125,000 / yearp>A Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Senior Client Services Representative Cetera Financial Group IncSenior Client Services RepresentativeWoburn, MA$23.55–$30.75 / hourp>"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
NewClient Service Manager - New England Brown and Caldwell IncClient Service Manager - New EnglandNashua, NH$95,000–$129,000 / yearThis person will contribute to project delivery and client service teams in winning and executing innovative planning, evaluation, design, permitting and construction support services for a variety of advanced treatment plants, biosolids, pumping stations, pipeline, and integrated water resources projects for municipal clients in the areas of water, wastewater, and stormwater. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
Client Service Manager GallagherClient Service ManagerWestborough, MassachusettsThe 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. Click Hereto review our U.S. Eligibility Requirements.
Personal Lines Client Service Manager GallagherPersonal Lines Client Service ManagerQuincy, MassachusettsThe 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. Click Hereto review our U.S. Eligibility Requirements.
Client Service Manager II GallagherClient Service Manager IIReading, Massachusettsdiv> How you'll make an impact: The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. The 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.
NewSenior Client Service Manager Moneta Group LLCSenior Client Service ManagerWellesley, MAAs a Senior Client Service Manager, you will work directly with the team's Advisors and Partner on a wide spectrum of projects that are focused on the client's needs. Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families: Paid holidays.
Senior Client Service Manager GallagherSenior Client Service ManagerWestborough, MassachusettsThe 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. Here’s what you’ll do: Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely, tailored solutions.
NewClient Service Administrative Associate Adviser Investments, LLCClient Service Administrative AssociateNewton, MA$50,000–$60,000 / yearp>RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team.
NewPersonal Lines Client Service Specialist GallagherPersonal Lines Client Service SpecialistNewburyport, Massachusetts
Client Service Representative Supervisor VCA IncClient Service Representative SupervisorStoughton, MA$22–$24 / hourp>Under direction from the Hospital Manager/Administrator, 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 animals and people, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understanding of high quality customer service.
Senior Vice President, Client Service Executive The Bank of New York Mellon CorpSenior Vice President, Client Service ExecutiveBoston, MA$102,000–$171,000 / yearp>In this role, youll make an impact in the following ways: Serve as a senior point of contact to Major clients on moderately complex service issues and assist in developing strategy to deliver world-class client service across products or platforms. Drive and manage end-to-end client service delivery model for Major clients, including participation in strategy development, monitoring client satisfaction, and evolving the client service model.
NewJ.P. Morgan Advisors - Client Service Group Manager, Vice President - Boston, MA JPMorgan Chase & CoJ.P. Morgan Advisors - Client Service Group Manager, Vice President - Boston, MABoston, MAMorgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Client Service Rep-ETF (BOS) HireTalentClient Service Rep-ETF (BOS)Boston, MAWorking under direct supervision, this role serves as the primary point of contact for clients, handling day to day inquiries while collaborating closely with internal teams to ensure timely, accurate, and high quality service. We are seeking a Client Service Representative to support and manage assigned client relationships within fund accounting, administration, and custody services.
Client Service Manager ManulifeClient Service ManagerBoston, Massachusettsp/>Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify. for the salary range for your location.Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans.
Client Service Associate Partner's CapitalClient Service AssociateBoston, MassachusettsClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Client Service Associate Partners Capital Investment Group LLPClient Service AssociateBoston, MA$65,000–$80,000 / yearPart timeClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Director of IP Client Service Cooley LLPDirector of IP Client ServiceMA$220,000–$270,000 / yearp>Position summary: The Director of IP Client Service is responsible for the management of client-facing specialist teams and providing leadership and direction to strategically manage internal/external client service at an operational level with focus on efficiency, process improvement, risk management, quality control, workflow, or other processes impacting client service. Moderate and facilitate meetings comprised of IP partners, associates, practice group professionals and other IP Services business professionals; set and manage realistic expectations for project deliverables; put ideas into a practical context and coordinate efforts of multi-disciplinary teams to meet project deliverables.
Manager, Americas Client Service Operations Wellington ManagementManager, Americas Client Service OperationsBoston, MassachusettsThe Manager will play a central role supporting the Americas Institutional and Americas Wealth business lines, working closely with Client Platform, Global Operations, Trading, Portfolio Implementation, and the broader infrastructure platform to deliver best-in-class operational support and solutions. The Manager has line management responsibilities for operational servicing personnel in the region, leads cross-functional initiatives, oversees our third-party vendor relationships, and partners with regional leaders to establish a unified global service model.