Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesPhiladelphia, PA$146,000–$200,000 / yearA Tax Senior Manager, 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. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Client Relationship Executive (CRE) - Financial Services - Sales Vice President, Strategic Relationship Management Deloitte Touche Tohmatsu LtdClient Relationship Executive (CRE) - Financial Services - Sales Vice President, Strategic Relationship ManagementPrinceton, NJ$151,400–$311,000 / yearDemonstrable relationship building experience, which increased account penetration and led to increased revenue opportunities with new and existing clients-as well as ability to leverage pre-existing network of clients or contacts in the marketplace. This compensation range is specific to New York state and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Advisor, Client Accounting & Advisory Services Aprio Technologies, Inc.Advisor, Client Accounting & Advisory ServicesPhiladelphia, PA$110,900–$172,200 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Atlanta, GA / Austin, TX / Boston, MA / Charlotte, NC / Chicago, IL / Dallas, TX / Denver, CO / Fort Lauderdale, FL / Houston, TX / Nashville, TN / Philadelphia, PA / Phoenix, AZ / Raleigh, NC / Rockville, MD / Washington, D.C. Client Accounting Services - Professional Services CAS /.
Client Onboarding Specialist (Retirement & Financial Services) Benetrends FinancialClient Onboarding Specialist (Retirement & Financial Services)Lansdale, PennsylvaniaRemoteThis role plays a critical part in delivering a smooth and compliant on-boarding experience for our clients by coordinating communications, reviewing documentation, supporting stock issuance activities, and assisting with SBA lender requirements. We are seeking a highly organized and detail-oriented Retirement Plan Customer Service Onboarding Specialist to support our ROBS (Rollover as Business Start-Up) on-boarding process.
Index Client Services Analyst NASDAQ Omx Group, Inc.Index Client Services AnalystPhiladelphia, PA$66,000–$112,000 / yearAs an Index Client Services Analyst reporting to the Director Client Success Management, you'll play a key role in supporting some of the world's largest financial institutions as they rely on Nasdaq's global index products. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.
Index Client Services Senior Analyst Nasdaq IncIndex Client Services Senior AnalystPhiladelphia, PA$79,000–$138,000 / yearAs a Senior Index Client Services Analyst reporting to the Director of Client Success Management, you''ll play a critical role in delivering exceptional support to some of the world''s largest financial institutions and institutional partners who rely on Nasdaq''s global index products - including the flagship Nasdaq-100, thematic, ESG, and quantitative strategies. Serve as a primary point of contact for clients and institutional partners utilizing Nasdaq indexes and related products, ensuring their expectations and service benchmarks are consistently met.
Client Services Director DLCClient Services DirectorPhiladelphia, PennsylvaniaDLC is one of Addison’s five full-time salaried consulting bench models, providing Accounting and Finance services to our clients, with a diverse fortune 500 client base including Sony, Paramount, Restoration Hardware, Netflix, Amgen, Nestle, Walgreens, Tyson, Sephora & Genetech. Execute specific data tasks in CRM to manage task lists, deal activity, meeting notes/follow ups, entering new prospects and overall data integrity exercises.
Senior Manager, Client Service Alera Group IncSenior Manager, Client ServiceBerwyn, PARemote$140,000–$160,000 / yearAs a Senior Manager, Client Service, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Client Services Associate RHClient Services AssociateKing of Prussia, PAWe are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world.
NewSr. Coordinator, Client Services CorroHealth IncSr. Coordinator, Client ServicesPAThe Senior Client Service Coordinator plays a key role in supporting the Client Services team by leading resolution efforts for complex client issues, mentoring team members, and driving operational improvements. This role serves as a subject matter expert across key service areas, with a particular focus on the Appeals product line, which represents a significant portion of departmental volume.
Client Services Coordinator Colliers International Group IncClient Services CoordinatorMount Laurel, NJ$25.06–$29.86 / hourYou are driven and eager to work with your team to see the project through from beginning to end, which includes development and implementation digital marketing campaigns to promote the Colliers Greater Industrial platform, individual professionals, and the institutional clients we represent to assist in closing the deals. Conduct market research and analysis to stay updated on industry trends, property values, rental rates, and other market factors that may impact commercial real estate transactions.
Client Support Specialist – Travel Services Aisles & AbroadClient Support Specialist – Travel ServicesNew Jersey, New JerseyRemoteWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. This is a remote role requiring a reliable internet connection, strong organization, and the ability to manage tasks efficiently in a virtual workspace.
Client Service Representative - Shreiber School of Veterinary Medicine of Rowan University Rowan UniversityClient Service Representative - Shreiber School of Veterinary Medicine of Rowan UniversityGlassboro, NJRemoteThe teaching hospital is designed to accommodate multiple specialty departments, including anesthesia, cardiology, clinical pathology, dermatology, dentistry and oral surgery, diagnostic imaging, emergency/critical care, exotics, internal medicine, neurology, oncology, ophthalmology, surgery, radiology and a full pharmacy with sterile compounding capabilities. Client Service Representatives will rotate working across multiple departments to include Emergency, Specialty and Primary Care to gain exposure to different areas of service and workflow, while continuing to learn and build their skills.
Senior Associate - Client Accounting Services, Real Estate Baker Tilly Virchow KrauseLLPSenior Associate - Client Accounting Services, Real EstatePhiladelphia, PA$62,770–$118,990 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. 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.
Client Services Coordinator Colliers InternationalClient Services CoordinatorPhiladelphia, PA$25.06–$29.86 / hourYou are driven and eager to work with your team to see the project through from beginning to end, which includes development and implementation digital marketing campaigns to promote the Colliers platform, individual professionals, and the clients we represent to assist in closing the deals. Conduct market research and analysis to stay updated on industry trends, property values, rental rates, and other market factors that may impact commercial real estate transactions.
NewClient Services Representative FieldprintClient Services RepresentativeMount Laurel, New JerseyFull timeWe provide a full range of secure, efficient services including Livescan fingerprinting, fingerprint enrollment, Form I-9 Section 2 completion, badge photography and processing, and fitness determinations for a wide range of clients — from corporations and non-profits to federal, state, tribal, and local government agencies. Collaborating with internal teams: Liaising with various internal departments such as account management, IT, and operations to address client needs, relay information, and coordinate efforts to provide exceptional client service.
Fleet Client Services and Billing Specialist II Cox AutomotiveFleet Client Services and Billing Specialist IIHillsborough, New JerseyCox Fleet is the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium, and heavy-duty trucks and trailers. Cox Fleet also services customers utilizing its 20+ nationwide service centers; each offering select services, such as accident repair, paint, refurbishment, and heavy mechanical repair.
Senior Manager, Client Service Alera GroupSenior Manager, Client ServiceBerwyn, PennsylvaniaRemote$140,000–$160,000 / yearFull timeAs a Senior Manager, Client Service , you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Client Accounting Services (CAS) Specialist Baratz & Associates P.A.Client Accounting Services (CAS) SpecialistMarlton, NJYou will be responsible for transaction posting, reconciliations, and financial reporting, and also play a key role in implementing technology solutions, improving workflows, and supporting clients with financial insights. As a CAS Specialist , you will work in-person as part of a team of professionals committed to delivering high-quality bookkeeping, accounting services, and strategic support to individual and business clients.
Work From Home - Bilingual Client Services Representative AO Garcia AgencyWork From Home - Bilingual Client Services RepresentativeBensalem, PennsylvaniaRemoteAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Preferred Qualifications: • Bilingual (Spanish and English) • Excellent communication skills• Leadership capabilities • Self-starter • Positive attitude • Growth mindset .