Jobs near Edgewater: 22,272
RS
Relevance Score ranked on: CLIENT SERVICE
Registered Client Service Associate - Spanish/English Bilingual
New York
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client f...
Search Terms: Client Service, Associate, English, Spanish, Registered
88.8
5.6mi
Updated: October 23
Sr. Industrial Client Service Leader
New York City
- This position can be based in any of our CDM Smith offices including our New York City office - - - CDM Smith is seeking an Industrial Client Service Leader to help further accelerate the growth of our Industrial business unit by identifying promising new opportunities, winning exciting new project...
Search Terms: Client Service, Leader, Industrial, Business Development, Service
88.8
5.6mi
Updated: November 05
Account Representative, Portfolio Client Services
New York
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive...
Search Terms: Client Service, Portfolio, Representative, Project Management, Account
88.8
5.6mi
Updated: November 05
Tax Manager | Private Client Services (PCS)
New York
Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical an...
Search Terms: Tax Manager, Client Service, Manager, Tax, Private
87
5.6mi
Updated: November 02
Tax Supervisor | Private Client Services
New York
Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required Demonstrate understanding of the client’s business including analysis and planning of client engagements Adhere to engageme...
Search Terms: Client Service, Tax, Supervisor, Private, Accounting
87
5.6mi
Updated: November 02
US Seasonal Tax-Private Client Services-Senior Manager
New York
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of ...
Search Terms: Client Service, Seasonal, Manager, Private, Tax Manager
87
5.6mi
Updated: November 02
Private Bank Client Services Associate Sr
New York
The Private Bank Client Services Sr Associate provides Clients with high quality, prompt, and professional financial services in accordance with the rules, regulations and guidelines of the bank. Reviews and processes a variety of customer service transactions. Participates in the development of clie...
Search Terms: Client Service, Associate, Private, Relationship Manager, Operations Analyst
87
5.6mi
Updated: November 02
Private Bank Client Services Associate Sr.
New York
The Private Bank Client Services Sr Associate provides Clients with high quality, prompt, and professional financial services in accordance with the rules, regulations and guidelines of the bank. Reviews and processes a variety of customer service transactions. Participates in the development of clie...
Search Terms: Client Service, Associate, Private, Customer Service, Relationship Manager
87
5.6mi
Updated: November 02
Registered Client Service Associate
White Plains
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mail...
Search Terms: Client Service, Registered, Associate, Service, Processing
86.4
18mi
Updated: November 05
Not Registered - Client Service Associate
White Plains
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, fi...
Search Terms: Client Service, Associate, Registered, Service, Processing
86.4
18mi
Updated: November 05
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