- Mass Markets (Dallas, TX)
- POSITION OVERVIEW Tax Customer Service Representative II (Experienced) Looking to work for a fast growing company? Start your career here at MCI. If you are ... Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation inquiries + Document client interactions… more
- Fedcap (New York, NY)
- …The Quality Reviewer needs to ensure that every client receives quality service and every tax return prepared is reviewed for accuracy. Essential Job ... income, qualified deductions and credits are reported on the tax return. + Have the client sign...each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable… more
- ADP (Tempe, AZ)
- …ADP polices, and client expectations. + Serve as the authorized employment tax representative between clients and taxing authorities. + Research and resolve ... documents and critical data gaps. Serves as the authorized representative between clients and taxing authorities. Research and resolve...for tax account management and enhance the client service experience. + Maintain POAs, … more
- H&R Block (CO)
- …any unresolved client concerns to management. + Work with client service professional staff to finalize tax returns and provide instruction so client ... As a representative of H&R Block Expat Tax Services, you are responsible for developing client...file tax returns electronically or mail in tax returns to the Internal Revenue Service … more
- H&R Block (CO)
- …important role on an exciting and rapidly growing new division with the world's largest tax preparation company. As a representative of H&R Block US Expat Tax ... or insights to build rapport and provide a well-rounded service to clients in devoted country/countries. + Remain current... and financial systems in devoted country/countries to enhance client experience. Read other business and tax … more
- Ally (Raleigh, NC)
- …- FL, Lewisville - TX, Weaverville - NC The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer ... client needs, focusing on execution, accuracy and efficiency. * Experience processing client service requests a full service retail brokerage environment.… more
- Morgan Stanley (Seattle, WA)
- …or in the office the remaining days of the week. *ABOUT THE ROLE* The Client Relations Representative works closely with Parametric regional sales teams, as well ... excellent client relationships for the firm. The Client Relations Representative is the primary contact...clients. - Effectively utilize internal systems to respond to client requests - asset values, status updates, tax… more
- Morgan Stanley (Boston, MA)
- …clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is ... comprised of teams and functions including Client Service ( client relationship building...activities, billing, and audit/oversight). *ABOUT THE ROLE* The Associate Client Relations Representative is responsible for working… more
- Paychex (Baton Rouge, LA)
- …call queue handling client calls to process payroll, enter payroll and tax information and answer questions for clients in multiple states. + Learn and maintain ... a significant level of guidance and direction, provides customer service for one Paychex product. Uses prescribed guidelines to...knowledge of the payroll processing system, wage and tax laws to develop a trusted relationship with our… more
- Paychex (Allentown, PA)
- …call queue handling client calls to process payroll, enter payroll and tax information and answer questions for clients in multiple states. + Learn and maintain ... Passion and Develop Your Expertise. This is a solution-based service environment with an emphasis on partnership and accountability....knowledge of the payroll processing system, wage and tax laws to develop a trusted relationship with our… more
- Truist (Atlanta, GA)
- …support. 2. Gain proficient understanding of product knowledge and continuously develop client service skills. 3. Research account and transaction records to ... Drive, Orlando, FL 214 Tryon, Charlotte, NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which… more
- Edward Jones (Tempe, AZ)
- …- in the here and now. **Job Overview** Position Schedule: Full-Time The Client Relations Financial Representative (CRFR) is responsible for serving in the ... capacity of the FA to provide advice, service and support for our client 's urgent financial and account related needs when their Financial Advisor is… more
- Kestra Financial (Bellaire, TX)
- …communication skills * Ability to prioritize tasks and meet deadlines * Strong client service orientation * Outgoing, friendly personality a plus * Familiarity ... practice is largely focused upon helping clients pay less tax and not outlive their money. Position Duties and...distributions, Roth conversions, and other transactions. . Respond to client inquiries. . Scheduling meetings with clients. . Assist… more
- ADP (Allentown, PA)
- …As a Digital Sales Associate, you will sell ADP solutions, including payroll, tax , human resources, and benefits to new and existing clients using the latest ... human resources technology, offering the latest AI and machine learning- enhanced payroll, tax , human resources, benefits, and much more. We believe our people make… more
- ADP (Augusta, GA)
- …a Payroll Support Representative -- Level I.** The Payroll Support Representative supports Major Accounts Comprehensive Services Client users on WFN, PayX, ... Researches Benefit Accruals recalculates and imports corrections. + Assists Client with tax changes for understanding, conducts...other service areas and collaboration with other service areas + **External:** ADP Client Contact… more
- Motion Recruitment Partners (Alpharetta, GA)
- …extending)** **Hybrid in Alpharetta, GA** Our client , is looking for a Customer Service Representative to join their consumer center team to respond to all ... Customer Service Representative Alpharetta, Georgia **Hybrid** Contract...provide information in response to inquiries include determining the client 's issue, offer possible solutions, and providing follow-up as… more
- Bank of America (Jacksonville, FL)
- …client inquiries via numerous channels to support operational efficiency and quality client service * Performs basic research, follow-up and resolution of ... is responsible for accurate reporting of covered securities and tax lots to the Internal Revenue Service ...- Apr)Excellent interpersonal skills + Proven ability to effectively service /resolve client inquiries + Strong oral and… more
- General Dynamics Information Technology (Barbourville, KY)
- …Calls **Experience:** 1 + years of related experience **Job Description:** Customer Service Representative I Are you an excellent problem solver? Are ... you exhibit grace under pressure? If so, a **Customer Service Representative ** position with **General Dynamics** may...service or customer satisfaction calls, as required by client + Complete call guides; gather and verify required… more
- Truist (Lake Forest, IL)
- …below. Specific activities may change from time to time. 1. Deliver world standard client service by answering inbound and making outbound client calls ... for risk mitigation. 4. Provide high quality service through efficient and effective client service with an emphasis on low client effort. 5. Assess… more
- H&R Block (CO)
- …A People Resource Center Representative (PRC) is expected to provide exceptional client service . This is primarily achieved through phone, email, and chat ... **517059BR** **Title:** PRC Representative - S **What you'll do ** **:**...+ Collaborate with team members and leaders for seamless service delivery, exceeding client case resolution expectations.… more