• Meeder Asset Management Inc (Dublin, OH)
    …coordination across investment, operations, and compliance teams, while maintaining high standards of client service . Act as a key sales driver, working in deep ... clients, emphasizing the customization and value offered through Meeder's white-glove service . Manage the client onboarding process, ensuring seamless… more
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  • EisnerAmper LLP (New York, NY)
    …starting out in your career or taking your next step as a seasoned professional , the EisnerAmper experience is one-of-a-kind. You can design a career you'll love ... to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join...specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a… more
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  • Cetera Financial Group, Inc. (Cleveland, OH)
    …Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs. Set client financial review meetings based on ... client service level agreement & prepare follow up meetings based...Self-starter, productive, works well with a team and independently Professional and positive attitude, friendly demeanor both in-person and… more
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  • EPIC Brokers (Grand Rapids, MI)
    …requires being in the office 5 days a week WHAT YOU'LL DO: In this Senior Client Manager role, you will be responsible for processing (during non-renewal ... and related questions and assists Producers in servicing clients. Services client accounts with oversight of Producers, which includes research/analysis and handling… more
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  • Echelbarger, Himebaugh, Tamm & Co., PC (Ada, MI)
    …you would be applying your education and foundational experience to support the client service team for our high-net-worth clients and closely held businesses ... reach their full potential. Job Overview As a Tax Senior Associate with a focus on Private Client...work when appropriate Strong verbal and written communication skills Client service mentality Teamwork oriented with a… more
    Upward (07/11/25)
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  • World Insurance Associates LLC (Georgetown, SC)
    …by building positive relationships and providing high levels of advocacy, excellent service , and professional communication Handling renewals, service ... organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the… more
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  • Always Best Care Senior Services (Philadelphia, PA)
    …issues. Collaborate cross-functionally with clinical and operations teams to optimize client service delivery. Human Resources Oversight Provide strategic ... The Senior Director of Operations is a key executive... Leadership Develop, implement, and oversee a comprehensive customer service strategy to ensure a consistently exceptional client more
    Upward (07/21/25)
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  • RB Professional Recruiting Services LLC (Asheville, NC)
    …Online, etc. Collaborate with partners, managers, and staff accountants to provide excellent client service Assist in tax planning and advising clients Assist ... Professional Development & Promotion: Assume responsibility for direct client communication Assist supervisors and managers in the scheduling of staff… more
    Upward (07/18/25)
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  • Stantec (Atlanta, GA)
    …in a client facing role (including business development and/or client management). A professional certification ( Professional Wetland Scientist, ... Opportunity An opportunity exists for highly motivated, well organized, and entrepreneurial Senior Environmental Consultant to grow their career as a Group Lead… more
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  • Shelter House (Fairfax, VA)
    …pertaining to clients to all appropriate partners in a timely and professional manner in compliance with client confidentiality standards. Institute ongoing ... of Position: Under the supervision of the Director, the Senior Case Manager leads a team in providing services...review of client 's service plan and client 's… more
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  • UHY International Ltd. (Sterling Heights, MI)
    client relationships Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives Research ... base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees...for Tax Research Preferred education and experience Experience in professional service environment, such as a CPA… more
    Upward (07/26/25)
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  • Terrestris Global Solutions (Arlington, VA)
    …from an accredited college or university with a minimum of five (5) years of senior level administrative client support experience in work related to the tasks ... grow professionally? We can help! We are seeking a Senior Executive Assistant to support the Office of Naval...mission outcomes through better human performance. We form strong client and team relationships through transparency and strive to… more
    Upward (07/21/25)
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  • Willis Towers Watson (Hartford, CT)
    …business performance. Together, we unlock potential. Learn more at wtwco.com. Assistant Client Services Specialists - Surety Are Integral Members of Our Account ... & Casualty Professionals While Building Your Knowledge, Skills and Technical and Professional Experience with A Stable, Respected and Dominant Player in The World… more
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  • VO Brothers Mechanical (Salt Lake City, UT)
    …build people" who build amazing things. About the Role: We are seeking experienced Senior Level Commercial HVAC/R Service Technicians to join our growing team to ... on cutting-edge fabrication technologies, our commitment to quality craftsmanship, our strong client relationships, and above all, our culture. "We build people" is… more
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  • Clever Digital Marketing (Miami, FL)
    Senior Account Director, Enterprise Unit Department: Client Services Employment Type: Full Time Location: Miami, Florida Description Who We Are: Clever Digital ... team, CDM's growth has been powered almost entirely by client referrals and expansion, driven by exceptional service...Escalate and resolve complex operational issues in a timely, professional manner Mentor junior Client Success Managers… more
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  • IMEG (Cincinnati, OH)
    …Managers will also develop and enhance customer relationships by providing excellent service and exceeding client expectations. Senior project managers ... We reward innovation, hard work, and support a culture of sustainability. The Senior Project Manager 2 will provide overall leadership as the primary point of… more
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  • Brown and Caldwell (Portland, OR)
    …and Idaho. Ability to build successful relationships with clients, while collaborating with client service managers and project teams to assess client ... Brown and Caldwell (BC) is seeking a Senior Project Manager that is passionate about providing...employees, present and future, who share our commitment to client service , collaboration, and innovation. Join us,… more
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  • SageView Advisory Group (Syracuse, NY)
    Job Title: Associate, Client Service & Financial Planning Location: Syracuse, NY Department: Wealth Management Job Type: Full-time | Non-Exempt Reports To: ... Senior Wealth Advisor Travel: 0%-10% About the Role SageView Advisory Group is seeking an Associate, Client Service & Financial Planning to join our Wealth… more
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  • Stantec (Atlanta, GA)
    … relationships, and understand our client 's needs to facilitate full- service offerings. Leadership and involvement in related professional societies, ... Your Opportunity An opportunity exists within Stantec's Water Sector for an experienced Senior Project Manager to join our team in Atlanta, GA. As the successful… more
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  • The Helper Bees (Austin, TX)
    …relationships, highlighting your strategic thinking and ability to maximize revenue. Client Relationship Management SLA Compliance: Monitor service level ... to celebrate wins, big or small. Job Summary: The Senior Manager of Customer Success is responsible for delivering...at least once per year. Responsive Communication: Maintain timely, professional responses to all client emails and… more
    Upward (07/05/25)
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