Client Service Executive Jobs in USA

We are seeking an experienced Tax Manager to lead client service delivery for our tax practice with a strong focus on tax compliance fund structuring and consulting services for the alternative asset industry. This role is responsible for driving exceptional client outcomes supporting fund formation...

We are seeking an experienced Tax Manager to lead client service delivery for our tax practice with a strong focus on tax compliance fund structuring and consulting services for the alternative asset industry. This role is responsible for driving exceptional client outcomes supporting fund formation...

You will be working directly with leading private equity and hedge fund firms in the alternative asset industry under the guidance and direction from our experienced team of industry veterans. You will be facilitating our service offering by assisting performing and reviewing the following:What youl...

At Edelman Financial Engines (EFE) our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspirations and every dollar invested has a job to do for our clients. Thats why we are committed to managing our...

QualificationsBachelors degree required; advanced degree (MBA or related masters) preferred.810 years of experience leading and delivering complex large-scale consulting or professional services engagements.Demonstrated ability to negotiate and influence mutually beneficial outcomes across complex c...

QualificationsBachelors degree required; advanced degree (MBA or related masters) preferred.810 years of experience leading and delivering complex large-scale consulting or professional services engagements.Demonstrated ability to negotiate and influence mutually beneficial outcomes across complex c...

QUALIFICATIONS:BS BA or Masters degreeMinimum 8-10 years of related experience defining and delivering large scale professional services engagementsAbility to negotiate mutually agreeable outcomes in complex project/program scenarios with clients partners and WWT stakeholdersCompetency in analytical...

This position provides licensed administrative support to Flint Hills Group. This position serves as a resource to Financial Advisors and client/members in handling researching and communicating inquiries regarding their accounts and supports the daily operations of the practice including but not li...

A path for every ambition.At HUB we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us and equally for the people who make that possible every day.Were creative thi...

Who We Are:Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881 the Company is engaged in a broad range of activities in the financial services industry including retail securities brokerage institutional sale...

Manager Client Services Life SciencesRole Description:The Manager Client Services is responsible for driving profitable growth developing pipeline and expanding strategic client relationships within an assigned Life Sciences account or portfolio segment of approximately $10M in annual revenue. Worki...

Qualifications:Must live in Northern CaliforniaBachelors or Masters degree or equivalent experience10 years of related experience defining selling and delivering large-scale services engagementsAbility to negotiate mutually agreeable outcomes in complex project/program scenarios with clients partner...

Qualifications:Candidate must live in the Seattle areaConsulting experience and/or proven history of successful consultative salesBachelors or Masters degree or equivalent experience10 years of related experience defining selling and delivering large scale services engagementsAbility to negotiate mu...

Who We Are:Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881 the Company is engaged in a broad range of activities in the financial services industry including retail securities brokerage institutional sale...

Company:Marsh McLennan AgencyDescription:Marsh McLennan Agency Client Service Supervisor Business InsuranceOur not so secret sauce. Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. The industrys brightest talent drive our effor...

Who We Are:Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881 the Company is engaged in a broad range of activities in the financial services industry including retail securities brokerage institutional sale...

Who We Are:Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881 the Company is engaged in a broad range of activities in the financial services industry including retail securities brokerage institutional sale...

Job ResponsibilitiesPartner with Sales leadership tohelpdefine and execute a services growth strategy focused on key accounts and sub-regions.Align closely with AVPs and regional leaders to prioritize accounts and ensure consistent engagementin shaping and solutioning opportunitiesacross SC&E.Active...

Essential Job FunctionsSupervises the work of a team of client service specialistsDirects workflow and monitors workload to ensure client inquiries are addressed promptlyTrains new client service staff in support policies and proceduresCreates and distributes documented resolutions for common client...

Who We Are:Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881 the Company is engaged in a broad range of activities in the financial services industry including retail securities brokerage institutional sale...