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They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening.

CohnReznick LLP

Tax Senior Associate [Private Client Services]

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A Tax Experienced Associate, Private Client Services 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.

YEAR

BDO USA PC

Tax Experienced Associate, Private Client Services

Aprio, 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. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Aprio

Senior Accounting Associate, Client Accounting & Advisory Services

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Execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing, and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

HOUR

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo & Co

Senior Registered Client Associate

Escalates client implementation and servicing issues as necessary and helps resolve challenges regarding implementation, servicing and production support issues raised by staff or client. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services.

The PNC Financial Services Group Inc

Client Solution Associate

FULL_TIME

Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Jackson Hewitt - CCT

Client Support Associate

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.

Bank of America Corp

Registered Wealth Management Client Associate

A Tax Experienced Senior, 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.

BDO Global

Tax Experienced Senior, Private Client Services

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The Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.

Andersen

Senior Tax Manager - Private Client Services

[AW]-iCims

Our name changed to Realty Plans in 2022, but our core values have always stayed the same: quick turnaround, top quality, and a reliable support team to cater to the needs of our clients. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great customer service experience with our company.

Realty Plans

Client Success Associate

Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). Why We Need You: As the face of VCA Veterinary Specialists of CT, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities.

VCA Inc

Client Service Representative (PART TIME)

Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).

VCA Animal Hospitals

Client Service Specialist

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Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).• The CSR is the pivot around which the hospital operates and is responsible for:• Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.•

Client Service Representative

Under direction from the Office Manager, the Client Service Supervisor performs a wide range of difficult-to-complex administrative activities related to quality patient care and excellent client service, management of finances and accounting, marketing and promotion of services, staffing and human resources, and discretionary activities that serve to support effective business operations. Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both animals and people, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understanding of high quality customer service.

Client Service Supervisor

Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

Summary of Position: The Business Analyst, Private Client Group Associate serves as a strategic partner to the Head of Private Client Group, exercising independent analytical judgment to provide analytical support, business intelligence, portfolio reporting, project coordination, and day-to-day business support. The primary duty of this position is the exercise of discretion and judgment on matters of significance related to the general business operations of the Private Client Group - including data analytics, business intelligence, portfolio and credit-related analysis, and business planning.

Client Service Associate Jobs in Connecticut

Tax Senior Associate [Private Client Services] CohnReznick LLP

Tax Experienced Associate, Private Client Services BDO USA PC

Senior Accounting Associate, Client Accounting & Advisory Services Aprio

Senior Registered Client Associate Wells Fargo & Co

Client Solution Associate The PNC Financial Services Group Inc

Client Support Associate Jackson Hewitt - CCT

Registered Wealth Management Client Associate Bank of America Corp

Tax Experienced Senior, Private Client Services BDO Global

Senior Tax Manager - Private Client Services Andersen

Client Success Associate Realty Plans

Client Service Representative (PART TIME) VCA Inc

Client Service Specialist VCA Animal Hospitals

Client Service Representative VCA Animal Hospitals

Client Service Supervisor VCA Animal Hospitals

Client Service Supervisor VCA Inc

Client Service Representative VCA Inc

Client Service Specialist VCA Inc

Client Service Representative (PART TIME) VCA Animal Hospitals

Client Support Associate CPI

Private Client Group Associate Bankwell Financial

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