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Target and penetrate public sector organizations as well middle-market and larger businesses as well as to source new opportunities for CBIZ Valuation Group primarily for our tangible asset group but also for our comprehensive services including financial, real estate and machinery and equipment appraisal and valuation. Work closely with Client Service colleagues in leading a team sales approach that listens and responds to prospect needs, including producing proposals using proprietary tools to highlights the CBIZ value proposition, and demonstrates a compelling win strategy.

CBIZ Inc

Client Associate | Tangible Asset Valuation

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A Tax Senior Manager, 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.

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BDO Global

Tax Senior Manager, Private Client Services

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A Tax Manager, 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.

Tax Manager, Private Client Services

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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Bank of America

Registered Wealth Management Client Associate

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Ability to analyze issues, think critically, find solutions, and use escalated tactics concerning late payments or disputes. As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive.

Alliant Group

Client Account Associate

You will participate in client engagement discussions and learn about a wide variety of industries, our various service lines, and business methodologies with the goal of managing current clients and re-engaging with inactive clients. You will also develop a strong understanding about our firm’s mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and engage our CPA partners, clients, and industry partners.

Client Retention Associate

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.

Client Support Associate

Leverage available technology platforms for reporting needs, project planning, and providing EMR assistance to clients (schedule template builds, building and generating reports as applicable, ad hoc EMR updates and changes, updating and maintaining project planning software, ensuring CRM accuracy and reporting, and sprint planning). The Privia Platform is led by top industry talent and exceptional physician leadership, and consists of scalable operations and end-to-end, cloud-based technology that reduces unnecessary healthcare costs, achieves better outcomes, and improves the health of patients and the well-being of providers.

Privia Health Group, Inc

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).• 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.•

HOUR

VCA Animal Hospitals

Client Service Representative

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.

VCA Inc

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

JPMorgan Chase & Co

J.P. Morgan Advisors -Senior Client Associate- Houston, TX

A Tax Senior, 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. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

BDO USA PC

Tax Senior, Private Client Services

Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.

TravisMathew

Seasonal Client Associate - Woodlands

Doeren Mayhew Assurance, PC is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. You will go through a hands-on training program during the first week of the internship, in which you will learn how to utilize audit software programs, develop an understanding of audit procedures, and work closely with seasoned audit professionals.

Doeren Mayhew & Co., P.C

Summer Intern (Client Service)

The Client Service Specialist will work in accordance with DNV overall goals and policies and will actively promote, support and facilitate the fulfilment of DNV''s Purpose, Vision, and Values, and shall foster a culture of cooperation across North America and with other DNV units. This role is based at our DNV office in Houston, TX presenting a dynamic hybrid schedule where employees will typically spend three (3) days per week working from either a DNV office or client location/site.

DNV GL SE

Client Service Specialist

Coordinate routine client requests and communications related to scheduling, inventory, receipts, withdrawals, packaging, and shipments; escalate concerns or issues to the appropriate Project Manager or management team member. Support incoming requests for quotes by gathering information and assisting with the quotation/RFP process; route requests to the appropriate Client Services Project Manager or management team member.

CryoPort Inc

Client Services Coordinator

The Client Service Representative ("CSR") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. National Veterinary Associates (NVA) is a leading North American pet health care company with nearly 1,300 locations spanning general practice veterinary hospitals, Ethos emergency and specialty hospitals, and pet resorts and equine veterinary care.

National Veterinary Associates

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. National Veterinary Associates (NVA) is a leading North American pet health care company with nearly 1,300 locations spanning general practice veterinary hospitals, Ethos emergency and specialty hospitals, and pet resorts and equine veterinary care.

Client Service Coordinator

CRA is a leading global consulting firm that provides independent economic and financial analysis behind litigation matters, guides businesses through critical strategy and operational issues to become more profitable, and advises governments on the economic impact of policies and regulations. The Client Relations Coordinator will serve as the primary day-to-day contact for many of our alliance partners, ensuring consistent communication, coordinating joint initiatives, and helping transform partner relationships into new business opportunities.

CRA International Inc

Client Relations Coordinator Forensic Services practice

Job Description: At Regions, the Contact Center Priority Banker provides full-service banking to affluent clients through appropriate advice, guidance, and education on Regions' financial products and services. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.

<p>Regions Financial Corporation (NYSE:RF), with $121 billion in assets, is a member of the S&P 500 Index and is one of the nation's largest full-service providers of consumer and commercial banking, wealth management, mortgage, and insurance products and services. Regions serves customers in 16 states across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,700 banking offices and 2,000 ATMs. Additional information about Regions and its full line of products and services can be found at www.regions.com.</p>

Client Service Associate Jobs in Humble, TX

Client Associate | Tangible Asset Valuation CBIZ Inc

Tax Senior Manager, Private Client Services BDO Global

Tax Manager, Private Client Services BDO Global

Registered Wealth Management Client Associate Bank of America

Client Account Associate Alliant Group

Client Retention Associate Alliant Group

Client Support Associate ERY

Client Success Associate Privia Health Group, Inc

Client Service Representative VCA Animal Hospitals

Client Service Representative VCA Inc

J.P. Morgan Advisors -Senior Client Associate- Houston, TX JPMorgan Chase & Co

Tax Senior, Private Client Services BDO USA PC

Seasonal Client Associate - Woodlands TravisMathew

Summer Intern (Client Service) Doeren Mayhew & Co., P.C

Client Service Specialist DNV GL SE

Client Services Coordinator CryoPort Inc

Client Service Representative National Veterinary Associates

Client Service Coordinator National Veterinary Associates

Client Relations Coordinator Forensic Services practice CRA International Inc

Bilingual Priority Client Services Representative Regions Financial Corp

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