Senior Tax Manager - Private Client Services / HNW JobotSenior Tax Manager - Private Client Services / HNWWest Palm Beach, FL$170,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.
Client Financial Services Specialist JobotClient Financial Services SpecialistCleveland, OH$60,000–$77,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Initiates phones calls and email communications with clients to facilitate collections of aging accounts consistent with the firm’s established policies.
NewClient Services Manager (Care Manager) – Senior Home Care HSC Central Ohio LLCClient Services Manager (Care Manager) – Senior Home CareWorthington, OHHomeWell Care Services is seeking a compassionate, organized, and accountable Client Services Manager to coordinate care, support caregivers, and ensure exceptional service delivery for seniors aging safely at home. HomeWell Care Services has proudly earned Activated Insights' Leader in Experience, Provider of Choice, and Employer of Choice awards in 2022, 2023, 2024, 2025, and 2026 .
Client Services Coordinator Workplace ResourceClient Services CoordinatorWorcester, MA$55,000–$65,000 / yearFull timeCoordinates ordering and receiving process, expedites orders, maintains order status, and punch-list follow-up to ensure a high level of customer satisfaction. The Client Services Coordinator is responsible for the efficient processing and handling of customer orders.
NewClient Services & Marketing Coordinator Melvin & Melvin, PLLCClient Services & Marketing CoordinatorSyracuse, NY$18–$19 / hourPart timeOur growing law firm is seeking a professional, organized, and personable part-time Client Services & Marketing Coordinator to serve as the face of the firm while playing an important role in the day-to-day operations and continued growth of the practice. This is more than a traditional front desk position — it is an opportunity to become an integral part of a collaborative legal team while gaining hands-on experience in office operations, marketing, and business development initiatives.
Tax Director - HNW Private Client Services (REMOTE) JobotTax Director - HNW Private Client Services (REMOTE)Concord, NHRemote$170,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We offer a supportive, team-oriented environment, leadership that values work-life balance, a family-friendly culture, competitive compensation and benefits, and clear paths for professional growth.
NewREMOTE - Senior Tax Manager - Private Client Services JobotREMOTE - Senior Tax Manager - Private Client ServicesSeattle, WARemote$140,000–$170,000 / yearWe serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.
Tax Manager - Client Services JobotTax Manager - Client ServicesSalem, OR$85,000–$135,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Rooted in a people-first, relationship-driven culture, we focus on delivering thoughtful, reliable guidance that helps clients plan, grow, and navigate financial complexity.
Senior Tax Manager/Tax Manager - Private Client Services JobotSenior Tax Manager/Tax Manager - Private Client ServicesMinneapolis, MNRemote$110,000–$250,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a national CPA firm offering a unique opportunity for Audit professionals looking for an excellent work/life balance and the ability to work with a complex and diverse variety of clients, or specialized if you prefer!
Senior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
Client Services Associate I Amerant BankClient Services Associate IMiramar, FLEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
Client Services Associate II Amerant BankClient Services Associate IIMiramar, FLEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
Client Service Associate JobotClient Service AssociateNewtown Square, PA$75,000–$115,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. If you are an optimistic and client focused person who is a self starter and problem solver and loves to provide top notch service to both our advisors and our clients, then this is the home for you!
NewFHNF CLIENT SERVICES ANALYST First Horizon BankFHNF CLIENT SERVICES ANALYSTMemphis, TNThe FHN Financial Client Services Analyst provides first and second level support such as assistance and problem resolution with desktop systems and applications, file access, password lockouts and resets, file restorations from backup, security issues, permissions, e-mail issues, network connectivity, internet issues, printer issues, workstation support and mobile wireless device support. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
PARS Client Service Coordinator Public Agency Retirement ServicesPARS Client Service CoordinatorNewport Beach, CAFull timeBenefits: Vacation, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Profit-Sharing Plan, FSA, HSA, Dependent FSA, Supplemental Insurance plans (Short term disability, long term disability, voluntary life insurance, hospital indemnity, accident, and cancer, Group term life insurance), and Paid Sick Leave (Minimum of 40 hours per year) . Effectively communicate with clients, partners, and internal departments to address all client needs and provide necessary research, problem solving, and provide support to consultants to manage (often complex) problems through to resolution;
Senior Accountant - Client Accounting Services (CAS) JobotSenior Accountant - Client Accounting Services (CAS)Fort Lauderdale, FL$90,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewFinancial Services Client Support Associate ProPivotalFinancial Services Client Support AssociateAustin, TX$25–$30 / hourThis role plays a pivotal part in amplifying our reach and effectiveness with financial advisors, RIAs, and private wealth teams by ensuring the behind-the-scenes work is executed with precision, professionalism, and purpose. This role supports the internal sales desk within the intermediary distribution channel, enabling sales professionals to focus on client engagement by managing operational, administrative, and logistical tasks.
NewFinancial Center Client Services Supervisor Liberty Savings Bank FSBFinancial Center Client Services SupervisorBradenton, FLWorks with the financial center sales staff to meet/exceed financial center sales goals by “modeling the way,” mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA’s, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty.
NewClient Services Associate AxelonClient Services AssociateJacksonville, FL$43–$46 / hourAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.).
NewFinancial Center Client Services Representative II Liberty Savings Bank FSBFinancial Center Client Services Representative IIStickney Point Sarasota, FLProficient in technical processing of all phases of the CSR II position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA’s, balancing ATM, Safe Deposit processing, vault CSR, wire transfer), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. Description: Provides superior service to bank customers by performing banking transactions, opening new accounts, handling consumer loans and expanding customer relationships.
NewClient Accounting Advisory Service Manager JobotClient Accounting Advisory Service ManagerIndianapolis, IN$100,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team is relationship driven and committed to delivering personalized insights that help clients navigate financial complexity and achieve long term success.
NewClient Services Director Vaco LLCClient Services DirectorSan Antonio, TX$55,000–$75,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
NewClient Care Services Rep (NRF) - Hybrid Northwestern MutualClient Care Services Rep (NRF) - HybridFranklin, WIAnalytical Thinking : Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes. Resolves inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions and is learning to become proficient in complex work.
NewDirector – Outsource Client Accounting Services (cpa firm) CPA firmDirector – Outsource Client Accounting Services (cpa firm)New York, NY$190,000–$275,000 / yearFull timeCPA firm seeking Director to expand our Outsource Client Accounting Services practice. This role will focus on both business development and client service delivery.
NewClient Services Specialist AxelonClient Services SpecialistJohnston, RIIndependently service both internal and external customers on a wide variety of Commercial Card, ACH & cash management products, services and technical issues through all incoming channels. The candidate must be goal driven with a desire to productivity goals; including meeting day to day business needs, with advanced problem-solving skills/ability to negotiate through difficult situations.
Taxpayer Services Representative Cook County TreasurerTaxpayer Services RepresentativeChicago, IL$65,000–$83,000 / yearFull timeProvide accurate information derived from a variety of records on taxes, legal property descriptions, tax sale, and other matters of major importance in tax projects many of which involve complicated and extensive examining, searching, recording, computing and reporting activities. Thorough knowledge of general clerical procedures involved in tax record work and special knowledge of procedures related to examining records for tax data, reporting and recording results and in computing interest, fees, penalties and other costs.
NewLuxury Client Service Manager TTECLuxury Client Service ManagerMelbourne, FLUnder the direction of the Client Operations Manager, the CSM will answer questions resolve concerns raised by clients, and respond to contacts generated by Dealers and Field Personnel. Responsible for resolving client issues using all available resources including Dealers, Team Leaders, Subject Matter Experts (Sales and Technical), Field Service Engineers, and Concern Resolution Specialists.
Financial Services Representative Legends LeadershipFinancial Services RepresentativeRemote$40,000–$120,000 / yearFull timePart timeAs a Financial Representative, you will meet with clients to understand their goals, guide them through areas such as income protection, debt management, retirement planning, and legacy building, and help them take actionable steps toward a stronger financial future. This role plays a key part in our mission by working directly with clients to improve financial literacy, create customized plans, and deliver solutions that support long-term financial stability.
Virtual Customer Service Representative(Work From Home) GLVirtual Customer Service Representative(Work From Home)Remote$75,000–$90,000 / yearFull timeYou will be responsible for helping customers by providing product and service information and resolving technical issues. • Develop and maintain a knowledge base of the evolving products and services.
Account Manager- Insurance Agent/Customer Service Representative Linn T. Hodge & SonsAccount Manager- Insurance Agent/Customer Service RepresentativeLos Angeles, CA$60,000–$85,000 / yearFull timeMost importantly, we are looking for someone who can grow with us and work as a critical team member in perpetuating our agency as we fully move into our 96th year in business. About the Position: A Personal Lines Account Manager (CSR) is responsible for servicing the insurance needs of our Personal Lines Clients.
NewFire Sprinkler Service Manager JobotFire Sprinkler Service ManagerLos Angeles, CA$100,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The company specializes in the design, fabrication, installation, and maintenance of commercial and industrial fire sprinkler systems, delivering projects of every size and complexity.
Customer Service Representative (Remote) Spade RecruitingCustomer Service Representative (Remote)Jacksonville, FLRemote$50,000–$60,000 / yearFull timeIn this position, you will handle member communication, schedule appointments, answer basic questions, update client details, and assist with simple online forms. This role focuses on connecting with members who have already requested information and helping them understand available benefit options through short virtual appointments.
Financial Services Litigation Attorney JobotFinancial Services Litigation AttorneySouthfield, MI$130,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Associate Director of Digital Banking & Treasury Services JobotAssociate Director of Digital Banking & Treasury ServicesSeal Beach, CA$160,000–$220,000 / yearThe Associate Director of Digital Banking & Treasury Services partners closely with the Director of Digital Banking to provide enterprise leadership across the Bank’s digital channels, treasury services, payments, and card functions during a period of significant transformation and growth. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Vice President, Client Service Executive BNYSenior Vice President, Client Service ExecutiveEverett, MAIn this role, you’ll make an impact in the following ways: Serve as a senior point of contact to Major clients on moderately complex service issues and assist in developing strategy to deliver world-class client service across products or platforms. Drive and manage end-to-end client service delivery model for Major clients, including participation in strategy development, monitoring client satisfaction, and evolving the client service model.
Automotive Service Advisor/Writer Jenkins Chrysler Dodge Jeep RAMAutomotive Service Advisor/WriterHomosassa, FLFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
45827 Automotive Service Advisor/Writer Jenkins Chrysler Dodge Jeep RAM45827 Automotive Service Advisor/WriterHomosassa, FLFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
Automotive Service Advisor/Writer Deacon Jones Chrysler Dodge Jeep RamAutomotive Service Advisor/WriterSmithfield, NCFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
60447 Automotive Service Advisor/Writer Waxahachie Chrysler Dodge Jeep Ram60447 Automotive Service Advisor/WriterWaxahachie, TXFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
27192 Automotive Service Advisor/Writer Jacksonville Chrysler Jeep Dodge Ram27192 Automotive Service Advisor/WriterJacksonville, FLFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . The Service Advisor | Service Writer is responsible for building strong customer relationships and selling the technicians’ time.
65138 Automotive Service Advisor/Writer Atlantic Jeep Dodge Ram Chrysler Fiat65138 Automotive Service Advisor/WriterEgg Harbor Township, NJFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
26899 Automotive Service Advisor/Writer Steve Landers Chrysler Dodge Jeep Ram26899 Automotive Service Advisor/WriterLittle Rock, ARFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
NewEstate Planning Paralegal - Client Services Specialist Texas Trust LawEstate Planning Paralegal - Client Services SpecialistAustin, TX$50,000–$55,000 / yearTexas Trust Law, formerly known as The Wiewel Law Firm, is a people-focused practice with a great team of experienced attorneys and non-attorneys who are easy to work with and committed to helping clients. We foster a supportive, collaborative environment where each team member is valued, work-life balance is respected, and meaningful, long-term careers are built.
Guest/Office Services Specialist Reed Smith USGuest/Office Services SpecialistPrinceton, New Jersey$23.08–$26.20Full timeStrong customer service skills, the ability to accept accountability for all assigned responsibilities with a high level of diplomacy, the capacity to handle collaboration and competing priorities, timeliness, and positive attitude. Equipment used: Personal computer and other office equipment such as telephone, typewriter, calculator, fax machine, duplicating machine, high volume copiers, binding equipment, paper drill and cutter; Facsimile machines, and postage.
44010 Automotive Service Advisor/Writer Martin Dodge Jeep Chrysler44010 Automotive Service Advisor/WriterBowling Green, KYFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
66908 Automotive Service Advisor/Writer Gary Matthews Motors66908 Automotive Service Advisor/WriterClarksville, TNFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . The Service Advisor | Service Writer is responsible for building strong customer relationships and selling the technicians’ time.
Automotive Service Advisor/Writer Automotive DealershipAutomotive Service Advisor/WriterKill Devil Hills, NCFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . Service Advisor | Service Writer is responsible for building strong customer relationships and selling the technicians’ time.
65015 Automotive Service Advisor/Writer Branhaven Chrysler Jeep Dodge Ram65015 Automotive Service Advisor/WriterBranford, CTFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We believe our customers deserve the most courteous and attentive treatment we can give them when purchasing and servicing their vehicles.
Client Service Specialist Park State BankClient Service SpecialistGrand Rapids, MN$18–$20 / hourIn this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. Product Knowledge: Maintain a deep understanding of the bank's products and services to educate customers and recommend appropriate solutions for each Client’s needs individually.
45814 Automotive Service Advisor Towbin Dodge45814 Automotive Service AdvisorHenderson, NVFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.