Client Services Associate Birks Financial Corp.Client Services AssociateHerndon, VA$55,000–$85,000 / yearFull timeThis role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing client relationships, assisting with the new client pipeline, and ensuring timely, accurate execution of client requests. Our services have expanded organically over time as we find consistent patterns of what our clients need services for, and now principally covers investment management, retirement planning, estate planning, and tax planning.
NewSenior Tax Manager - Private Client Services / HNW JobotSenior Tax Manager - Private Client Services / HNWWest Palm Beach, FL$160,000–$199,000 / 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.
NewPrivate Client Services Attorney JobotPrivate Client Services AttorneyMiami, FL$200,000–$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. You’ll support high-net-worth individuals and multinational families through comprehensive, sophisticated estate, income, partnership, tax, and succession planning.
NewPrivate Client Services Attorney/Associate JobotPrivate Client Services Attorney/AssociateLos Angeles, CA$215,000–$290,000 / yearThe PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their advisors. 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.
NewTax Director - Private Client Services (REMOTE) JobotTax Director - Private Client Services (REMOTE)Portland, MERemote$170,000–$200,000 / 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 ServicesPalo Alto, CARemote$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.
NewTax 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.
NewSenior 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!
Client Service Specialist/Financial Paraplanner Golden Reserve LLCClient Service Specialist/Financial ParaplannerAkron, OH$70,000–$100,000 / yearp>BEFORE YOU APPLY – this is NOT a typical financial services position –to learn more about the CSS role, check out: A Day in the Life of a CSS. To learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating start-to-finish insurance application execution.
NewSenior 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. 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.
NewClient Success Manager – Commercial Facilities Services JobotClient Success Manager – Commercial Facilities ServicesScottsdale, AZ$95,000–$120,000 / year
NewClient Services Analyst – Fund Accounting Vaco LLCClient Services Analyst – Fund AccountingBoston, MA$29–$29.68p> Determining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewClient Services Manager Vaco LLCClient Services ManagerWinston-Salem/Greensboro, NC$45,000–$65,000ul>Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity. Canadian residents may access our policies in English here and in French here.
NewAccounting Manager - Client Accounting Services JobotAccounting Manager - Client Accounting ServicesTulsa, OK$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.
NewClient Services Director Vaco LLCClient Services DirectorSan Antonio, TX$55,000–$75,000li>Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity. Determining 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.
NewClient 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!
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.
PARS Client Service Coordinator Public Agency Retirement ServicesPARS Client Service CoordinatorNewport Beach, CAFull timep>Benefits: 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;.
NewAccount Executive, Business Development/Client Services (Finance & Accounting Staffing) Vaco LLCAccount Executive, Business Development/Client Services (Finance & Accounting Staffing)Milwaukee, WI$60,000–$100,000li>Canadian residents may access our policies in English here and in French here. Determining 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.
NewSenior Director, Cloud and Data Services (Client-facing) Vaco LLCSenior Director, Cloud and Data Services (Client-facing)Raleigh, NC$190,000–$240,000p> Determining 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. Canadian residents may access our policies in English here and in French here.
NewCustomer Services Representative Frank Gallo FloristCustomer Services RepresentativeSchenectady, NY$20–$22 / hourPart timeThe ideal candidate is highly organized, tech-savvy, and passionate about delivering outstanding customer experiences across multiple communication channels. In this vital role, you will serve as the first point of contact for our clients, providing exceptional support and ensuring their needs are met with enthusiasm and professionalism.
NewCustomer Services Representative Rozek CompanyCustomer Services RepresentativeWestminster, CO$18–$20 / hourFull timep tabindex="0">The purpose of this job is to provide superior customer service to our clients and ensure all orders are put in timely and responses to clients are detailed and thourough. Providing technical support to those that require technical assistance as well.
Office and Client Services Assistant Page GroupOffice and Client Services AssistantLos Angeles Metro Area, CA$50,000–$75,000 / yearFull timeThe Office and Client Services Assistant plays a vital role in delivering high-level administrative and client-facing support within a dynamic legal services environment. A successful Office and Client Services Assistant should have: Strong organizational skills with the ability to manage multiple tasks effectively.
Tax Manager / Director – Private Client Services (cpa firm) - hybrid CPA firmTax Manager / Director – Private Client Services (cpa firm) - hybridFort Lauderdale, FL$140,000–$175,000 / yearFull timeThis role will focus on managing complex tax engagements for professional services clients, as well as high net worth individuals, families, and related entities. CPA firm seeking an experienced Tax Manager or Director to join our team.
Financial /Insurance Services Representative KEHI Assets & InvestmentsFinancial /Insurance Services RepresentativeRemoteContractorHelp clients achieve financial stability and growth. Tailor services to meet diverse client needs.
Client Services Specialist Page GroupClient Services SpecialistLos Angeles, CA$50,000–$65,000 / yearFull timeSchedule and reschedule meetings and conference rooms including coordinating catering, room set up, and equipment needs with other departments that provide service to the conference center. Complete knowledge of each conference room, including seating capacity, audio visual equipment and functionality to ensure appropriate room reservation for meeting requirements.
NewClient Services and Insurance Specialist Rize Beyond BankingClient Services and Insurance SpecialistBaldwin Park, CA$23–$29 / hourYour responsibilities will include: Providing exceptional service and support to members through phone, email, and in-person interactions Assisting with insurance quotes, applications, policy servicing, renewals, and follow-up activities Building and maintaining strong relationships with members to support retention and long-term satisfaction Identifying opportunities to connect members with additional insurance products and services that meet their needs Managing referrals from credit union team members and business partners Maintaining accurate records and workflow activity within CRM and agency management systems Coordinating with insurance carriers, vendors, and internal departments to resolve issues and facilitate member needs Supporting member education, branch visits, workshops, and promotional events that contribute to agency growth Leveraging technology and process improvements to enhance operational efficiency and member experience What We're Looking For 1-3 years of experience in customer service, insurance, financial services, banking, or administrative support Strong communication, relationship-building, and problem-solving skills Excellent organizational skills with strong attention to detail Ability to manage multiple priorities while maintaining a high level of service and accuracy Comfort using CRM systems, Microsoft 365 applications, and other technology tools Insurance agency, credit union, or financial institution experience preferred Active insurance license a plus, or willingness to obtain one Bilingual English/Spanish skills are highly desirable Why Join Rize? We offer: Competitive compensation and comprehensive benefits Opportunities for professional development and insurance licensing A collaborative, member-focused culture Exposure to both insurance operations and business development Career growth opportunities within a growing organization If you're passionate about helping people, building relationships, and contributing to a team dedicated to making a difference, we'd love to hear from you.
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.
Director – Outsource Client Accounting Services (cpa firm) CPA firmDirector – Outsource Client Accounting Services (cpa firm)New York, NY$175,000–$250,000 / 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.
Hospitality Services Coordinator Hill Ward HendersonHospitality Services CoordinatorTampa, FLFull timeThe Hospitality Services Coordinator is responsible for providing excellent customer service to attorneys, clients, guests, and administration. This individual is responsible for ensuring requests for the set-up and use of meeting rooms are handled accurately and proactively.
Virtual Customer Service Representative(Work from Home) FNJ AutomationVirtual Customer Service Representative(Work from Home)Remote$50,000–$75,000 / yearYou 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.
NewSenior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. 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.
Junior Customer Service Associate in Saddle Brook, NJ- 50k! Beacon Hill Staffing Group, LLCJunior Customer Service Associate in Saddle Brook, NJ- 50k!Saddle Brook, New Jersey$45,000–$55,000 / yearFull timeLearn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
NewDomino's Pizza Client Service Representative Domino'sDomino's Pizza Client Service RepresentativeTerre Haute, INThroughout all these interactions Customer Service Representatives must maintain a high level of professionalism and present the organization in the best light possible. Advancement opportunities including Assistant Manager, General Manager, Area Supervisor, Field Trainer, and Franchise Ownership.
Virtual Customer Service Representative(Work from Home) Marks OrganizationVirtual Customer Service Representative(Work from Home)Remote$50,000–$75,000 / yearYou 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.
NewClient Service Representative ConfidentialClient Service RepresentativeCharlotte, NC$38,000–$58,000 / yearp>We partner with local and national nonprofits to grow their reach, connect with donors, and raise funds for great causes. Loves helping customers, clients, and teammates?.
NewAssociate 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.
NewCustomer Service Representative Extension RecruitingCustomer Service RepresentativeOak Creek, WI$23–$25 / hourFull timep>Extension is seeking a Customer Service Representative for a direct hire opportunity with one of our premier manufacturing clients located in Milwaukee, WI. Growing, well-established global manufacturer with a reputation for premium products and exceptional customer service.
Virtual Customer Service Representative(Work from Home) GLVirtual Customer Service Representative(Work from Home)Detroit, MI$50,000–$75,000 / yearYou 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.
Estate 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.
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.
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.
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.
NewFinancial Services / Creditors’ Rights Attorney JobotFinancial Services / Creditors’ Rights AttorneyBaltimore, MD$125,000–$175,000 / yearThe firm’s attorneys bring a high level of experience across a diverse range of practice areas, including real estate, land use and zoning, commercial lending, litigation, financial services, business transactions, and tax and wealth planning. 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.
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.
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.
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.
60793 Automotive Service Advisor/Writer Rockland Chrysler Dodge Jeep Ram60793 Automotive Service Advisor/WriterNanuet, NYFull 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.
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.
Guest/Office Services Specialist Reed Smith USGuest/Office Services SpecialistPrinceton, New Jersey$23.08–$26.20Full timep>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. Strong 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.