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Client Service Analyst jobs in Minnesota

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CLIENT SERVICE-FINANCIAL OPERATIONS

Provide superior service to clients via verbal and written communication. Set up and maintain client accounts. Compile and complete client, custodian, and firm paperwork. Review and maintain client transactions and activity. Execu...

CompanyGrant-Shannon
AddressMinnesota, United States
CategoryAccounting/Finance
Job typePermanent
Date Posted 4 weeks ago See detail

Client Service-Financial Operations

Grant-Shannon

Minnesota, United States

Provide superior service to clients via verbal and written communication. Set up and maintain client accounts. Compile and complete client, custodian, and firm paperwork. Review and maintain client transactions and activity. Execu...

4 weeks ago seen See more...

Tax Manager, Private Client Services

Bdo Consulting

California, United States

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people...

4 weeks ago seen See more...

Tax Manager, Private Client Services

Bdo Consulting

Texas, United States

Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities. Works directly with clients and their advisors to gather information needed t...

4 weeks ago seen See more...

Tax Experienced Manager, Private Client Services

Bdo Consulting

Virginia, United States

A Private Client Services (PCS) Experienced Tax Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business develop...

4 weeks ago seen See more...

Tax Managing Director, Private Client Services

Bdo Consulting

Virginia, United States

Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities. Provides Executive presence and acts as the primary client contact for...

4 weeks ago seen See more...

Tax Manager, Private Client Services

Bdo Consulting

Texas, United States

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people...

4 weeks ago seen See more...

Tax Manager, Private Client Services

Bdo Consulting

California, United States

Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities. Works directly with clients and their advisors to gather information needed t...

4 weeks ago seen See more...

Tax Manager, Private Client Services

Bdo Consulting

Ohio, United States

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people...

4 weeks ago seen See more...

Tax Manager, Private Client Services

Bdo Consulting

Virginia, United States

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people...

4 weeks ago seen See more...

Tax Manager, Private Client Services

Bdo Consulting

Michigan, United States

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people...

4 weeks ago seen See more...

STAFF SERVICES ANALYST

Department Of Parks & Recreation

California, United States

$3,640 - $5,916 a month

STAFF SERVICES ANALYST Job Application Package Checklist. Duty Statement The position(s) require(s) a valid California Drivers License (CDL). You must answer the questions addressing your CDL on your application. Ensure you provid...

a month ago seen See more...

STAFF SERVICES ANALYST

Emergency Medical Services Authority

California, United States

$3,640 - $5,916 a month

STAFF SERVICES ANALYST Job Application Package Checklist. Duty Statement Located in Rancho Cordova, ESMA's headquarters offer free parking and proximity to stores, restaurants, and Highway 50. Workdays are Monday thru Friday, (exc...

a month ago seen See more...

Director, Health & Benefits, Client Service Team

Willis Towers Watson

Minnesota, United States

Leading the Client Service Team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards. Proactively advising clients and ensuring the...

a month ago seen See more...

Associate Director, Health & Benefits, Client Service Team

Willis Towers Watson

Illinois, United States

Serving as lead project manager for clients; materially contributing to project plan creation and leading the team on delivery; ensuring progress against established objectives, budgets, timelines, deliverables and quality standar...

a month ago seen See more...

STAFF SERVICES ANALYST

Department Of State Hospitals

California, United States

$3,640 - $5,916 a month

STAFF SERVICES ANALYST Job Application Package Checklist. Duty Statement The position(s) require(s) a Background Investigation be cleared prior to being hired. The position(s) require(s) Medical Clearance prior to being hired. Cur...

a month ago seen See more...

LICENSED Client Service Professional - Phoenix, United States - Charles Schwab

Charles Schwab

United States

Series 7, 63 (or equivalent), required with registration in all 50 states. Flexibility to work Monday-Friday anytime between 6:30am 7:00pm Local AZ Time based on contact center needs. Strong candidates will have robust written a...

a month ago seen

Client Service Specialist

Summitry

California, United States

$70,000 - $100,000 a year

Investigates and answers operationally driven client inquiries Provides ongoing day-to-day support to our high-net-worth clients. Responds to client requests in a timely manner (such as but not limited to onboarding new clients, c...

a month ago seen See more...

Financial Services Analyst 2

University Of California Los Angeles

California, United States

Actual salary offers consider factors, including budget, prior experience, skills, knowledge, abilities, education, licensure and certifications, and other business considerations. (Required) Communication Experience explaining te...

a month ago seen See more...

Client Service Associate

Compound

Massachusetts, United States

$55,000 - $65,000 a year

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

a month ago seen See more...

Client Services Associate

El Education Inc

United States

$43,000 - $59,400 a year

Gather information and materials from internal and external partners about clients, staffing, and financial matters Compile details in central locations such as Google Suite or Salesforce CRM (depending on the nature of the inform...

a month ago seen

Client Service Associate

Biziq

Remote

$15 an hour

Claim and verify Google Business Pages for small to medium-sized business accounts. Optimize business listings with accurate and compelling information, ensuring alignment with client branding. Implement local search optimization...

a month ago seen

Part-time Client Services Associate (Remote, California-based)

Modern Wealth Collective

California, United States

From $25 an hour

Series 6 & 63/65 or 7 & 66 preferred. Redtail CRM Experience preferred. You are willing to fully adopt and champion the Modern Wealth Collective brand internally and externally. You understand the value of building long-term rela...

a month ago seen See more...

Manager, Client Services (Digital Account Management)

Blavity Inc.

Remote

$70,000 - $80,000 a year

Manage large scale activations, tentpole and digital campaigns, representing Blavity as the primary CS contact post-sales Collaborate with Sales to understand campaign scope, KPIs, and renewal/upsell opportunities Ensure feasibili...

a month ago seen

Client Services Specialist

Hedra Consulting

Remote

$72,000 - $115,000 a year

Review and coordinate timely preparation of Client Engagement Letters with responsible Legal Assistant and ensure that an Open Matter Form is submitted in a timely and complete manner. Work with Finance, the Senior Manager, Practi...

a month ago seen

Associate Benefits Support Services Analyst

Trinet

Remote

$49,200 - $88,600 a year

Assists employees with benefits inquiries in the areas of work-site-employee health benefits, client benefits, flexible compensation services, retirement services, COBRA services, and other related areas. Communicates and resolves...

a month ago seen

Client Services and Configuration Specialist (St Louis)

Sap

Minnesota, United States

We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from. At SAP, we believe w...

a month ago seen See more...

Client Service Representative

Vca Animal Hospitals

Alabama, United States

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

2 months ago seen See more...

Client Service Operations Specialist

Emoney Advisor

United States

parental leave, paid time off, sick time

Assist Client Service leadership in the design and documentation of internal processes and procedures.. Maintain and update all changes to the documented processes and procedures.. Educate the Client Service staff on the changes,...

2 months ago seen See more...

French Bilingual Service Analyst Associate

Nesco Resource

Cranberry Township, PA

$22.50 •

At this time, we do not have a date that analysts will be asked to work full time in the office.Position DescriptionIndividuals in this job position perform work at the intermediate level within this job family.The IT Service Anal...

2 months ago seen See more...

Bilingual Client Service Coordinator

Numeris

Remote - Oregon, United States

Respond to client questions and provide guidance, information, training, and basic technical support on software and data. Provide client support via phone, email, support desk tickets, and through web meetings, where necessary. L...

2 months ago seen See more...

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