Client Services Agent jobs in Chicago, IL

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TAX MANAGER, PRIVATE CLIENT SERVICES

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...

CompanyBdo Consulting
AddressCalifornia, United States
CategoryInformation Technology
Job typePermanent
Date Posted 3 weeks ago See detail

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...

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...

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...

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...

Automation Field Service Agent, Med Products

Proaces

Remote

$80,000 - $120,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Vision insurance. 3 years. Day shift. No nights. Monday to Friday. Remote....

Customer Service / Rental Agent $17.50 an hour

Cruise America, Inc.

Utah, United States

$17.50 an hour

Check guests in and out of their RV rental. Take guests on walk-though of their unit. Explain basic functions of different parts of RV. Ensure Customer Satisfaction. "Up sell" as appropriate. Excellent Customer Service skills. Sup...

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...

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...

Head of Client Services, North America

The Social Element

Chicago, IL

$57.9K - $73.4K a year

Lead and develop high value relationships with our incredible clients: Youll build and sustain senior and executive-level relationships with client partners, becoming a trusted marketing partner through a strong understanding of...

Remote Customer Service Agent

Our Time Now, Llc

Remote

$11 - $15 an hour

Flexible schedule. On-the-job training. Work from home. 1 year. No experience needed. Under 1 year. Day shift. Evening shift. Morning shift. Night shift. Overnight shift. Split shift. Monday to Friday. Weekends as needed. Call cen...

Hotel Guest Service Agent

Dhruv Management

Wesley Chapel, FL

$30K - $36.4K a year

Provide the highest quality of service to the guest at all times. Assist in maintaining public areas of the hotel in a clean and orderly condition. Greet and register guests and provide room assignments accommodating special reque...

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...

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...

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...

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...

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...

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...

Part Time Guest Service Agent - The Hoxton, Chicago

Schulte Boutique + Lifestyle

Chicago, IL

$20 an hour

You'll take care of our guests, including check in/check out, billing, ensuring we collect correct guest data, and communicating any guest issues that arise. Work with our Director of Rooms and the rest of the Hoxton team in execu...

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...

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...

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...

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...

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,...

Consultant, Client Service, Investment Operations Outsourcing

Northern Trust

Chicago, IL

Unspecified

Responsible for providing Client Service through oversight of daily functions and tasks, including but not limited to: cash processing, custodian reconciliations, front office reconciliations, client reporting, client fee billing,...

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...

Manager, Client Services, eCommerce

Cendyn

United States

Identify and maximize opportunities to build long term relationships, establish credibility and confidence within assigned client portfolio. Maintain a pulse on key developments within clients business and organization. Identify,...

Manager - Media Planning/Client Services

United Airlines

Chicago, IL

Collaborate with cross-functional partners to develop direct and programmatic omni-channel media campaigns. Manage all aspects of direct and programmatic campaign planning and execution, including setting up media placements withi...

Passenger Service Agent - ACY - Part Time

Signature Aviation

New Jersey, United States

Electronic check-in of passengers for domestic and international travel. Verification of documents for international and domestic flights. Assign passenger seats. Ensure correct boarding passes are provided to each passenger for t...

Client Service Representative

Vca Animal Hospitals

Chicago, IL

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). Please log into Wo...

Senior Associate, Health & Benefits Client Service Team

Willis Towers Watson

Illinois, United States

Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients including: Benefit plan analysis, design,...