Client Support Consultant assisting clients with BAMS products in a FinTech environment. Delivering technical support, troubleshooting, and maintaining client relationships in Manila.
About the role
- Tax Senior Manager managing client engagements and leading teams in Private Client Services at CBIZ. Providing expert advice to clients while supervising and developing team members.
Responsibilities
- Regarded as a Subject Matter Expert within business unit and shares knowledge
- Make recommendations on internal department procedures
- Recognize business opportunities for our clients and for CBIZ
- Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
- Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
- Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
- Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
- Understand client's Qualified Plan needs (as applicable)
- Supervise, train and mentor staff; listen and communicate effectively
- Work to develop responsible, trained staff by conducting performance feedback and evaluations
- Drive a team environment; demonstrate support of management decisions and builds a positive culture
- Additional responsibilities as assigned
Requirements
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Service Representative executing shareholder meetings using online platforms for Broadridge, a FinTech leader. Planning, organizing, and coordinating with clients and vendors for successful event execution.
On Demand Client Services Executive managing all aspects of client journeys in private aviation. Handling high - pressure environments and communicating with confidence in a fast - paced global team.
Client Services Associate II promoting advisory services and building client relationships. Collaborating with investment advisors to enhance sales and resolve service issues.
Client Service Administrator at HearingLife Canada serving as the first contact for clients. Managing appointments and providing administrative support to boost customer satisfaction.
Senior Administrator responsible for client inquiries and service excellence at Sun Life. Managing a block of business administration and ensuring timely processing per service level standards.
Associate role in Client Service analyzing brand performance for clients at Kantar. Responsible for project management and client communications to enhance client satisfaction and business growth.
Client Service Representative at American Animal Hospital managing client interactions at the front desk. Must have veterinary or medical experience and strong interpersonal skills.
Client Care Specialist responsible for customer service and client care at a pet aftercare provider. Interacting with clients to deliver quality service and assist with inquiries.
Index Client Services Manager managing customer retention, adoption, and satisfaction across the Americas region with a focus on client experience. Collaborating with teams to enhance onboar...