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Keywords: Client Success Agent, Location: USA

Page: 8

Senior Client Relationship Executive - National Accounts

on internal and external partnerships and strategies that will result in long term growth and persistency. The Senior Client... while maintaining the perspective of the client and Sun Life. The SCRE will respond to the client’s needs by striving for and achieving...

Location: USA
Posted Date: 25 Dec 2025

Senior Client Relationship Executive - National Accounts

on internal and external partnerships and strategies that will result in long term growth and persistency. The Senior Client... while maintaining the perspective of the client and Sun Life. The SCRE will respond to the client’s needs by striving for and achieving...

Location: USA
Posted Date: 25 Dec 2025

Client Advisor with Athletic Background

, teamwork, and a competitive drive that could translate directly into real estate success. Here’s why you could thrive... with us: Teamwork: Success comes from collaboration and supporting each other, just like in sports. Goal-Oriented: Athletes are driven...

Posted Date: 25 Dec 2025
Salary: $74000 - 91000 per year

Lead Client Executive (NE Ohio/Western PA)

, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering... . Job Description Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability...

Company: Transamerica
Location: Ohio
Posted Date: 24 Dec 2025

Client Advisor with Athletic Background

for success in the insurance and financial services industry. Here’s why athletes thrive with us: Teamwork and Collaboration...: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working...

Posted Date: 22 Dec 2025
Salary: $70000 - 95000 per year

Client Advisor with Athletic Background

for success in the insurance and financial services industry. Here’s why athletes thrive with us: Teamwork and Collaboration...: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working...

Posted Date: 22 Dec 2025
Salary: $70000 - 95000 per year

Client-Facing CPA

client retention, partner satisfaction, and the long-term success of the firm. Background Great candidates for this role...We are partnered with a growing accounting firm undergoing an ownership transition to help them hire a Client-Facing...

Company: Craft Recruiting
Location: Jacksonville, FL
Posted Date: 20 Dec 2025
Salary: $80000 - 120000 per year

Client Principal Architect, AWS, SLED (New England)

: Client Principal Architect A Presidio Client Principal Architect, Digital and Cloud Migration Services for State and Local..., translating customer requirements into outcome-focused solutions through direct client engagement with key SLED accounts...

Company: Presidio
Location: USA
Posted Date: 20 Dec 2025

Client Advisor with Sports Background

, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive... with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel...

Posted Date: 20 Dec 2025
Salary: $65000 - 86000 per year

Tax Manager – Private Client Services

to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Manager to join our Private Client Services (PCS... opportunities to clients. Managing client communications and relationships. Participating and actively contributing to new...

Company: EisnerAmper
Location: Boston, MA
Posted Date: 19 Dec 2025

Tax Senior Manager - Private Client Services

to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Manager to join the Private Client Services... to clients. Manage client communications and relationships. Participate and actively contribute to new business development...

Company: EisnerAmper
Location: Boston, MA
Posted Date: 19 Dec 2025

Client Advisor with Athletic Background

traits for success in the insurance and financial services industry. Here’s why athletes thrive with us: Teamwork... and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting...

Posted Date: 19 Dec 2025
Salary: $70000 - 95000 per year

Client Advisor with Sports Background

, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive... with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel...

Posted Date: 18 Dec 2025
Salary: $65000 - 86000 per year

Tax Manager - Private Client Services

to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS...) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements...

Company: EisnerAmper
Location: La Jolla, CA
Posted Date: 17 Dec 2025

Senior Manager, Client Management

to ensure a smooth transition from Implementation to Service. Advocating to ensure business readiness and client success..., service, and delivery outcomes to ensure overall client success and retention. Acting as an advocate and connector...

Company: Alight
Location: Indiana
Posted Date: 17 Dec 2025

Tax Manager, Private Client Services

Job Category: Generalist Job Description: Job Summary: Private Client Services at BDO is a boutique practice... structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting...

Company: BDO
Location: Los Angeles, CA
Posted Date: 17 Dec 2025
Salary: $112000 - 150000 per year

Tax Experienced Senior, Private Client Services

Job Category: Generalist Job Description: Job Summary: Private Client Services at BDO is a boutique practice... structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting...

Company: BDO
Location: Los Angeles, CA
Posted Date: 17 Dec 2025
Salary: $96000 - 125000 per year

Tax Experienced Senior, Private Client Services

Job Category: Generalist Job Description: Job Summary: Private Client Services at BDO is a boutique practice... structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting...

Company: BDO
Location: Los Angeles, CA
Posted Date: 17 Dec 2025
Salary: $96000 - 125000 per year

Contact Center Client Services Manager

for any operational issues within the call center and act as the primary point of contact for client success and client-facing teams.... Overview: The Client Services Manager for Contact Center Operations is a strategic partner who ensures CAC performance...

Company: GetInsured
Location: Mountain View, CA
Posted Date: 17 Dec 2025

Tax Manager, Private Client Services

Job Category: Generalist Job Description: Job Summary: Private Client Services at BDO is a boutique practice... structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting...

Company: BDO
Location: Los Angeles, CA
Posted Date: 16 Dec 2025
Salary: $112000 - 150000 per year