Growing fintech company who helps businesses with accounting and advisory services is seeking a client service advisor... to join their team. The Senior Client Advisor manages a portfolio of clients and serves as their primary financial partner, delivering...
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...
strong relationships as a trusted advisor and partner in their success Collaborate proactively with key client management to identify... and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support...
and compliance with regulatory standards Engage proactively with senior client stakeholders to identify tax issues, offer insights..., fostering long-term relationships as a trusted advisor and strategic partner in client success Support client growth...