795 Client Service Jobs - Page 2

As a member of the Client Accounting team, your role involves managing client accounts, performing and reviewing detailed bookkeeping tasks, and ensuring the accuracy of financial records. You will be responsible for reviewing and approving journal entries, account reconciliations, and other accounting transactions. This position requires a high level of attention to detail, excellent organizational skills, and a commitment to maintaining client confidentiality. Key Responsibilities: - Ensure compliance with accounting standards, regulatory requirements, and internal policies. - Review day-to-day financial transactions and complete the posting process. - Serve as the main point of contact fo...

Role Overview: As a Senior Manager - Content Strategist at Dentsu India, you will be responsible for developing and orchestrating data-driven content strategies to captivate audiences and drive our clients" business goals. You will have the opportunity to shape ground-breaking content experiences, collaborate with a dynamic team, and work across various platforms to craft compelling narratives. This role will allow you to lead innovative content strategies, deepen your understanding of content performance across different channels, and foster strong relationships with internal and external stakeholders. Key Responsibilities: - Develop and pitch integrated content strategies tailored to clien...

As an Associate at Ares, you will play a crucial role in supporting the company's compliance with marketing materials policies. Your responsibilities will include: - Providing primary compliance marketing review support for various materials such as DDQs, RFPs, webinars, quarterly and annual reports to ensure compliance with regulatory guidance and Ares Marketing and Advertising policy. - Communicating any issues and escalating them as needed with Compliance Leadership. - Monitoring all submissions of materials in a timely fashion to ensure high quality and timely reviews. - Assisting with marketing review system administration, including onboarding, training, workflow management, and proble...

As a Tax Senior Associate at RSM, you will play a crucial role in providing exceptional client service and demonstrating technical expertise. Your responsibilities will include: - Prepare high-quality federal and state corporate income tax returns and workpapers - Review simple and moderate tax returns and workpapers - Advise clients on various corporate and partnership tax services - Develop, motivate, and train junior team members - Cultivate and maintain strong client relationships - Conduct tax research and stay updated on current tax practices and law changes - Share industry knowledge and expertise with the team Basic Qualifications: - Bachelor's degree in Commerce, Business Administra...

As a Vice President, Client Service I at BNY, you will play a crucial role in the Client Solutions Group team, located in Pune, MH - HYBRID. Your responsibilities will include: - Managing multiple sub-teams/functions within the Client Solutions Group, handling tasks such as managing client instruction mailbox, producing client-specific reports, conducting periodic KYC reviews, and maintaining internal reporting systems. - Collating and producing internal MIS, monitoring day-to-day operations, and managing the performance of assigned staff. - Strengthening internal controls and operating protocols through collaboration and continuous improvement ideas. - Serving as an escalation/key point of ...

You will be responsible for performing various testing procedures, such as substantive and controls testing, vouching, and verification. Additionally, you will provide support to the team manager on assurance engagement formalities and handle allocated work areas including testing and relevant assurance procedures. Your key responsibilities will include: - Preparing assurance work papers and ensuring compliance with firm policies, procedures, and regulatory requirements. - Managing and supervising junior team members, including article staff. - Acting as a Single Point of Contact (SPOC) for the team with the client, facilitating data flow, communication, coordination, and discussions. - Coor...

Role Overview: As a part of the Business Support Management team, you will be responsible for defining, refining, and delivering the commitment to meet the needs of the global business. Your role will involve demonstrating keen attention to detail, delivering best practices, leveraging a deep understanding of application needs for Corporate and Investment Bank teams, utilizing knowledge of different platforms for submitting application requests, and interacting with the Onshore team to provide excellent client services. If you are intellectually curious, passionate, and enthusiastic about working in an active and challenging environment, you may be the perfect fit for our team. Key Responsib...

About this role: Wells Fargo is seeking a Due Diligence Associate In this role, you will: Engage with clients directly or indirectly through relationship managers to support meeting policies or regulatory requirements and focus on client satisfaction Conduct comprehensive research and background investigations on transactions, individuals, entities, organizations or locations to identify and mitigate risks through documenting findings Review basic issues, policies or procedures for which answers can be quickly obtained related to lower risk tasks and deliverables with narrower impact Run periodic due diligence reporting supporting processes reflective of the current business environment Gath...

What success looks like in this role: Job Description Summary Responsible for working with Unisys clients to design and implement solutions related to Unisys portfolio offerings. These solutions cover a broad range of native and partner products that Unisys offers its clients and requires an architect with a broad range of knowledge, and the ability to apply that knowledge and experience to quickly adapt to changing customer needs and an evolving set of solutions. Responsible for pre-sales account base growth (expansion work) and provides support as required for assigned new logo opportunities that are generally of lesser complexity. Key Responsibilities What success looks like in this role:...

What success looks like in this role: Gather and analyse client requirements (RFI/ RFP/RFQ) and volumetrics (e.g. locations, SLAs, contacts and events count, AHT, ToT, etc,). Set solution and pricing strategy, work independently to develop effort and cost estimates including assumptions, risk and contingency approach. Develop client facing proposals including service overview, technology architecture, detailed service description and client benefits/ outcomes. Lead the solution reviews and obtain approvals from key stakeholders prior to submission. Participates to client facing meetings (solution presentation, solution workshops) and contract negotiations, develop client SoW You will be succ...

What success looks like in this role: Gather and analyse client requirements (RFI/ RFP/RFQ) and volumetrics (e.g. locations, SLAs, contacts and events count, AHT, ToT, etc,). Set solution and pricing strategy, work independently to develop effort and cost estimates including assumptions, risk and contingency approach. Develop client facing proposals including service overview, technology architecture, detailed service description and client benefits/ outcomes. Lead the solution reviews and obtain approvals from key stakeholders prior to submission. Participates to client facing meetings (solution presentation, solution workshops) and contract negotiations, develop client SoW You will be succ...

What success looks like in this role: Gather and analyse client requirements (RFI/ RFP/RFQ) and volumetrics (e.g. locations, SLAs, contacts and events count, AHT, ToT, etc,). Set solution and pricing strategy, work independently to develop effort and cost estimates including assumptions, risk and contingency approach. Develop client facing proposals including service overview, technology architecture, detailed service description and client benefits/ outcomes. Lead the solution reviews and obtain approvals from key stakeholders prior to submission. Participates to client facing meetings (solution presentation, solution workshops) and contract negotiations, develop client SoW You will be succ...

As a Team Leader in the Private Equity and Real Estate Services Fund Administration team, your role involves administering private equity funds and other alternative investment vehicles. This includes preparing and reviewing financial statements and reports, as well as providing support for investor relations activities. Your responsibilities will also include bookkeeping, reconciliation, calculating fees, preparing financial statements and investor reports, and driving process improvements. Key Responsibilities: - Perform daily, monthly, quarterly, and annual accounting functions - Book and review journal entries into the Accounting application - Reconcile accounts - Prepare and review fund...

As a Client Service Executive at Peninsular Art Works, your role will involve managing client services, handling client relations, and ensuring customer satisfaction. You will be responsible for addressing client inquiries, analyzing client needs, ensuring timely delivery of services, monitoring project progress, and providing feedback and assistance to clients. Key Responsibilities: - Manage client services effectively - Handle client relations to ensure customer satisfaction - Address client inquiries and analyze their needs - Ensure timely delivery of services - Monitor project progress and provide feedback and assistance to clients Qualifications Required: - Tactful with good PR skills -...

As the Commercial Truck Insurance Manager, you will be responsible for developing and managing a portfolio of commercial truck insurance clients, which includes owner-operators, small fleets, and logistics companies. Your key responsibilities will include: - Assessing client needs and customizing coverage options such as primary liability, physical damage, cargo, and general liability. - Preparing and presenting competitive quotes from multiple carriers. - Negotiating pricing and terms with underwriters to ensure the best value for clients. - Ensuring compliance with FMCSA and state insurance regulations. - Establishing and nurturing long-term relationships with trucking business owners, dis...

As a TDM Business Partner Senior Associate at RSM, your primary responsibility will be to support the identification and development of learning and performance-related business initiatives. You will work closely with TDM Managers, key stakeholders, and subject matter experts to analyze, design, develop, implement, facilitate, and evaluate the business talent development plan. Your duties will include conducting needs assessments, designing learning curriculums, facilitating courses, and collaborating with subject matter experts to develop content that encompasses education, experiences, exposure, and environment. Your role will also involve working on special projects related to a line of b...

As a SD Consultant-2 at NTT DATA in Gurgaon, Haryana, India, you will be responsible for the following key tasks: - Design, implement, and deploy SAP solutions to achieve defined business goals. - Be involved in full cycles of large-scale and end-to-end international projects, playing a key role in designing and delivering solutions to clients. - Drive industry innovation by delivering SAP solutions, building new and innovative applications and industry solutions. - Implement new or maintain existing business solutions in the SAP SD module. - Propose, configure, document, and test business solutions in SAP SD module according to functional and technical requirements. - Provide functional exp...

As a Product Analyst in the Hedge Fund Accounting team at JPMorgan Alternative Fund Services, you will play a crucial role in providing premium quality client service to hedge fund, private equity, and fund of hedge fund clients. Your responsibilities will include: - Preparation/Review/Oversight of Net Asset Value Files, ensuring deadlines are met consistently - Building strong relationships with investment managers and third parties, having a thorough understanding of hedge fund accounting, and developing knowledge of client base, prospectus, and documentation - Collaborating with internal teams to meet internal and external deadlines, performing quality assurance checks, producing accurate...

Role Overview: As an Insurance Client Service Coordinator, your primary responsibility will be to manage the end-to-end quoting, documentation, and onboarding process for insurance clients. You will collaborate with underwriters, ensure compliance, support claims handling, and maintain accurate records in line with Australian financial services regulations. Key Responsibilities: - Collaborate with underwriters to obtain competitive insurance quotes tailored to client needs - Ensure all quotes meet regulatory and policy compliance - Collect, verify, and manage client documentation - Utilize quoting platforms to prepare comprehensive quote comparisons - Communicate with clients from proposal t...

You will be responsible for selling International & Domestic Tour Packages, creating itineraries based on clients" requirements, and managing tasks such as Air Ticket Booking, Hotel Booking, Visa, and Travel Insurance. Your main duties will include generating inquiries, providing excellent client service, handling inquiries efficiently, and working towards achieving monthly sales targets. **Qualifications Required:** - 1 year of experience as a Travel Sales Consultant (Preferred) - 1 year of experience in International tour package sales (Preferred) Please note that this is a full-time position with a morning shift schedule, and the work location is in person.,

As a Senior Manager in Ahmedabad, you will be responsible for leading the P&L of the entire project and developing strong relationships with business stakeholders, TA leadership, key HR contacts, and across the broader Taggd business. Your key responsibilities will include: - Ensuring efficient delivery of solutions in line with contractual obligations and client service levels - Contributing to the commercial success of the account by achieving monthly and annual targets - Developing end-to-end recruitment campaign strategies to meet longer-term client requirements - Creating an effective Talent Pool framework for all business units with job segmentation, sourcing strategies, and engagement...

Responsibilities Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related IFRS or GAAP and GAAS issues Developing and demonstrating an understanding of the RSM audit approach, methodology and tools Performing audit procedures and tests in accordance with the RSM audit methodology based overall audit plan, ensuring proper documentation of work performed. Identifying areas of risk and accounting and auditing issues; discuss with engagement teams to solve issues that arise. Researching technical accounting issues Developing industry expertise Preparing audit reports, and management letters Exercisi...

As a GSS Income/Franchise Tax Compliance Manager, you will interact with partners, senior managers, staff, and clients to provide income/franchise tax compliance expertise. The primary responsibilities of this role include: - Staff Supervision, Development, and Training - Project/Task Management - Client Service relating to income/franchise tax filings - Implementation of income/franchise tax initiatives for GSS team - Communication of income/franchise tax developments impacting compliance practice - Personal and Professional Development Specific Duties: - Oversee a wide variety of income/franchise tax compliance tasks as the lead GSS Manager - Act as an escalation point and training resourc...

Role Overview: As a Client Acquisition Executive at our reputable research and financial advisory firm, you will play a crucial role in identifying potential prospects, nurturing leads, and establishing long-term client relationships. Your primary responsibility will involve handling client communication through phone calls and live chat support, managing relationships with both new and existing clients, and converting leads to meet revenue goals. You will also be expected to gather market feedback, anticipate client needs, and collaborate with cross-functional teams to ensure exceptional client service and retention. Key Responsibilities: - Handle client communication through phone calls an...

As a Business Development Associate, you will play a crucial role in driving sales and expanding the business. Your main responsibilities will include attracting new clients, nurturing existing relationships, conducting market research, developing business strategies, managing projects, and identifying growth opportunities. You will collaborate with different departments and report directly to the Head of Business Development. Key Responsibilities: - Familiarize yourself with the company's vision and mission to achieve set goals. - Conduct market research and identify potential clients. - Cultivate strong relationships with new and existing clients. - Maintain client information in the CRM d...