Client Service Associate Position Jobs in Usa

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. You will join a culture that has received multiple top \"Places to Work\" awards. We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions.

As a PCS intern, you will be working with the PCS team to learn the process of preparing financial statements and how to perform compilations and reviews. You will also learn the preparation procedures of federal and state income tax returns.

Current Junior or Senior working on completing a Bachelor's or Master's degree in accounting, or on track to complete 150 credits for CPA-eligibility. 0-2 years recent public accounting experience. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

150-Date/Final Graduation of December 2027 through September 2028. Strong academic track record (Minimum GPA: 3.0). 0-2 years recent public accounting experience. Strong MS Excel and MS Word. Strong time management and organizational skills. Strong work ethic with the ability to work independently and with a team. Great communication, leadership, and analytical skills.

Have the availability to work in a hybrid setting for 40 hours per week during business hours (8:30am 5:30pm; Monday Friday). Live in commutable distance to your assigned office. Work a minimum of 3 days per week in your assigned office. Ability to complete the entire 15-week Winter Internship Program: January 4, 2027 April 16, 2027.

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

Private Client Services includes Closely Held, Private Business Services, and Personal Wealth Advisory services.

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and more than 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

Should you need any accommodations to complete this application please email:

Position Summary:

The Manager of Client Services and Community Outreach at Entrusted Hearts Home Care leads efforts to ensure exceptional client care while driving growth through community engagement. This role oversees daily office operations, develops and maintains key referral relationships, executes marketing initiatives, and fosters client acquisition, satisfaction, and retention. The ideal candidate is self-motivated, relationship-focused, and passionate about making a meaningful impact in home care.

Entrusted Hearts Home Care, a division of Baptist Village Communities, is a growing private duty home care agency serving Owasso and the surrounding areas, committed to providing compassionate, high-quality care. We’re seeking someone who is passionate about connecting with the community, building strong relationships, and helping families access the care they need. If you thrive in a dynamic environment, love engaging with people, and want to make a meaningful impact every day, this is the role for you.

Key Responsibilities:

• Manage efficiently while ensuring high-quality care and exceptional customer service.
• Oversee daily operations of the office in alignment with the organization’s mission, vision, and core values.
• Execute the Home and Community-Based Services (HCBS) strategic marketing plan to achieve growth goals and objectives.
• Position Entrusted Hearts Home Care (EH) as a leader in HCBS within its service area; expanding service opportunities as a result of increasing brand awareness, extending outreach, and generating referrals.
• Focus on client acquisition, satisfaction, and retention.
• Engage with the local community by participating in events and collaborating with organizations and professionals that serve our target audience through community marketing efforts.
• Develop trusted relationships with church and not-for-profit senior living community leaders.
• Cultivate partnerships/relationships with key referral sources with a minimum of 20 in-person visits per month.
• Maintain a detailed marketing and activity log.
• Establish and follow an inquiry process that ensures timely responses, confidence in the organization, and a high inquiry conversion rate.
• Review inquiries to determine next steps and action items.
• Conduct case conferences to ensure client needs are being met.
• Participate in quarterly reviews with the EH Director to evaluate progress toward performance metrics.
• Perform other tasks as assigned by the EH Director.

Qualifications

• Must be self-motivated and able to work independently
• Must possess strong interpersonal skills, the capability of relating to various people and personalities, and must maintain a professional appearance.
• Must demonstrate the ability to hire, direct, and manage personnel.
• Must possess strong organizational and time-management skills.
• Must have a valid Driver's License.
• Must pass a background screening.

Working Requirements

• Must possess sight/hearing senses or use prosthetics that will enable these senses to function adequately to meet the position requirements.
• Must be able to bend, stretch, reach, lift, or move up to 25 pounds at a time, turn, and walk. Occasionally lift/move up to 50 pounds.

Benefits

• 403B Retirement savings plan
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid sick time
• Paid personal time off
• Referral bonus program
• Tuition reimbursement
• Vision insurance

Interested applicants can apply on our website at

• Compensation Range: $45,000-$52,000
• Pipeline Status: This job posting is intended to support future hiring needs and does not represent an immediate vacancy.
• Use of AI in Hiring: We use artificial intelligence tools to screen and assess applications as part of our hiring process. Human recruiters review all results.

Client Service Agent

Connexions Inc. (CNX) is an appraisal management software that provides fast, reliable and cost-effective valuation services to the lending industry. CNX products manage the full administration of the appraisal process, vendors and support consistent quality control of policies and procedures. CNX is part of The Nationwide Group (TNG) — a pioneer of outsourced financial services software.

Position Summary

The role plays a critical part in the retention of our existing clients; Financial Industry. In this role, you will offer an exceptional client experience (Lenders & Appraisers) through problem solving and client requirement knowledge. You will ensure a smooth appraisal management process by monitoring appraisal requests. This is a Business to Business client service position (no sales). We are currently hiring for a full-time role.

Position Profile

• Excellent communication skills - verbal and written fluency at a professional level

• Post-Secondary Education required.

• Experience handling Client phone calls and email inquiries and delivering an exceptional client experience to financial industry partners.

• Industry experience in any of the following is an asset; business to business services, mortgage processing sector, call center/customer service environment, or professional data entry services

• Be available to work between 8:00 am – 8:00 pm (Eastern Time), Monday through Friday. Some Evenings Required

• Effectively handle client escalations by responding in a timely manner and follow escalation procedures and chain of command

• Sign up new broker user

• Proficient computer skills including competency with MS Word, Excel and Outlook

• Demonstrates sound judgment and effective problem solving skills

• Remains energized and focused in a fast-paced and evolving environment

• Must have speedy and accurate typing skills, and be detail oriented

• Seek opportunities to introduce new ideas and improve processes

• Industry knowledge is preferred but not mandatory.

We thank you for your interest only candidates selected for an interview will be contacted.

We are seeking a highly dependable and versatile Lead Office Services Associate to support the day-to-day operations of a dynamic office environment. This is a hands-on, “wear many hats” role responsible for ensuring seamless delivery of office services, facilities coordination, IT support, and hospitality functions.

Hours: Monday - Friday, 8:30am-4:30pm with 1 hour lunch (35 hour work week).

Hourly Pay: $27/hr.

Key Responsibilities:

• Manage mail services including sorting, scanning, delivery, and postage application
• Coordinate courier services and outgoing shipments
• Handle printing, copying, and document scanning requests
• Process invoices and maintain accurate records
• Order and coordinate food services for meetings and events
• Plan and support office events and team lunches
• Reset and maintain conference rooms to ensure readiness
• Monitor, restock, and order office supplies
• Maintain organized records and file management systems
• Liaise with building management for facilities-related requests
• Provide reception coverage, greet visitors, and manage incoming calls
• Monitor conference room schedules and proactively prepare meeting spaces
• Provide basic IT support including laptop setup, troubleshooting, AV support, and desktop imaging (training provided)

What We’re Looking For:

• Prior experience working in a law firm or corporate setting
• Proactive, self-starter with the ability to manage multiple responsibilities independently
• Strong organizational and communication skills
• Customer-service mindset with a focus on creating a positive office experience
• Comfortable supporting light IT functions and learning new systems
• Professional presence with a high level of reliability

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, or any other characteristic protected by law.

Internal candidates only: The compensation outlined is applicable for candidates who fully meet the qualifications of the role based on their education and experience. If Opensity Solutions selects an internal candidate who does not meet all requirements, the position title, structure, and compensation may be adjusted accordingly.

YOU MUST BE PHYSICALLY LOCATED IN NEW YORK CITY IN ORDER TO APPLY FOR THIS ROLE

THE BRANDS

ABOUT CARAA

We are a New York City-based sport bag and accessory company founded in 2015 by CFDA award-winning designer Carmen Chen Wu and Aaron Luo to re-imagine handbags for modern life. With backgrounds in design and global supply chain, Carmen and Aaron merged their respective expertise in form and function to create Car + aa.

Our ethos is simple: to create well-made, versatile, and smart designs that can transition from street to fitness studio, business meeting to dinner, and everywhere in between. The result is the perfect set of hybrid accessories that strike balance between fashion, craftsmanship, and functionalities.

ABOUT MERCADO FAMOUS

Created by 2 serial entrepreneurs in digital commerce and the founders of Caraa, Mercado Famous is sharing the best-kept secrets of Spain with the whole world.

Mercado Famous offers the best quality meat from ecological farms that have been using natural ingredients and humane practices on the Iberian Peninsula for decades. With our backgrounds in sourcing and supply chains, we are able to procure Spain’s best pasture-raised charcuterie at prices that make it an everyday luxury.

Launched in 2022, we have been featured by Bon Appetit, The New York Times, The Wall Street Journal and the Quality Edit within the first 3 months of the launch, featuring our premium quality and unique taste. Our goal is to change the narrative around Spanish charcuterie. Through accessible pricing, we aspire to introduce to the American consumer to a product that has been historically inaccessible for the masses in a modern, non-apologetic and democratic way.

We bring together a multi-talented team that thinks outside the box, and value diversity and inclusion. We welcome driven and smart individuals of all backgrounds and experiences to apply for this position.

JOB DESCRIPTION

As the operations and customer services associate, you will be a key member of our core team and work closely with our Co-Founders and manage all aspects of operational processes including customer service, warehouse management, inventory management, shipping and logistics. This will take approximately 80% of your daily scope and responsibilities.

In addition to Caraa, you will also be taking on an array of operational responsibilities of a second brand managed under the same management umbrella called Mercado Famous, founded in 2022 with the mission of bringing the best of Spanish charcuterie for the American consumers. This will take approximately 20% of your daily scope and responsibilities.

Both companies offer a unique opportunity with ample room for growth to learn a wide array of aspects at a unicorn non-venture backed direct to consumer brand.

This role is full-time and located in New York City.

Salary range: offer set based on candidate experience and seniority

You will need to have a minimum of 1-3 years of customer services and operational experience working with an ecommerce, fashion, retail or CPG brand.

REQUIREMENTS

What you'll do

Customer Service

• Maintain the highest level of product knowledge and expertise. Help customers navigate through the shopping, product selection, and sales journey
• Manage interactions across multiple channels including email, text, phone, and social media.

Operations

• Manage all warehouse related processes including domestic and international logistics, inventory management, return processing, order entry, showroom samples, and more.
• Lead ongoing digital sample sales and bi-annual activations including in person sample sales.
• Lead day-to-day wholesale account needs including PO fulfillment, RTVs, invoicing.
• Lead day-to-day shipping and fulfillment management of eCommerce and dropship orders.
• On-going management of shipping and logistics costs.
• Lead and management all in office fulfillments.

Special projects

• Support company CEO and Cofounder in special partnerships and marketing initiatives.

Who you are

• Have at least 1-3 years of customer service, operations, logistics experience from an eCommerce, Fashion or CPG brand
• Proficient in Microsoft Office and Google Drive Suites
• Exceptional writing and communication skills
• Highly organized with ability to collaborate, self-prioritize, and ask for help when needed
• Are passionate about Caraa and Mercado, our ethos, and our products
• Enjoy working in a fast-paced and ever-changing startup environment
• Desire to learn and take on new challenges
• Desired but not required: experience with Adobe suite

Required Skills

• Proficiency in Microsoft Office and Google Drive Suites
• Proficiency in navigating social media channels including Facebook, Tik Tok, and Instagram
• Exceptional writing and communication skills

Desired Skills

• 1-3 years of operations experience in eCommerce, Fashion, Retail or CPG brands
• Familiarity with Shopify
• Familiarity with Adobe Creative Cloud suite

Benefits & Compensation

• Competitive salary compensation based on market rate and seniority
• We do not offer health benefits at this moment
• Opportunity to sample products from our collection
• Discounts to all Caraa and Mercado Famous products
• Invitation to exclusive CARAA and Mercado Famous social outings & sales events

Our client is a third-party administration and consulting firm specializing in employee stock ownership plans. Our client guides privately held businesses through every stage of their employee stock ownership plan journey from feasibility analysis to long-term sustainability.

Location: Appleton, Wisconsin (in office role)

Essential Responsibilities:

Financial Modeling & Analysis

• Build and maintain detailed feasibility models, including:
• Company valuation assumptions and transaction sizing
• Cash flow and debt service capacity analysis
• Repurchase obligation forecasts
• Tax impact and contribution modeling
• Run multiple transaction scenarios and sensitivity analyses to evaluate sustainability and risk.
• Identify financial constraints, red flags, and limiting factors in proposed company structures.

Feasibility and Transaction Support & Documentation

• Prepare clear analytical outputs, schedules, and summaries for use in client-facing presentations.
• Document assumptions, methodologies, and conclusions to support defensibility and consistency.
• Support diligence requests and follow-up analysis during sales and transaction phases.

Cross-Functional Collaboration

• Work closely with Solution Engineers to understand client objectives and refine feasibility scenarios.
• Coordinate with valuation, tax, and administration teams to align assumptions and inputs.
• Support transition from feasibility analysis to transaction execution and administration.

Quality & Standards

• Maintain modeling templates, tools, and internal best practices.
• Ensure analyses align with ERISA requirements, IRS regulations, and industry standards.
• Stay current on technical developments and regulatory changes.

Compensation & Benefits

• Base = $90-$110k base salary
• Variable Bonus: ~10% of base (annual payout in January), tied to production hours target (≈1,500 production hours)
• Projected Year One Earnings: $100k - $120k
• Health – employer pays 60% of the employee’s monthly premium
• Dental and vision insurance – employee pays 100%
• Short and Long-term Disability