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Client Success Associate (Associate Account Manager)
✦ New
🏢 WebMD
Salary not disclosed
Newark, NJ 8 hours ago
Client Services Professional

Medscape, a division of WebMD, develops and hosts physician portals and related mobile applications that make it easier for physicians and healthcare professionals to access clinical reference sources, stay abreast of the latest clinical information, learn about new treatment options, earn continuing medical education credits and communicate with peers. WebMD is an Equal Opportunity/Affirmative Action employer and does not discriminate on the basis of race, ancestry, color, religion, sex, gender, age, marital status, sexual orientation, gender identity, national origin, medical condition, disability, veterans status, or any other basis protected by law.

Job Summary

Medscape, a division of WebMD, is the leading online destination for physicians and healthcare professionals worldwide. Medscape develops and hosts physician portals and related mobile applications that make it easier for physicians and healthcare professionals to access clinical reference sources, stay abreast of the latest clinical information, learn about new treatment options, earn continuing medical education credits and communicate with peers. We're looking for an experienced and motivated client services professional to join our Client Success Organization. You will be responsible for building and maintaining strong post-sale/execution customer satisfaction, acting as the day-to-day lead on assigned accounts, and ensuring the timely and successful delivery of our solutions according to customer needs and objectives. This job is for you if you are an extremely organized individual, have the ability to manage multiple priorities, excel in a deadline-driven environment, and have strong communication skills with the ability to pivot.

Responsibilities

Build and maintain strong client relationships, including onsite presence as needed. Support overall client satisfaction by providing the highest caliber customer-service experience. Partner with Sales to help meet client and internal goals and improve overall business performance. Manage day-to-day partnership and collaboration with all departments from sale to execution and launch. Collaborate with internal teams including Project Managers throughout the development lifecycle to ensure overall project health, including asset review, internal kick off meetings, Client reviews, quality checks, etc. Support regular client-facing communications and adhering to client communication standards by preparing and distributing kick off materials, client status reports, contact reports, MLR meetings and follow ups, etc. Ensure the timely and successful delivery of Medscape solutions in collaboration with customer needs and objectives. Learn and exhibit a thorough understanding of Medscape process to achieve optimum efficiency and speed to market. Demonstrate comprehensive understanding of revenue delivery and supporting overall team revenue goals. Client travel as required.

Requirements

Bachelor's degree preferred or will consider related experience. Minimum of 1-2 years of experience with a combination of digital, agency and healthcare experience. Minimum of 1-2 years of experience in Account Management or Client Service.

Preferred Qualifications

Experience in pharmaceutical/HCP advertising, or healthcare, or medical/legal/regulatory review process strongly desired; equivalent experience in a highly regulated industry may substitute. Familiarity with HCP-based clients including MLR process. Understanding of digital advertising. Ability to thrive in a fast-paced, collaborative environment.

Salary Range

$58,500-65,000. This position is also eligible for a discretionary company bonus, based upon business results.

Benefits

Employees in this position are eligible to participate in the company sponsored benefit programs, including the following within the first 12 months of employment: Health Insurance (medical, dental, and vision coverage), Paid Time Off (including vacation, sick leave, and flexible holiday days), 401(k) Retirement Plan with employer matching, Life and Disability Insurance, Employee Assistance Program (EAP), Commuter and/or Transit Benefits (if applicable). Eligibility for specific benefits may vary based on job classification, schedule (e.g., full-time vs. part-time), work location and length of employment.

Not Specified
Manager Client Programs and Events
✦ New
Salary not disclosed
Palo Alto, CA 1 day ago

Manager, Client Programs & Events

Hybrid | Palo Alto, CA

The Opportunity

A leading global law firm is seeking a Manager, Client Programs & Events to join its Business Development and Marketing team in Palo Alto (hybrid).

This role supports client engagement initiatives across West Coast offices, with a focus on California-based programs in Palo Alto and Los Angeles.

The Manager will lead the planning and execution of high-impact client programs and events, including CLE seminars, webinars, receptions, dinners, and other business development initiatives that strengthen client relationships. This is a great opportunity for a strategic events professional who thrives in a fast-paced professional services environment, enjoys collaborating with senior stakeholders, and is passionate about creating meaningful client experiences.

Key Responsibilities

  • Plan and execute in-person and virtual client programs, CLEs, and special events.
  • Partner with business development teams, practice groups, and leadership to align events with client development goals.
  • Manage event logistics including venues, vendors, contracts, and onsite execution.
  • Develop event concepts, agendas, and programming to support business development initiatives.
  • Prepare and manage event budgets, tracking costs and ensuring efficiency.
  • Provide guidance to stakeholders and conduct post-event analysis to inform future programs.
  • Track and report event data and KPIs for leadership and practice initiatives.
  • Ensure CLE and educational programs meet accreditation and compliance requirements.
  • Mentor junior team members and foster a collaborative team environment.
  • Monitor industry trends and emerging technologies to maintain innovative programs.

Qualifications

  • Strong experience in event planning and client program management in professional services.
  • Excellent interpersonal, communication, and project management skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Strong analytical and problem-solving skills, with discretion handling sensitive matters.
  • Proficiency in Microsoft Office; experience with CRM/database platforms (InterAction a plus).
  • Familiarity with legal industry business development practices is highly valued.
  • Flexibility to travel and adjust work hours as needed.

Education & Experience

  • Bachelor’s degree required
  • Minimum 7+ years of experience in event management, client programs, or business development within law firms with client-focused environments.

If you’re passionate about creating exceptional client experiences and leading high-profile events, we want to hear from you.

Not Specified
Client Executive-Telecom
✦ New
Salary not disclosed
Seattle, WA 1 day ago

Meet Our Team:

Pegasystems is a global leader in enterprise workflow automation and decisioning. Our Client Executives drive strategic, high value engagements with C-suite leaders and influence sales strategy, talent development, and product direction.

Picture Yourself at Pega:

You’ll lead the most complex enterprise opportunities, advising C-level executives on digital transformation while shaping industry conversations through thought leadership. You’ll drive Pega’s more strategic client transformation initiatives, build executive networks, and lead prospecting strategy—owning the full sales cycle from pipeline creation to close.

What You'll Do at Pega:

• Lead high value, complex enterprise sales cycles helping advise C-suite leaders on digital transformation

• Drive AI and ecosystem thought leadership while providing market intelligence to influence product strategy

• Demonstrate hunting ability working within strategic accounts to open up new business and build off existing footprints

• Represent Pega at key industry events

• Lead client change management efforts to shape sales methodology and prospecting best practices

• Build C-level networks and inbound thought leadership

• Partner with marketing on demand generation initiatives and leverage ecosystem partners for enterprise referrals and co-selling

Who You Are:

A proven leader in enterprise software, AI and digital transformation, skilled in consultative selling, executive relationship building, complex change management, and ecosystem orchestration. You thrive in strategic, insight driven C-suite engagement and enterprise prospecting.

What You've Accomplished:

• 10+ years enterprise software sales experience

• Strong success with complex, strategic accounts hunting for new logos and within existing accounts

• Experience strategically prospecting/radiating in complex accounts

• Recognized thought leadership (speaking, content, awards)

• Trusted advisor to C-level executives

• Influence on product direction through client feedback

• Leadership of major client transformation initiatives

Pega Offers You:

• Market leading Forrester and Gartner technology and referenceable clients

• A high impact, collaborative sales environment

• Executive visibility and influence on strategic accounts

• Competitive base, uncapped commission with aggressive accelerators, and equity

• Comprehensive benefits that support work life balance


Additional Information

Base salary range for this role is 128,700 - 196,000 USD annually. This role may also be eligible for annual bonus OR commission, as well as benefits and other incentives.

The final compensation will be determined during the offer process based on the candidate's education, experience, skills, and qualifications, as well as market conditions and may vary from the posted range. We will share an information on benefits, bonus/commission, and other pay components for this role at the relevant recruitment stage.

AI in Action – Pega embraces the power of artificial intelligence. We encourage all employees to actively engage with AI technologies and continually explore ways to responsibly integrate AI into our products and processes. We may support parts of our recruitment process with automatic processing and, if required by law, you may in such cases have the right to request human intervention, challenge the outcome of such processing and comment on it.

Culture – At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes.

We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role.

As an Equal Opportunity employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law.

Export Compliance – For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.

Accommodations – If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us here or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.

Labor Condition Applications

GDPR Candidate Privacy Notice

Pegasystems Limited UK Gender Pay Gap Statement

EEO/AA Policy Statement

Your Employee Rights Under the Family and Medical Leave Act

E-Verify Notice

Employee Polygraph Protection Act Rights

Not Specified
Client Service Representative, Route 66 VECCC
17-20 Hourly Wage
Client Service Representative
Compensation: $17 - $23 pending experience & skillset
Overnight Shift Differential: $3/hr 
 Are you a compassionate, enthusiastic "people person" with a love for animals? Do you thrive in a dynamic environment where every day brings new challenges and opportunities to make a difference? If so, Route 66 Veterinary Emergency & Critical Care Center (VECCC) wants YOU to be our next Client Service Representative.

About the Role:
As a Client Service Representative, you will play a crucial role in supporting our emergency and critical care departments while welcoming and assisting our guests.
Responsibilities Include (but not limited to):
  • Educate and Support: Inform clients and referring veterinarians about our comprehensive services and provide compassionate support over the phone and in person.
  • Appointment Coordination: Assist clients in scheduling appointments at our multi-specialist hospital, ensuring a seamless and efficient process.
  • Communication Mastery: Handle reminder and follow-up communications with finesse, utilizing both phone and email to keep clients informed and engaged.
  • Record Keeping: Accurately update and maintain client/pet records and files, ensuring a meticulous approach to detail.
  • Cash handling and end-of-day financial reconciliation
Compensation:
  • $17 - $20 pending experience & skillset
  • 3/12 or 4/10 shifts available
  • Overnight Shift Differential: $3/hr 
Schedule:
  • 4 X 10 hour shifts 
  • Various shifts available. Apply to learn more!
What You Can Expect:
At Route 66 VECCC, we believe in taking care of you so you can provide the best care for our beloved pets.
  • We value your well-being: Enjoy flexible leave policies, mental health awareness support, and a unique team-oriented work culture that promotes happiness and health in body, mind, and spirit.
  • We value your professional growth: We are committed to mentoring our team to help you reach your full potential.
  • We have a friendly/inclusive culture: Step into an environment where mutual respect and kindness thrive. You'll work in a stimulating, high-volume environment alongside colleagues who are eager to share their expertise.
What We're Looking For:
  • Exceptional First Impressions: Are you the person who effortlessly leaves a positive and lasting first impression? We want you! The ideal candidate will possess outstanding communication and customer service skills, ensuring our clients and referring veterinarians feel valued and supported.
  • Adaptability and Multitasking: In our fast-paced environment, versatility is key. If you thrive on multitasking and can navigate unexpected situations with ease, you're the problem solver we're looking for.
  • Customer Service Excellence: If you've excelled in customer service, you know the importance of building positive relationships. Your ability to provide outstanding service aligns seamlessly with our commitment to delivering an exceptional client experience.
  • Flexibility and Adaptability: Be a team player who thrives in a collaborative environment, adapting to situations where protocols may not apply and handling unanticipated tasks with grace.
Why Choose Route 66 VECCC?
At Route 66 VECCC, we value autonomy -we believe in empowering our team members to take ownership of their work and make meaningful contributions.

From day one, our onboarding process sets you up for success. You'll receive continued support throughout your training as you navigate your role.  Our monthly team introductions provide a unique opportunity to connect with your colleagues in a class setting, fostering a sense of camaraderie and community from the outset. While we strive for a welcoming and inclusive atmosphere, we are committed to ensuring that everyone feels respected and valued.

We encourage initiative and support your professional growth every step of the way. Our structured career path program helps you chart your course within the company. Whether you aspire to transition to a different department or advance in your current role, we're here to help you achieve your goals.
We're excited to welcome individuals who are passionate about making a difference in the lives of animals and their owners.

Benefits We Offer:
At Route 66 VECCC, we value our team members and offer a comprehensive benefits package, including:
  • 401(k) with matching contributions
  • Health, dental, and vision insurance
  • Life insurance coverage
  • Paid time off (PTO) for work-life balance
  • Flexible scheduling options
  • Employee discounts on veterinary services
  • Professional development assistance and ongoing training
  • License reimbursement
Apply now and embark on a rewarding career where you can make a real difference in the lives of pets and their families!
 For more information about our hospital, please visit  Ethos Veterinary Health is at the forefront of innovation and world-class medicine. As the premier network of over 140 specialty and emergency hospitals across North America, Ethos brings together a dedicated community of more than 1,500 specialized doctors providing care for nearly 2 million pets annually. The integrated and collaborative network of veterinary professionals utilize state-of-the-art technology and a scientific, evidence-based approach to deliver compassionate, unparalleled care and rewarding careers. Committed to revolutionizing veterinary medicine, Ethos sets the standard in veterinary excellence. Discover more at .
Ethos Veterinary Health offers a comprehensive benefits program including medical, dental, vision, a 401k with employer match, and paid time off (including sick time) for all eligible employees.  The team can provide more information about compensation and benefits for your specific location during the process.  For positions based in Colorado, Ethos provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act.
Ethos is an Equal Opportunity Employer. Ethos does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided based on qualifications, competence, merit, and business need.
PM19


 

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Compensation details: 17-20 Hourly Wage



PI2fafc07e32c1-3631

permanent
Client Accounting Specialist I - AP (Tier II)
Salary not disclosed
Rochester, NY 2 days ago
Job Title: Client Accounting Specialist I - AP (Tier II)

Location: West Henrietta, New York, 14586


Duration: 6 months (Aprox)

Work Schedule: Monday - Friday, 9:00 AM - 6:00 PM


Description:

We are seeking a detail-oriented and proactive Accounts Receivable Associate to provide back-office support to our clients. This role is responsible for posting daily cash receipts, ensuring accuracy across all invoices, and identifying potential fraud through verification processes. The ideal candidate will thrive in a fast-paced environment and demonstrate strong analytical and organizational skills

Key Responsibilities:


  • Accurately post all incoming cash to the correct client accounts and invoices based on remittances provided.
  • Ensure all cash is processed and posted within the same business day.
  • Verify that all invoices have appropriate backup documentation and seek clarification on any discrepancies.
  • Follow up with internal teams to resolve missing or incorrect information.
  • Research, reconcile, and analyze all data received to ensure financial accuracy and compliance with company standards.
  • Maintain consistency and accuracy in accounting and financial transactions, adhering to internal controls and policies.
  • Monitor for and help identify potential fraudulent activity during verification processes.


Skill Requirements


  • Minimum 2 years of Accounts Receivable experience (high-volume cash application experience preferred).
  • High school diploma required
  • Strong understanding of accounting principles, particularly in accounts receivable processes.
  • Proven ability to manage a high volume of payments efficiently and accurately.
  • Proficient in Microsoft Excel and other accounting systems/software.
  • Excellent verbal and written communication skills.
  • Strong analytical, organizational, and time management skills.
  • Detail-oriented, customer-focused, and able to work under pressure with minimal supervision.


Education & Experience:


  • High school diploma required.
Not Specified
Client Administrator - Commercial Insurance
Salary not disclosed
San Diego, CA 2 days ago

The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services.


Essential Duties & Responsibilities


  • Process paperwork for new and renewal business to include:
  • Applications and other documents required for a submission
  • Binders
  • Certificates of Insurance
  • Policies
  • Invoices
  • Finance Agreements
  • Endorsements
  • Audits
  • Perform account reconciliation.
  • Review Loss Runs and Claim Status Reports. Order any missing loss runs or request updated loss runs as needed for marketing submission.
  • Prepare Summary Of Insurance.
  • Have good verbal and written communication skills for both client and internal communication.
  • Maintain client files.
  • File all documentation in ImageRight per regions filing guidelines.
  • Manage Tasks within ImageRight.
  • Participate in Errors & Omission audits.
  • Establish and maintain positive and effective working relations with other Associates and clients.


Education and/or Experience


  • A bachelor’s degree is required, or a minimum of 2 – 5 years industry experience showing increasing responsibility directly related to the performance of the above duties
  • A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance insurance.
  • Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Marsh & McLennan.
  • Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License.
  • Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
  • Proficiency with MS Office software (i.e., Word, Excel and Outlook).
  • Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
  • Strong attention to detail.


Work Environment & Physical Demands


  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
  • Work is performed in a typical interior office environment.


The applicable hourly rate range for this role is $21.05 to $44.92.

The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.


We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:


#MMABI

#LI-DNI

Not Specified
Commercial Lines Associate Client Representative
Salary not disclosed
Woodbury, NY 2 days ago

Position Summary
The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.
Primary Responsibilities

  • Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.
  • Set up and maintain accurate account details, contacts, and policy information in EPIC
  • Attach, organize, and name documents in EPIC
  • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance etc.
  • Endorse policy in EPIC
  • Create activities in EPIC and assign applicable team-member.
  • Order loss runs

Work Experience
  • 0-2 years experience in Commercial Property and Casualty

Professional Licenses/Certifications
  • Licensed or obtaining state Property & Casualty insurance license within a specified time frame

Essential Skills/Competencies
  • Knowledge of Excel, Word, and other MS Office products to include basic formatting
  • Able to learn coverage fundamentals.
  • Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
  • Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.
  • Strong written, oral, and interpersonal communication skills.
  • Able to follow a well-established and familiar set of activities and/or process to derive a solution.
  • Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.
  • Works to achieve stated objectives and delivers results at the close direction of a senior team member.

Education
  • HS Diploma or equivalent


Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
Compensation
This is a New York based position with a competitive benefits package. The base salary ranges from $50,400 to $66,200, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: .
#LI-MA1

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Not Specified
J.P. Morgan Wealth Management Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas
Salary not disclosed
Brea, CA 2 days ago
Private Client Advisor In Chase Wealth Management

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities
  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required Qualifications, Capabilities, and Skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred Qualifications, Capabilities, and Skills
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Not Specified
Tax Principal - Private Client Services - Bellevue, Lacey or Tacoma, WA offices
✦ New
Salary not disclosed
Bellevue, WA 8 hours ago
Tax Principal Or Signing Director

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

Our perks include:

  • Flexible PTO (designed to offer flexible time away for you!)
  • Up to 12 weeks paid parental leave
  • Paid Volunteer Time Off
  • Mental health coverage
  • Quarterly Wellness stipend
  • Fertility benefits
  • Complete list of benefits here

CLA is currently seeking a Tax Principal or Signing Director to support our clients in our growing Western Washington - Private Client Services Practice. The P/SD contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.

How you'll create opportunities in this Tax Principal - Private Client Services role:

  • Lead a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm's services to fully meet client's needs.
  • Assume full responsibility for clients in a book of business, that includes a full range of services such as gift, estate, and trust tax planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection.
  • Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
  • Review and approve work papers and trust, estate, gift and high net worth individual income tax returns prepared by staff.
  • Review and sign client deliverables.
  • Keep current on tax law changes.
  • Actively develop new business and expand services to existing clients.
  • Collaborate with CLA's Wealth Advisory practice and other client professionals.
  • Demonstrate commitment to the firm through a willingness to devote time to the practice.

What you will need:

  • Bachelor's or master's in accounting, Taxation or related field
  • Current CPA licensure required. (JD or EA may be accepted in lieu of CPA).
  • 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Washington is: $160,000 - $350,000

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

Not Specified
Vice President, Client Success - Retail (US Remote)
🏢 TTEC
Salary not disclosed

Bringing smiles is what we do at TTEC...

for you and the customer.

As a VP, Client Success working remotely or at our principal place of business in Austin, Texas, you'll be a part of bringing humanity to business.

ExperienceTTEC What You'll be Doing Reporting to the SVP, Travel, Retail & CPG, this experienced executive will lead a specialized client portfolio across retail clients representing the TTEC Engage solution set.

The VP will nurture relationships with our clients to grow a profitable book of business leveraging your passion for – and in depth understanding of the modern customer experience landscape, deep expertise in operational excellence, and building client relationships.

As a client success executive, you should stay up to date on market trends impacting your clients' industries and work to understand and anticipate their business needs to position TTEC as a value-add strategic partner to best support their objectives.

To be successful in this role, you will ensure alignment between our organization's objectives and each client's needs to maintain and deliver profitable growth in your portfolio.

You will be responsible for orchestrating TTEC teams and individuals from marketing, sales, offers and solutioning, and delivery to successfully serve clients and grow your book of business profitably.

During a Typical Day, You'll Act as a visionary for your client portfolio with an in-depth understanding of CX delivery and technology-enabled solutions.

Have full P&L responsibility and for meeting/exceeding annual financial goals while making progress on longer-term financial performance.

Lead the development of the short and long-term business strategy to include expanded digitized offerings, geo expansion and solutions that align with your clients' business needs and market trends.

Work hand in hand with offering, solutioning and delivery teams to deliver on the strategies.

Review existing client relationships to ensure best practices are in place for client management, retention, and to position us for growth Create strategy for business growth and oversight of current business within the portfolio including achieving the businesses goals for sales, business development, and delivery across TTEC Engage Build and sustain internal and external relationships and have the stature and credibility to interface at senior levels.

Collaborate closely with other client portfolio leaders to share best practices, identify synergies and business opportunities that will benefit our clients and the company growth and financial performance.

What You Bring to the Role 15 years of business leadership experience, preferably in the customer experience industry In depth knowledge of customer experience with enterprise level Retail industry clients Combine vision, strategy and tactics to systematically grow the organization and customer development goals through creativity, ethical behavior and business builder techniques.

Sophisticated understanding of the sales process, contact center operations, and financial metrics of successful service delivery while bringing a proven approach for how to optimize a large scale, distributed environment.

A problem solver with demonstrated success influencing, managing and being part of matrix organizations.

Accustomed to serving large / complex Fortune 500 clients in an extremely fast-paced environment Someone who galvanizes the team, excites the masses about one's vision / operational plan, and balances being a take-charge leader with having a collaborative approach COMPENSATION & BENEFITS The anticipated starting salary range for individuals expressing interest in this position is $170,000-$210,000.

This position is eligible to participate in a sales incentive program.

Actual compensation offers to a candidate may vary based upon geographic location, work experience, education and/or skill levels.

Benefits available to eligible employees include the following: Medical, dental, and vision Tax-advantaged health care accounts Financial and income protection benefits Paid time off (PTO) and wellness time off About TTEC For nearly 40 years and counting, we've combined service design, strategic consulting, technology platforms and operations excellence to deliver experiences that captivate customers and dramatically improve the bottom line.

We help companies reduce customer effort, enable contact center employees, and continuously optimize business outcomes through digital CX transformation.

TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.

We strive to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.

We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.

As a global company, we know diversity is our strength because it enables us to view things from different vantage points and every individual to bring value to the table in their own unique way.

But don't take our word for it, check out some of the diversity and women in leadership awards on .

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Remote working/work at home options are available for this role.
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