What Jobs are available for Client Services in Austin?

By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there's no limit to what you can achieve.
Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies
Certified as a Great Place to Work®
Fortune Best Workplaces in Financial Services & Insurance
Client Services Director
**PRIMARY PURPOSE** : To determine account management strategies related to client service plans; to be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; to provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models; and to oversee the work of other local Client Services staff.
**ESSENTIAL FUNCTIONS and RESPONSIBILITIES**
+ Provides stewardship reporting to clients; identifying and educating clients on issues and trends impacting programs.
+ Conducts pre-renewal visits reviewing client loss experience and general company performance. Reviews and identifies areas of potential dissatisfaction prior to renewal meetings.
+ Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs.
+ Negotiates changes or improvements to service plan.
+ Facilitates the reduction of process barriers, technology constraints, or resource constraints by directing and influencing the activities of other internal departments such as information technology, operations and business development.
+ Coordinates client invoicing, audits and accounts receivable follow up for assigned clients.
+ Resolves all major customer service issues.
+ Identifies and solicits cross-selling opportunities.
+ Participates in local insurance community through advanced education and affiliation memberships.
+ Supervises and directs personnel assigned to programs requiring multiple Account Representatives.
+ Ensures compliance with all applicable Quality initiatives.
**ADDITIONAL FUNCTIONS and RESPONSIBILITIES**
+ Performs other duties as assigned.
+ Supports the organization's quality program(s).
+ Travel as required.
**SUPERVISORY RESPONSIBILITIES**
+ Provides support, guidance, leadership and motivation to promote maximum performance.
+ Administers company personnel policies in all areas and follows company staffing standards and training recommendations.
+ Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions.
**QUALIFICATIONS**
**Education & Licensing**
Bachelor's degree from an accredited college or university preferred. CPCU, AIC and/or ARM or other related designation preferred.
**Experience**
Ten (10) years related experience or equivalent combination of education and experience required to include two (2) years account manager experience or five (5) years adjuster experience including two (2) years in a supervisory capacity.
**Skills & Knowledge**
+ Excellent oral and written communication, including presentation skills
+ PC literate, including Microsoft Office products
+ Analytical and interpretive skills
+ Strong organizational skills
+ Excellent interpersonal skills
+ Excellent negotiation and facilitation skills
+ Leadership/management/motivational skills
+ Ability to work in a team environment
+ Excellent account rounding ability
+ Strong understanding of workers compensation, liability and disability claims management
+ In-depth knowledge of client servicing
+ Ability to handle conflict and confront challenging issues in a fast work environment
+ Ability to meet or exceed Performance Competencies
**WORK ENVIRONMENT**
When applicable and appropriate, consideration will be given to reasonable accommodations.
**Mental:** Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines
**Physical:** Computer keyboarding, travel as required
**Auditory/Visual:** Hearing, vision and talking
**NOTE** **:** Credit security clearance, confirmed via a background credit check, is required for this position.
As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is _$105,000 to $140,000 USD annual salary_ . Bonus eligible role. A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits.
The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.
Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.
**If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.**
**Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see** **sedgwick.com**

At Stewart, we know that success begins with great people. As a Stewart employee, you’ll be joining a company that was named a Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth – by attaining the best people, investing in tools and resources that enable success, and creating a better home for all.

You will be part of an inclusive work environment that reflects the customers we serve. You’ll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company.

Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit stewart.com/about. 

More information can be found on stewart.com. Get title industry information and insights at stewart.com/insights. Follow Stewart on Facebook @StewartTitleCo, on Instagram @StewartTitleCo and on LinkedIn @StewartTitle

Job Description

Job Summary

Provides assistance with general customers service inquiries, scheduling, troubleshooting issues, and ensuring a seamless experience. rimary responsibilities will include responding to inquiries via phone, email, and chat, resolving scheduling conflicts, and maintaining accurate records within our system.

Our ideal candidate will work Monday – Friday 1pm-9pm EST

Job Responsibilities

• Supports real estate transactions by assisting internal and external customers and clients with various inquiries by providing a high level of customer service
• Respond to inquiries via phone, email, and chat with professionalism and efficiency.
• Implements and supports strategies and initiatives focused on building and maintaining client relationships
• Develops departmental policies, procedures and strategies focused on providing high quality customer service achieved through anticipating client needs and attending to those needs effectively
• Understands how own team integrates with related teams to accomplish objectives
• Impacts the quality, timeliness and effectiveness of the team through own work
• Recognizes and solves atypical problems that occur infrequently
• Evaluates and selects solutions from existing precedents or procedures
• Communicates and explains complex information, including interdependencies within the team and others
• Works under limited supervision and may use discretion to modify work practices and processes to achieve results or improve efficiency
• Individual contributor acting as a resource for less experienced team members; does not have supervisory responsibilities
• Performs all other duties as assigned by management

Education

• High school diploma required; Bachelor’s preferred

Experience

• Typically requires 5+ years of related work experience
• Previous experience in customer service
• Strong communication and problem-solving skills.
• Ability to multitask and work efficiently in a fast-paced environment.
• Experience in Real Estate and Title Industry preferred
• Familiarity with notary services is a plus.

Equal Employment Opportunity Employer

Stewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at

Benefits

Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts.

By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there's no limit to what you can achieve.
Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies
Certified as a Great Place to Work®
Fortune Best Workplaces in Financial Services & Insurance
AVP Client Services - Casualty | Northeast Region
**Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world's best brands?**
+ Apply your knowledge and experience to provide stewardship to our clients.
+ Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service.
+ Leverage Sedgwick's broad, global network of experts to both learn from and to share your insights.
+ Take advantage of a variety of professional development opportunities that help you perform your best work and grow your career.
+ Enjoy flexibility and autonomy in your daily work, your location, and your career path.
+ Access diverse and comprehensive benefits to take care of your mental, physical, financial, and professional needs.
**ARE YOU AN IDEAL CANDIDATE?** To be responsible for the administrative, managerial and client relationships associated with Client Services within the assigned area.
**Account Management with a background in liability claims required**
**PRIMARY PURPOSE OF THE ROLE:** We are looking for driven individuals that embody our caring counts model and core values that include empathy, accountability, collaboration, growth, and inclusion.
**OFFICE LOCATION**
**Remote**
**Eastern Time Zone Preferred**
**ESSENTIAL RESPONSIBILITIES MAY INCLUDE**
+ Ensures contract compliance with company guidelines within an assigned area.
+ Handles financials including accounts receivable, invoicing and pricing support within an assigned area.
+ Responsible for client knowledge including threatened status and relationship with the company.
+ Handles renewal process timely; negotiates new contracts within an assigned area.
+ Responsible for business planning and budgeting within an assigned area.
+ Plans for staffing needs including succession, bench-strength, and new business within an assigned area.
+ Supports client relationships; builds executive relationships; supports internal relationships.
+ Supports business development.
**SUPERVISORY RESPONSIBILITIES MAY INCLUDE**
+ Administers company personnel policies in all areas and follows company staffing standards and training recommendations.
+ Interviews, hires and establishes colleague performance development plans; conducts colleague performance reviews.
+ Provides support, guidance, leadership and motivation to promote maximum performance.
**QUALIFICATIONS**
+ Ten (10) years of related experience or equivalent combination of education and experience required to include three (3) years of Account Executive on national accounts experience and five (5) years of claims/supervisory experience. The candidate must have experience with commercial liability (Auto & General) clients. MGA client experience is preferred.
+ Bachelor's degree from an accredited college or university with major in Risk Management, Business Administration or Finance preferred. Advanced degree and/or professional designations (CPCU, AIC, ARM) preferred.
**TAKING CARE OF YOU**
Flexible work schedule.
Referral incentive program.
Career development and promotional growth opportunities.
A diverse and comprehensive benefits offering including medical, dental vision, 401K on day one.
_As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is (_ 100,000 - 140,000). _A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits._
Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.
**If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.**
**Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see** **sedgwick.com**

Location: Anywhere in Country
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - Private Client Services - *Remote*** ** **
Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
**The opportunity**
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. 
**Your key responsibilities**
As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ The ability to produce technical writing and research in a tax context
+ Experience performing high quality review of complex tax returns
+ Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance
+ Experience with federal and state personal and trust income tax
+ A thorough understanding of estate and wealth planning
+ Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
+ Comfort with working remotely in a virtual team environment
**To qualify for the** **role** **you must have** ** **
+ Valid US Certified Public Accountant (CPA) license or active state bar membership
+ A bachelor's degree in Accounting, Finance, Business, or a related discipline
+ A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
**Ideally,** **you'll** **also have**
+ A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $120/hr to $150/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

**Job Title**
Senior Vice President, Client Services Life Sciences/Manufacturing
**Job Description Summary**
The Senior Vice President, Client Services leading Life Sciences (LS) and Manufacturing is responsible for the overall management of the LS and Manufacturing client portfolios across North America, accountable for the performance and customer satisfaction of a complex, highly technical, and demanding group of clients. Customer interaction and partnering in a "C-Level" environment is required. Must be able to develop and communicate both strategic and tactical plans and ensure timely delivery of the same.
The person in this role is positioned to align with the LS and manufacturing industries and clients and to understand the underlying dynamics, including leading trends, decision-making stakeholder priorities, and means of creating and delivering value. The person in the role is ultimately responsible for nurturing and expanding relationships with strategic customers driving growth, customer loyalty and retention of business. The person will identify opportunities to introduce innovative processes, technologies, and services to continuously enhance C&W Services value to the clients.
**Job Description**
**Principal Responsibilities**
+ Represents the values of C&W Services to the account teams and the clients
+ Oversees the successful operational delivery of contractual scope.
+ Aligns to establish productive, professional relationships with key customers, seeking to build trust and partnership at strategic levels of the clients
+ Develops front line service delivery team and leadership, measuring and ensuring safety culture dominance, technical competence, and proactive service orientation
+ Accountable for delivering top and bottom-line financial results
+ Drive innovation in how we execute for clients, optimizing how to function to bring more value to the clients
+ Work to elevate the way our teams think and operate, creating a culture of rigor around continuous improvement
+ Acts as a true business partner of customers' business. Must listen, be curious and passionate to explore opportunities that will mutually benefit both parties
+ Owns the responsibility to identifies new growth opportunities that may involve new service lines, geographies, Cushman & Wakefield cross sell
+ Proactively assess, clarify, and validate customers' needs on an ongoing basis
+ Coordinates the involvement of company personnel, including support and management resources in order to meet account performance objectives and customers' expectations.
+ Manages, schedules, and attends Quarterly Business Review and Annual Business review meetings for key accounts and engages internal executive leadership participation
+ Communicates regularly with key customers on company updates, initiatives, and other pertinent information
+ Focuses on how to expand our relationships with clients to drive more strategic communications
+ Proactively leads a joint company strategic account planning process that develops mutual performance objectives, financial targets and critical milestones.
+ Building evolving client retention strategies to stay in front of client movement
Other Responsibilities:
+ Develop annual operating budgets and periodic forecasts, responsible for full P&L, client retention, expansions, new logo growth in partnership with BD
+ Updates executive leadership team on strategic account plans and accomplishments, opportunities/risks and financial results while forecasting anticipated impacts to plan.
+ Establishes account growth and renewal plans and engages cross functional resources throughout the renewal lifecycle to improve the readiness of the account ensure retention and growth
+ Builds rapport with Business Development, Marketing & Solutions, Client Services, and other functions (Legal, HR, Finance, Technology) to support delivery of services to the customer and minimize risk to C&W Services
**Performance Measurements** **:**
+ Leading safety culture for the accounts, ensuring all programs are in place and account personnel understand safety as the priority
+ Top and bottom-line performance to plan for the account
+ Implementation of account strategic plans aligned with C&W Services goals and supporting of client initiatives
+ CIP results: YOY improvement in key survey metric scores including areas of communication, interaction, innovation scores
+ New service line expansion (C&W Services and/or Cushman & Wakefield Cross Sell) and $ value added YOY
+ Introduction and implementation of innovative ideas and best practices at accounts on a quarterly basis
**Required Experience and Knowledge**
The successful candidate will have proven experience in developing collaborative relationships across all levels of the organization. This leader must have the passion, energy, and intellectual curiosity necessary for a fast-paced, growth-driven environment.
+ Exceptional senior customer relationship management skills and experience in Life Sciences and Manufacturing
+ B2B leadership experience, proven accomplishments driving value through services
+ Innovative individual who employs entrepreneurial characteristics, problem solver with strong business acumen
+ Well established negotiation and communication skills
+ Ability to be a strategic thinker to drive continuous improvement and innovation to improve the customers' business
+ Highly proficient and effective at presenting to executive level audiences.
+ Able to manage multiple priorities while influencing the direction of multiple teams to deliver a diverse set of requirements.
+ Experience and understanding of Life Sciences, Manufacturing, and associated Facility Services.
+ Experience in a business development and senior delivery role is strongly recommended.
+ Must be able to manage effectively in a matrix-style organization to lead high-performance team.
+ Must be result- driven and could manage projects to get desired outcomes.
+ Champions diversity and creates an environment of inclusion
+ Possesses a growth mindset and works with positive intent
+ Promotes continuous improvement, embraces change and is a change agent
+ Commitment to interpersonal effectiveness
+ Motivate people to create high-performing teams
+ Commitment to interpersonal effectiveness
+ Bachelor's degree in business related field or equivalent experience with strong business and financial aptitude, MBA preferred
+ Minimum of eight years of experience in facility management services and/or B2B support MFG or Life Science clients, including five or more years in major account management.
**Competencies:**
+ Have a mindset of continuous improvement and process-oriented controls
+ Ability to work effectively in a culturally and educationally diverse environment
+ Coach, mentor, and develop future organizational leaders
+ Ability to implement and enforce procedures
+ Strong organizational abilities
+ Ability to travel 50% for both internal and external meetings
The compensation for the position is: $67,750.00 - 315,000.00
C&W Services is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ** ** or email ** ** . Please refer to the job title and job location when you contact us.
INCO: "C&W Services"

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
The opportunity
EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation.
Your key responsibilities
A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.
Responsibilities include
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
Skills and attributes for success
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
To qualify for the role you must have
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
What we look for
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $87,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 122,600 to 212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Your potential has a place here with TTEC's award-winning employment experience. As a Service Delivery Manager working remotely in California, you'll be a part of creating and delivering amazing customer experiences while you also #ExperienceTTEC, an award-winning employment experience and company culture.
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in United Sates says it all!
**What You'll be Doing**
Do you have a passion for leading, mentoring and coaching? Looking for an opportunity to learn more about the industry, gain direct management experience, and work closely with an iconic brand? In this role, you'll support and motivate your team to make sure they're on track to meet client goals. You'll work to answer associate questions, issues, and customer escalation while ensuring quality customer experience on every call. You're an instrumental part in creating and maintaining a positive work environment for your team, ensuring we meet client requests and needs and acknowledge a job well done.
You'll report to the Director of Service Delivery. We're looking for a leader to Act as one, as you will encourage and motivate you team to resolve issues, accomplish goals and influence their career mobility.
**During a Typical Day, You'll**
+ Improve the key success metrics associated with goals. These include:
+ Customer Satisfaction Score
+ Service Level Goals
+ Quality Goals
+ Coach associates to ensure achievement of company and client goals while addressing employee related issues and coordinating training on new or revised information relating to services, products or processes of projects
+ Bring your time management and organizational skills to manage multiple, complex, on‐going tasks and projects while monitoring absence and attendance of your team
**What You Bring to the Role**
+ Minimum 1 year call center or equivalent work experience
+ Continuously promote a performance-driven culture and always work towards reaching for amazing
+ Engage and support your team in making sure they have the proper tools and systems to accomplish day-to-day tasks
+ Consistently mentor and inspire others
+ Customer focused mindset
+ Understanding, interpreting, and manipulating data for reporting
**What You Can Expect**
+ Knowledgeable, encouraging, supporting and present leadership
+ Diverse and community minded organization
+ Career-growth and lots of learning opportunities for aspiring minds
+ And yes. all the competitive compensation, performance bonus opportunities, and benefits you'd expect and maybe a few that would pleasantly surprise you
+ Visit for more information
The anticipated range is $75,000-$80,000. Actual compensation offers to a candidate may vary based upon geographic location, work experience, education and/or skill levels.
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and disruptive brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the culture 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 and comfortable being their authentic selves at work. As a global company, we know diversity is our strength. It enables us to view projects and ideas from different vantage points and allows every individual to bring value to the table in their own unique way.
**Title:** _Manager, Service Delivery_
**Location:** _TX-Austin_
**Requisition ID:** _0488N_

**About Lumen**
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The Director Service Delivery - Federal plays an integral role in the company's long-term success by strategically positioning the Project Management and Customer Care organization to provide an exceptional customer experience, effectively manage customer retention, and drive revenue growth for Public Sector Federal customers. Providing thought leadership with frequent interaction with cross-organizational Senior Leadership and Executive Management Teams.
+ Transformative leader with an outside in view of world class Customer Experience
+ Innate ability to partner and influence key organizations such as IT, Process Innovation and Product to garner continuous improvement within the Care Center
+ Analytical mind that strategically utilizes data and KPI's to aggressively drive the organization to new heights
**The Main Responsibilities**
**Leadership & Team Development**
+ Builds and manages a high-performance team tailored to government service delivery.
+ Hires, retains, and develops top talent, ensuring the right skills align with public sector requirements.
**Customer Care & Engagement**
+ Strengthens relationships with government clients through proactive engagement, meetings, escalations, and executive briefings.
+ Develops strategies to enhance customer service factors, retention, and satisfaction.
+ Implements service improvement plans based on customer feedback and key performance indicators.
**Service Delivery & Operational Excellence**
+ Leads customer-facing teams in executing government service agreements efficiently and effectively.
+ Oversees service processes to ensure compliance with contractual obligations, timelines, and government expectations.
+ Drives continuous improvement initiatives, refining methods and procedures to align with industry best practices.
+ Assists staff to define, meet and exceed overall customer service goals, objectives and strategies that will ultimately be measured by customer revenue and retention performance.
+ Assists in defining data reporting requirements that measure key internal metrics that directly correlate to customer satisfaction.
+ Prepares service improvement plans in response to consumer satisfaction survey results.
+ Responsible for customer engagement activities to include but not limited to customer meetings, escalations, executive read-outs and related customer relationship management activities.
**Technology, Data & Training Optimization**
+ Drives the use of customer service technologies for accurate data collection and reporting.
+ Supports training programs focused on compliance, service excellence, and public sector customer care best practices.
**What We Look For in a Candidate**
**Education Qualifications** :
10+ years related experience and with 5+ years experience at the managerial level.
Bachelor 's degree or equivalent. Master's degree or greater is preferred.
U.S. Citizen and U.S. Based.
Must have or can obtain a Government Security clearance.
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges:
$149,084 - $98,779 in these states: AL, AR, AZ, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, MS, MT, ND, NE, NM, OH, OK, PA, SC, SD, TN, UT, VT, WI, WV, and WY.
156,539 - 208,718 in these states: CO, HI, MI, MN, NC, NH, NV, OR, and RI.
163,993 - 218,657 in these states: AK, CA, CT, DC, DE, IL, MA, MD, NJ, NY, TX, VA, and WA.
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
+ Benefits ( Bonus Structure
#LI-EL1
Requisition #:
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page ( . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
**Application Deadline**
11/03/2025

Service Delivery Analyst
**Req number:**
R6490
**Employment type:**
Full time
**Worksite flexibility:**
Remote
**Who we are**
CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have the freedom and focus to do what is right-whatever it takes. Our tailor-made solutions create lasting results across the public and commercial sectors, and we are trailblazers in bringing neurodiversity to the enterprise.
**Job Summary**
We are looking for a motivated Service Delivery Analyst ready to take us to the next level! If you have experience in service delivery or workforce management, and are looking for your next career move, apply now.
**Job Description**
We are seeking a **Service Delivery Analyst** to provide client-facing service delivery, manage VMS platforms, and analyze workforce data to enhance operational efficiencies. This position will be **full-time** and **remote** .
**What You'll Do**
+ Act as a client-facing contact for service delivery, ensuring a positive client experience and addressing inquiries or escalations promptly
+ Serve as the subject matter expert for VMS platforms, offering guidance, troubleshooting, and best practices to maximize system functionality
+ Coordinate and manage the successful implementation of Workforce Services Practice contracts, ensuring compliance with Service Level Agreements
+ Analyze workforce data within the VMS to generate actionable insights that improve client outcomes and operational efficiency
+ Develop, maintain, and present customized reports and dashboards for clients and stakeholders
+ Ensure data accuracy across systems, identifying discrepancies and implementing corrective actions
+ Collaborate with industry partners and cross-functional teams to streamline service delivery processes and enhance program effectiveness
+ Monitor and evaluate the performance of the VMS program, proactively identifying opportunities for improvement and presenting recommendations
+ Provide training and ongoing support to VMS users, including clients and internal teams, to ensure optimal utilization of system capabilities
+ Prepare and deliver service delivery performance reviews to management and clients, highlighting successes, challenges, and opportunities for improvement
**What You'll Need**
Required:
+ Bachelor's degree in Business Administration, Information Technology, or a related field
+ Extensive experience in a client-facing role within service delivery or workforce management
+ Advanced expertise in VMS platforms, including configuration, optimization, and troubleshooting
+ Strong analytical and problem-solving skills, with the ability to interpret complex data sets and deliver actionable insights
+ Proficiency in data visualization tools such as Tableau, Power BI, or similar platforms
+ Excellent communication and interpersonal skills, capable of building and maintaining strong relationships with clients and internal teams
+ Proven ability to manage multiple tasks and meet deadlines in a dynamic environment
Preferred:
+ Experience with VMS platforms (e.g., VectorVMS, Fieldglass, Beeline, or similar systems)
+ Experience in workforce management or related programs
+ Familiarity with programming languages such as Python or R
+ Knowledge of workforce data governance and compliance requirements
**Physical Demands**
+ Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards
+ Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.
+ Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor
#LI-CB1
**Reasonable accommodation statement**
If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to or (888) 824 - 8111.
$0,000 - 65,000 per year
The pay range for this position is listed above. Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages include medical, dental, and vision insurance, as well as 401k retirement account access. Employees in this role receive paid time off and may also be entitled to paid sick leave and/or other paid time off as provided by applicable law.