657 Client Services jobs in Clifton

This range is provided by Ascendo Resources. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

$80,000.00/yr - $10,000.00/yr

Direct message the job poster from Ascendo Resources

Please read the role description prior to applying! This is a role focused on preparing a variety of client-facing documents and reports, supporting various RFP processes, and assisting with the development of materials for client meetings.

YOU MUST HAVE THIS RFP EXPERIENCE TO BE CONSIDERED.

About the Company

A leading institutional asset management firm located near Livingston, NJ, is seeking a highly motivated and detail-oriented professional to join their Client Service and Business Development team.

About the Role

In this role, you will be responsible for preparing a variety of client-facing documents and reports, supporting RFP processes, and assisting with the development of materials for client meetings.

Responsibilities

• Create and maintain reports for clients, consultants, and prospective clients
• Assist in the preparation of RFP responses and questionnaires, including drafting content, gathering data, and compiling detailed support materials
• Contribute to the development and execution of email campaigns
• Manage and update consultant databases
• Utilize third-party portfolio analysis tools to gather insights and generate reports
• Help prepare presentations and meeting materials for clients and consultants

Qualifications

Bachelors degree in Finance, Economics, Business, Math, or a related field

Required Skills

• At least 3 years of experience in a professional office setting, preferably within the finance industry
• Previous exposure to RFPs and related processes preferred
• Experience with portfolio analysis and performance data is a plus
• Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, Access, and Outlook
• Strong organizational and time management skills
• Ability to work collaboratively in a team-oriented environment

Preferred Skills

The ability to work effectively in a fast-paced environment is essential.

Pay range and compensation package

The firm offers a supportive, intellectually stimulating work environment, competitive compensation, and a healthy work/life balance.

Equal Opportunity Statement

Include a statement on commitment to diversity and inclusivity.

• Seniority level Associate

• Employment type Full-time

• Job function Finance

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Medical insurance

Vision insurance

401(k)

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New York, NY 65,000.00- 110,000.00 6 days ago

New York, NY 35,000.00- 85,000.00 1 week ago

New York, NY 80,000.00- 95,000.00 4 hours ago

New York, NY 45,000.00- 50,000.00 1 week ago

New York, NY 55,000.00- 60,000.00 4 days ago

Morristown, NJ 40,000.00- 80,000.00 1 week ago

New York, NY 70,000.00- 80,000.00 1 day ago

New York, NY 35,000.00- 85,000.00 5 days ago

New York City Metropolitan Area 70,000.00- 75,000.00 5 days ago

New York, NY 55,000.00- 60,000.00 1 hour ago

New York, NY 92,933.00- 132,762.00 1 week ago

New York City Metropolitan Area 80,000.00- 90,000.00 1 day ago

Bronx, NY 49,980.00- 65,310.44 1 week ago

New York City Metropolitan Area 85,000.00- 110,000.00 3 weeks ago

New York, NY 75,000.00- 90,000.00 1 week ago

New York, NY 46,002.00- 51,178.00 5 days ago

Brooklyn, NY 47,400.00- 71,000.00 6 days ago

New York, NY 95,000.00- 115,000.00 1 day ago

New York, NY 100,000.00- 140,000.00 2 weeks ago

New York, NY 60,000.00- 70,000.00 2 weeks ago

New York, NY 33,280.00- 85,000.00 3 days ago

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New York, NY 47,000.00- 78,000.00 6 days ago

New York, NY 65,000.00- 85,000.00 1 week ago

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Join to apply for the Tax Director - Private Client Services role at Weaver

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The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. Its why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weavers core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.

Learn more about our services, industry experience and culture at weaver.com.

Position Profile

Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.

A Weaver Tax Director is an entrepreneur who successfully creates new business for the firm and develops the next generation of Weavers leaders. The ideal candidate is a CPA with 9+ years of experience in federal tax compliance, planning, and consulting at a public accounting firm.

To be successful in this role, the following qualifications are required:

• Bachelors degree in Accounting or related field
• CPA or EA
• 9+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts
• Technical knowledge sufficient to sell and execute engagements in multiple industries
  
  

• Masters degree in Accounting or related field
• Proven ability to manage, mentor, and develop staff
• Strong relationship management and practice development skills
• Ability to attract and service new clients and expand services to existing clients
  
  

• Seniority level Director

• Employment type Full-time

• Job function Accounting/Auditing and Finance
• Industries Accounting

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New York, NY 135,000.00- 150,000.00 3 weeks ago

New York, NY 170,000.00- 190,000.00 2 weeks ago

New York, NY 115,000.00- 125,000.00 2 months ago

New York, NY 85,000.00- 95,000.00 4 days ago

New York City Metropolitan Area 3 weeks ago

New York, NY 120,000.00- 150,000.00 1 week ago

Bergen County, NJ 200,000.00- 250,000.00 2 days ago

New York, NY 225,000.00- 240,000.00 1 week ago

New York, NY 120,000.00- 140,000.00 1 month ago

New York City Metropolitan Area 150,000.00- 160,000.00 2 months ago

New York City Metropolitan Area 2 weeks ago

Summit, NJ 130,000.00- 190,000.00 2 weeks ago

New York City Metropolitan Area 3 weeks ago

New York, NY 175,000.00- 200,000.00 1 week ago

New York City Metropolitan Area 200,000.00- 275,000.00 3 weeks ago

New York, NY 120,000.00- 145,000.00 1 day ago

New York, NY 220,000.00- 250,000.00 3 weeks ago

New York, NY 120,000.00- 160,000.00 2 weeks ago

New York, NY 192,000.00- 252,000.00 2 weeks ago

New York City Metropolitan Area 114,400.00- 171,600.00 2 days ago

New York, NY 70,000.00- 76,000.00 1 week ago

New York, NY 90,000.00- 110,000.00 7 hours ago

New York, NY 100,000.00- 130,000.00 1 month ago

New York City Metropolitan Area 22 hours ago

New York, NY 90,000.00- 100,000.00 3 weeks ago

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At AIG, we are reimagining the way we help customers to manage risk. Join us as an Accountant II, Client Services, AIGRM to play your part in that transformation. Its an opportunity to grow your skills and experience as a valued member of the team. Client Service, Accountant, AI, Management, Accounting, Account

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
• You will have the flexibility to manage your days in support of our commitment to work/life balance
• You will join a culture that has received multiple top "Places to Work" awards
  
  • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
  • We understand that embracing our differences is what unites us as a team and strengthens our foundation
  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

• Review of tax projections, tax workpapers and tax returns. Specifically, Federal and State Individual and Fiduciary tax returns.
• Oversee and manage the tax return process including identification and resolution of tax issues
• Experience with corporation and partnership accounting and tax concepts
• Mentor, train and manage staff accountants to meet deadline and prioritize workload
• Effectively manage multiple tax engagements in a team environment, and also work independently. Identify potential opportunities for new and/or expanded client services
• Ability to lead and manage engagements, including budgeting, billing and engagement economics
• Highly proactive approach to serving clients

• Bachelor's degree in Accounting or equivalent field is required
• Public accounting experience
• CPA
• 10 + years work experience in tax compliance, specialization in individual, fiduciary, estate and gift taxation

• Master's degree in tax or equivalent field preferred

Pace Analytical Services

Pace makes the world a safer, healthier place. Committed to advancing the science of businesses, industries, consulting firms, government agencies, and others, Pace offers local-level service backed by a national laboratory network. Through in-lab and emergency onsite services, Pace ensures our air, water, soil, and more are safe.

This is an onsite, full-time, Monday - Friday 1:30 p.m. - 10:00 p.m., Client Services Tech 1 position located in Fairfield, NJ.

Make an impact. Build a career.

At Pace, we're committed to continuously moving science forward; to innovate and advance sustainable practices that improve the health and safety of our communities and lives. Ask any of us, and you'll hear the same thing repeated again and again: we work here because what we do positively impacts the world.

If you're curious, driven and inspired by the idea of doing important work with real-world impact, there's no better place to build your career.

Find your place at Pace

Join us as a Client Service Technician, where you'll put your love of science to work in the sample receiving department of our environmental testing laboratory. You'll receive all the training you need to successfully take on your new role and grow an exciting laboratory sciences career at Pace.

What you'll do

• Coordinate and perform sample-related activities, including shipping and receiving, processing and administration
• Maintain and update appropriate documentation and databases
• Participate in training on fundamental lab support policies, programs, and practices

What you'll bring

• High school diploma or equivalent
• Experience in a laboratory or environmental testing setting is preferred, but not required
• Ability to perform work in a lab or office setting, remain standing for long periods, work around strong smells, and wear personal protective equipment while handling samples (e.g., lab coat, safety glasses and gloves; all PPE provided by Pace).

What we promise

• Comprehensive benefit program, including medical, vision and dental insurance, 401(k) matching and tuition reimbursement
• Opportunities to build a rewarding career
• An inclusive culture that stands for integrity, innovation and growth

PHYSICAL/MENTAL REQUIREMENTS:

The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Mobility to work in a lab and office setting, use standard office and lab equipment and stamina to sit for extended periods of time; exerting up to 20 pounds of force occasionally and/or up to 10 pounds of force frequently to lift, carry, push, pull or move objects; vision to read printed materials and computer screens; and hearing and speech to communicate in person or over the telephone.

WORKING ENVIRONMENT:

Work is performed in a lab and office setting. Work is subject to chemicals, fumes, gasses, noxious odors, and related items in a lab setting.

Benefits

80 hrs of paid vacation per year, 7 paid holidays per year, 2 floating holidays per year (prorated based on start date), 40 hrs paid sick time per year, paid bereavement leave (days based on relation to the employee), 8 hrs paid volunteer time per year, parental leave, medical, dental, vision, voluntary short-term disability, long-term disability, life insurance, voluntary supplemental life insurance, traditional 401k and ROTH 401k with a company match, HSA, FSA, employee referral bonus, employee assistance program, tuition reimbursement program, employee recognition program, voluntary ID theft coverage, voluntary legal coverage, voluntary accident insurance, voluntary hospital indemnity insurance, and voluntary critical illness insurance.

Equal Opportunity Employer

Pace provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, creed, color, religion, genetics, protected veteran status, national origin, sex, age, disability, marital status, sexual orientation, gender identity or expression, citizenship, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We've been retained to lead the search by a global broking house in their search for a Project Manager to sit within the firm's M&A practice and provide first class client service to the firm's private equity clients and their portfolio companies.

You will ensure that all PE clients and portfolio companies have access to any relevant services or products that can be additive to their mergers and acquisitions activity. You will also take responsibility for maintaining existing relationships with the firm's private equity client base and other key stakeholders within the business.

We are keen to speak with individuals with exposure to working with private equity funds, their portfolio companies, or first-to-second year insurance professionals with a strong client management skill set.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

We’re seeking a sharp legal assistant for our busy law firm who can help our attorneys and paralegals assist clients and keep the office running smoothly. You’ll work with the team to prepare a variety of legal documents, and handle office correspondence like answering emails and phone calls, scheduling meetings and travel, and reminding the team of upcoming deadlines. If you’re an excellent multitasker who thrives in a fast-paced environment, we want to hear from you! Responsibilities: • Conduct legal research, when necessary, with guidance from attorneys and paralegals • Handle office correspondence and administrative tasks such as responding to emails and phone calls, communicating with opposing attorney offices, taking dictation, and letting the team know about upcoming deadlines • Undertake other duties as needed to ensure the firm operates efficiently • Ensure client billing is processed properly using daily time records with assistance from the accounting department • Make travel arrangements, schedule meetings and appointments for the team, such as depositions, and coordinate with outside vendors for events Qualifications: • Ability to comfortably use all Microsoft Office products • Able to meet demanding deadlines in a fast-paced environment • Applicants must have excellent communication skills and organizational skills • Must be able to type at least 50 WPM • Must be bilingual and speak Spanish fluently Compensation: $20 per hour

•

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Essential Functions and Primary Duties

• Expand revenue of existing clients
• Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
• Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
• May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
• Serve as key client contact; viewed as a trusted business advisor by clients
• Ensure quality control standards are met
• May work directly with clients and manage staff
• Maybe the internal advisor on technical matters as a Subject Matter Expert
• Maybe a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

• Master's degree preferred in Accounting, Taxation or related field preferred

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs