Client Services Associate

12237 Albany, New York TradeJobsWorkforce

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Job Description

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.

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Client Services Representative

12065 Clifton Park, New York Casella Inc

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Job Description

Client Services Representative

The Client Services Representative communicates with commercial and large industrial companies across the United States and Canada, building relationships, while managing the facilities' waste and byproducts into various outlets. The individual understands their dedicated accounts business and assists in determining which of our waste and recycling services will create the most efficient and cost-effective solution.

We are currently considering candidates for all levels of this career path!

Hiring Range: From $20.00-$22.00 per hour

Key Responsibilities
  1. Receives service requests via phone or email and obtains necessary information in order to execute a defined service and create work orders for the services.
  2. Executes work orders in a timely fashion and assures that each work order contains complete and accurate information to execute and bill for the service.
  3. Schedules service requests with necessary vendors and confirms that service has been completed.
  4. Coordinates with the Sourcing Group to get pricing from haulers and end sites to compare pricing with other vendors necessary.
  5. Communicates with customers to troubleshoot issues such as the need for equipment repairs, material that does not meet quality standards, additional service fees, etc.
  6. Coordinates with and support accounts payable and receivable departments to ensure all services are billed.
  7. Preschedules weekly service when possible and proactively contacts service locations when they are due for service and prior to holidays.
  8. Communicates regularly with account managers about service for assigned customers including reviewing equipment repairs and repair changes; notifies customer/account manager of any reoccurring issues and participates in solving problems.
  9. Participates in training and other learning opportunities to expand knowledge of the company, products, sales, and services and performs any other duties needed to help drive our vision, fulfill our mission, and/or abide by our core values.

Career Path Definitions and Distinctions:

Level 1: Has 0-2 years of progressively complex experience in the customer service field. Demonstrates knowledge in Casella's business products and services as well as customer service and client relationship management. Can effectively manage assigned customer base, take calls from most customers without assistance, hand in daily work order report once reviewed, utilize problem solving skills to assess issues and ask for assistance when needed from team members, bulling specialist or account representatives.

Level 2: Has 2-3 years of progressively complex experience in the customer service and client relationship management field. Demonstrates knowledge and competence in several technical areas of customer service and client relationship management and can build strong relationships with home office and divisional employees at various levels within the organization. Cross-trained to handle all accounts from a customer service prospective, accuracy and notes with minimal billing issues, work order report reviewed by supervisor, ability to handle problems and/or direct to management with idea for resolution, handle all calls from any customer, reliable and able to work extra time as needed, manages customer base instead of being reactive (holiday prescheduling, managing overweight hauls).

Senior: 4+ years of progressively complex experience in the customer service and client relationship management field. Demonstrates highly integrated knowledge and competence in several technical areas of customer service and client relationship management and can build strong relationships with home office and divisional employees at various levels within the organization. Assists with training, works with Client Service Manager on billing issues, takes on additional responsibilities and asks for additional projects, reviews daily work order reports of others, handles escalations and knows who and when will need to know of the issues, supervises the team when needed. Is extremely reliable and accurate.

Education, Experience & Qualifications

The successful candidate will have a high school education, a demonstrated ability to work as part of a team in a collaborative environment and be legally eligible to work in the US. A bachelor's degree, relevant sales certifications, 1-2 years of sales experience and background knowledge or interest in an environmental and/or sustainability field are preferred.

Outstanding relationship management skills, excellent listening, communication and problem-solving skills and an ability to identify and develop sales opportunities are required. Demonstrated proficiency with Microsoft Office and a working knowledge of Microsoft Dynamic for CRM or similar software systems and related software are expected.

Attributes

Positive, team-oriented individual who is proactive, efficient, attentive has strong problem-solving skills and is results-oriented with the ability to see the larger picture while focusing on detailed information.

Benefits

Medical, Dental, Vision, Life & Disability Insurance, Maternity & Parental Leave, Flexible Spending Accounts, Discounted Stock Program, 401K, Employee Awards, Employee Assistance Plan, Wellness Incentive, Tuition Assistance, Career Pathways, and More.

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Client Services Representative

12065 Clifton Park, New York Casella Waste Systems

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Job Description

The Client Services Representative communicates with commercial and large industrial companies across the United States and Canada, building relationships, while managing the facilities' waste and byproducts into various outlets. The individual under Client Service, Customer Service, Representative, Equipment Repair, Account Manager, Service Manager, Retail

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Client Services Associate

12309 Niskayuna, New York TradeJobsWorkForce

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Job Description

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.

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Client Services Associate

12008 Alplaus, New York TradeJobsWorkforce

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Job Description

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.

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Client Services Consultant I - LBS

12110 Latham, New York Univera Healthcare

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Job Description

Client Services Consultant

The Client Services Consultant is the day-to-day contact for their assigned book of business. In addition to managing the relationship with each of their clients, the position is also responsible for contract renewals and retention. Externally the position may be responsible for broker/client meetings, open enrollment meetings and/or annual reviews. The position will assist the client with a variety of tasks to maintain the relationship and is also responsible for contract renewals.

Essential Primary Responsibilities/Accountabilities:

All Levels

  • Defines and understands the strategy for each client and services assigned book of business through the efforts outlined below.
  • Coordinates employee education meetings, as needed.
  • Supports implementation efforts, as needed.
  • Updates leadership on performance of account - client satisfaction, etc. Advises when client is in jeopardy and/or if legal implications may arise against Lifetime Benefits Solution (LBS).
  • Responsible for maintaining detailed account and prospect history using a sales force automation program.
  • Attends new and/or existing client meetings, as needed. Coordinates/conducts on-site group informational meetings at client locations, presents annual/six-month reviews, annual renewals, product demos and other presentations as required to educate and service client.
  • Maintains awareness of all implementation tasks through communication with the implementation coordinator and sales executive.
  • Builds team environment with sales representatives, Sales and Marketing management team, and Operations team to support client satisfaction and retention strategies. Utilizes all employee department and corporate resources as needed; and understands documents and forms necessary to perform tasks.
  • Handles all renewal and RFP activity for existing clients in book of business.
  • Works directly with clients/brokers to provide exceptional service, develop strategy and formulate recommendations for each client with objective of retaining assigned accounts.
  • Works collaboratively with the designated dedicated service team to develop a proactive service strategy for each client to meet client expectations and are responsible for retaining assigned book of business.
  • Serves in a consultative role to establish an appropriate comprehensive level of benefits for assigned accounts. Responsible for the provision of service solutions to accounts to ensure account satisfaction.
  • Coordinates with assigned internal service team in monitoring status of ongoing activities, issues and deliverables to ensure accuracy, timeliness and quality customer service.
  • Exercises high level of discretion and judgment in conveying policies and responsibilities to clients and in resolving client issues.
  • Effectively manages time and schedules contact per account as determined by account needs and management.
  • Explains and answers questions about the financial aspects of rate determination, renewal and underwriting to clients.
  • Consistently demonstrates high standards of integrity by supporting the Lifetime Healthcare Companies' mission and values, adhering to the Corporate Code of Conduct, and leading to the Lifetime Way values and beliefs.
  • Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures.
  • Regular and reliable attendance is expected and required.
  • Performs other functions as assigned by management.

Level II (in addition to Level I essential responsibilities/accountabilities):

  • Responsible for larger book of business and larger and more complex customers.
  • Ability to manage complex relationships involving group leaders, brokers/consultants, senior management and internal departments.

Level III (in addition to Level II essential responsibilities/accountabilities):

  • Mentors level I/II Service Consultants.
  • Takes a lead role on projects.
  • Acts as manager in their absence.

Minimum Qualifications:

NOTE: We include multiple levels of classification differentiated by demonstrated knowledge, skills, and the ability to manage increasingly independent and/or complex assignments, broader responsibility, additional decision making, and in some cases, becoming a resource to others. In addition to using this differentiated approach to place new hires, it also provides guideposts for employee development and promotional opportunities.

All Levels

Level I

  • HS Diploma is required.
  • Minimum of two years of previous account management experience, healthcare sales, self-funded medical or related sales and service experience.
  • NYS Life Accident and Health License is required within six months in the job.
  • Thorough knowledge and expertise of plans/programs for all LBS business required within six months of hire.
  • Knowledge of NYS and Federal regulations and requirements impacting the plans, preferred.
  • High level of independent decision making, and time management required.
  • Strong verbal and written communication skills including strong presentation skills.
  • Demonstrated ability to effectively communicate with leadership and internal and external stakeholders.
  • Demonstrates expertise in problem-solving skills necessary to accurately and efficiently resolve customer inquiries in an organized manner, resulting in superior accuracy and production levels, and retention of subscriber contracts.
  • Ability to prioritize tasks, stay organized, and maintain a high attention to detail.
  • Experience with the Microsoft Office Suite.
  • Excellent public speaking skills.
  • Demonstrated leadership skills.

Level II (in addition to Level I minimum qualifications):

  • Three - four years of previous account management experience.
  • Demonstrated ability to handle larger, more complex customer accounts and an ability to handle more complex products and lines of business.
  • Mentors all levels of Line of Business Administrator.

Level III (in addition to Level II minimum qualifications):

  • Demonstrated ability to handle largest and most complex customer accounts and an ability to handle most complex products and lines of business.
  • Mentors the Level I and II members of the team.

Physical Requirements:

  • Must have ability to travel independently on a regular basis.

At the Lifetime Healthcare Companies, we're on a mission to make our communities healthier, and we can't do it without you. We know inclusion of all people helps fuel our mission and that's why we approach our work from an I.D.E.A. mindset (Inclusion, Diversity, Equity, and Access). By activating all of our employees' experiences, skills, and perspectives, we take action toward greater health equity.

We aspire for our employees' interests and values to reflect the communities we live in and serve, and strongly encourage all qualified individuals to apply.

Employees are united by our Lifetime Way Values & Behaviors that include compassion, pride, excellence, innovation and having fun! We aim to be an employer of choice by valuing an inclusive workforce, innovative thinking, employee development, and by offering competitive compensation and benefits.

In support of the Americans with Disabilities Act, this job description lists only those responsibilities and qualifications deemed essential to the position.

Equal Opportunity Employer

Compensation Range(s):

Level I: Grade E1: Minimum $60,410 - Maximum $84,000

The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position's minimum qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays.

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.

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AVP Managed Care Client Services

12260 Albany, New York Sedgwick

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Job Description

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 Managed Care Client Services
**PRIMARY PURPOSE** **:** To be responsible for the administrative, managerial and client relationships associated with Client Services within the assigned area.
**ARE YOU AN IDEAL CANDIDATE?** We are looking for enthusiastic candidates who thrive in a collaborative environment, who are driven to deliver great work.
**ESSENTIAL FUNCTIONS and RESPONSIBILITIES**
+ 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.
**ADDITIONAL FUNCTIONS and RESPONSIBILITIES**
+ Performs other duties as assigned.
+ Supports the organization's quality program(s).
+ Travels as required.
**SUPERVISORY RESPONSIBILITIES**
+ 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.
**Education & Licensing**
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.
**Experience**
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.
**Skills & Knowledge**
+ In-depth understanding of workers compensation, liability and disability
+ Excellent oral and written communication, including presentation skills
+ PC literate, including Microsoft Office products
+ Leadership/management/motivational skills
+ Analytical and interpretive skills
+ Strong organizational skills
+ Excellent interpersonal skills
+ Excellent negotiation and facilitation skills
+ Ability to work in a team environment
+ Ability to meet or exceed Performance Competencies
**TAKING CARE OF YOU BY**
+ Offering a blended work environment.
+ Supporting meaningful work that promotes critical thinking and problem solving.
+ Providing on-going learning and professional growth opportunities.
+ Promoting a strong team environment and a culture of support.
+ Recognizing your successes and celebrating your achievements.
+ Thrives when everyone is working towards the same vision/goals.
+ We offer a diverse and comprehensive benefits package including:
+ Three Medical, and two dental plans to choose from.
+ Tuition reimbursement eligible.
+ 401K plan that matches 50% on every $ you put in up to the first 6% you save.
+ 4 weeks PTO your first full year
_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 $10,000- 150,000._ _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**
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Client Services SME - UR/Pharmacy

12260 Albany, New York Sedgwick

Posted 7 days ago

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Job Description

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 SME - UR/Pharmacy
**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.
**ARE YOU AN IDEAL CANDIDATE?** We are looking for enthusiastic candidates who thrive in a collaborative environment a are driven to deliver great work.
**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.
**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
_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 $98,000-$105,000_ _. 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**
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Senior Vice President, Client Services Life Sciences/Manufacturing

12260 Albany, New York C&W Services

Posted 7 days ago

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Job Description

**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"
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US Seasonal Tax-Private Client Services Senior Manager

12181 Troy, New York EY

Posted 7 days ago

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Job Description

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 .
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