208 Customer Service Representatives jobs in Colonial Heights
Client Services Representative
23274 Richmond, Virginia
Abbott
Posted 1 day ago
Job Viewed
Job Description
Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries.
**_Client Services Representative_**
**Working at Abbott**
At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. You'll also have access to:
+ Career development with an international company where you can grow the career you dream of.
+ Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year
+ An excellent retirement savings plan with high employer contribution
+ Tuition reimbursement, the Freedom 2 Save ( student debt program and FreeU ( education benefit - an affordable and convenient path to getting a bachelor's degree.
+ A company recognized as a great place to work in dozens of countries around the world and named one of the most admired companies in the world by Fortune.
+ A company that is recognized as one of the best big companies to work for as well as a best place to work for diversity, working mothers, female executives, and scientists.
**The Opportunity**
Our location in **Richmond, VA** currently has an **entry-level opportunity** for a **Client Service Representative** . This role is ideal for individuals looking to start or grow their career in customer service within a dynamic and supportive environment. The Client Services Team plays a critical role in shaping Abbott Rapid Diagnostics' image with its customers, vendors, and business partners. Abbott RDX emphasizes the importance of this role by selecting Client Services Representatives who are committed to knowledgeable, responsive, helpful, and courteous interactions with every caller. A Client Services Representative handles inbound customer service and supply order calls, as well as responds to customer emails.
This is a **full-time position** with a starting compensation of **$18/hour**
**Shift:** Monday - Friday 9:00 AM - 6:00 PM EST
**What You'll Work On**
+ Demonstrate drive to provide outstanding customer service with clear verbal and written communications
+ Answer phones, research questions, and document all customer interactions
+ Flexibility to operate in several systems or platforms and balance tasks throughout the workday
+ Ability to multitask in handling customers on various reporting platforms
+ Fostering a customer service culture that strives for 100% customer satisfaction
+ Strong computer skills on various computer systems
+ Positive and helpful attitude
+ Punctuality and attendance
+ Initiative and attention to detail
+ Flexible work schedule (shifts run from 8 am EST through 8 pm EST)
**Required Qualifications**
+ A high school diploma or GED
+ Strong verbal and written communication skills
+ Problem-solving skills
+ Self-disciplined and self-sufficient
**Preferred Qualifications**
+ +3 years of Customer Service experience
+ A four-year degree from an accredited college or university is strongly preferred
+ Call center experience strongly preferred
+ Worked in a metrics-driven environment
Apply Now ( more about our health and wellness benefits, which provide the security to help you and your family live full lives:** ( your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity.
Connect with us at , on Facebook at and on Twitter @AbbottNews.
The base pay for this position is $6.75 - 33.45 per hour. In specific locations, the pay range may vary from the range posted.
An Equal Opportunity Employer
Abbot welcomes and encourages diversity in our workforce.
We provide reasonable accommodation to qualified individuals with disabilities.
To request accommodation, please call or email
**_Client Services Representative_**
**Working at Abbott**
At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. You'll also have access to:
+ Career development with an international company where you can grow the career you dream of.
+ Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year
+ An excellent retirement savings plan with high employer contribution
+ Tuition reimbursement, the Freedom 2 Save ( student debt program and FreeU ( education benefit - an affordable and convenient path to getting a bachelor's degree.
+ A company recognized as a great place to work in dozens of countries around the world and named one of the most admired companies in the world by Fortune.
+ A company that is recognized as one of the best big companies to work for as well as a best place to work for diversity, working mothers, female executives, and scientists.
**The Opportunity**
Our location in **Richmond, VA** currently has an **entry-level opportunity** for a **Client Service Representative** . This role is ideal for individuals looking to start or grow their career in customer service within a dynamic and supportive environment. The Client Services Team plays a critical role in shaping Abbott Rapid Diagnostics' image with its customers, vendors, and business partners. Abbott RDX emphasizes the importance of this role by selecting Client Services Representatives who are committed to knowledgeable, responsive, helpful, and courteous interactions with every caller. A Client Services Representative handles inbound customer service and supply order calls, as well as responds to customer emails.
This is a **full-time position** with a starting compensation of **$18/hour**
**Shift:** Monday - Friday 9:00 AM - 6:00 PM EST
**What You'll Work On**
+ Demonstrate drive to provide outstanding customer service with clear verbal and written communications
+ Answer phones, research questions, and document all customer interactions
+ Flexibility to operate in several systems or platforms and balance tasks throughout the workday
+ Ability to multitask in handling customers on various reporting platforms
+ Fostering a customer service culture that strives for 100% customer satisfaction
+ Strong computer skills on various computer systems
+ Positive and helpful attitude
+ Punctuality and attendance
+ Initiative and attention to detail
+ Flexible work schedule (shifts run from 8 am EST through 8 pm EST)
**Required Qualifications**
+ A high school diploma or GED
+ Strong verbal and written communication skills
+ Problem-solving skills
+ Self-disciplined and self-sufficient
**Preferred Qualifications**
+ +3 years of Customer Service experience
+ A four-year degree from an accredited college or university is strongly preferred
+ Call center experience strongly preferred
+ Worked in a metrics-driven environment
Apply Now ( more about our health and wellness benefits, which provide the security to help you and your family live full lives:** ( your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity.
Connect with us at , on Facebook at and on Twitter @AbbottNews.
The base pay for this position is $6.75 - 33.45 per hour. In specific locations, the pay range may vary from the range posted.
An Equal Opportunity Employer
Abbot welcomes and encourages diversity in our workforce.
We provide reasonable accommodation to qualified individuals with disabilities.
To request accommodation, please call or email
View Now
0
Client Services Representative
23274 Richmond, Virginia
Abbott
Posted 1 day ago
Job Viewed
Job Description
Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries.
**_Client Services Representative_**
**Working at Abbott**
At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. You'll also have access to:
+ Career development with an international company where you can grow the career you dream of.
+ Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year
+ An excellent retirement savings plan with high employer contribution
+ Tuition reimbursement, the Freedom 2 Save ( student debt program and FreeU ( education benefit - an affordable and convenient path to getting a bachelor's degree.
+ A company recognized as a great place to work in dozens of countries around the world and named one of the most admired companies in the world by Fortune.
+ A company that is recognized as one of the best big companies to work for as well as a best place to work for diversity, working mothers, female executives, and scientists.
**The Opportunity**
Our location in **Richmond, VA** currently has an **entry-level opportunity** for a **Client Service Representative** . This role is ideal for individuals looking to start or grow their career in customer service within a dynamic and supportive environment. The Client Services Team plays a critical role in shaping Abbott Rapid Diagnostics' image with its customers, vendors, and business partners. Abbott RDX emphasizes the importance of this role by selecting Client Services Representatives who are committed to knowledgeable, responsive, helpful, and courteous interactions with every caller. A Client Services Representative handles inbound customer service and supply order calls, as well as responds to customer emails.
This is a **full-time position** with a starting compensation of **$18/hour**
**Shift:** Monday - Friday 9:00 AM - 6:00 PM EST
**What You'll Work On**
+ Demonstrate drive to provide outstanding customer service with clear verbal and written communications
+ Answer phones, research questions, and document all customer interactions
+ Flexibility to operate in several systems or platforms and balance tasks throughout the workday
+ Ability to multitask in handling customers on various reporting platforms
+ Fostering a customer service culture that strives for 100% customer satisfaction
+ Strong computer skills on various computer systems
+ Positive and helpful attitude
+ Punctuality and attendance
+ Initiative and attention to detail
+ Flexible work schedule (shifts run from 8 am EST through 8 pm EST)
**Required Qualifications**
+ A high school diploma or GED
+ Strong verbal and written communication skills
+ Problem-solving skills
+ Self-disciplined and self-sufficient
**Preferred Qualifications**
+ +3 years of Customer Service experience
+ A four-year degree from an accredited college or university is strongly preferred
+ Call center experience strongly preferred
+ Worked in a metrics-driven environment
Apply Now ( more about our health and wellness benefits, which provide the security to help you and your family live full lives:** ( your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity.
Connect with us at , on Facebook at and on Twitter @AbbottNews.
The base pay for this position is $6.45 - 32.85 per hour. In specific locations, the pay range may vary from the range posted.
An Equal Opportunity Employer
Abbot welcomes and encourages diversity in our workforce.
We provide reasonable accommodation to qualified individuals with disabilities.
To request accommodation, please call or email
**_Client Services Representative_**
**Working at Abbott**
At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. You'll also have access to:
+ Career development with an international company where you can grow the career you dream of.
+ Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year
+ An excellent retirement savings plan with high employer contribution
+ Tuition reimbursement, the Freedom 2 Save ( student debt program and FreeU ( education benefit - an affordable and convenient path to getting a bachelor's degree.
+ A company recognized as a great place to work in dozens of countries around the world and named one of the most admired companies in the world by Fortune.
+ A company that is recognized as one of the best big companies to work for as well as a best place to work for diversity, working mothers, female executives, and scientists.
**The Opportunity**
Our location in **Richmond, VA** currently has an **entry-level opportunity** for a **Client Service Representative** . This role is ideal for individuals looking to start or grow their career in customer service within a dynamic and supportive environment. The Client Services Team plays a critical role in shaping Abbott Rapid Diagnostics' image with its customers, vendors, and business partners. Abbott RDX emphasizes the importance of this role by selecting Client Services Representatives who are committed to knowledgeable, responsive, helpful, and courteous interactions with every caller. A Client Services Representative handles inbound customer service and supply order calls, as well as responds to customer emails.
This is a **full-time position** with a starting compensation of **$18/hour**
**Shift:** Monday - Friday 9:00 AM - 6:00 PM EST
**What You'll Work On**
+ Demonstrate drive to provide outstanding customer service with clear verbal and written communications
+ Answer phones, research questions, and document all customer interactions
+ Flexibility to operate in several systems or platforms and balance tasks throughout the workday
+ Ability to multitask in handling customers on various reporting platforms
+ Fostering a customer service culture that strives for 100% customer satisfaction
+ Strong computer skills on various computer systems
+ Positive and helpful attitude
+ Punctuality and attendance
+ Initiative and attention to detail
+ Flexible work schedule (shifts run from 8 am EST through 8 pm EST)
**Required Qualifications**
+ A high school diploma or GED
+ Strong verbal and written communication skills
+ Problem-solving skills
+ Self-disciplined and self-sufficient
**Preferred Qualifications**
+ +3 years of Customer Service experience
+ A four-year degree from an accredited college or university is strongly preferred
+ Call center experience strongly preferred
+ Worked in a metrics-driven environment
Apply Now ( more about our health and wellness benefits, which provide the security to help you and your family live full lives:** ( your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity.
Connect with us at , on Facebook at and on Twitter @AbbottNews.
The base pay for this position is $6.45 - 32.85 per hour. In specific locations, the pay range may vary from the range posted.
An Equal Opportunity Employer
Abbot welcomes and encourages diversity in our workforce.
We provide reasonable accommodation to qualified individuals with disabilities.
To request accommodation, please call or email
View Now
1
Client Services Representative
23274 Richmond, Virginia
Abbott
Posted 8 days ago
Job Viewed
Job Description
Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries.
**_Client Services Representative_**
**Working at Abbott**
At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. You'll also have access to:
+ Career development with an international company where you can grow the career you dream of.
+ Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year
+ An excellent retirement savings plan with high employer contribution
+ Tuition reimbursement, the Freedom 2 Save ( student debt program and FreeU ( education benefit - an affordable and convenient path to getting a bachelor's degree.
+ A company recognized as a great place to work in dozens of countries around the world and named one of the most admired companies in the world by Fortune.
+ A company that is recognized as one of the best big companies to work for as well as a best place to work for diversity, working mothers, female executives, and scientists.
**The Opportunity**
Our location in **Richmond, VA** currently has an **entry-level opportunity** for a **Client Service Representative** . This role is ideal for individuals looking to start or grow their career in customer service within a dynamic and supportive environment. The Client Services Team plays a critical role in shaping Abbott Rapid Diagnostics' image with its customers, vendors, and business partners. Abbott RDX emphasizes the importance of this role by selecting Client Services Representatives who are committed to knowledgeable, responsive, helpful, and courteous interactions with every caller. A Client Services Representative handles inbound customer service and supply order calls, as well as responds to customer emails.
This is a **full-time position** with a starting compensation of **$18/hour**
**Shift:** Monday - Friday 9:00 AM - 6:00 PM EST
**What You'll Work On**
+ Demonstrate drive to provide outstanding customer service with clear verbal and written communications
+ Answer phones, research questions, and document all customer interactions
+ Flexibility to operate in several systems or platforms and balance tasks throughout the workday
+ Ability to multitask in handling customers on various reporting platforms
+ Fostering a customer service culture that strives for 100% customer satisfaction
+ Strong computer skills on various computer systems
+ Positive and helpful attitude
+ Punctuality and attendance
+ Initiative and attention to detail
+ Flexible work schedule (shifts run from 8 am EST through 8 pm EST)
**Required Qualifications**
+ A high school diploma or GED
+ Strong verbal and written communication skills
+ Problem-solving skills
+ Self-disciplined and self-sufficient
**Preferred Qualifications**
+ +3 years of Customer Service experience
+ A four-year degree from an accredited college or university is strongly preferred
+ Call center experience strongly preferred
+ Worked in a metrics-driven environment
Apply Now ( more about our health and wellness benefits, which provide the security to help you and your family live full lives:** ( your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity.
Connect with us at , on Facebook at and on Twitter @AbbottNews.
The base pay for this position is $6.75 - 33.45 per hour. In specific locations, the pay range may vary from the range posted.
An Equal Opportunity Employer
Abbot welcomes and encourages diversity in our workforce.
We provide reasonable accommodation to qualified individuals with disabilities.
To request accommodation, please call or email
**_Client Services Representative_**
**Working at Abbott**
At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. You'll also have access to:
+ Career development with an international company where you can grow the career you dream of.
+ Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year
+ An excellent retirement savings plan with high employer contribution
+ Tuition reimbursement, the Freedom 2 Save ( student debt program and FreeU ( education benefit - an affordable and convenient path to getting a bachelor's degree.
+ A company recognized as a great place to work in dozens of countries around the world and named one of the most admired companies in the world by Fortune.
+ A company that is recognized as one of the best big companies to work for as well as a best place to work for diversity, working mothers, female executives, and scientists.
**The Opportunity**
Our location in **Richmond, VA** currently has an **entry-level opportunity** for a **Client Service Representative** . This role is ideal for individuals looking to start or grow their career in customer service within a dynamic and supportive environment. The Client Services Team plays a critical role in shaping Abbott Rapid Diagnostics' image with its customers, vendors, and business partners. Abbott RDX emphasizes the importance of this role by selecting Client Services Representatives who are committed to knowledgeable, responsive, helpful, and courteous interactions with every caller. A Client Services Representative handles inbound customer service and supply order calls, as well as responds to customer emails.
This is a **full-time position** with a starting compensation of **$18/hour**
**Shift:** Monday - Friday 9:00 AM - 6:00 PM EST
**What You'll Work On**
+ Demonstrate drive to provide outstanding customer service with clear verbal and written communications
+ Answer phones, research questions, and document all customer interactions
+ Flexibility to operate in several systems or platforms and balance tasks throughout the workday
+ Ability to multitask in handling customers on various reporting platforms
+ Fostering a customer service culture that strives for 100% customer satisfaction
+ Strong computer skills on various computer systems
+ Positive and helpful attitude
+ Punctuality and attendance
+ Initiative and attention to detail
+ Flexible work schedule (shifts run from 8 am EST through 8 pm EST)
**Required Qualifications**
+ A high school diploma or GED
+ Strong verbal and written communication skills
+ Problem-solving skills
+ Self-disciplined and self-sufficient
**Preferred Qualifications**
+ +3 years of Customer Service experience
+ A four-year degree from an accredited college or university is strongly preferred
+ Call center experience strongly preferred
+ Worked in a metrics-driven environment
Apply Now ( more about our health and wellness benefits, which provide the security to help you and your family live full lives:** ( your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity.
Connect with us at , on Facebook at and on Twitter @AbbottNews.
The base pay for this position is $6.75 - 33.45 per hour. In specific locations, the pay range may vary from the range posted.
An Equal Opportunity Employer
Abbot welcomes and encourages diversity in our workforce.
We provide reasonable accommodation to qualified individuals with disabilities.
To request accommodation, please call or email
View Now
2
Specialist, Prime Client Services
23274 Richmond, Virginia
Coinbase
Posted 1 day ago
Job Viewed
Job Description
Ready to be pushed beyond what you think you're capable of?
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
As a Specialist, Prime Client Services you'll join a high performing team of client servicing professionals whose performance is critical to Coinbase achieving its mission. You will serve as a subject matter specialist for Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most valued institutional clients and coverage teams. Diligent, insightful, and have a bias towards action, you will play a crucial role in the success of the *Institutional Operations Services* organization as we help build the crypto economy.
The role goes beyond being the face of Coinbase for our top tier clients as team members are also expected to have a high level of system, product and crypto expertise to ensure client queries are managed autonomously within our exceeds client expectations client model.
*What You'll Be Doing (i.e., Job Duties)*
* Act as a product and service expert for Coinbase's institutional clients, providing end-to-end support across their lifecycle on the platform.
* Navigate and execute complex workflows, including analytics, account maintenance, client management, incident and escalation management, billing, audit processes, reporting, allocations, cold storage, and wallet management.
* Deliver direct client service and support to institutional clients through phone, email, and video calls, ensuring queries are resolved with accuracy and professionalism.
* Facilitate client demo calls, serving as a subject matter expert for the Prime Broker suite of services, and address technical cryptocurrency-related questions.
* Operationalize new and existing policies, processes, and procedures, ensuring alignment with risk and control requirements.
* Support product launches by driving operational readiness and ensuring seamless integration for institutional clients.
* Serve as a key member of the global 24x7 operating model, balancing deep product expertise with high-touch client support.
* Collaborate with internal teams, including Sales, Account Management, Program Management, Engineering, and Product, to resolve issues, surface client feedback, and drive product enhancements.
* Lead or contribute to cross-functional projects with alignment to organizational OKRs, leveraging effective project management skills.
* Identify gaps in processes, policies, or tools, and recommend or implement improvements to enhance client service delivery.
*What We Look For In You (Requirements):*
* Passionate about Coinbase's mission, with a focus on delivering exceptional client servicing experiences while maintaining operational risk and control standards.
* 4+ years of experience supporting high-priority institutional clients in compliance, trading, product support, payments, or fraud.
* Strong knowledge of cryptocurrency, global financial markets, and trading platforms, with the ability to turn technical concepts into actionable solutions.
* Proven ability to manage high-stakes interactions and resolve complex technical and operational issues under pressure.
* Excellent communication skills for effective collaboration across teams and with clients.
* Flexibility to work shifts, including weekends, in a dynamic 24/7 environment.
*Nice to Have (Preferred Qualifications):*
* Bachelor's degree in Finance, Business, Economics, or a related field preferred.
* Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals (HNWIs).
* Industry experience within Traditional Finance, Crypto, or Fintech.
* Familiarity with financial technologies like digital banking, trading platforms, or payment solutions.
* Hands-on experience with complex financial products or crypto custody solutions in regulated environments.
* Located in or able to work Eastern or Central Time Zone hours.
Job #: P71800
#LI-Remote
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$45.68-$53.75 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact mailto:
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
As a Specialist, Prime Client Services you'll join a high performing team of client servicing professionals whose performance is critical to Coinbase achieving its mission. You will serve as a subject matter specialist for Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most valued institutional clients and coverage teams. Diligent, insightful, and have a bias towards action, you will play a crucial role in the success of the *Institutional Operations Services* organization as we help build the crypto economy.
The role goes beyond being the face of Coinbase for our top tier clients as team members are also expected to have a high level of system, product and crypto expertise to ensure client queries are managed autonomously within our exceeds client expectations client model.
*What You'll Be Doing (i.e., Job Duties)*
* Act as a product and service expert for Coinbase's institutional clients, providing end-to-end support across their lifecycle on the platform.
* Navigate and execute complex workflows, including analytics, account maintenance, client management, incident and escalation management, billing, audit processes, reporting, allocations, cold storage, and wallet management.
* Deliver direct client service and support to institutional clients through phone, email, and video calls, ensuring queries are resolved with accuracy and professionalism.
* Facilitate client demo calls, serving as a subject matter expert for the Prime Broker suite of services, and address technical cryptocurrency-related questions.
* Operationalize new and existing policies, processes, and procedures, ensuring alignment with risk and control requirements.
* Support product launches by driving operational readiness and ensuring seamless integration for institutional clients.
* Serve as a key member of the global 24x7 operating model, balancing deep product expertise with high-touch client support.
* Collaborate with internal teams, including Sales, Account Management, Program Management, Engineering, and Product, to resolve issues, surface client feedback, and drive product enhancements.
* Lead or contribute to cross-functional projects with alignment to organizational OKRs, leveraging effective project management skills.
* Identify gaps in processes, policies, or tools, and recommend or implement improvements to enhance client service delivery.
*What We Look For In You (Requirements):*
* Passionate about Coinbase's mission, with a focus on delivering exceptional client servicing experiences while maintaining operational risk and control standards.
* 4+ years of experience supporting high-priority institutional clients in compliance, trading, product support, payments, or fraud.
* Strong knowledge of cryptocurrency, global financial markets, and trading platforms, with the ability to turn technical concepts into actionable solutions.
* Proven ability to manage high-stakes interactions and resolve complex technical and operational issues under pressure.
* Excellent communication skills for effective collaboration across teams and with clients.
* Flexibility to work shifts, including weekends, in a dynamic 24/7 environment.
*Nice to Have (Preferred Qualifications):*
* Bachelor's degree in Finance, Business, Economics, or a related field preferred.
* Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals (HNWIs).
* Industry experience within Traditional Finance, Crypto, or Fintech.
* Familiarity with financial technologies like digital banking, trading platforms, or payment solutions.
* Hands-on experience with complex financial products or crypto custody solutions in regulated environments.
* Located in or able to work Eastern or Central Time Zone hours.
Job #: P71800
#LI-Remote
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$45.68-$53.75 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact mailto:
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3
Tax Manager, Private Client Services
23214 Richmond, Virginia
MedStar Health
Posted 2 days ago
Job Viewed
Job Description
Job Summary:
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
Job Duties:
- Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities
- Works directly with clients and their advisors to gather information needed to prepare tax returns
- Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
- Directs communication with government agencies for matters of the highest complexity
- Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
- Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments
- Prioritizes and completes tasks both individually and with a team
- Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
- Builds new relationships and maintains existing relationships with BDO professionals and external sources
Supervisory Responsibilities:
- Supervises associates and senior associates on all projects
- Reviews work prepared by associates and senior associates and provide review comments
- Trains Associates and Seniors how to use all current software tools
- Acts as a Career Advisor to associates and senior associates
- Schedules and manages workload of associates and senior associates
- Provides verbal and written performance feedback to associates and senior associates
Qualifications, Knowledge, Skills and Abilities:
Education:
- Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
- Master's degree in Accountancy or Taxation, preferred
Experience:
- Five (5) or more years prior experience in accounting, finance, or law, required
- Experience working in public accounting, or the private client service area, preferred
License/Certifications:
- Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
- Possession of other professional degrees or certifications applicable to role, preferred
Software:
- Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
- Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
- Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred
Languages:
- N/A
Other Knowledge, Skills & Abilities:
- Initiative
- Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
- Manages client engagements, supervises, and reviews work of team members
- Communication
- Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
- Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
- Resolves client service issues in a timely and acceptable manner
- Leadership
- Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
- Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
- Business Development
- Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
- Involves firm specialists and other business lines to increase cross service opportunities
- People Development
- Supervises, develops, and trains employees
- Acts as a mentor to associates and senior associates
- Provides verbal and written performance feedback to associates and senior associates
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $112,000 - $50,000
Colorado Range: 111,500 - 130,000
Illinois Range: 105,000 - 130,000
Maryland Range: 111,000 - 122,000
Massachusetts Range: 115,000 - 135,000
Minnesota Range: 90,000 - 120,000
New Jersey Range: 110,000 - 145,000
NYC/Long Island/Westchester Range: 120,000 - 150,000
Washington Range: 110,000 - 125,000
Washington DC Range: 123,000 - 139,000
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4
Tax Senior Manager, Private Client Services
23214 Richmond, Virginia
MedStar Health
Posted 6 days ago
Job Viewed
Job Description
Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers Directs communication with government agencies for matters of the highest complexity Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors Expands their understanding of tax concepts and knowledge through client engagements and current tax developments Prioritizes and reviews work to keep engagements on track Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training Builds new relationships and maintains existing relationships with BDO professionals and external sources Other duties as assigned Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred Masters in Accountancy or Taxation, preferred Experience: Seven (7) or more years prior experience in accounting, finance, or law, required Experience in the private client service area, required Prior supervisory experience, required Experience working in public accounting, preferred License/Certifications: Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: N/A Other Knowledge, Skills & Abilities: Initiative Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps Manages client engagements, supervises, and reviews work of team members Communication Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work Leadership Manages and monitors key performance indicators (KPI's) as established by the business line Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities Technical Skills Serves as internal resource and providing guidance to other practices on technical matters Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries Business Development Spends time developing their network of key financial decision makers, referral sources, and recruits Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO People Development Supervises, develops and trains employees Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $00,000 Colorado Range: 120,000 - 185,000 Illinois Range: 140,000 - 190,000 Maryland Range: 152,000 - 188,000 Massachusetts Range: 165,000 - 205,000 Minnesota Range: 130,000 - 190,000 New Jersey Range: 150,000 - 200,000 NYC/Long Island/Westchester Range: 175,000 - 205,000 Washington Range: 150,000 - 200,000 Washington DC Range: 156,000 - 200,000 #J-18808-Ljbffr
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5
Client Services Manager - Large Complex Loss
23274 Richmond, Virginia
EFI Global
Posted 4 days ago
Job Viewed
Job Description
**The 'Apply with SEEK option' will be utilized for International applicants, mainly Australia. If this does not apply to you please use the 'Apply' option.**
IF YOU CARE, THERE'S A PLACE FOR YOU HERE
EFI Global is a full-service engineering, fire investigation, environmental, health and safety, and specialty consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, into a recognized global leader in engineering failure analysis, origin-and-cause investigations, environmental consulting, laboratory testing and specialty consulting. Our forensic investigation, engineering and environmental services teams around the world share a dedication to expertise, quality and demonstrating to customers that caring counts®. Each of our more than 700 professional engineers, fire investigators, architects and scientists was selected for their technical proficiency, in-depth industry knowledge and commitment to professional integrity. Together, our diverse backgrounds and collective insights empower clients to make better-informed business decisions. EFI's combination of global solutions and local expertise has earned the firm a reputation for delivering timely responses that consistently meet our clients' expectations-anytime, anywhere. Click here to learn more about EFI Global.
Are you a dynamic relationship-builder with a deep understanding of forensic engineering, fire investigation, and environmental loss? We're looking for a **Client Services Manager** to spearhead business development efforts and cultivate strategic partnerships in the **large complex loss and catastrophic property claims** space. At the forefront of innovation and integrity, our firm empowers clients with expert insights into the most challenging forensic engineering, fire investigation, and environmental failures. If you thrive in high-stakes environments and have a proven track record of driving growth through technical expertise and client trust, we want to hear from you.
**PRIMARY PURPOSE** : To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.
**ESSENTIAL FUNCTIONS and RESPONSIBILITIES**
+ Performs client renewal and Client Service Instruction preparation for assigned clients.
+ Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports.
+ Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients.
+ Educates the client on loss data - drivers of cost impacting assigned programs.
+ Coordinate project activity. Acts as primary client contact with focus on maintaining and improving overall customer satisfaction.
+ Identifies issues that impact customer satisfaction. Identifies and solicits cross selling opportunities.
+ Coordinates client contracts.
**ADDITIONAL FUNCTIONS and RESPONSIBILITIES**
+ Performs other duties as assigned.
+ Supports the organization's quality program(s).
+ Travel 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 discussions.
+ Provides support, guidance, leadership and motivation to promote maximum performance.
**QUALIFICATIONS**
**Education & Licensing**
Bachelor's degree from an accredited college or university preferred. Colleague to pursue CPCU, AIC and/or ARM or other related designation required.
**Experience**
Eight (8) years of related experience or equivalent combination of experience and education required to include three (3) years as an Account Representative **OR** five (5) years adjuster experience including one (1) year in a supervisory capacity.
**Skills & Knowledge**
+ Strong understanding in one of the following areas: workers compensation, liability and disability claims management
+ Strong understanding of client location coding parameters, banking methodology, and claims operating systems
+ 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
+ Ability to work in a team environment
+ 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
**NEXT STEPS**
**If your application is selected to advance to the next round, you will receive an e-mail notification or phone call from a recruiter to schedule an initial call.**
_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 $120,000-$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._
_Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance or Employers, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Diego Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws._
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.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Diego Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws.
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
Our business is founded on people with the best technical skills and outstanding industry knowledge and we strive to employ and retain exceptional talent. EFI Global is an equal opportunity employer welcoming applications from all qualified persons.
If you are interested in working for us, please visit our job board.
IF YOU CARE, THERE'S A PLACE FOR YOU HERE
EFI Global is a full-service engineering, fire investigation, environmental, health and safety, and specialty consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, into a recognized global leader in engineering failure analysis, origin-and-cause investigations, environmental consulting, laboratory testing and specialty consulting. Our forensic investigation, engineering and environmental services teams around the world share a dedication to expertise, quality and demonstrating to customers that caring counts®. Each of our more than 700 professional engineers, fire investigators, architects and scientists was selected for their technical proficiency, in-depth industry knowledge and commitment to professional integrity. Together, our diverse backgrounds and collective insights empower clients to make better-informed business decisions. EFI's combination of global solutions and local expertise has earned the firm a reputation for delivering timely responses that consistently meet our clients' expectations-anytime, anywhere. Click here to learn more about EFI Global.
Are you a dynamic relationship-builder with a deep understanding of forensic engineering, fire investigation, and environmental loss? We're looking for a **Client Services Manager** to spearhead business development efforts and cultivate strategic partnerships in the **large complex loss and catastrophic property claims** space. At the forefront of innovation and integrity, our firm empowers clients with expert insights into the most challenging forensic engineering, fire investigation, and environmental failures. If you thrive in high-stakes environments and have a proven track record of driving growth through technical expertise and client trust, we want to hear from you.
**PRIMARY PURPOSE** : To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.
**ESSENTIAL FUNCTIONS and RESPONSIBILITIES**
+ Performs client renewal and Client Service Instruction preparation for assigned clients.
+ Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports.
+ Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients.
+ Educates the client on loss data - drivers of cost impacting assigned programs.
+ Coordinate project activity. Acts as primary client contact with focus on maintaining and improving overall customer satisfaction.
+ Identifies issues that impact customer satisfaction. Identifies and solicits cross selling opportunities.
+ Coordinates client contracts.
**ADDITIONAL FUNCTIONS and RESPONSIBILITIES**
+ Performs other duties as assigned.
+ Supports the organization's quality program(s).
+ Travel 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 discussions.
+ Provides support, guidance, leadership and motivation to promote maximum performance.
**QUALIFICATIONS**
**Education & Licensing**
Bachelor's degree from an accredited college or university preferred. Colleague to pursue CPCU, AIC and/or ARM or other related designation required.
**Experience**
Eight (8) years of related experience or equivalent combination of experience and education required to include three (3) years as an Account Representative **OR** five (5) years adjuster experience including one (1) year in a supervisory capacity.
**Skills & Knowledge**
+ Strong understanding in one of the following areas: workers compensation, liability and disability claims management
+ Strong understanding of client location coding parameters, banking methodology, and claims operating systems
+ 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
+ Ability to work in a team environment
+ 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
**NEXT STEPS**
**If your application is selected to advance to the next round, you will receive an e-mail notification or phone call from a recruiter to schedule an initial call.**
_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 $120,000-$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._
_Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance or Employers, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Diego Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws._
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.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Diego Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws.
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
Our business is founded on people with the best technical skills and outstanding industry knowledge and we strive to employ and retain exceptional talent. EFI Global is an equal opportunity employer welcoming applications from all qualified persons.
If you are interested in working for us, please visit our job board.
View Now
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6
US Seasonal Tax-Private Client Services Senior Manager
23274 Richmond, Virginia
EY
Posted 17 days ago
Job Viewed
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 .
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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7
Client Services and Administrative Support Consultant - Employee Assistance Program
23274 Richmond, Virginia
CVS Health
Posted today
Job Viewed
Job Description
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
+ Fully remote; The schedule is Monday-Friday 9:00am-5:30pm EST.
+ Facilitates key administrative support and consultation for the EAP On-Site Counseling Program, ensuring customer satisfaction and successful utilization of the EAP On-Site product, services, and solutions.
+ Manages research, collection, analysis, and compilation of data and information for various EAP On-Site reports. Prepares complex and comprehensive records and reports.
+ Provides timely and effective support to EAP On-Site Program management and customers, escalating more complex concerns or issues to leaders for review and swift resolution.
+ Builds and maintains strong relationships with customers, serving as their primary point of contact for administrative support by understanding customer needs, objectives, and challenges to provide tailored support and consultation.
+ Helps optimize utilization of company products, including EAP On-Site services, and solutions to achieve customers' specific mental wellbeing needs and requirements.
+ Identifies opportunities for upselling or cross-selling additional products or services based on customer needs and expectations.
+ Handles complex customer needs and administrative office coordination assuring smooth, timely, and efficient office operations.
+ Assists with consulting-related reporting needs, including performance and utilization metrics to measure program progress against organizational targets and objectives.
+ Investigates and resolves complex customer problems, collaborating with internal teams to ensure customer satisfaction.
+ Provides guidance, support, and mentorship to junior client service support consultants by assisting with training initiatives, knowledge sharing, and performance evaluations to develop and enhance the skills and competencies of the team.
+ Handles files, reports, and records, and manages department record retention.
+ Ensures efficient workflow and office operations of the department by following established policies and procedures.
**Required Qualifications**
+ 2-3 years of Administrative and Customer Support work experience in healthcare and/or behavioral health field.
+ Advanced proficiency with technology including Microsoft Office Applications.
**Preferred Qualifications**
+ Bachelor's Degree.
+ Certified Billing and Coding Specialist (CBCS).
+ Strong organizational and communication skills.
+ Must be detail-oriented with the ability to manage multiple tasks effectively.
+ Adept at problem solving and decision making skills.
**Education**
+ Associate's Degree or equivalent work experience.
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$18.50 - $42.35
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 08/22/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
+ Fully remote; The schedule is Monday-Friday 9:00am-5:30pm EST.
+ Facilitates key administrative support and consultation for the EAP On-Site Counseling Program, ensuring customer satisfaction and successful utilization of the EAP On-Site product, services, and solutions.
+ Manages research, collection, analysis, and compilation of data and information for various EAP On-Site reports. Prepares complex and comprehensive records and reports.
+ Provides timely and effective support to EAP On-Site Program management and customers, escalating more complex concerns or issues to leaders for review and swift resolution.
+ Builds and maintains strong relationships with customers, serving as their primary point of contact for administrative support by understanding customer needs, objectives, and challenges to provide tailored support and consultation.
+ Helps optimize utilization of company products, including EAP On-Site services, and solutions to achieve customers' specific mental wellbeing needs and requirements.
+ Identifies opportunities for upselling or cross-selling additional products or services based on customer needs and expectations.
+ Handles complex customer needs and administrative office coordination assuring smooth, timely, and efficient office operations.
+ Assists with consulting-related reporting needs, including performance and utilization metrics to measure program progress against organizational targets and objectives.
+ Investigates and resolves complex customer problems, collaborating with internal teams to ensure customer satisfaction.
+ Provides guidance, support, and mentorship to junior client service support consultants by assisting with training initiatives, knowledge sharing, and performance evaluations to develop and enhance the skills and competencies of the team.
+ Handles files, reports, and records, and manages department record retention.
+ Ensures efficient workflow and office operations of the department by following established policies and procedures.
**Required Qualifications**
+ 2-3 years of Administrative and Customer Support work experience in healthcare and/or behavioral health field.
+ Advanced proficiency with technology including Microsoft Office Applications.
**Preferred Qualifications**
+ Bachelor's Degree.
+ Certified Billing and Coding Specialist (CBCS).
+ Strong organizational and communication skills.
+ Must be detail-oriented with the ability to manage multiple tasks effectively.
+ Adept at problem solving and decision making skills.
**Education**
+ Associate's Degree or equivalent work experience.
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$18.50 - $42.35
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 08/22/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
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