410 Customer Service Representatives jobs in Hudson

Location: Hybrid (3 days in the office required & 2 days remote Brooklyn, OH 44144)

Duration: 5 months contract (With possible extension)

General Summary And Purpose: The purpose of this position is to support company's Wealth Management business with a focus on the bank's Fiduciary Trust systems. The position will provide support to the Fiduciary Trust operations team and will work closely with the Fiduciary Trust Operations Manager.

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

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

Essential Functions and Primary Duties

• Complete all aspects of tax and engagements (Individual, Trust, Gift, Estate) for clients including status updates to engagement directors and adhere to all quality control standards as required
• Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Understand the client's organization, procedures and internal policies
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
• Manage and retain multiple client relationships, engagements and special projects
• Develop overall engagement budget
• Consistently meet charge hour goals
• Responsible for billing and realization on assigned clients; explain variances
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned

Preferred Qualifications

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

Minimum Qualifications Required

• Bachelor's degree
• 6 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

#LIAG1 #LI-Hybrid

CBIZ.Jobs Category: Tax

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EQUAL OPPORTUNITY EMPLOYER

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.

Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

GENERAL SUMMARY AND PURPOSE: The purpose of this position is to support the Wealth Management business with a focus on the bank's Fiduciary Trust systems. The position will support the people, products, processes and technologies associated to this part of the business. Answer general inquiries. research, coordinate and resolve operational and system issues/problems. ESSENTIAL JOB FUNCTIONS • Set-up of internal system and Wealth Portal access for clients. Set-up Payweb and Stellar access for clients. Set-up Wealth Direction access for clients and trouble shoot when necessary. Advent/Data Aggregators/Insignis MSCI set up requests. Verify correct coding in system to determine if certain errors are a result of incorrect coding. If so, facilitate correction of system coding. Research issues to identify problems/issues as they occur (isolated) or global issues and work with appropriate technology partners to resolve. Log Service Now tickets on system issues. Process daily IBX and OBI reports. Process monthly Wealth Portal Reports. Send out Weekly Communications, including critical technology platform alerts. Manage and update SharePoint site. General first line of support for Wealth internal users. General maintenance and system messaging. Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust Operations Managers and staff. Establish and maintain strong working relationships with LOB and Operations staff. Participate in committees and assist in testing and implementation for internal and other systems as appropriate. Participate in upgrade and disaster recovery tests, requires limited off-hours, weekend. Testing. Conduct extensive research and problem resolution. Research the most complex issue's pertaining to each Operational Area in Trust -Statement Preparation, KeyLink, Wealth Portal and Wealth direction. MARGINAL OR PERIPHERAL FUNCTIONS • Backup other team members • Special projects as needed REQUIRED QUALIFICATIONS • Undergraduate degree in a business or technology related field, extensive experience may be •substituted. Must demonstrate a working knowledge of mobile space, browsers, systems issues and client navigation. Minimum of three years experience in areas of bank operations, trust administration, wealth management, and/or technology operations. Must have a client first attitude and possess sense of urgency for problem resolution. Excellent analytical and problem-solving skills. Strong written and oral communication skills. Above average PC skills including MS Excel, Word, and PowerPoint. PREFERRED QUALIFICATIONS • Experience with KeyLink (Global Office), Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos and Wealth Direction. COMPETENCIES/SKILLS • Is dedicated to meeting the expectations and requirements of internal and external customers. •Knowledgeable about how organizations function; knows how to get things done both through formal channels and informal network. Knowledgeable in current and future policies, practices, and trends in the investment management business. Integrity and trust Exhibits great attention to detail. Ability to work independently and in larger team-based environments. Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services. Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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

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

Find your place at Pace

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

This is an entry level position.

• Drive to client offices and job sites to pick up samples and drop off supplies.
• Unload and receive client samples.
• Triage client samples. Determine what type of samples are received.
• Unpack and repack coolers for shipment to other labs.
• Assemble client sample kits according to guidelines and instructions.
• Maintain and stock supplies to meet client sample kit demands.
• Keep work area clean and organized.
• Assist with cleaning and maintaining the office.

• High School Diploma or Equivalent
• Valid driver's license and clean driving record.
• Experience in a laboratory or environmental testing setting is preferred but not required.
• Ability to perform work in a lab or office setting, remain standing for long periods, work around strong smells, and wear personal protective equipment while handling samples (e.g., lab coat, safety glasses and gloves; all PPE provided by Pace).
• Ability to lift 20-30 pounds frequently, and up to 50 pounds on occasion.

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