Client Services Associate

33336 Fort Lauderdale, Florida Tidal Management

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Job Description

We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide you with ongoing training to keep you up to date with the latest trends & give you the best opportunity to grow your career!As a Client Services Associate, your role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer service. This role offers a hands-on approach that specializes in customized consumer interactions to drive our client base and overall satisfaction!Responsibilities of the Client Services Associate:Deliver exceptional customer service by assessing customer needs with a professional and positive attitudeBuild and maintain client accounts by fostering lasting relationships through direct engagementsReviewing customer interactions with management and contributing to any feedback for improving customer service experiencesStay knowledgeable about all products and services to confidently address client questionsParticipate in cross-departmental training to shine as a Client Services Associate and reveal serious advancement opportunitiesWhat We Offer as a Client Services Associate:Extensive and ongoing one-on-one training designed for Client Services AssociatesOpportunities for community and charity involvementFlexible scheduling for a balanced life between work & lifeEducational & informative meetings with senior team members to enhance your customer service skillsTransparent career paths based on performanceQualifications of a Client Services Associate:High school diploma or experience relevant to a Client Services Associate roleA positive attitude and the ability to adapt to work with diverse people and teamsStrong teamwork skills and a commitment to helping clients succeedBackground in retail, restaurant, sales, or related fields is a plusA drive for leadership and a willingness to grow within the companyIf you're ready to start a rewarding career as a Client Services Associate and have a passion for customer service, we are here for you! Apply today and take the first step in an exciting journey of growth and opportunity

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Client Services Associate

33336 Fort Lauderdale, Florida Olympic Enterprises

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Job Description

We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide you with ongoing training to keep you up to date with the latest trends & give you the best opportunity to grow your career!As a Client Services Associate, your role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer service. This role offers a hands-on approach that specializes in customized consumer interactions to drive our client base and overall satisfaction!Responsibilities of the Client Services Associate:Deliver exceptional customer service by assessing customer needs with a professional and positive attitudeBuild and maintain client accounts by fostering lasting relationships through direct engagementsReviewing customer interactions with management and contributing to any feedback for improving customer service experiencesStay knowledgeable about all non-profit goals to confidently address client questionsParticipate in cross-departmental training to shine as a Client Services Associate and reveal serious advancement opportunitiesWhat We Offer as a Client Services Associate:Extensive and ongoing one-on-one training designed for Client Services AssociatesOpportunities for community and charity involvementFlexible scheduling for a balanced life between work & lifeEducational & informative meetings with senior team members to enhance your customer service skillsTransparent career paths based on performanceQualifications of a Client Services Associate:High school diploma or experience relevant to a Client Services Associate roleA positive attitude and the ability to adapt to work with diverse people and teamsStrong teamwork skills and a commitment to helping clients succeedBackground in retail, restaurant, sales, or related fields is a plusA drive for leadership and a willingness to grow within the companyIf you're ready to start a rewarding career as a Client Services Associate and have a passion for customer service, we are here for you! Apply today and take the first step in an exciting journey of growth and opportunity!

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Client Services Coordinator

33336 Fort Lauderdale, Florida Multicultural Alliance Health Care Solutions Inc

Posted 1 day ago

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Job Description

Location : Fort Lauderdale, FL (Onsite only must reside in South Florida)

Schedule : Full-time | MondayFriday | 9 : 00 AM5 : 00 PM

About MAHCS

Multicultural Alliance Health Care Solutions, Inc. (MAHCS) is a behavioral health agency committed to providing high-quality, culturally competent services to the diverse residents of Broward County. Our mission is to eliminate barriers to mental health care through bilingual staffing, community-based services, and a trauma-informed approach.

Position Summary

We are seeking a friendly, outgoing, detail-oriented Client Services Coordinator to support our intake, referral, and documentation processes. You'll help ensure timely access to care for clients, communicate with referral sources and guardians, and maintain accurate records. If you thrive in a people-centered environment, this role is for you.

Key Responsibilities

  • Process new referrals and assign intakes within 24 hours
  • Coordinate and document all new intakes and readmissions
  • Communicate with families and referral sources regarding services and next steps
  • Maintain documentation in our EHR and ChildNet portal
  • Track treatment plans, consent forms, and funding status
  • Run weekly / monthly reports and support discharges as needed
  • Provide high-quality customer service and follow up on client contact and appointment status

Ideal Candidate

  • Outgoing and people-oriented; confident communicating with families and stakeholders
  • Strong attention to detail and follow-through
  • Comfortable balancing multiple tasks and priorities

Requirements

  • High school diploma or equivalent
  • 12 years experience in healthcare or behavioral health admin, preferred
  • Proficient in Excel and Microsoft Office
  • Excellent organizational, communication, and follow-up skills
  • 18$20 / hour, based on experience
  • 9 paid holidays, PTO, sick leave, and personal days
  • Medical insurance (50% premium paid for FT staff)
  • Growth opportunities within intake and QA

Other Details

  • Drug-free workplace
  • Background check required

Equal Opportunity Employer

MAHCS values diversity and is committed to equal opportunity for all applicants. Employment is at-will and based on qualifications and business needs.

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Client Services Coordinator

33336 Fort Lauderdale, Florida Veterans Sourcing Group LLC

Posted 2 days ago

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Job Description

This req will be released today, 10/30 at 5pm CST and will go on hold 11/1 at 2:30pm CST.

Req ID: 11760-1 Title: Client Services Coordinator Job Family: Sales/Brokerage Background Package: CBRE Standard Package-No Drug Test Pay Rate: $24.00 - $27.50 Hours: 8-5pm Remote/Hybrid/In-Person: In-Person Location: 401 E Las Olas Blvd., Suite 1500, Fort Lauderdale, FL 33301 Assignment Duration: End of year Potential to convert to FTE, If so, what rate: yes, not at this time Resource's typical working day: Following up with brokers
Comfortable with numbers and putting together vouchers
Ordering signage for properties
Putting together tour books and surveys
Putting together email marketing campaigns
Will actively be using InDesign, photoshop and illustrator - Approximately 50% of time
Previous commercial real estate experience would make for a top candidate Years of Experience needed: 3+ years Level of Education: H.S Diplom Systems/Software proficiencies: 2 years of InDesign and Microsoft Office Suite experience is preferred
photoshop and illustrator experience would be preferred Certifications/Licenses: n/ Top Must have Skills: Communication
Dependable
Creative
Attention to Detail - Very Important
Professional Demeanor Top Nice to have Skills: Previous commercial real estate experience would be AMAZING! Along with an associate or bachelor's degree Interview Process: 1 in-person interview

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Client Services Associate I

33024 Tamarac, Florida Amerant Bank

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Job Description

To provide superior standards of service to an assigned portfolio of customers (personal & commercial) with the objective to strengthen customer loyalty and retention, ensuring excellent customer service. Responsible of meeting KYC/ KYA AML and other Client Service, Associate, Customer Service, Processing, Retail, Transaction

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On-Call Client Services Associate

33483 Delray Beach, Florida Care Options For Kids

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Job Description

Care Options for Kids connects leading pediatric specialists with families to providebest-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children's lives by bringing individualized care to children where they live, work, and play. Our pediatric specialists are committed to providing high-quality pediatric services that help children and families live their best lives. We empower our community of clinicians to meet children where they are by providing the support and resources necessary to decrease administrative burdens. This focus allows our clinicians to obtain optimal work-life balance. We are looking fora critical thinker and proactive, part-time On-Call Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. The On-Call Client Services Associate is responsible for evening/weekend scheduling and coordinating of all HHA, CNA, LPN and RN shifts for all assigned clients. The On-Call Client Services Associate works with a team comprised of the clinical team, On-Call Client Services Manager and Business Operations Director to ensure that all client needs are being addressed and expertly met during non-routine business hours. The On-Call Client Services Associate works collaboratively with the clinical team, On-Call Client Services Manager and Business Operations Director to ensure that services are being provided that promotes client satisfaction and abide by all state, federal and company mandates and guidelines and are delivered in a timely manner. Position Types Available: Part-Time, Remote On-Call Client Service Associate responsibilities include: Answers incoming calls in a friendly, professional, and knowledgeable manner. Communicate with clients when an employee calls off or is running late. Review call- EM- All and emails throughout your shift Ensures clients/families are communicated with and understand schedules. Receives and communicates client concerns and incidents to supervisor, as necessary. Provides follow up customer service calls/visits to new clients and their family members to ensure clients' needs are being met. Schedules appropriate staff based on competency and availability to provide quality care to client in accordance with the client's plan of care. Assist with any calls and escalate as needed to the appropriate party. Responding to EVV's on a timely manner Additional duties as assigned. Comprehensive Ability to: Hold core values consistent with a patient- and family-centered approach to care Proactively acts as patient advocate, responding with empathy and respect to resolve patient and family concerns, and recognizes opportunities for improvement to meeting patient concerns. Proactively continues to educate self on providing quality care and improving professional skills. Demonstrates a positive and professional attitude towards internal and external customers. Collaborate with team members to assist as needed to complete tasks. Qualifications: High school diploma, GED or Associate' Degree preferred. One to two years' experience with demonstrated effective communication skills and proven organizational and interpersonal skills preferred. Strong written and verbal communication skills Computer literacy and adaptability Ability to effectively communicate with all levels within the organization. Nights, weekends, morning, evening, and holidays are required for this position; taking time off on Holidays is on a first come, first served basis after your first year of employment. What we Offer: A supportive and collaborative work environment. Opportunity to Join a Rapidly Growing, Fast-Paced Organization! A chance to make a meaningful impact in the lives of children and families. Wage Range: $16.00 to $18.00 per hour *Compensation dependent on experience. Location: Remote, Florida If you are the best at what you do, and are ready to work with an innovative, positive and supportive organization, please contact us today. Care Options For Kids is an equal opportunity employer. The Equal Employment Opportunity Policy of Care Options For Kids is to provide a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status or disability. Care Options For Kids hires and promotes individuals solely on the basis of their qualifications for the job to be filled. Care Options For Kids believes that associates should be provided with a working environment which enables each associate to be productive and to work to the best of his or her ability. We do not condone or tolerate an atmosphere of intimidation or harassment based on race, color, religion, national origin, gender, sexual orientation, age, marital status or disability. We expect and require the cooperation of all associates in maintaining a discrimination and harassment-free atmosphere. *Restrictions Apply

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Tax Manager - Private Client Services (47285)

33336 Fort Lauderdale, Florida Citrin Cooperman

Posted 3 days ago

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Description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. Were continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

Description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. Were continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

Responsibilities

We are seeking a Tax Manager - Private Client Services (PCS) in the Tax Department. As a Tax Manager in PCS, you will be responsible for:

  • Review of tax returns, income tax projections and tax workpapers. Specifically, federal and state individual and fiduciary tax returns.
  • Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations.
  • Provide effective consulting, planning and compliance for your clients.
  • Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues.
  • Perform tax research to resolve issues.
  • Maintain strong relationships with a highly proactive approach to serving clients.
  • Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of project.
  • Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice.
  • Maintaining knowledge of new tax issues and general business trends impacting client.

Qualifications

  • Bachelors degree in Accounting required, Masters in Taxation is preferred, CPA preferred
  • 7+ years of progressive public accounting experience
  • Knowledge of hedge fund and private equity K1s
  • Excellent written and verbal communication skills
  • Capable of managing multiple client engagements
  • A track record of building and sustaining client relationships and high-quality client service
  • Outstanding analytical, organizational and project management skills
Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Accounting/Auditing and Finance
  • Industries Professional Services

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US Seasonal Tax-Private Client Services Senior Manager

33434 Boca Del Mar, Florida EY

Posted today

Job Viewed

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Job Description

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

FY26 US Seasonal Tax-Private Client Services Manager

33434 Boca Del Mar, Florida EY

Posted today

Job Viewed

Tap Again To Close

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 $90/hr to $120/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 .
View Now
 

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