283 Services jobs in Denville

Client Services Coordinator

07920 Basking Ridge, New Jersey FellowshipLIFE

Posted 1 day ago

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Client Services Coordinator

Are you organized, detail-oriented, and passionate about contributing to a growing program? Fellowship Therapy at Home in Basking Ridge is your next career move!

Essential Functions:
    • Responsibilities:
    • Manages incoming phone calls and emails
    • Conducts comprehensive client intakes
    • Ensures timely and accurate data entry of client information
    • Maintains a tracking system of referrals and compliance
    • Obtains physician signatures on documentation
Qualifications:
    • Requirements & Skills:
    • High School Diploma or equivalent required
    • Administrative experience preferred
    • Attention to detail and compliance with HIPAA guidelines
    • Demonstrate professionalism through verbal and written communications
    • Proficient computer skills including Microsoft Office with the ability to learn and master department-specific software applications
Benefits And Perks:
    • 401K Retirement Plan with company match
    • Vacation and Paid Time Off
    • Recognition Programs and Celebration Parties
    • On-Site Fitness Center
    • Plus More!


$19 - $19 biweekly

EOE - FellowshipLIFE is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, or protected veteran or disabled status. We support a work environment where diversity, integrity and excellence are embraced, family is valued, and Fellowship Spirit is strengthened.

Apply now to join our dynamic team and embark on a rewarding career with us. We look forward to receiving your application!
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Associate Director, Client Services

07974 New Providence, New Jersey IQVIA INC (US10)

Posted 20 days ago

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Job Overview:


• Manages a group of client service professionals within a part of a large market or region. Responsible for quality and service to client, ensuring client obtains maximum value from products and services.
Principle Accountabilities:
• Manages a staff of client service professionals, providing direction, professional guidance, and developmental opportunities.
• Oversee team workload distribution and proactively manages resource allocation to ensure optimal support across multiple clients.
• Works closely with clients to maximize the value of IQVIA services by translating client requirements into actionable plans and ensuring smooth execution throughout the delivery process.
• Serves as project leader between the client and IQVIA – translates client needs into action plans with the internal service team (i.e., determines responsibilities and periods and negotiates resources with internal departments).
• Supports the development, revision, and ongoing maintenance of client service agreements across business lines, ensuring alignment and consistency in service delivery.
• Leads client account teams to assess needs and communicate insights promptly to stakeholders. Conducts thorough assessments, gathers data from various departments, and accurately conveys information.
• Oversee the team responsible for conducting comprehensive training on IQVIA databases, products, and service protocols (such as report submission deadlines) as required.
• Collaborates with account management to inform pricing strategies by contributing insights and feedback on potential new and existing client opportunities.
• Collaborates cross-functionally to shape and enhance regional and local client service strategies, leveraging insights from client interactions and team performance.
• Establishes and enforces a client escalation process to ensure prompt and effective issue resolution by analysts, escalating as needed to management for timely outcomes and client satisfaction.
• Leads a team engaged in product testing and new solution development, ensuring client-centric innovation through rigorous evaluation, feedback integration, and cross-functional collaboration.
• Leads the recruitment and onboarding process for new analysts, including defining role requirements, participating in interviews, and ensuring smooth integration into the team’s workflows and culture.
• Contributes to and helps lead operational initiatives that enhance the creation of deliverables by streamlining internal processes, aligning resources, and integrating feedback from key stakeholders.


Minimum Education, Experience, & Specialized Knowledge Required:


• Bachelor’s degree or equivalent.
• Minimum of seven (7) years related experience in the service and/or information industry.
• Two (2) years’ experience as an IQVIA Client Service Rep preferred.
• Management experience.
• Pharmaceutical industry experience preferred.
• Three (3) to four (4) years of experience using IQVIA data and products preferred.
• Proficient in PC applications including:
• Microsoft PowerPoint
• Microsoft Excel
• Microsoft Teams
• Smartsheet (Preferred)
• Salesforce: (Preferred)
 

Additional Requirements:


• Business acumen (knowledge of the pharmaceutical industry, including the applications for IQVIA data).
• Change management/process analysis skills.
• Effective communication skills, including the ability to train, present and deal tactfully with clients.
• Project management experience in overseeing or contributing to complex, multi-discipline projects.
• Managerial skills, including a strong focus on team building.
• Knowledge of IQVIA databases preferred.

IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at 

IQVIA is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.

The potential base pay range for this role, when annualized, is $79,600.00 - $221,900.00. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.
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Remote - Client Services Associate

07175 Newark, New Jersey AO Garcia Agency

Posted 2 days ago

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Step into our legacy of serving working class families since 1951, providing life, accident, and supplemental health products to safeguard members of labor unions, credit unions, associations, and their beloved families. We are seeking representatives who can forge long-term relationships with clients, meeting them where they feel most comfortable: their homes, through the convenience of Zoom Virtual Calls.About us:•Proud Parent Company: Globe Life•Remarkable growth of over 20% last year, even during the pandemic, solidifying our status as an essential business.•Work Location: US/CanadaSuggested Qualifications:•Exhibit excellent communication skills, ensuring clear and effective client interactions.•Possess basic computer knowledge, allowing for seamless virtual engagement.•Showcase a strong work ethic, committing to delivering exceptional service.•Radiate an outgoing, fun, and energetic personality, leaving a positive and lasting impression.•Demonstrate exceptional time management skills, ensuring productive and efficient work.•Prior experience in leadership management is valued, offering opportunities for growth and advancement.Benefits:•Embrace the freedom of 100% remote work, allowing you to work from the comfort of your own home.•Enjoy the peace of mind that comes with weekly pay, based on a suggested schedule designed for success.•Unlock bonus structured contracts, recognizing your exceptional performance.•Prioritize your well-being with health insurance reimbursement, ensuring you're taken care of.•Secure your future with comprehensive life insurance coverage.•Delight in the flexibility of a personalized schedule, accommodating your individual needs.•Plan for retirement with confidence, as we offer a robust retirement plan.•Benefit from renewals, further rewarding your long-term commitment.All interviews will be conducted via Zoom, ensuring your safety and convenience. Join us in our commitment to protecting families and become part of our enduring legacy. Submit your application today and embark on a rewarding work-from-home opportunity!

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Tax Director - Private Client Services

08830 Iselin, New Jersey EisnerAmper

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Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.

What it Means to Work for EisnerAmper:
  • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
  • You will have the flexibility to manage your days in support of our commitment to work/life balance
  • You will join a culture that has received multiple top "Places to Work" awards
    • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
    • We understand that embracing our differences is what unites us as a team and strengthens our foundation
    • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
  • Review of tax projections, tax workpapers and tax returns. Specifically, Federal and State Individual and Fiduciary tax returns.
  • Oversee and manage the tax return process including identification and resolution of tax issues
  • Experience with corporation and partnership accounting and tax concepts
  • Mentor, train and manage staff accountants to meet deadline and prioritize workload
  • Effectively manage multiple tax engagements in a team environment, and also work independently. Identify potential opportunities for new and/or expanded client services
  • Ability to lead and manage engagements, including budgeting, billing and engagement economics
  • Highly proactive approach to serving clients
Basic Qualifications:
  • Bachelor's degree in Accounting or equivalent field is required
  • Public accounting experience
  • CPA
  • 10 + years work experience in tax compliance, specialization in individual, fiduciary, estate and gift taxation
Preferred/Desired Qualifications:
  • Master's degree in tax or equivalent field preferred


EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

About Our Tax Team

As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.

A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.

Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.

About EisnerAmper

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email:

#LI-JB1

Preferred Location:

Iselin

For NYC and California, the expected salary range for this position is between
12000
and
25000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
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Tax Director - Private Client Services

07424 Woodland Park, New Jersey Weaver

Posted 3 days ago

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Join to apply for the Tax Director - Private Client Services role at Weaver 3 weeks ago Be among the first 25 applicants Join to apply for the Tax Director - Private Client Services role at Weaver Get AI-powered advice on this job and more exclusive features. The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses. A Weaver Tax Director is an entrepreneur who successfully creates new business for the firm and develops the next generation of Weaver’s leaders. The ideal candidate is a CPA with 9+ years of experience in federal tax compliance, planning, and consulting at a public accounting firm. To be successful in this role, the following qualifications are required: Bachelor’s degree in Accounting or related field CPA or EA 9+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts Technical knowledge sufficient to sell and execute engagements in multiple industries Additionally, The Following Qualifications Are Preferred Master’s degree in Accounting or related field Proven ability to manage, mentor, and develop staff Strong relationship management and practice development skills Ability to attract and service new clients and expand services to existing clients Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $120,000 to $00,000 in the California, Maryland, New Jersey, and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. WeaverLEAD We Are Committed To Investing In The Strength Of Our Team. That Is Why We Have Created An Internal Leadership Coaching Program To Train Leaders To Support Other Leaders At Every Level Of The Organization. The Goal Of WeaverLEAD Is To Inspire The Growth And Development Of Our Leaders By L eaning into the experience of exploring new ideas for each individual’s growth as a leader. E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities. A dapting to the transformation that takes place as a result of participating in the program. D eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer. What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Accounting/Auditing and Finance Industries Accounting Referrals increase your chances of interviewing at Weaver by 2x Get notified about new Tax Director jobs in Little Falls, NJ . New York, NY $135,0 0.00- 150,000.00 3 weeks ago Director, Corporate Accounting (Remote Role) New York, NY 170,000.00- 190,000.00 2 weeks ago New York, NY 115,000.00- 125,000.00 2 months ago New York, NY 85,000.00- 95,000.00 4 days ago New York City Metropolitan Area 3 weeks ago New York, NY 120,000.00- 150,000.00 1 week ago Bergen County, NJ 200,000.00- 250,000.00 2 days ago New York, NY 225,000.00- 240,000.00 1 week ago New York, NY 120,000.00- 140,000.00 1 month ago New York City Metropolitan Area 150,000.00- 160,000.00 2 months ago New York City Metropolitan Area 2 weeks ago Summit, NJ 130,000.00- 190,000.00 2 weeks ago Senior Vice President Management Company Accounting New York City Metropolitan Area 3 weeks ago New York, NY 175,000.00- 200,000.00 1 week ago SVP – Management Company Accounting & Reporting New York City Metropolitan Area $2 0,000.00- 275,000.00 3 weeks ago Senior Director, Technical Accounting & Financial Reporting New York, NY 120,000.00- 145,000.00 1 day ago New York, NY 220,000.00- 250,000.00 3 weeks ago New York, NY 120,000.00- 160,000.00 2 weeks ago New York, NY 192,000.00- 252,000.00 2 weeks ago New York City Metropolitan Area 114,400.00- 171,600.00 2 days ago New York, NY 70,000.00- 76,000.00 1 week ago New York, NY 90,000.00- 110,000.00 7 hours ago New York, NY 100,000.00- 130,000.00 1 month ago New York City Metropolitan Area 22 hours ago New York, NY 90,000.00- 100,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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Project Manager, Client Services (1576)

07094 Secaucus, New Jersey CoreSite

Posted 6 days ago

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2 weeks ago Be among the first 25 applicants The Project Manager is responsible for the timeliness, accuracy and customer satisfaction related to customer deployments and expansions within identified geographic markets. The Project Manager will generally focus on supporting customers in identified geographic markets but may be required to manage multi-market deployments that happen in tandem. The Project Manager will lead and coordinate inter-departmental activities to ensure accurate and timely deployments. The Project Manager will coordinate customer business requirements with Sales Engineering and Data Center Operations and will interact regularly with Sales and Marketing. The Project Manager will support Sales in pre-Sales demonstrations and is responsible for ensuring a smooth and successful customer experience. The Project Manager is responsible for the timeliness, accuracy and customer satisfaction related to customer deployments and expansions within identified geographic markets. The Project Manager will generally focus on supporting customers in identified geographic markets but may be required to manage multi-market deployments that happen in tandem. The Project Manager will lead and coordinate inter-departmental activities to ensure accurate and timely deployments. The Project Manager will coordinate customer business requirements with Sales Engineering and Data Center Operations and will interact regularly with Sales and Marketing. The Project Manager will support Sales in pre-Sales demonstrations and is responsible for ensuring a smooth and successful customer experience. Requirements Duties: · Responsible for the overall planning, implementation/management and close-out of customer move-in, expansion and migration projects · Coordinate with other Project Managers to complete multi-market deployments · Work with customers, Sales Engineering, Data Center Operations, and Sales to develop project scope of work documents, define project deliverables and project plans, and ensure quality delivery and customer delight · Serve as project manager for customer interaction in Market, including the overall planning, management, vendor management and completion of customer deployments and customer projects in a timely manner as identified against project-specific readiness metrics · Verify accuracy of customer implementations against a Master Service Agreement/Order Forms and other approved customer requests, including adherence to contractual Service Level Agreements · Accurately and timely processing of all customer orders (Power, Cross Connection, cage/cabinet builds, and package deliveries); manage support resources to ensure accurate work orders · Ensure excellent customer service throughout the project lifecycle by anticipating customer needs and through pro-active communication with customers and other internal departments · Collaborate with internal business units to evaluate, identify, and resolve risk to projects · Proactively identify areas for process improvement across all areas if the organization to ensure project excellence; collaborate with business units to implement such improvements · First line of contact for pre/post sales implementation in geographic market · Participate on weekly Market calls · Promote and demonstrate the behaviors consistent with CoreSite's culture and 8 Guiding Principles · Proactively identify project improvement opportunities · Respond to email and phone inquiries · Other projects and duties are assigned Knowledge, Skills & Abilities: · Ability to thrive in a hybrid work environment that consists of four days onsite per week · Extreme attention to detail is mandatory · Strong understanding of electrical and mechanical systems in use in a data center environment and IT Infrastructure · Passionate drive to deliver world-class customer service · Strong interpersonal skills are required · Superior project management skills · Ability to work well under pressure and meet deadlines · Innovative and influential, with the ability to drive stakeholders to meet defined timelines and deliverables · Positive, energetic work approach and flexible in support of a high-growth, highly dynamic work environment · Consistent exercise of independent judgment and discretion in matters of significance · Regular, consistent and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime as necessary · Strong understanding of business process analysis, with experience identifying opportunities for improvement and recommending solutions · Excels in a team-oriented work environment · Excellent interpersonal, verbal and written communication skills · Advanced computer skills (primarily Excel and Microsoft Project) · Flexibility and creativity to meet customer needs · Ability to work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Education/Experience: · Project Management Professional (PMP) Certification is required · At least 5 years' experience in customer service · Co-location or data center or telecommunications experience strongly preferred · Bachelor's Degree or equivalent years of experience · Salesforce experience a plus Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the job's essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the job's duties, the employee is occasionally required to stand; walk; sit; use hands to handle, or feel objects; reach with hands and arms; climb stairs; balance; stoop or kneel; talk and hear. The employee must occasionally lift and/or move objects weighing up to 25 pounds. Benefits Not only does CoreSite have a fun, team-focused work environment, but we also offer great benefits to all employees regularly scheduled to work more than 20 hours a week! First-day medical insurance through Cigna with generous premium cost coverage Dental insurance through Delta Dental Vision insurance through VSP Telemedicine through MDLive for Cigna Healthcare and dependent care flexible spending account (FSA) plans Health saving account (HSA) plans for employees participating in the High Deductible Health Plan Life, AD&D, short-term disability, and long-term disability insurance fully paid by the company Voluntary coverage benefits for supplemental life, critical illness, accident, and hospital insurance First-day eligibility for 401(k) savings plan through Fidelity, which includes an attractive matching company contribution Discretionary annual bonus and equity incentive plan Employee stock purchase plan (ESPP) with a 15 percent discount 16 days of paid time off (PTO) 11 paid company holidays and additional floating holidays School visitation and elder care paid time off Parental leave, adoption and surrogacy benefits, and family planning/fertility support Wellness reimbursement program & wellness incentive program Free parking or a company contribution toward a public transit pass Education reimbursement and student loan debt assistance program Employee assistance program, childcare resources, personal finance management support, and student loan debt assistance program Pet insurance Charitable matching program Please note that all offers of employment are contingent upon the successful completion of a background check and, where permitted by law, a 5-panel drug test conducted after the offer letter is signed, which will screen for THC, opiates, PCP, cocaine, and amphetamines. Thank you for your understanding and cooperation. Applicant Privacy Notice : CoreSite is committed to protecting the privacy and security of personal information submitted by applicants. The California Consumer Privacy Act (CCPA) requires us to provide you information about our personal information handling practices. As a result, we're providing this Privacy Notice that describes how we collect, use, share, and update personal information from individuals who wish to be considered for employment with CoreSite. To read the Applicant Privacy Notice, please go to Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Project Management and Information Technology Industries IT Services and IT Consulting Referrals increase your chances of interviewing at CoreSite by 2x Sign in to set job alerts for “Project Manager” roles. Intern, Project Manager, Product Development New York City Metropolitan Area $77,000.00-$0,000.00 2 weeks ago New York, NY 116,000.00- 166,000.00 1 week ago Associate Project Manager, On Demand Operations New York, NY 100,000.00- 115,000.00 4 days ago New York, NY 98,000.00- 105,000.00 3 weeks ago New York, NY 129,000.00- 185,000.00 1 week ago New York, NY 95,000.00- 105,000.00 6 days ago New York, NY 65,000.00- 85,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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Tax Director I Private Client Services

07961 Morristown, New Jersey CBIZ

Posted 2 days ago

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

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

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

Essential Functions and Primary Duties

  • Expand revenue of existing clients
  • Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
  • Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
  • May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
  • Serve as key client contact; viewed as a trusted business advisor by clients
  • Ensure quality control standards are met
  • May work directly with clients and manage staff
  • Maybe the internal advisor on technical matters as a Subject Matter Expert
  • Maybe a member of the Senior Operations Management Team
  • Drive a team environment; demonstrate support of management decisions and builds a positive culture
  • Additional responsibilities as assigned
Preferred Qualifications
  • Master's degree preferred in Accounting, Taxation or related field preferred
Minimum Qualifications
  • Bachelor's degree required
  • 8 years of experience in public accounting or related field
  • 6 years of supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proven high level of business integrity, client service and leadership skills
  • Must be able to travel based on client and business needs

#LI-CL1

#The annual salary target for this job in this market is $170,000 - $250,000. The specific compensation for this role will be determined based on education, experience and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.LI-Hybrid
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Project Manager / Private Equity Client Services

07653 Paramus, New Jersey IDEX Consulting

Posted 20 days ago

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

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

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

Our Diversity, Equity and Inclusion Mission

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

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Client Services Manager_ Boston, MA_(LPN License)

07660 Ridgefield Park, New Jersey Specialty RX

Posted 1 day ago

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Description

We are seeking an Client Services Manager with LPN experience to become part of our team!

Under general supervision of the Director of Client Services and in accordance with local, state, federal and company laws and regulations ensure delivery of excellent customer service through fast, professional and accurate communication.

We are seeking a full time, career oriented Client Services Manager to work as a liaison between the Pharmacy and our Boston, Massachusetts client facilities.

Responsibilities:
  • Schedule and perform routine visits to assigned client facilities in Boston, Massachusetts.
  • Respond in a professional and timely manner to inquiries from client facilities; ability to relate to client needs.
  • Work with pharmacy staff to obtain information to share with customers and to solve client facilities issues.
  • Perform audits of medication and treatment carts for survey preparation.
  • Audit antibiotic/PO/IV and back-up boxes to ensure proper par levels are maintained and medications are not expired.
  • Audit emergency boxes to ensure proper seal are placed and medications are not expired.
  • Develop and maintain relationships with Administrators and Director of Nursing of client facilities to facilitate position responsibilities.
Requirements:
  • Ability to make quick decisions, establish priorities and concentrate on detailed information
  • Massachusetts LPN license required
  • Driven and motivated problem-solver
  • Ability to work independently and as a team

EEO Statement

Specialty Rx, INC is fully committed to employing a diverse workforce. We recruit and retain talented individuals without regard to gender, race, age, marital status, disability, veteran status, sexual orientation and gender identity or any other status protected by federal, state or local law.

EO/Minorities/Females/Disabled/Veterans

Please apply here
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Client Service Associate (Financial Services)

07054 Parsippany, New Jersey Hennion & Walsh

Posted 1 day ago

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Client Service Associate (Financial Services)

Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further! At Hennion & Walsh, we take pride in our full-service approach to securities and our expertise in tax-free municipal bonds. Join our dynamic client service team and become an integral part of our mission to provide the highest level of advice and support to our valued clients.
Why Hennion & Walsh?
  • Unique Culture: We're not just a team; we're a family. Our success is rooted in a culture built on strong values, integrity, and a commitment to delivering exceptional service to our clients.
  • Endless Opportunities: As a rapidly growing wealth management firm, your potential for internal growth and career development is limitless. We believe in fostering an environment where every team member can thrive.
Your Role

Collectively with our other service team members, you'll engage in various service, operational, and administrative activities geared towards supporting our clients. Hennion & Walsh is dedicated to providing you with the tools and opportunities needed for success, while providing our clients the best client service.
Responsibilities
  • Client Relationship Management: Assist in establishing and maintaining client relationships by processing requests, maintaining accounts, and promptly responding to inquiries.
  • Operational Support: Provide administrative and operational support to financial advisors, including asset transfers, mail processing, money movement requests, estate paperwork and more.
  • Communication Excellence: Answer client service calls daily, addressing general questions about accounts and paperwork. Prepare and send necessary documents and new account packages. .
  • Team Collaboration: Work closely with all service team members, contributing to a collaborative and supportive work environment.
Qualifications
  • Education: Bachelor's Degree preferred.
  • Skills: Strong people skills, attention to detail, and a professional work ethic.
  • Team Player: A true team player with the ability to handle multiple responsibilities and take initiative.
  • Communication: Excellent verbal, written, and interpersonal communication skills.
  • Technology: Proficiency in Microsoft Office (Word, Excel and Outlook)
  • Experience: 1-3 years of financial service experience preferred
Benefits:
  • Competitive compensation
  • Open and supportive team-based environment
  • Full medical and dental benefits
  • 401(k) plan with company match

The base salary range for this position is $45,000-$60,000 per year. Please note this role requires in-person attendance.

Placement in the range will vary based on job responsibilities and scope, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position may also include other variable compensation and benefits including health benefits, 401(k) plan and paid time off.

Join us at Hennion & Walsh, where your dedication, skills, and passion for client service will be recognized and rewarded. Apply now and be a part of our success story!
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