This position involves project management, business management and relationship management with assigned client accounts; cultivate client partnerships to ensure joint alignment of short and long-term goals.
In this role, the selected candidate will develop a strategic plan that identifies the various systems and data related areas, and an action plan with short and long term initiatives to develop and rollout of investor reporting tools and automation.
In this role, you will support role with the Senior Client Services Manager, Group Manager, Client Services, Relationship Manager and Sales group in retentive marketing efforts for securing additional business opportunities with clients, law firms, investment bankers and other intermediaries and industry professionals.
In this role, the candidate will proactively work with clients to understand their business needs, in order to help us to develop better products, and to provide services that exceed client expectations.
In this role, you will be actively manages clients budget, schedule and program; HNTB budget and schedule; project communications, documentation, and administers relevant aspects of a formal quality control program.
In this role, you will prepare and review business tax returns including 1120, 1120s and 1065; will be familiar with individual returns including 1040 and schedule c & e; and review financial statements of compilations/reviews.
In this role, you will assist Client Services Directors with daily project management responsibilities, ensuring each assigned client project flows smoothly through each required company department from inception to completion.
The Service Client Delivery Manager will manage client relationships and will drive implementation of projects and other initiatives post contract; this position involves project management, business management and relationship management with assigned client accounts.
In this role, you will attract, Retain and Develop Top Talent : Develop and maintain a world class and productive team. Ensure strong focus on short and long term objectives, training, succession planning, career development, and managing career opportunities.
In this role, you will effectively and efficiently meet customer needs and build lasting customer relationships by proactively assessing customer needs, addressing issues / concerns and presenting solutions.
In this role, the selected candidate will manage a caseload of clients including staffing, scheduling and operations and administration; facilitate local marketing and recruiting events to build a strong presence in the community.