Locations: New York City, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean.
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.
Tax Senior - Financial Services Office - Customer Tax Operations and Reporting Services (CTORS)
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
The opportunity
Our Business Tax Advisory practice gives you the opportunity to focus on US Tax - Information Reporting & Withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission‑critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes, and systems. The IRW team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non‑resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), FATCA, and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as Common Reporting Standards (CRS). As you progress within EY and our IRW tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm's most senior tax talent.
Your key responsibilities
You will interface daily with superiors, peers and subordinates and clients on large and small IRW projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analysis and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients' policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients also.
Skills and attributes for success
Ability to read and interpret IRS Code, regulations and instructionsli>
Strong writing skills for policy and procedure writing is a must
Ability to interface with all facets of our business
Ability to multitask and project management capability
Creative problem solving, strong critical thinking
To qualify for the role, you must have at a minimum
A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred
A minimum of 2 years of relevant tax consulting or tax operational experience
Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations
Ideally, you'll also have
Active participation in industry groups such as SIFMA, ABA, IIB
The ability to understand and implement tax rules
A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters
What we look for
We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment. Ultimately, if you are ready to progress in your career, take ownership of your development and make a measurable difference in both your career and your community, 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.
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $96,200 to $158,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $115,300 to $180,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
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 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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$59k-83k yearly est. 3d ago
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Manager, Private Client Services (Family Office)
Alvarez & Marsal 4.8
Miami, FL jobs
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
We're currently growing Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Manager to join our team.
How you will contribute
As a Manager within Private Client Services, Tax you will:
Provide multiple clients with a variety of accounting and support services including but not limited to the following:
Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports
Oversee and manage the accounting functions for specific families that includes; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner
Review and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactions
Manage and reconcile bank accounts
Reconcile various expenses and intercompany accounts
Prepare monthly/quarterly financial packages for clients with related work papers
Assist in preparation of annual tax package and supporting documents
Establish, modify, document, and coordinate implementation of accounting and accounting control procedures
Develop trusted relationships with and collaborate with clients to compile project information and resolve issues
Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
Supervise, develop, mentor, and motivate our Associates and Senior Associates by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
Manage workload and deadlines for Associates and Senior Associates with focuses on quality, efficiency, and effectiveness of the project team
Manage client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
Create deliverables that are concise, complete, and address the elements deemed critical by the client
Clearly communicate work plan, project objectives, and timelines to multidisciplinary project teams
Encourage open expression of ideas and opinions, actively seeks opportunities for others to share diverse experiences and perspectives
Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly
Assist with business development, including add-on work by creating business development resources and proposal materials
Qualifications
Bachelors degree in Accounting
4+ years' of relevant experience; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
CPA or Licensed Attorney
High level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy to
Prior proven experience leading and managing work streams and mentoring junior staff
Excellent verbal and written skills with the ability to articulate complex tax concepts, establish credibility and influence clients
Excellent research, writing, and analytical skills
Advanced user of all Microsoft Office products (with an emphasis on Excel)
Strong knowledge and experience in QuickBooks
Ability to simultaneously work on several projects and effectively manage deadlines
High motivation to learn and grow
Detail-oriented and possess strong organizational skills
Bilingual, a plus
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $110,000 - $140,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
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Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$110k-140k yearly 5d ago
Client Manager, Small Business Benefits
Arthur J. Gallagher & Company 3.9
Visalia, CA jobs
Account management as primary responsibility. Has retention goals. Responsible for the day-to-day account management for routine/moderately complex client accounts. Manages an assigned book of business and builds, expands, and solidifies relationship Benefits, Manager, Business, Client, Administrative, Insurance, Management
$96k-154k yearly est. 2d ago
Senior Oracle Services Leader: Q2R & ERP for TMT
Ernst & Young Oman 4.7
San Francisco, CA jobs
A leading consulting firm is seeking a Senior Manager in Oracle Services to lead engagements in the Technology, Media, and Telecommunications sectors. The candidate will oversee project management activities, ensuring high-quality delivery while engaging with clients to solve complex business challenges. A minimum of 8 years of experience, strong foundation in solution architecture, and the ability to manage cross-functional teams are essential. The role combines leadership, innovation, and client interaction in a dynamic and evolving environment.
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$61k-94k yearly est. 3d ago
Client Service Manager
Arthur J Gallagher & Co 3.9
Fort Myers, FL jobs
Introduction
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
Overview
We are seeking a Senior Client ServiceManager to join our growing team! The ideal candidate is someone who is passionate about building relationships with clients, will collaborate with the team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide.
How you'll make an impact
Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner.
Secure existing business and drive the sale of additional services and lines of coverage.
Nurture relationships with your clients
Conduct periodic audits to ensure compliance standards and service levels are met.
Maintain accurate client and policy data and documents within your Gallagher systems.
Use Gallagher's technology to improve productivity and quality.
Skills for Success:
Previous commercial insurance knowledge and experience managing client relationships.
Ability and desire to deliver an exceptional client experience
Develop a professional rapport with internal and external partners
Utilize your resilient and adaptable mentality in the face of shifting priorities
Eagerness to collaborate with all Gallagher teams and employees
About You
Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience.
1+ years supervisory experience.
A Property and Casualty License is required. (2-20)
Preferred:
Previous insurance knowledge and experience managing client relationships.
Solid financial acumen.
Behaviors:
Proficient in using technology as a tool to maximize productivity and quality.
Strong written and verbal communication skills.
Comfortably engages others in consultative discussion.
Effectively manages/balances multiple and sometimes competing priorities.
Works in a self-directed manner.
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Compensation and benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Other benefits include:
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
$46k-74k yearly est. 8d ago
Client Service Manager
Arthur J. Gallagher & Company 3.9
Fort Myers, FL jobs
The Branch Client ServiceManager III is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently Client Service, ServiceManager, Manager, Benefits, Client Relations, Retail
$46k-74k yearly est. 7d ago
Customer Service Team Lead
Solomonedwards 4.5
Carrollton, TX jobs
SolomonEdwards is seeking a Customer Experience Team Lead with one of the top mortgage lenders in the country. This role oversees a team of Customer Experience Specialists within the Mortgage Fulfillment Division, with a strong focus on queue management, coaching, performance metrics (NPS/CSAT), and process improvement. You'd be responsible for driving service quality, operational efficiency, and cross-functional collaboration while ensuring compliance with mortgage regulations.
This is an in-person position in Carrollton, TX, working M-F, standard business hours (no nights, weekends).
A few highlights on the position:
Lead and coach a call center team focused on best-in-class customer experience. You will be managing up to ~8 employees at a time.
Own queue performance, scheduling adherence, and pipeline management
Analyze customer feedback and operational data to drive CX improvements
Partner cross-functionally to implement process and technology enhancements
Onsite role with strong long-term growth and stability
This is a contract-to-hire role that offers the following compensation:
Compensation (contract phase):
A pay rate of up $34/hr (dependent upon experience)
Compensation (once you become a permanent employee)
Up to $85k
Quarterly bonus of up to 33% of quarterly salary
Benefits:
Medical, dental, and vision insurance (BCBS Medical, Delta Dental, EyeMed Vision)
Flexible Spending Account (FSA) and Health Savings Account (HSA)
Life insurance and short- and long-term disability coverage
Employee Assistance Program (EAP)
Paid time off including 11 holidays, 2-3 weeks of PTO, bereavement leave, voting time, jury duty, medical leave, and paid parental leave
Tuition reimbursement
If you have call center management experience within mortgage or financial services and enjoy improving customer experience through data, coaching, and process optimization, I'd love to connect and share more details.
If you are interested, please apply and I will contact you to schedule an interview!
$85k yearly 3d ago
Client Service Manager
Arthur J. Gallagher & Company 3.9
Walnut Creek, CA jobs
This role reports directly into either the Branch Client Service Director or the Branch Client Service Supervisor. The Branch Client ServiceManager II directly contributes to key business outcomes such as client retention, client satisfaction, enhan Client Service, ServiceManager, Manager, Benefits, Client Relations, Retail
$73k-110k yearly est. 4d ago
Customer Service Manager
Addison Group 4.6
Apex, NC jobs
Job Title: Customer Experience Manager
Industry: Specialty Coatings / Manufacturing / Chemicals
Pay: $90,000-$100,000
Benefits: Vision, Dental, Health, 401(k)
Job Description:
Addison Group is partnering with a growing manufacturing organization to hire a Customer Experience Manager. The ideal candidate is a hands-on, customer-focused leader with strong experience in manufacturing environments and a proven ability to manage teams, processes, and customer escalations.
This is a highly visible, onsite leadership role that requires strong operational judgment, excellent communication skills, and a proactive approach to continuous improvement.
Key Responsibilities:
Lead, coach, and manage a team of CustomerService Representatives
Oversee daily customerservice operations, including order entry and issue resolution
Serve as the escalation point for complex customer and sales-related issues
Optimize workflows, staffing, and processes to meet service-level KPIs
Maintain accurate and consistent master data within SAP
Coordinate vendor scheduling, logistics, and customerservice execution
Manage inventory levels in alignment with established stock targets
Evaluate and manage third-party logistics (3PL) partner performance
Proactively resolve quality issues tied to production or logistics
Build and maintain strong customer relationships to drive trust and loyalty
Required Qualifications:
10+ years of customerservice leadership experience
Manufacturing or similar operational environment background required
Proven experience managing direct reports
Strong hands-on experience with SAP (required)
Experience handling order entry and complex customer escalations
Proficiency with Microsoft Excel, Power BI, and Microsoft Office
Bachelor's degree preferred (or equivalent experience)
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
$90k-100k yearly 1d ago
Customer Service Manager
Addison Group 4.6
Apex, NC jobs
Job Title: CustomerServiceManager
Salary: $85,000-$100,000 base salary
Benefits: Eligible for Dental, Vision, Medical, 401(k)
About the Role
This CustomerServiceManager role is a highly visible, customer-facing position supporting active customers in a fast-paced manufacturing environment. You will manage end-to-end order processing, proactively communicate with customers regarding order status, delays, and logistics, and serve as a trusted point of contact for ongoing client needs.
Must-Have Qualifications
3-5 years of true customerservicemanagement experience.
Experience in manufacturing or a similar operational environment (no retail or call center backgrounds)
High school diploma or equivalent required; Bachelor's preferred (or equivalent experience)
Proficiency in SAP, Microsoft Office, Excel, and other web-based systems
Demonstrated experience in order entry and diffusing customer complaints
Soft Skills & Leadership Traits
Customer-centric and service-oriented mindset
Thick skin; able to handle difficult conversations professionally
Strong problem-solving and conflict resolution skills
Proactive, forward-facing, and solutions-focused
Confident communicator with the ability to build strong customer relationships
Adaptable, resilient, and able to thrive in a fast-paced environment
Strong ownership and accountability for outcomes
Key Responsibilities
Input, manage, and review customer orders for accuracy and readiness for shipment
Proactively communicate with customers regarding delays, changes, or issues
Direct customer interaction on a daily basis
Previous experience managing or mentoring staff (will have 2 direct reports)
Coordinate deliveries and ensure customer carriers are prepared
Maintain and manage repeat customer relationships
Handle inquiries, complaints, and escalations professionally
Generate and maintain order, billing, and service-level reports
Perform daily billing and process debits/credits as needed
Maintain customer pricing files
Coordinate warehouse pickups with customers, sales, and third-party warehouses
Lead and manageCustomerService functions and staff (for managerial role)
Optimize processes to achieve KPIs and maintain accurate SAP master data
Evaluate vendor/3PL partner performance and resolve quality or logistics issues
$85k-100k yearly 2d ago
Client Service Manager
Arthur J. Gallagher & Company 3.9
Greenville, SC jobs
And be part of something bigger. Experience a workplace where youre encouraged to be yourself, supported to succeed, and inspired to keep learning. Thats what it means to live The Gallagher Way. Overview We are seeking a Client ServiceManager to j Client Service, ServiceManager, Manager, Client Relations, Benefits, Business Services
$53k-84k yearly est. 3d ago
Client Service Manager III
Arthur J. Gallagher & Company 3.9
Greenville, SC jobs
Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. Secure existing business and drive the sale of additional services and lines of coverage. Nurture relation Client Service, ServiceManager, Manager, Client Relations, Business Services, Benefits
$53k-84k yearly est. 4d ago
Client Service Manager Trainee - Achieve July 2026
Arthur J. Gallagher & Company 3.9
Glendale, CA jobs
Every day presents new challenges, ensuring your work remains dynamic and engaging. As a program participant, you will: Work cross-functionally to provide exceptional service to various internal and external clients Support workflow processes by crea ServiceManager, Client Service, Manager, Trainee, Benefits, Client Relations, Retail
$69k-103k yearly est. 7d ago
Client Service Leader - Water
Barge Design Solutions 4.2
Jacksonville, FL jobs
What We're Looking For:
The Water/Wastewater Market Client Service Leader is responsible for fostering long-term relationships between Barge and public Water/Wastewater clients and leading business development efforts to grow Barge's market share in Florida. To ensure strong client relations this role maintains close communication, in addition to with clients, with Barge's Project Managers and team members to ensure the projects are executed according to defined plans, quality standards, and client expectations. This position combines deep professional proficiency with business acumen to enhance financial results.
Responsibilities
Market Strategy: Refine and implement Barge's Water/Wastewater (WW) market strategy in Florida working with others within Barge to achieve success.
Strategic Relationship Building: Develop and execute strategies to support the Florida WW Market by establishing strong relationships with directors and subject matter specialists. Engage in reconnaissance, pursuits, and securing of work.
Growth and Profitability: Develop and implement plans to achieve growth and financial profitability by securing contracts
Marketing Collaboration: Work with marketing to complete go/no-go analysis and develop winning plans.
* Proposal Development: Lead the development of proposals, collaborating with Project Managers to identify scope, schedule, and budget negotiations.
* Company Representation: Represent Barge at various events, including client events and industry trade associations
Project Monitoring: Maintain communication with teams to monitor project progress, ensure client engagement, and lead conflict resolution.
Technical Support: Occasionally provide technical support to ensure successful deliveries.
CRM Maintenance: Ensure CRM system is maintained and updated.
Cost Management: Actively work to minimize business development costs and to maximize the ROI on business development investments.
Education & Experience Qualifications:
Bachelor's Degree from an accredited program.
Minimum 10 Years of Experience in the Architecture & Engineering (A&E) industry with proven success in business development in the Central Florida Water/Wastewater market.
Strong communication and leadership skills.
Ability to develop strategic relationships and execute growth plans.
Proficiency in CRM systems and workforce planning.
Expertise in client management and proposal development.
Demonstrated success working with public sector clients
Established network in Florida.
Strong client relationship skills and technical credibility.
Lead other people in helping to achieve results.
In-depth knowledge of industry practices and strategies to promote regional business unit goals.
Ability to make strategic business decisions that positively impact the geographic market.
Effective communication of specialized information to senior leadership and external stakeholders.
Ability to steer and persuade clients and employees towards favorable and ethical outcomes for the company.
Why join us?
Barge Design Solutions, Inc., is an engineering and architecture firm with diverse in-house multidisciplinary practice areas. The employee-owned company is more than 550+ people strong and serves clients nationwide from multiple U.S. locations. Barge is ranked on Engineering News-Record (ENR)'s Top 500 Design Firms and Architectural Record's Top 300 Architecture Firms and is a certified Great Place To Work.
Our primary purpose for being in business is ultimately to create a better life by unleashing the potential of our people, clients and communities. This purpose is supported by our company's core values because at the end of the day, Barge CARES:
* Collaborate - Help and expect help. Teamwork is essential in what we do.
* Authentic - Honesty, integrity and trust are at the heart of everything we do. We are who we say we are.
Responsible - We are accountable for our work, our attitude, and our actions. We make Barge better.
Excellence - We go all in and expect more of ourselves than others expect of us.
Service - We are humble. We use our gifts in service of others.
We believe that if we are living out our purpose for being in business and integrating our values into everything we do, we will ultimately achieve our vision to be the firm best known for being selected when it matters most.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status or on the basis of disability. Equal Opportunity Employer/Veterans/Disabled
$56k-93k yearly est. 8d ago
Customer Experience Manager
Addison Group 4.6
Apex, NC jobs
Job Title: Customer Experience Manager - Manufacturing / Specialty Materials
Industry: Manufacturing / Specialty Chemicals / Industrial Operations
Employment Type: Direct Hire
Compensation: Up to $100,000 base salary
Work Arrangement: Fully Onsite (Monday-Friday, 8:00am-5:00pm)
Location: Apex, NC
About Our Client:
Addison Group is working with a global, innovation-driven manufacturing organization seeking an experienced Customer Experience Manager to lead onsite customerservice operations at its Apex, NC facility.
This role is open due to an internal reorganization and added leadership oversight needs within the customerservice function. The organization is seeking a seasoned, hands-on customerservice leader with experience in operational environments who can manage escalations, lead a small team, and partner closely with sales, logistics, and operations.
The ideal candidate is customer-centric, action-oriented, and comfortable operating in a fast-paced, highly visible onsite role with daily customer interaction.
Job Description:
The Customer Experience Manager will be responsible for leading customerservice operations, managing direct reports, and serving as the primary escalation point for customer and sales issues. This role requires strong experience in order management, SAP, and cross-functional coordination within a manufacturing or industrial setting.
This is a fully onsite leadership role within a collaborative, customer-facing environment that blends operations, logistics, and service excellence.
Key Responsibilities:
Lead and managecustomerservice staff and daily operations
Oversee order entry, customer communication, and issue resolution
Serve as escalation point for customer complaints and service issues
Partner with sales, logistics, production, and leadership teams
Optimize customerservice processes and performance metrics
Ensure accurate master data maintenance and reporting in SAP
Manage vendor scheduling, logistics coordination, and 3PL performance
Monitor inventory levels and support stock optimization efforts
Build and maintain strong, trust-based customer relationships
Qualifications:
10+ years of customerservice or customer experience leadership
Experience in manufacturing or similar operational environments
Prior people management experience required
Strong background in order management and customer escalation handling
SAP experience required
Bachelor's degree preferred (or equivalent experience)
Proficiency with Microsoft Excel, Power BI, and Microsoft Office
Customer-centric, proactive, and solutions-focused mindset
Strong leadership presence with the ability to manage escalations
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. Reasonable accommodations are available for qualified individuals with disabilities, upon request.
$100k yearly 3d ago
Client Service Leader - Transportation
Barge Design Solutions 4.2
Miami, FL jobs
What We're Looking For:
Barge Design Solutions is seeking a Client Service Leader to spearhead our Florida Transportation Market. This high-impact role is responsible for expanding Barge's footprint across the state by cultivating strong client partnerships, driving strategic pursuits, and collaborating with internal teams to ensure project excellence. You'll serve as the face of Barge in Florida's public transportation sector leading business development efforts while also influencing how projects are delivered and experienced by clients and communities.
Responsibilities:
Lead Market Growth Strategy: Refine and execute our Florida transportation market strategy in partnership with internal leaders. Identify and pursue new business opportunities to grow our public-sector portfolio.
Build Long-Term Strategic Relationships: Develop trusted relationships with key decision-makers, industry leaders, and internal technical teams. Lead client engagements, attend industry events, and drive brand visibility across the region.
Drive Business Development and Profitability: Lead and win high-value pursuits with a sharp focus on profitability and strategic alignment. Manage go/no-go analysis, proposal strategy, and contract negotiations with excellence.
Collaborate Across Disciplines: Work cross-functionally with project managers, marketing, and technical subject matter experts to deliver outstanding results. Serve as a strategic advisor and ensure projects are meeting scope, schedule, and client expectations.
Monitor and Optimize Performance: Stay closely involved throughout project execution to maintain client satisfaction and resolve challenges. Maintain accurate CRM records, track performance metrics, and optimize business development ROI.
Education & Experience Qualifications:
10+ years of success in business development within the AEC industry, with strong knowledge of the Florida Transportation market.
Proven ability to win work with public sector clients, such as FDOT, municipalities, and transit agencies.
Established network of Florida transportation contacts.
A strategic mindset with strong business acumen and experience developing growth plans.
Excellent communication and leadership skills.
Bachelor's Degree in Engineering, Planning, or related discipline.
Experience using CRM systems to drive business insights and workforce planning.
Ability to inspire internal teams and lead through influence to achieve collective success.
Why join us?
Barge Design Solutions, Inc., is an engineering and architecture firm with diverse in-house multidisciplinary practice areas. The employee-owned company is more than 550+ people strong and serves clients nationwide from multiple U.S. locations. Barge is ranked on Engineering News-Record (ENR)'s Top 500 Design Firms and Architectural Record's Top 300 Architecture Firms and is a certified Great Place To Work.
Our primary purpose for being in business is ultimately to create a better life by unleashing the potential of our people, clients and communities. This purpose is supported by our company's core values because at the end of the day, Barge CARES:
* Collaborate - Help and expect help. Teamwork is essential in what we do.
* Authentic - Honesty, integrity and trust are at the heart of everything we do. We are who we say we are.
Responsible - We are accountable for our work, our attitude, and our actions. We make Barge better.
Excellence - We go all in and expect more of ourselves than others expect of us.
Service - We are humble. We use our gifts in service of others.
We believe that if we are living out our purpose for being in business and integrating our values into everything we do, we will ultimately achieve our vision to be the firm best known for being selected when it matters most.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status or on the basis of disability. Equal Opportunity Employer/Veterans/Disabled
$55k-90k yearly est. 8d ago
Service Manager - Industrial Cranes
American Equipment HR LLC 4.3
Anaheim, CA jobs
American Equipment Holdings is an organization of leading overhead crane and hoist distributors and field service providers, including American Equipment, Allied Crane, Eastern Crane & Hoist, Facilities Engineering, Kistler Crane & Hoist, Pacific Crane & Hoist, and Washington Crane & Hoist. The consolidated entity is one of the largest independently owned overhead crane and hoist solutions providers in the country, serving over 4,000 customers nationwide. Together, American Equipment Holdings companies provide comprehensive solutions for everything related to customers' overhead crane and hoist needs, including OSHA mandated inspections, preventative maintenance and repair field services, parts, engineering, ISO certified fabrication, new and replacement equipment, automated systems, system modernizations and training.
Job Summary:
The ServiceManager will direct and supervise the staff and day-to-day operations in the assigned branch location, ensuring delivery of quality customerservice and achievement of sales or productivity goals.
Supervisory Responsibilities:
Oversees and participates in the recruitment, hiring, and training of technicians
Oversees schedules and assignments for the branch
Oversees branch service sales and profitability
Conducts performance evaluations that are timely and constructive.
Handles discipline and termination of employees as needed and in accordance with company policy.
Duties/Responsibilities:
Sells profitable crane services for inspections, maintenance, installation, repairs, modifications, and upgrades to meet customer needs.
Oversees servicing of equipment, ensuring production, performance, and quality standards are consistently met.
Reviews jobs to ensure safety, quality, financial, and delivery goals and standards are met
Ensures a healthy and safe working environment, and compliance with federal and state regulations
Works with Regional Manager to develop operating budget and manages P&L for the branch
Delivers reports to executive team members as requested
Supervises equipment purchase and maintenance
Performs other related duties as assigned.
Collaborates with corporate office to set performance standards. Standards may be based on financial and operational goals and required compliance
Conducts regular staff meetings to ensure that goals and objectives are clearly communicated with branch staff; provides guidance and leadership to enable staff to meet these goals and objectives
Identifies training needs and opportunities; develops and implements a plan for meeting those needs
Maintains and develops positive relationships with existing and prospective clients, demonstrating excellent customerservice and setting an example for other staff
Performs other related duties as assigned
Required Skills/Abilities:
Excellent leadership and management skills.
Excellent sales, customerservice, and interpersonal skills
Excellent verbal and written communication skills.
Excellent organizational skills and attention to detail.
Ability to prioritize tasks, delegating when appropriate.
Proficient with Microsoft Office Suite or related software.
Experience:
Crane experience preferred
5 years management experience in a service industry
American Equipment provides a full and generous benefits package including 401k with a company match.
American Equipment Holdings represents the industry's leading manufacturers such as Detroit Hoist, Columbus McKinnon, ACCO, R&M, Demag, Gorbel, Spanco, IMS, Harrington, Conductix, Magnetek & PE, among others and customers rely on its design, engineering, fabrication and installation capabilities to meet their unique application needs. American Equipment Holdings serves local, regional and national customers across a variety of end markets, including light & heavy industrial, automotive, mining, public utilities, military, aerospace & defense and energy, among others. For more information, visit ******************
Proof of right to lawfully work in the United States required.
We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Requirements:
Compensation details: 125000-145000 Yearly Salary
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$69k-112k yearly est. 3d ago
Manager, Digital Tax Services
Alvarez & Marsal 4.8
Dallas, TX jobs
Manager Digital Tax Services
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
How you will contribute
Alvarez & Marsal's Tax practice is seeking a Manager to join tax technology and automation efforts for the practice's clients. This hire will be responsible for contributing on projects aimed to maximize the impact of clients' existing and emerging technologies, managing the growing data burden, driving efficiencies to create a cost-effective tax function and the need to understand how to make data an asset. The underlying objective is to help clients navigate the digital age of tax transparency and automation while staying up to date on new trends in tax compliance and tax audit methods.
Evaluate current processes to determine inefficiencies and identify areas for automation using existing financial or tax systems and/or leading technologies
Consult with clients and subject matter experts (SMEs) to craft and implement tax technology solutions
Contribute to all aspects of a project's lifecycle: documenting requirements, solution development, system configuration, testing, debugging, and support
Leverage technologies to help clients in streamlining their tax processes.
Process large tax datasets to make analysis and planning more efficient
Improve reporting capabilities to enhance clients' ability to evaluate risk and capitalize on opportunities
Qualifications
Bachelor's degree in Information Systems, Accounting, Computer Science, Data Analytics, Management Information Systems, or Information Technology & Accounting and/or a Master's degree in related field
CPA, admission to the Bar, or other appropriate certification complete or in progress
Knowledge of data analysis and visualization tools such as Alteryx, Power BI, Dataverse, or Power Platform is preferred
A natural flair for problem solving and an entrepreneurial approach to work
A strong interest in technology and its use in business processes
Ability to learn and apply new technologies
Excellent communication and business writing skills
Strong organizational and time management skills
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $110,000 - $140,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-BK1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$110k-140k yearly 5d ago
Customer Success Manager
LHH 4.3
Fort Worth, TX jobs
LHH is partnering with a growing medical products organization in Fort Worth as they source for a hands‑on Customer Success Supervisor to lead a small team, oversee customer order operations, and partner cross‑functionally to ensure exceptional service delivery. This is an onsite leadership role supporting order management, EDI workflows, logistics coordination, and team development!
What You'll Do
Lead, train, and coach a Customer Success team.
Oversee accurate order entry, fulfillment, tracking, and customer communication
Partner with 3PLs, supply chain, and logistics teams to resolve issues and ensure timely delivery.
Manage returns, credits/rebills, and customer escalations.
Maintain SOPs, work instructions, and compliance documentation.
Serve as a key user for ERP (Dynamics GP / SAP S4), EDI, and CRM (Salesforce).
Generate and interpret reports (Power BI/Excel) to identify trends and improve processes.
What We're Looking For
3-5+ years in Customer Success/CustomerService, Order Management, or similar operations.
3+ years supervisory/leadership experience.
Strong EDI experience (850, 855, 856, 810, 820, 852, etc.).
Background partnering with logistics/3PL or supply chain teams.
A detail‑oriented leader who is organized, proactive, and confident handling escalations.
Excellent communication skills and a customer‑first mindset.
$69k-104k yearly est. 3d ago
Customer Success Manager
A-Safe USA 3.8
Plano, TX jobs
Role Purpose
As a Customer Success Manager, you will be responsible for providing exceptional customer success to new and existing ASAFE clients. Your primary responsibility will be to support the retention of our customers under subscription services providing an exceptional and seamless onboarding experience to ensure system adoption through training and support As an expert in our technology solutions, you will also be available to support clients with specific technology issues and provide resolution to them to enable complete utilization of our digital platforms alongside building long term relationships through quarterly business reviews
About A-SAFE and the Role
A-SAFE is a rapidly growing and dynamic environment where open mindedness, curiosity and drive are important. As market leader, A-SAFE is determined to hold its position and create many opportunities for continued growth and development. We have a true global presence including USA, Japan, Australia, Europe and UAE.
We are known for our innovation and ‘can-do' attitude. A place where talent can thrive and develop as we grow. We invented the first industrial strength polymer safety barrier, revolutionizing workplace safety. We've been improving world standards ever since, introducing further advanced safety solutions, including next generation IOT safety devices like RackEye.
Global blue-chip companies use our products. Coca-Cola, BMW, Jaguar Land Rover, Amazon, Heathrow airport to name but a few.
At A-SAFE we put our values at the heart of the business.
Key Accountabilities
Retain and nurture customer relationships providing post-sale support ensuring success with products and services. Key requirements include:
Onboarding and client training
Quarter Business Review and adoption process
Inbound issue and ticket resolution
Daily system check and proactive management of the Rackeye dashboard for clients
Ensure all necessary contracts are created, reviewed, and maintained throughout the project lifecycle.
Act as an inbound point of contact for issue resolution for clients.
Manage and coordinate the service call-out process, ensuring timely and efficient responses.
Maintain open and effective communication channels between A-Safe and clients.
Provide regular progress reports to clients, highlighting key milestones and addressing potential issues and risks.
Develop and implement a comprehensive client onboarding process.
Provide necessary training to new clients during the introduction stages of system use and ongoing support including issue resolution and Introduction of new services to best prepare customers for interaction with our platforms and technologies.
Track and resolve all reported issues promptly, maintaining a detailed log for follow-up.
Implement an escalation process for unresolved issues to ensure they are addressed promptly.
Allocate appropriate resources for service calls and track the outcomes for quality assurance.
Monitor contract compliance and make updates as necessary to reflect changes in scope or terms.
Establish a feedback loop with clients to gather insights and continuously improve service delivery.
Ensure all internal systems (CRM & Zen Desk) and databases are updated timely and accurately.
Actively participate in internal and external meetings where attendance is required.
Communications and Working Relationships
Your main contacts will include:
Internal:
Technology sales teams
Technology Customer Success Teams
Marketing
Technology infrastructure and software teams
Production and manufacturing
External:
Customer Technology Users
Core Business Responsibilities
Ensure that you, your colleagues and any visitors conduct selves with due regard to the Company's Health & Safety Policy, procedures and Safe Systems of Work when on site;
Promote equality and diversity at all times while representing the Company;
Undertake any additional reasonable task instructed by your Line Manager;
Undertake any additional reasonable task instructed by a member of the Executive and Senior Management team;
Adhere to all Company policies.
Knowledge, Skills & Experience
Essential:
Relevant experience and transferrable skills gained in a similar role. Including supervisory experience, this may be in SaaS based role of as an account manager
Able to communicate clearly both verbally and in writing.
Training skills to educate users in best way to use Rackeye. Good ‘train the trainer'.
PC literate
Strong attention to detail and administrative skills including report writing.
Submit written reports making appropriate recommendations for action.
Fast learner able to acquire and assimilate new skills quickly.
‘can-do' approach and able to deal with ambiguity
Adaptable and can develop new skills in a changing environment
Able to lead and motivate the installation time and provide training and on-site guidance
Assertive and confident - able to problem - solve and take decisions.
Embraces new technology
Credible and can communicate effectively with internal and external key stakeholders