Prepare monthly/quarterly financial packages for clients with related work papers * Assist in ... Build client relationships and demonstrate a working knowledge of client businesses * Conduct day ...
Prepare monthly/quarterly financial packages for clients with related work papers * Assist in ... Build client relationships and demonstrate a working knowledge of client businesses * Conduct day ...
Client Service Coordinator
Delray Beach, FL · On-site
$17.50 - $23/hr
Frequent collaboration with Client Service Assistant Managers, Client Service Managers, Regional Sales team, and other internal departments. Problem Solving * Proactively identify and address ...
Client Service Coordinator
Delray Beach, FL · On-site
$17.50 - $23/hr
Frequent collaboration with Client Service Assistant Managers, Client Service Managers, Regional Sales team, and other internal departments. Problem Solving * Proactively identify and address ...
Client Service Coordinator
Delray Beach, FL · On-site
$17.50 - $23/hr
Frequent collaboration with Client Service Assistant Managers, Client Service Managers, Regional Sales team, and other internal departments. Problem Solving * Proactively identify and address ...
Quick apply
Client Service Coordinator
Delray Beach, FL · On-site
$17.50 - $23/hr
Frequent collaboration with Client Service Assistant Managers, Client Service Managers, Regional Sales team, and other internal departments. Problem Solving * Proactively identify and address ...
Client Specialist
Boca Raton, FL · On-site
$15/hr
Handle pre-orders and orders on the spot, custom to each client's needs * Assist clients with questions and product selection * Complete client's orders in a timely manner utilizing a POS transaction
Client Specialist
Boca Raton, FL · On-site
$15/hr
Handle pre-orders and orders on the spot, custom to each client's needs * Assist clients with questions and product selection * Complete client's orders in a timely manner utilizing a POS transaction
Client Service Coordinator
Delray Beach, FL · On-site
$17 - $22/hr
Frequent collaboration with Client Service Assistant Managers, Client Service Managers, Regional Sales team, and other internal departments. Problem Solving * Proactively identify and address ...
Client Service Coordinator
Delray Beach, FL · On-site
$17 - $22/hr
Frequent collaboration with Client Service Assistant Managers, Client Service Managers, Regional Sales team, and other internal departments. Problem Solving * Proactively identify and address ...
Client Service Coordinator
Delray Beach, FL · On-site
$17.50 - $23/hr
Frequent collaboration with Client Service Assistant Managers, Client Service Managers, Regional Sales team, and other internal departments. Problem Solving * Proactively identify and address ...
Client Service Coordinator
Delray Beach, FL · On-site
$17.50 - $23/hr
Frequent collaboration with Client Service Assistant Managers, Client Service Managers, Regional Sales team, and other internal departments. Problem Solving * Proactively identify and address ...
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Client Care Coordinator
Boynton Beach, FL · On-site
$60K - $67K/yr
Be able to assist RN team with intake requests as needed * Coordinate client and caregiver schedules * Maintain communication with clients and/or family members to ensure client satisfaction * Assist ...
Quick apply
Be Seen First
Client Care Coordinator
Boynton Beach, FL · On-site
$60K - $67K/yr
Be able to assist RN team with intake requests as needed * Coordinate client and caregiver schedules * Maintain communication with clients and/or family members to ensure client satisfaction * Assist ...
Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications. * Assist with account setup, maintenance, and documentation updates. * Collaborate with ...
Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications. * Assist with account setup, maintenance, and documentation updates. * Collaborate with ...
Client Concierge
Boca Raton, FL · On-site
$14.75 - $19/hr
Responsible for handling all patient intakes and providing all front-end client-facing interactions ... Perform customer service skills to assist pet parents with providing medical care to their pet ...
Client Concierge
Boca Raton, FL · On-site
$14.75 - $19/hr
Responsible for handling all patient intakes and providing all front-end client-facing interactions ... Perform customer service skills to assist pet parents with providing medical care to their pet ...
Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm ...
... * Assist in the new strategy onboarding process for US Private Wealth Management and Ayco * Key ... Work with XIG senior and junior Client Portfolio Solutions team on analytical work, creation of ...
Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm ...
... * Assist in the new strategy onboarding process for US Private Wealth Management and Ayco * Key ... Work with XIG senior and junior Client Portfolio Solutions team on analytical work, creation of ...
Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm ...
West Palm Beach, FL · On-site
... * Assist in the new strategy onboarding process for US Private Wealth Management and Ayco * Key ... Work with XIG senior and junior Client Portfolio Solutions team on analytical work, creation of ...
Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm ...
West Palm Beach, FL · On-site
... * Assist in the new strategy onboarding process for US Private Wealth Management and Ayco * Key ... Work with XIG senior and junior Client Portfolio Solutions team on analytical work, creation of ...
Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications. * Assist with account setup, maintenance, and documentation updates. * Collaborate with ...
Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications. * Assist with account setup, maintenance, and documentation updates. * Collaborate with ...
Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications. * Assist with account setup, maintenance, and documentation updates. * Collaborate with ...
Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications. * Assist with account setup, maintenance, and documentation updates. * Collaborate with ...
You'll visit medical providers throughout the area to strengthen relationships, assist with client needs, obtain information and documentation, and help ensure we're delivering the level of service ...
You'll visit medical providers throughout the area to strengthen relationships, assist with client needs, obtain information and documentation, and help ensure we're delivering the level of service ...
Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Bea
West Palm Beach, FL · On-site
... * Assist in the new strategy onboarding process for US Private Wealth Management and Ayco * Key ... Work with XIG senior and junior Client Portfolio Solutions team on analytical work, creation of ...
Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, West Palm Bea
West Palm Beach, FL · On-site
... * Assist in the new strategy onboarding process for US Private Wealth Management and Ayco * Key ... Work with XIG senior and junior Client Portfolio Solutions team on analytical work, creation of ...
Responsible for documenting issues of non-compliance from third-party call centers and vendors. * Assist other Client Relations Reps and advise the Client Relationship Manager and others in a need to ...
Responsible for documenting issues of non-compliance from third-party call centers and vendors. * Assist other Client Relations Reps and advise the Client Relationship Manager and others in a need to ...
The Client Development Specialist assists in implementing programs that support practice group ... The incumbent will successfully assist in managing multiple competing priorities within a matrix ...
The Client Development Specialist assists in implementing programs that support practice group ... The incumbent will successfully assist in managing multiple competing priorities within a matrix ...
Client Service Associate
Palm Beach Gardens, FL · On-site
$13.75 - $19/hr
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
Client Service Associate
Palm Beach Gardens, FL · On-site
$13.75 - $19/hr
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
Client Service Associate
Palm Beach Gardens, FL · On-site
$13.75 - $19/hr
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
Client Service Associate
Palm Beach Gardens, FL · On-site
$13.75 - $19/hr
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
Responsible for documenting issues of non-compliance from third-party call centers and vendors. * Assist other Client Relations Reps and advise the Client Relationship Manager and others in a need to ...
Responsible for documenting issues of non-compliance from third-party call centers and vendors. * Assist other Client Relations Reps and advise the Client Relationship Manager and others in a need to ...
Client Assistant information
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Full-time
Medical, Life, Retirement, PTO
Re-posted 20 days ago
Alvarez & Marsal rating
7.2
Based on 7 frontline employees who took The Breakroom Quiz
51st of 72 rated business consultants
Job description
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. 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 Director to join our team.
How you will contribute
As a Director within Private Client Services, 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
- Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
- Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis
- Build client relationships and demonstrate a working knowledge of client businesses
- Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
- Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers 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, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams
- Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
- Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process
- Bachelor's degree in Accounting
- 5 + years' of relevant experience ; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
- CPA
- 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 others while managing multiple work streams
- Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables
- Passion for training and mentoring staff
- Excellent verbal and written communication skills, with the ability to 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 and actively identify trends and new ideas for enhancing solutions and approaches
- Detail-oriented and possess strong organizational skills
- Bilingual, a plus
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 $130,000 - $175,000 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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About Alvarez & Marsal
Sourced by ZipRecruiter
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
1983