Client Services Lead Salary at Bloomberg Lp BETA

Job Description Job Description ***This job is LOCAL to the Naples, FL area only*** We are growing! We are looking for skilled IT Systems Administrators to help bring the company to the next level. We offer competitive base pay with a great BONUS structure and benefits. Position Description and Expectations Every member of the IT Team is expected to uphold and embody the Core Values of our Organization. In order to be successful within our Team, you must exhibit the following qualities: Integrity, Exceptional Leadership, Constant Improvement, and placing Service before Self. You will see these values weaved into our responsibilities and abilities for each position because they enable our team to serve our clients and empower the pursuit of greatness! Systems Administrators are strong in all the most common and popular Information Technology solutions. In addition to strong technical aptitudes, backed by at least 5 year of direct experience, a Lead Systems Administrator can assess a com

Company Description Pilot Company is an industry-leading network of travel centers with more than 30,000 team members and over 750 retail and fueling locations in 44 states and six Canadian provinces. Our energy and logistics division serves as a top supplier of fuel, employing one of the largest tanker fleets and providing critical services to oil operations in our nation's busiest basins. Pilot Company supports a growing portfolio of brands with expertise in supply chain and retail operations, logistics and transportation, technology and digital innovation, construction, maintenance, human resources, finance, sales and marketing. Founded in 1958 by Jim A. Haslam II and currently led by CEO Adam Wright, our founding values, people-first culture and commitment to giving back remains true to us today. Whether we are serving guests, a fellow team member, or a trucking company, we are dedicated to fueling people and keeping North America moving. All qualified applicants will receive consi

Position Summary: The goal of the Client Services Lead/Associate (dependent on experience) position is to coach, facilitate, manage, execute and advise on a breadth of financial and non-financial activities associated with our high net worth clients’. A successful candidate in the role will be able to quickly create a trusted relationship with the client, other advisors, family members, etc. Duties and Responsibilities: Client Services Lead/Associate Overview · Be an active participant of a dynamic client service team, solving complex family office problems with the strictest confidentiality · Participate in brainstorming sessions on complex client strategies. · Manage detailed execution of tax, estate, investment, entity, etc. strategies. · Support Accounting Analysts in client bill payment requests, ensuring timely and accurate execution. · Facilitate and/or assist in client meeting preparation and follow-up. · Perform cash flow and financial planning analyses, including reviewing cl

Client Service Lead – Financial Services Location: Newport Beach/Irvine, CA Are you an experienced professional in investment account operations who thrives on leading teams, delivering exceptional client service, and driving results? Join our client, Chamberlain Group, in a newly created position as a Client Service Lead! If you’re process-oriented, detail-focused, and passionate about private wealth management, this role offers the opportunity to lead the deliverables of a small client service team while directly impacting the lives and legacies of our clients. Why Join Chamberlain Group? For over 40 years, Chamberlain Group has specialized in providing customized wealth management strategies to ultra-affluent clients with net worths ranging from $50 million to $5 billion. We are stewards of our clients’ legacies, offering expertise in estate and succession planning, life insurance, executive benefits, non-qualified plans, and investment advisory services. As a firm recognized as one

Essential Job Functions Responds to orders, general client inquiries, invoice questions and client complaints. Records consistent problem areas Resolves issues with orders, delivery dates or service. Resolves the client's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting corrections or adjustment; following up to ensure resolution. Handles client responses that may require deviation from standard procedures Provides leadership, coaching and training to a team of client service specialists Other duties as assigned Other Skills & Abilities Client Service skills Quality Focus Problem Solving Freight Forwarding Knowledge Documentation Skills Listening Resolving Conflict Ability to Multi-task Physical Requirements Job may require extended sitting or standing, use of standard office equipment. Education & Experience High School Diploma or GED 3-5 years client service experience CERTIFICATIONS AND LICENSES Professional

Client Service Lead (CSL)Remote | Full-Time | Flexible ScheduleWe're looking for an experienced and proactive Client Service Lead (CSL) to guide new clients through onboarding, manage project accounting, and keep things moving across 20+ client accounts. If you're someone who thrives on structure, knows how to lead a team, and follows through without letting details slip, this role might be your next big move.Role OverviewA successful Client Service Lead (CSL) exhibits excellent analytical skills with a thorough knowledge of accounting principles to lead the successful day-to-day operations of their team. CSL duties include ensuring accuracy and timely completion of all accounting tasks owned by their team and mentoring team members to reach their fullest potential.Supervisory ResponsibilitiesMentors and manages junior staff who are responsible for account reconciliation, payroll, accounts payable, accounts receivable, sales tax, etc for assigned clients.Conducts performance evaluation

Position Summary: The goal of the Client Services Lead/Support (dependent on experience) position is to coach, facilitate, manage, execute and advise on a breadth of financial and non-financial activities associated with our high net worth clients’. A successful candidate in the role will be able to quickly create a trusted relationship with the client, other advisors, family members, etc. Full time permanent 100% in office role. MUST HAVE STRONG SERVICING OF CLIENTS BACKGROUND! Client Services Lead/Support Overview · Be an active participant of a dynamic client service team, solving complex family office problems with the strictest confidentiality · Participate in brainstorming sessions on complex client strategies. · Manage detailed execution of tax, estate, investment, entity, etc. strategies. · Support Accounting Analysts in client bill payment requests, ensuring timely and accurate execution. · Facilitate and/or assist in client meeting preparation and follow-up. · Perform cash fl

Client Service Lead (Remote Philippines)Full-Time Employee (Not a Contractor Role)Join our team as a Client Service Lead, where youll play a key role in leading the day-to-day operations of your team while supporting our clients with accuracy, professionalism, and care. This is a remote, full-time position based in the Philippines, with an initial focus on aligning with your manager's time zone.About the RoleAs a Client Service Lead, youll be responsible for ensuring the accuracy and timely completion of all accounting tasks owned by your team. Youll also provide leadership, mentorship, and support to junior staff to help them reach their fullest potential.Key ResponsibilitiesSupervisory Duties:Manage and mentor junior staff working on account reconciliation, payroll, accounts payable, accounts receivable, sales tax, and moreConduct performance evaluations and provide coachingLead training efforts for new hires and ongoing staff developmentFoster a positive, professional, and collabora