Client associate • austin tx
Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...[internal_linking.show_more]
The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set.By putting the client first, we strive to transform the way the world inv...[internal_linking.show_more]
Kickstart Your Career as a Client Rep!.Calling all recent grads & ambitious go-getters!.Want a job where you can meet new people, make a difference, and have fun doing it? Join our team as a Client...[internal_linking.show_more]
The Opportunity As a Client Partner, you'll be the strategic partner clients turn to when they need to solve complex challenges.You'll drive commercial success across your portfolio while building ...[internal_linking.show_more]
AO Globe Life is hiring Remote Benefit Managers to serve the veteran community through virtual consultations.In this role, you will meet with veterans and their families to help them understand and...[internal_linking.show_more]
Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retentio...[internal_linking.show_more]
With a mantra of Empowering Human Potential, Hanger, Inc.O&P) services and products, offering the most advanced O&P solutions, clinically differentiated programs and unsurpassed customer service.Ha...[internal_linking.show_more]
Join a dynamic client as a Client Support Specialist in Austin Texas! This direct-hire role is perfect for proactive, professionals ready to deliver outstanding client support and manage orders and...[internal_linking.show_more]
Private Client Service delivers highly customized and comprehensive service to our clients.As a key member of this team, the Relationship Associate will execute on a range of client requests while ...[internal_linking.show_more]
De Mott, Curtright & Armendáriz, LLP is a stable and fast-paced immigration law firm that's passionate about helping people and we're looking for a bright and compassionate.Bilingual Client Relatio...[internal_linking.show_more]
Most CSM roles are customer service with a nicer title.This job is for someone who can lead business owners who are busy, stressed, and often stuck in old habits.They do not need a friendly check-i...[internal_linking.show_more]
Communities: Driving business growth.The Communities Team brings clients into our circle to learn from one another, hone their craft and grow and scale their businesses, which in turn helps Dimensi...[internal_linking.show_more]
The Communities Team brings clients into our circle to learn from one another, hone their craft and grow and scale their businesses, which in turn helps Dimensional bring our way of investing to mo...[internal_linking.show_more]
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide...[internal_linking.show_more]
Ready to take your customer-facing experience and channel it into a role where your drive and results actually matter? At Serenity, we help clients understand and start life-changing programs — and...[internal_linking.show_more]
Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.We are united by a clear purpose: to help clients pursue thei...[internal_linking.show_more]
Guiding Financial is a boutique RIA based in Austin, TX operating as a quasi–family office for ultra–high-net-worth families.We provide disciplined investment management grounded in evidence-based ...[internal_linking.show_more]
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one...[internal_linking.show_more]
This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.This role supports a professional, structured envi...[internal_linking.show_more]
Your journey at Crowe starts here:
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Job Description:
The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient and effective service delivery within the Tax Business Unit. This individual serves as owning the full lifecycle of engagement coordination, from contract execution to billing and reporting. By leveraging business operations, technology platforms, and process optimization, the CES drives outcomes that improve client experience and operational integrity. This role demands a proactive mindset, strong relationship management skills, and the ability to anticipate and solve for barriers before they impact delivery.
Own end-to-end engagement support
Act as a technology champion:
Drive strategic resolution:
Influence stakeholder success:
Enable process improvement:
