Client Services Representative

• Prepare or perform technical review of financial statements in accordance with US GAAP, Statutory, or IFRS
• Ensure all financial aspects of the client are efficiently managed
• Possess technical ability to discuss regulatory updates with clients
• Establish and maintain good working relationships with clients, prospects, client teams, other service providers, regulators and colleagues
• Manage financial audit process with the auditors with strict adherence to client deadlines and regulatory reporting
• Perform and execute review of financial statements

Captive Client Service Manager, Accounting

Senior Manager, Fleet Client Services

Client Service Associate, Retirement & Private Wealth

Client Services Representative – Mid Shift

Client Services Consultant

Insurance Marketing Associate, Private Client Services – Personal Lines Insurance