
Client Services Specialist, Banking
City National Bank of FloridaSupports corporate, real estate, business banking, and private clients at a Florida bank. Handles loan servicing, account onboarding, treasury services, and regulatory compliance.


Supports corporate, real estate, business banking, and private clients at a Florida bank. Handles loan servicing, account onboarding, treasury services, and regulatory compliance.

Supports corporate, real estate, business banking, and private clients with loan servicing, deposit accounts, treasury services, onboarding, and regulatory requests.

Oversee client delivery across Atrium’s MSP, EOR, and AOR workforce programs. Manage operations, compliance, reporting, and implementations as assignments change.

Manage private client tax engagements, returns and staff development at EisnerAmper, a global accounting, tax and business advisory firm.

Lead tax planning, compliance, and complex return reviews for high-net-worth clients at EisnerAmper. Guide teams, build client relationships, support business development, and develop staff.

Prepare complex tax returns for individuals, trusts, estates, and entities as part of EisnerAmper’s Private Client Services team. Oversee engagements and advise high-net-worth clients and family businesses.