• Financial Advisor , Truist Investment…

    Truist (New York, NY)
    …toward their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service . 3. ... with clients to review investment plans on a regular basis. 5. Lead overall client relationship management strategies to deepen client connections and loyalty.… more
    Truist (09/30/25)
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  • Block Advisor Tax Advisor

    H&R Block (Rochester, NY)
    …growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If ... stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and...individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their… more
    H&R Block (09/25/25)
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  • Block Advisor Associate Team Leader

    H&R Block (New York, NY)
    …growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If ... Execute and hold all tax office associates accountable to Service Standards execution and client service experience,...Team Leader and District General Manager as necessary + Lead the office from the front desk, providing phone… more
    H&R Block (09/19/25)
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  • AMS Strategic Customer Engagements ( Elevate)…

    ServiceNow, Inc. (New York, NY)
    …one code base and one data model. The Enterprise Architect will also lead and participate in the delivery of workshops, best practice overviews, and educational ... the Now platform and the potential opportunities of the future of work + Lead architecture and design engagements to demonstrate how ServiceNow meets the needs of… more
    ServiceNow, Inc. (09/20/25)
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  • Block Advisor Tax Advisor - Remote

    H&R Block (Patchogue, NY)
    …growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If ... concisely via phone, email and chat + Experience utilizing effective customer service techniques + Analytical and problem-solving skills + Successful completion of… more
    H&R Block (09/20/25)
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  • Asset Management - Global Strategic Relationships…

    JPMorgan Chase (New York, NY)
    …strategies that align with our business vision and objectives. + **Support, Service & Analytics:** Lead critical support functions including business ... intelligence (BI), CRM management, RFIs, contract oversight, meeting preparation, and client event coordination. + **Business Management:** Proactively manage key deliverables such as Quarterly Business Reviews, strategic planning sessions, event logistics,… more
    JPMorgan Chase (09/18/25)
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  • Customer Service and Support Lead

    Thruway Fasteners, Inc. (North Tonawanda, NY)
    …six branch locations across New York, Pennsylvania and Georgia. POSITION SUMMARY The Customer Service Support Lead is the day-to-day go to customer service ... proficiently and professionally. Customers view this person as their "trusted advisor ". Maintain strong relationships with customers + Proficiently at contract… more
    Thruway Fasteners, Inc. (08/20/25)
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  • Frosch - Ita Specialist Lead

    JPMorgan Chase (New York, NY)
    …website content updates as needed + Act as a reliable right hand to the lead advisor ; screen messages, flag urgent issues, and support daily operations and be ... have a terrific opportunity for an experienced ITA Specialist Lead . We are driving success in a diverse and...seasoned travel consultant with in-depth understanding of travel customer service with an emphasis on customer preferences and travel… more
    JPMorgan Chase (10/04/25)
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  • Dynamics CRM Technical Architect & Delivery…

    Deloitte (New York, NY)
    …& Delivery Lead (Specialist Leader) Our Deloitte Sales & Service team empowers organizations to build deeper relationships with customers through innovative ... and report status. + Business Development: Participate in sales pursuits as a pursuit lead or subject matter advisor . Participate in the oral presentation of the… more
    Deloitte (09/24/25)
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  • Retail Part Time Team Lead

    The ODP Corporation (Amherst, NY)
    **Overview** At Office Depot Inc., the Retail Team Lead is a part-time role providing "total solutions" to our customers encompassing Products, Technology, Services, ... Furniture and Print offerings. The Retail Team Lead will quickly build and maintain customer relationships and...build and maintain customer relationships and become a trusted advisor by utilizing provided training to support sales offerings.… more
    The ODP Corporation (07/16/25)
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