- H&R Block (Novato, CA)
- …an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors. Day to day, you'll + ... Advisors Accounting Specialist, you will provide bookkeeping and payroll services to Block Advisors small business clients including assisting... suppliers, vendors and banking contacts + Assist in client service coverage as needed to ensure… more
- Publicis Groupe (Boston, MA)
- …exchange for brands looking to build relationships with their known customers **Senior Client Partnership** + Serve as strategic advisor to senior client ... the dots across a brand's ecosystem: we are full service with modern creative & media, data, and technology services all under one roof. At the heart of our… more
- AON (New York, NY)
- …participate in RFPs, client meetings and conference calls. + Key member of the client facing team, acting as a trusted advisor to the executive level ... detailed knowledge of the Cargo insurance marketplace, products and services . + Develop productive business relationships with key insurance...meetings and conference calls. + Key member of the client facing team, acting as a trusted advisor… more
- AON (Houston, TX)
- …participate in RFPs, client meetings and conference calls. + Key member of the client facing team, acting as a trusted advisor to the executive level ... knowledge of the Energy Property insurance marketplace, products and services + Develop productive business relationships with key insurance...meetings and conference calls. + Key member of the client facing team, acting as a trusted advisor… more
- Immigration and Customs Enforcement (Washington, DC)
- …be detail-oriented and have a strong interest in supporting and providing stellar client services to diverse program offices, including law enforcement officers, ... integrity, sound professional judgment, organizational skills, decisiveness, initiative, stellar client services , the ability to function independently and… more
- T. Rowe Price (Owings Mills, MD)
- …with an emphasis on recordkeeping + Comprehensive knowledge of 401(k) service components, industry trends, fiduciary responsibility, advisor value proposition ... and in your community. Y ou'll enjoy resources to support your career path, as well as compensation ,...ways that matter to you . Role Summary Deliver full- service 401(k) platform bundled recordkeeping to qualified DC plans… more
- Columbia Bank (Riverside, CA)
- …Together for better. **About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new ... to identify loan, deposit, and core banking products and services that benefit the client . + Identifies,...advisor to clients, functions as the Middle Market client "expert" in providing differentiating consult, ideas, and options.… more
- Grant Thornton (Fort Lauderdale, FL)
- …more, confidently. Your day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, ... client 's tax burden + Consult, work with, and service client to make recommendations on business...business and process improvement and serve as a business advisor to client + Other duties as… more
- Jack Henry & Associates (Allen, TX)
- …of cloud environments and third-party SaaS platforms. Implements and optimizes ServiceNow Service Mapping capabilities to support seamless service visibility ... technology company, we're a force for good in financial services . We're redefining how community banks and credit unions...excellence then we'd love to meet you. Our Enterprise Service Management team is excited to announce a key… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …a high level of customer service , and address and resolve escalated advisor and client issues. * Use appropriate interpersonal styles and communicate ... also consistent with the conservative nature of the firm. * Provides face-to-face support in a specific territory to financial advisors and their clients through… more