- ADP (Augusta, GA)
- …Integrations. You will also work with internal partners, carriers, brokers and the client to support Open Enrollment throughout the year, to ensure enrollments are ... submitted to the client 's benefit carriers timely. **You will need:** + Benefits...status and next steps to all partners (internal, carrier, client , broker, etc.) throughout the implementation project or lifecycle… more
- JPMorgan Chase (New York, NY)
- …Group Asia Summer Analyst, you will work with our teams to understand client needs and examine market activities. You will develop and execute strategies that ... teams to conduct research and analysis, develop products, and respond to client needs. This role provides an opportunity to continuously learn through one-on-one… more
- BMO Financial Group (Culver City, CA)
- …a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and ... in collaboration with the lead relationship manager. + Determines client needs and provides solutions though the sales of...Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process… more
- Raymond James Financial, Inc. (Memphis, TN)
- …conducting interviews with potential customers, making detailed notes to collect client requirements. + Provide exceptional service to customers to encourage ... to start sales conversations that offer value to the client . + Works with guidance (but not constant supervision)...effectively establish trust within the buying centers in the client 's organization. + Works with guidance (but not constant… more
- H&R Block (Charlotte, NC)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- JPMorgan Chase (New York, NY)
- …in the Global Families Group, you will work with our teams to understand client needs and examine market activities. The Global Families Group works exclusively with ... role for you. Join a team committed to building client relationships and making meaningful contributions to our business...**Job responsibilities** + Work with our teams to understand client needs and examine market activities to develop and… more
- H&R Block (Golden Valley, MN)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- Paychex (St. Petersburg, FL)
- …service, the goal is to drive increased participation in MPP plans, improve client retention and support the overall goals of the organization. Responsibilities + ... Human Resource Professionals, Benefit Specialty Group, Benefit Service team, Client Advocates, Underwriting, Paychex Insurance Agency, and other key stakeholders… more
- US Bank (Minneapolis, MN)
- …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …during busy season, you'll remain engaged year‑round through planning work, client communication, and advisory support. The ideal candidate is an Enrolled ... excellent judgment, and the confidence to operate independently in a client ‑facing environment. Key Responsibilities + Lead preparation of individual tax returns… more