- H&R Block (Hamilton, NJ)
- …and efficient tax preparation experience. + Act as a liaison between the client and the Tax Advisor , ensuring consistent communication and a seamless ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...ensuring all necessary information is ready for the Tax Advisor + Clearly communicate the steps of the tax… more
- Access Dubuque (Dubuque, IA)
- …clients across various industries, sizes, and geographies. **Essential Functions:** Build Client Relationships:** Establish yourself as the primary advisor for ... Senior Employee Benefits Client Consultant **Cottingham & Butler/ SISCO** 1 Positions...Legal Management/Executive Sales/Service Location Dubuque, IA Job Type Employee Full/ Part Full Time Company ID 943 Job… more
- First Horizon Bank (Tampa, FL)
- …which are not mentioned below. Specific activities may change from time to time . + Meet revenue growth, profitability and client retention goals by acquiring ... site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new...meeting their stated goals and objectives. You will be part of a local team and supported by a… more
- Raymond James Financial, Inc. (Little Rock, AR)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting,… more
- Thrivent Financial (Geneva, IL)
- …This position serves as a resource to Financial Advisors (FA) and client in handling, researching and communicating inquiries regarding their accounts and supports ... utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative… more
- Citigroup (Getzville, NY)
- …operational metrics and service level requirements to achieve business goals** **Acts as client advisor in the client 's interest while driving cross-regional ... Strategy team.** **By Joining Citi, you will become part of a global organization whose mission is to...ownership** **Job Family Group:** Customer Service **Job Family:** Institutional Client Management ** Time Type:** Full time… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- Position Objective The Senior Client Associate is a support position for the office. Responsibilities include data gathering and analysis, development of financial ... may also participate in developing investment and financial planning strategies as part of the firm's Investment Committee and Financial Planning Committee. The… more
- Pegasystems (Sacramento, CA)
- …and empower them to become more efficient, smarter, and most importantly, customer-centric. Our Client Success team is an integral part of our rapid growth ... Senior Client Success Manager (Healthcare - West) Job Category:...**What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple people in the account to… more
- IQVIA (ME)
- …as knowledge, skills, education, and experience; location; and/or schedule (full or part - time ). Dependent on the position offered, incentive plans, bonuses, ... **Role Summary** : Serves as the primary support liaison and Information Advisor between the clients and IQVIA for a portion of a large or mid-sized market.… more
- NTT America, Inc. (Detroit, MI)
- …passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently ... seeking a ** Client Delivery Executive** to join our team in Detriot,...to senior stakeholders. * Act as a strategic delivery advisor to the executive leadership team. * Manage Sales… more