- ADP (Augusta, GA)
- …a Human Resources subject matter expert interfacing with ADP clients to provide HR advisory support and service to both address on demand/urgent issues as well as ... lifecycle. HRBAs also play a key role in ensuring client engagement across ADP's products and services. HRBA's provide...but not limited to, overflow support for other call center initiatives and programs in both an inbound and… more
- Optiv (Washington, DC)
- …Security, Enterprise Networking, Network Security, Enterprise Firewall Deployment, Data Center , and/or Network Automation. By combining advanced business and ... real-world knowledge and can design pragmatic security solutions tailored to each client 's unique environment and provide our clients and sellers with consistent… more
- Paychex (Sarasota, FL)
- …HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. ... quarterly to meet budget and operational priorities. + Ensures client satisfaction through managing client losses. +...Prepares the capital and operating budgets for the cost center (s) and analyzes interdepartmental reports related to the cost… more
- ICF (San Antonio, TX)
- …incoming calls to ensure zero abandoned calls. + Work closely with the call center staff, client , and other stakeholders in the execution of deliverables and ... Assistant Lead Supervisory Call Specialist with experience in program oversight, call center operations, and working with immigrant youth and families. The candidate… more
- KeyBank (Pepper Pike, OH)
- …banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client ... borrowing and investment solutions. + Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on… more
- KeyBank (Shaker Heights, OH)
- **Location:** 3370 Warrensville Center - Shaker Heights, Ohio 44122 **Summer 2026 Key Investment Services Internship (Certified Financial Planner Track)- Shaker ... a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA...Key. **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in… more
- Bank of America (Columbia, MD)
- …activities * Identifies and engages potential new clients through referrals or financial center clientele **Skills:** + Client Experience Branding + Client ... solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended… more
- BMO Financial Group (San Francisco, CA)
- …$10MM-$50MM in company revenues. The ideal candidate will have a strong COI ( Center of Influences) network, established in the market place, and a proven track ... growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …and assists in the development of relationships with new clients in a call center environment. Assists associates or clients over the phone on a non- advisory ... cohesion with other Virtual Financial Advisors to oversee over $2 billion in client assets to ensure proper fiduciary processes and procedures are integrated and… more
- KeyBank (Tarrytown, NY)
- …on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with ... effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing… more