- Robert Half Finance & Accounting (San Ramon, CA)
- …seeking a long‑term career in wealth management, portfolio execution, and client advisory services . Key Responsibilities + Execute early‑morning portfolio ... excited about trading operations and interested in progressing toward a Financial Advisor career path. This role combines hands‑on trading responsibilities with a… more
- Grant Thornton (Charlotte, NC)
- …in a rapidly growing, fast-paced, interactive, results-based team environment. + Exceptional client service and communication skills, with a demonstrated ability ... their data across hybrid environments. You will serve as a trusted advisor to senior stakeholders, guiding them through the implementation of Microsoft Purview's… more
- SHI (Sacramento, CA)
- …we're proud to be a $15 billion global provider of IT solutions and services .** **Over 17,000 organizations worldwide rely on SHI's concierge approach to help them ... on data center, edge, core, cloud, security, collaboration, and services , and will understand how that technology enables business....team and customers. + Act as a trusted IT advisor for customers, partnering with Field Account Executives. +… more
- ADP (Tempe, AZ)
- …for. Read on and decide for yourself. In this role **,** you'll be a trusted advisor to our clients. Using your ADP service expertise and consulting skills, you ... expertise. + **Turn Prospects into Loyal and Referring Clients** .You understand client business requirements and then can configure the solution to demonstrate… more
- JPMorgan Chase (Palo Alto, CA)
- …Coordinate with various internal, cross regional teams such as Banking, Trade Finance Client Service /Ops, Credit, Legal and other functions to ensure efficient ... the right team! As a Letter of Credit Product Advisor - Vice President within the Commercial Bank, you...Credit (SBLC) offering. You will provide consistent, high quality service to ensure excellent client experience. You… more
- First Horizon Bank (Houston, TX)
- …clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and ... complex nature. **Essential Duties and Responsibilities:** + Maintains a client portfolio for the bank + Expand existing ...Work with Management on loan structure, pricing, and other product/ services for clients + Maintain a thorough knowledge of… more
- SysLogic, Inc. (Brookfield, WI)
- …align SysLogic's services , and position the firm as a valued advisor . + Maintain a robust and active business development pipeline, nurturing opportunities from ... development, data and information management, cybersecurity, or related consulting services and how they can solve client ...consulting services and how they can solve client business challenges. + Ability to effectively use a… more
- Cushman & Wakefield (Atlanta, GA)
- …annually for projects that reach $1M. Responsibilities include aligning with client strategies, financial targets, and service standards. Delivery assurance ... team motivation. **Job Description** + Regular interface with external client to ensure successful delivery of projectmanagement services...client needs, and generally act as a trusted advisor for comprehensive real estate work + Act with… more
- NTT America, Inc. (Plano, TX)
- …and service offerings for SAP SCM. **Business Development & Client Engagement** + Lead pre-sales efforts: proposal development, solution design, estimations, and ... IBP, EWM, TM, PP, MM, and APO) with leadership, business development, and client advisory capabilities. The ideal candidate is an experienced SAP professional who… more
- KeyBank (Lehighton, PA)
- …East - Lehighton, Pennsylvania 18235 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... conversations to uncover needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive calling efforts. As… more