- World Insurance Associates, LLC. (Anderson, SC)
- …complex placements as requested + Recommend commercial insurance program designs to the Client Advisor and/or Account Executive after review with senior staff + ... World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local… more
- H&R Block (Portland, OR)
- …will prepare, submit and manage tax statements and returns for businesses and clients. The Client Advisor - Small Business and Tax will also provide advice on ... that govern the process. You will serve as business advisor to our clients aiming at maximizing engagement and...1955, we have been leaders in tax preparation, financial services , and small business solutions. With 70,000 associates and… more
- Verndale (Los Angeles, CA)
- …Solution Consultant will drive solution architecture in sales pursuits, be a trusted client advisor and ensure consistent delivery for clients in the Salesforce ... matter expert in a skill and/or solution and is responsible for client delivery, proposals, new business opportunities, and knowledge management. The Solution… more
- WCG Clinical (Cary, NC)
- …facilitate their career growth. + Collaborates closely with the assigned Strategic Partnership Advisor to align client service strategies with broader ... coordinating service delivery and orchestrating resources across departments, the Client Success Manager safeguards client success and positions the… more
- Santander US (Boston, MA)
- …+ Define and execute the firm's product strategy to support business growth and advisor / client needs. + Identify product gaps and opportunities based on market ... Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus… more
- Thrivent Financial (Denver, CO)
- …in the area. + Connect matrixed partners within the area to grow diverse advisor and client segment. + Attract and launch talent through market leaders ... by our Financial Advisors (FA). Thrivent Financial, a Fortune 500 diversified financial services firm, seeks Area Vice Presidents to lead geographic areas focused on… more
- Vanguard (Malvern, PA)
- …function, translating business strategy into scalable technology that delivers exceptional client and advisor experiences. Key Responsibilities: . Develop a ... system design. . Deep understanding of wealth management platforms, advisor tools, and client experience. . Proven.... Familiarity with regulatory and risk frameworks in financial services . Why Vanguard: Help build the next generation of… more
- Guidehouse (Chicago, IL)
- … client relationships while managing client expectations. You will become the client 's trusted advisor that contributes to the "key client " business ... Job Posting **What You Will Do** **:** The Patient Services team provides program design, implementation, and monitoring ...accountable to develop business with new buyers within key client /s, drawing upon industry and client connections… more
- KeyBank (Tarrytown, NY)
- …utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, ... providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or...client aspirations and further position Key as the client 's trusted advisor . + Interfaces with other… more
- World Insurance Associates, LLC. (Crown Point, IN)
- … services , and payroll & HR solutions. Position Summary Independently leads client service , strategy, AND renewal messaging on larger, more complex middle ... Create solutions and make recommendations in preparation for the strategy meeting with Client Advisor . + Reviews exposures against coverages and performs gap… more