- SHI (Juneau, AK)
- … services team by identifying new opportunities and optimizing service offerings. **Microsoft Purview Expertise:** + Design data governance frameworks and ... we're proud to be a $16 billion global provider of IT solutions and services .** **Over 17,000 organizations worldwide rely on SHI's concierge approach to help them… more
- Kestra Financial (Fort Worth, TX)
- …modeling, case design, scenario building, and plan and presentation development. Summary The Associate/ Service Advisor reports to the Lead Advisor and serves ... and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor... of a large book of business including managing client needs regarding service , asset allocation, case… more
- HP Inc. (St. Paul, MN)
- …simple to moderately complex incidents. The role serves as a trusted advisor to customers and internal businesses/end users, providing valuable insights and ... to moderately complex incidents. * Establishes trust and becomes a reliable advisor to customers and internal businesses/end users, offering valuable insights and… more
- Deloitte (Detroit, MI)
- …industries. Our team specializing in Strategic Tax Review (STR) is a leading client service group focused on identifying tax planning opportunities that generate ... participation of projects through the delivery of tax consulting services to the client . + Supervising assignments...service offerings including Strategic Tax Review, Inventory Tax Services , and Meals & Entertainment Review Services .… more
- ADP (Maitland, FL)
- **ADP is hiring a** **Deal Desk Analyst I - Retirement Services (RS) within our Commercial Operations Center of Excellence (CoE)** This is a hybrid role based out of ... role in driving early-stage customer success within the **Retirement Services (RS) organization** . We are seeking an individual...hit without exception. You will serve as a trusted advisor to Sales teams and work directly with SMB… more
- Founder's CPA (Chicago, IL)
- …+ Bachelor's degree in accounting, finance, or similar field + 2+ years in a client service tax role + Keen attention to detail and organizational skills + ... our team, you will be tasked with providing tax services to our client base. Duties will...skillfully + Professionalism and commitment to exceptional communication and client service + Tech-savvy and able to… more
- H&R Block (MO)
- …an industry and is now leading its transformation. The Program Manager - Financial Services within the Product Support & Insights Team champion s our clients and Tax ... . As the Product Support Manage r - Financial Services you will report to the Director of Product...+ Own the support strategy for all digital and service products within an assigned portfolio and driv e… more
- JPMorgan Chase (San Francisco, CA)
- …a diverse suite of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... offers US based clients and their advisors the personalized service of a dedicated wealth management business and the...you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with… more
- Huntington National Bank (Minnetonka, MN)
- …customer; explain the high-level features and benefits of merchant products and services ; recommend appointment with sales advisor and schedule those ... Description Summary: Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors, to conduct… more
- Paramount (New York, NY)
- …and sports) to generate revenue across the Paramount portfolio product suite to deliver holistic client solutions. + Act as a trusted advisor to your clients and ... revenue across the Paramount portfolio product suite to deliver holistic client solutions. + **Consultative Sales Executive** + Collaborate across platforms within… more