- Deloitte (Boston, MA)
- …in the banking and financial services industries. You will work directly with the client , manage the tax engagement team , have access to an elite group of ... provide services and solutions relevant to our client 's business. Our team will assist with...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+… more
- Robert Half Office Team (Del Mar, CA)
- …experience for clients, visitors, and internal teams. This role combines high-touch client service with administrative coordination and office support in a ... Description About the Company Our client , a reputable financial services firm,...routing, and responding to inquiries + Coordinate conference rooms, client meetings, and advisor schedules as needed… more
- Turner & Townsend (Columbus, OH)
- **Company Description** Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients ... majority-owned by CBRE Group, Inc., the world's largest commercial real estate services and investment firm, with our partners holding a significant minority… more
- NTT America, Inc. (Chicago, IL)
- …We are currently seeking an **Enterprise Architect / Solution Executive** to join our Client Growth team . This role will primarily focus on large deals ($50M+) ... transform, reimagine and reinvent clients' businesses leveraging technology and our services . You have breadth of skills across functional and technical domains,… more
- NTT America, Inc. (Charlotte, NC)
- …We are currently seeking an **Enterprise Architect / Solution Executive** to join our Client Growth team . This role will primarily focus on large deals ($50M+). ... to our clients to help transform, reimagine and reinvent client 's businesses leveraging technology and our services ....design and construction across NTT DATA. You build trusted advisor relationships with the technology CxO and are the… more
- WSP USA (Irvine, CA)
- … client base for providing high level plumbing engineering services including identifying additional business development opportunities, and cross-selling of ... professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for...careers and knowledge base. Your daily contributions to your team will be essential in meeting client … more
- University of Utah (Salt Lake City, UT)
- …build relationships, grow brand awareness and generate sales. + Act as a trusted advisor and challenger to uncover client needs and recommend tailored solutions. ... Occasional evenings or weekends may be required to support client needs, classes, or events. + Travel as needed....executives and decision-makers. As part of the Executive Education team at The David Eccles School of Business, you'll… more
- KeyBank (NY)
- **Location:** 124 East 14th Street, Suite 1100, New York New York ** Team :** Experience & Design - Client Experience Design **Reports to:** Client Experience ... , you will be a senior leader on the Client Experience Design team within Key's Experience...vision, strategy, and execution. + Serve as a trusted advisor to senior stakeholders, clearly articulating the value of… more
- HUB International (Dallas, TX)
- …tools and templates as needed, including ProVal and other actuarial software + Lead client and internal client team meetings, communicating complex actuarial ... health, employee benefits, investment and wealth management products and services . HUB has more than 650 offices across the...needs. We are a company dedicated to superior customer service with employees committed to adding value to every… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …goals designed to drive client loyalty and grow the RCS client relationships. Collaborate with service , operations, risk, trading, technology, and other ... internal subject matter experts to research client concerns. May lead defined work or projects of...host prospects during Home Office Visits (HOV). + Manages Advisor Choice process, including aspects of RCS platform due… more
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