- ADP (Louisville, KY)
- …The Key Account Executive (KAE) strengthens the connection with clients through service and consultation. Acts as the Retirement Services subject matter ... additional service opportunities and coordinating delivery of ADP Retirement services and products. + Acts as escalation point person overseeing complex client… more
- Berkshire Bank (Rutland, VT)
- …Department: BerkshireBanc Investment Services - RNL Reports to: VP, Financial Advisor Team Leader Status: Non-Exempt Grade: 3 Salary Range: $31,200 - $50,315 ... 2026 Purpose/Objective: This position provides administrative support to the advisor , interfacing with clients and maintaining operating efficiency with paperwork… more
- Truist (Fort Myers, FL)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and...and risk tolerance to determine which investment products and services best meet the client's needs and to implement… more
- CREO (Durham, NC)
- …Cybersecurity, Engineering, AI or Quality services ). POSITION RESPONSIBILITIES + Managed Services line of business Leadership and Service Delivery + Develops ... Line of Business + Matures and refines the Managed Services product definitions and service offerings with...key client accounts and expectations, acting as a trusted advisor to build and expand engagements. + Develops solutions… more
- World Insurance Associates, LLC. (Westborough, MA)
- …firm and industry standards Qualifications + 2-5 years of experience in financial services , wealth management, or a related client service role (preferred) + ... growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism,… more
- The Goodyear Tire & Rubber Company (Richmond, VA)
- …Parts Specialist, Customer Focused, Sales, Revenue, Sales Goals, Customer Advisor , Sales Advisor , Manager, Team Lead, Service Advisor , Service ... 2742 Charles City Rd, Richmond, VA** We are a service and retreading market leader with over 200 Commercial...them uniquely qualified to offer you trusted tires, reliable services and powerful management tools to help you lower… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is ... + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Sunrise Senior Living (Mclean, VA)
- …and compliance. **Shared Services Leadership** + Direct the HR shared services delivery model, ensuring timely and high-quality service to team members, ... guidance on HCM data and serve as a trusted advisor on workforce analytics. **Vendor and Stakeholder Management** +...Management** + Oversee relationships with HR technology and shared services vendors and consultants, ensuring service levels… more
- Quanta Services (Houston, TX)
- …out how our people power modern life. About this Role Quanta Services operates through 40+ autonomous operating companies delivering critical infrastructure projects ... Presidents, CFOs, and executive leadership teams-serving as their trusted technology advisor and primary connection to Enterprise IT capabilities. What You'll Do… more
- Capital One (Richmond, VA)
- Manager, Compliance Advisory | Enterprise Services (Brand Marketing, Workplace Solutions, Americans with Disabilities) Capital One, a Fortune 500 company and one of ... banks, offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients. Our...both internally and externally + Serve as a trusted advisor to our lines of business to identify, document,… more