As a Tax Senior Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Manager oversees client rel...
This position supports the Account Executive with responsibilities related to client management and retention. Utilize cold calls, prospecting emails, mail, professional associations, and networking to contact prospective clients. Identify opportunities to round out accounts for existing clients. Ma...
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Banderman Group of Northwestern Mutual is seeking to onboard a new client advisor to our team. Top-Tier Financial Expertise:...
Deliver compelling messages in all client interactions, demonstrating command of role as well as alignment with client objectives. Ownership (both placement and advisory) of the Foreign Casualty product. Effectively negotiate the best program offering on behalf of our clients. Formulate and effectiv...
Suntrup Automotive Group is an innovative and forward-thinking auto dealer that places its focus on the customer experience.We are family-owned and operated and have strong community ties in St.We are title sponsors of the Suntrup Folds of Honor Golf Tournament each year raising millions in scholars...
The Medicaid/Marketplace Client Strategy Senior Advisor plays a critical role in the interpretation of applicable state legislation and regulation, client retention, and overall client satisfaction within the line of business. The Medicaid/Marketplace Client Strategy Senior Advisor serves as the pri...
Essential Duties and Responsibilities Responsible for identifying, soliciting, and closing new business for the company Generate an ongoing list of prospects Utilize cold calls, prospecting emails, mail, professional associations, and networking to contact prospective clients Ability to identify opp...
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepa...
Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Train and develo...
This position collaborates closely with clients, addressing their needs, providing support, and ensuring seamless interactions, understanding when to engage sales or operations to meet client needs. Partner with advisors to establish a regular client review process, scheduling and coordinating meeti...
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting ...
As a Junior Associate - Sales & Marketing Representative, you will play a key role in our sales and marketing efforts within big box retail stores. You will collaborate with various teams, including Sales, Marketing, Client Services, Compliance, and HR, to ensure our products are effectively pre...
A company is looking for a Wealth Advisor to provide financial planning and investment advice focused on bitcoin integration. ...
A company is looking for a Customer Service Representative-Remote (Bilingual: Spanish and English). ...
CUSTOMER SERVICE REPRESENTATIVE ASSOCIATE HYBRID ST. Due to our expansive growth, we are seeking a Hybrid Customer Service Associates who are looking for an opportunity to join a dynamic Company with excellent room for growth and the ability to receive performance-based incentives. Experience: Minim...
Financials Consultant to join their team. ...
A company is looking for a Customer Service Advisor to provide support in a remote environment. ...
A company is looking for a Bilingual (English / Spanish) Senior Customer Service Representative - National Remote. ...
A company is looking for a Financial Funding Consultant to support the Prior Authorization team in navigating healthcare financing. ...
A company is looking for a Client Service Associate to provide administrative support to financial advisors and their staff. ...
A company is looking for an Oracle Federal Financials Consultant with experience in Federal Accounting. ...
A successful Retail Store Associate will strive to go for WOW! Go for WOW! is the standard of customer service at Duluth Trading Company. Effectively communicate sales and promotions. Understand the importance of email capture as part of sales and service and executes to standard. Ensure the sales f...
For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham S...
Are you a financial advisor looking to redefine what it means to be an independent entrepreneur?. At Moneta, we've crafted a platform tailored by advisors, for advisors, offering unparalleled resources and growth opportunities. Registered Investment Advisors (RIAs), is inviting you to join our d...
From rapid deployments to entire transformations, you'll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. Support the Financials Lead in architecting Workday Grants solutions to ensure that all work strea...