- James Perse Los Angeles (New York, NY)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR MADISON AVENUE (UPPER EAST SIDE) LOCATION OBJECTIVE OF THE POSITION The Senior ... standards, and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the… more
- CACI International (Springfield, VA)
- Client Advisor SME Job Category: Finance and...Capital Region (NCR).** **Responsibilities:** As a Client Advisor SME you will serve as a senior ... Required: Up to 10% Type of Travel: Local * * * **The Opportunity:** As Client Advisor SME you will provide vital services in support of the TSA's mission of… more
- H&R Block (Norwood, MA)
- **558227BR** **Title:** Senior Client Advisor -Small Business and Tax **What you'll do ** **:** Applies principles of accounting to analyze financial ... Work Experience: + 5 years minimum related work experience **Posting Title:** Senior Client Advisor -Small Business and Tax **Sponsored Job:** \#LI-KM2 **Job… more
- WTW (Dallas, TX)
- …-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will position, sell, and lead opportunities across all ... with market leadership teams to identify and actively participate in select client account planning sessions to identify high probability opportunities + Lead sales… more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- …Delivery team focused on Solomon's global advisory business. The Senior Advisor will be responsible for client engagement, project management, benchmarking ... Advisor Senior , Refining **Company** HSB Solomon... Advisor Senior , Refining **Company** HSB Solomon **Location** Dallas ,...In this role, the candidate will work as a client -facing advisor , an advisor to… more
- Hartford Steam Boiler Inspection and Insurance Company (Dallas, TX)
- Advisor Senior , Upstream **Company** HSB Solomon **Location**...In this role, the candidate will work as a client -facing advisor , an advisor to other ... to greater efficiency, reliability, and profitability. Basic Function The Senior Advisor will be a core member...for assigned client accounts and is the client relationship manager and trusted technical advisor … more
- Regions Bank (Orlando, FL)
- …At Regions, the Associate Wealth Advisor , through the mentorship of a senior advisor , will build foundational skills, knowledge and expertise needed to ... role. **Primary Responsibilities** + Under the guidance of senior Wealth Advisors, serves as a relationship management point...client interview process in the absence of the client 's Wealth Advisor + Proactively communicates with… more
- Edward Jones (St. Louis, MO)
- …focus. Changing the future of our firm, the industry and the advisor - client relationship. **Job Overview** **Position Schedule:** Full-Time **Team Overview** As ... within the Wealth Platforms, Data & Artificial Intelligence (WDA) organization, the Senior Data Advisor - Information Governance will work collaboratively with… more
- Edward Jones (St. Louis, MO)
- …focus. Changing the future of our firm, the industry and the advisor - client relationship. **Job Overview** **Position Schedule:** Full-Time **What You'll Do:** ... We are seeking a highly skilled and experienced Lead Data Advisor - Knowledge Management to help us harness the unique knowledge of our firm to more completely serve… more
- NTT America Solutions, Inc. (Lansing, MI)
- …a place where you can grow, belong and thrive. **Your day at NTT DATA** The Senior Client Manager is an advanced subject matter expert. This is a quota-bearing ... and renewals across all solutions within assigned accounts. The Senior Client Manager is required to pursue...that positions the sales team member as an expert client advisor . Success will require the ability… more
- Robert Half Finance & Accounting (El Cerrito, CA)
- Description Ren Friedman is seeking a highly skilled and client -focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This ... and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll… more
- University of Massachusetts Amherst (Amherst, MA)
- …work independently and collaboratively with various university personnel. + Able to manage varied client needs. Senior Academic Advisor + Three (3) years ... Academic Advisor / Senior Academic Advisor (Hybrid...Academic Advisor / Senior Academic Advisor (Hybrid Opportunity) Apply...to manage a high volume of complex and varied client needs. + Able to recognize at-risk individuals and… more
- M&T Bank (Hauppauge, NY)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue… more
- First Horizon Bank (Little Rock, AR)
- …then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships ... to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients,… more
- Wells Fargo (New York, NY)
- …self, and empowered to grow. **About this role:** Wells Fargo is seeking an Advisor Platform/RIA - Senior Engineering Manager ( Software Engineering Senior ... of excellence which results in an enhanced and more consistent advisor and client experience. This opportunity will be supporting both people management and… more
- Citigroup (Getzville, NY)
- …operational metrics and service level requirements to achieve business goals. + Acts as client advisor in the client 's interest while driving cross-regional ... upstream and downstream influences Demonstrated ability to provide outstanding client service at a senior level Exceptional...to provide outstanding client service at a senior level Exceptional written and oral communication skills Ability… more
- JPMorgan Chase (New York, NY)
- …within the context of the larger firm. In addition, you will partner with Senior Client Account Managers to provide similar support to strategically important ... relationship for assigned group of clients, aligned with the Client Advisor & Client Investment...the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer… more
- SAP (Newtown Square, PA)
- …acts as trusted advisor who grows the business by driving the client 's digital transformation and generating higher customer value. The CDM shares monthly / ... environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of...the core of the services delivered. . Continuously increase client trusted advisor relationship with executives and… more
- SAP (Newtown Square, PA)
- …acts as trusted advisor who grows the business by driving the client 's digital transformation and generating higher customer value. The CDM shares monthly / ... environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of...the core of the services delivered. + Continuously increase client trusted advisor relationship with executives and… more
- Publicis Groupe (New York, NY)
- **Overview** **How You'll Make an Impact** The Senior Client Services Manager (CSM) will work across a portfolio of brands to develop growth strategies and ... will enable client satisfaction, growth, and trust. Ultimately become the client 's trusted advisor . + Prepare and present monthly performance reviews for… more