- Merck & Co. (Rahway, NJ)
- Job DescriptionPosition Description: Senior Specialist Reporting to the Director, the Senior Specialist Treasury Benefits Finance is responsible for providing ... and Skills:CPA preferredFamiliarity with accounting and financial statements preparationDemonstrated client facing experienceAudit experience is a plus NOTICE FOR… more
- Truliant Federal Credit Union (Greensboro, NC)
- …empowered and rewarded for all that they do. Purpose of the JobThe Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic ... approach. The Financial Advisor helps members identify their financial goals and objectives,...would demand for ourselves.Follows the established guidelines for maintaining client files in accordance with broker-dealer practices and FINRA… more
- Merck & Co. (Rahway, NJ)
- …Marketing IT. The new Director will be a leader within the-Global Marketing IT client services team and will be assigned to many of its stakeholders and strategic ... and enabling business strategies through technology.Primary responsibilities include:-Partner with senior business executives within the Global Marketing organization to… more
- Dexian - DISYS (Bedford, NH)
- …next temporary role at Fidelity Investments. We are currently sourcing for a Senior Java/AWS Cloud Developer to work in Merrimack, NH; Durham, NC; or Smithfield, ... team of IT professionals responsible for the development and maintenance of FI's client platforms and offerings. In this role you will use your knowledge of… more
- MultiPlan (Atlanta, GA)
- …a 40-year legacy that helps our customers thrive by interpreting our client 's needs and tailoring innovative healthcare cost management solutions. Our commitment to ... for executing and maturing the program. JOB RESPONSIBILITIES:1. Serve as a trusted advisor and subject matter expert, providing IT risk management services to IT… more
- EDI Staffing (Lynbrook, NY)
- …operational departments within the organization. This position functions in a trusted advisor role. This position will primarily support the Claims functional area ... 5. Communicates internally and externally with all levels of employees including senior management 6. Identifies issues and facilitates problem resolution 7. Serves… more
- West Technology Group, LLC (Atlanta, GA)
- …will join our growing team of customer success professionals, reporting directly to Senior Manager of Customer Success. An ideal candidate for this position enjoys ... success with TeleVox, including renewals, adoption, customer health and satisfaction. Identify client risk and work with extended TeleVox team to create and execute… more
- Inspired Closets Chicago (Oak Brook, IL)
- …about winning the sale.You sell consultatively by establishing a trusted advisor relationship, and you possess exceptional listening and problem-solving skills.You ... ideal Sales Manager will be responsible for:Actively participating in prospect and client projects to ensure success.Growing and developing our sales team to meet… more
- H&R Block (Abilene, TX)
- **524750BR** **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 **Job Family:** Small Business… more
- H&R Block (Abilene, TX)
- **516999BR** **Title:** Senior Client Advisor -Small Business and Tax **What you'll do ** **:** Apply 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:** \#hrbjob… more
- MUFG (San Francisco, CA)
- …and New York. Alternate locations are Seattle, Atlanta and Boston** **_Job Summary:_** The Senior Client Relationship Advisor manages a portfolio of both ... solutioning. As a key member of the client 's relationship team, the Senior Client Relationship Advisor serves as the client 's dedicated point of… more
- M&T Bank (Wilmington, DE)
- …credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of ... **Overview:** Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust's ultra-high net worth (UHNW)… more
- Acosta Group (Eden Prairie, MN)
- **DESCRIPTION** The Sr. Client Strategy Advisor provides tactical leadership and management of an elevated level of support for Retail Execution for Dynamic ... Model and other related client operations initiatives for four-six (4-6) assigned ...communicate with stakeholders from entry level reps through to senior corporate executives. + Proven ability to analyze, interpret,… 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
- Truist (Charlotte, NC)
- …Business Unit. Present risk aggregation, key risks and emerging risks to senior Business Unit Leadership. Identify and opine on remediation to address weaknesses ... Committee. + Guide risk-taking behavior. Provide counsel and advice to BU and senior BU leaders. + Monitor risk exposures, concentrations and limits. Ensure risk… more
- The Cigna Group (Nashville, TN)
- The Sales Senior Advisor role creates client and revenue growth for Evernorth Home-Based Care Solutions to the open market. Furthermore, the Sales Senior ... overall growth approach for integrated Care Delivery. The Sales Senior Advisor will produce results that support...assessing business opportunities that result in measurable revenue and client growth. Through a variety of primary and secondary… more
- HUB International (Des Moines, IA)
- …insurance, tax and estate planning needs. They are responsible for business development and client retention. The Senior Wealth Advisor is the point person ... clients with the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and implement… more
- Kestra Financial (Hartford, CT)
- Summary The Client Service Associate reports to the Senior Client Service Associate, Lead Advisor , or Principal Advisor and is critical to ... in pursuit of business objectives. + Other responsibilities as assigned by the Senior Client Service Associate, Lead Advisor , or Principal Advisor .… more
- Commerce Bank (St. Louis, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor II, III & Senior job and contemplates a wide ... billion in total client assets. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth… more
- CIBC (Dundas, MN)
- …comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver ... hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centres within a reasonable… more
