- H&R Block (Norwood, MA)
- **557614BR** **Title:** Client Advisor - Small Business and Tax **What you'll do ** **:** We are seeking a dedicated Client Advisor / Tax ... Accounting Principles + 5 years Minimum related work experience **Posting Title:** Client Advisor - Small Business and Tax **Sponsored Job:** \#LI-KM2… more
- World Insurance Associates, LLC. (Boston, MA)
- …and payroll & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk ... highest levels of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and… more
- Bank of America (Weymouth, MA)
- …your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be ... be taught the foundational skills needed to be an advisor - from acquiring, building and managing client...and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment… more
- University of Massachusetts Amherst (Amherst, MA)
- …independently and collaboratively with various university personnel. + Able to manage varied client needs. Senior Academic Advisor + Three (3) years professional ... + Experience in serving a large, culturally-diverse population. Senior Academic Advisor preferred qualifications + Master's degree in business , social… more
- JPMorgan Chase (Boston, MA)
- …years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset ... success of 55ip. **Job summary:** The 55ip - Enterprise Advisor Success Manager, Vice President on the 55ip Enterprise...that are integrated with clients to support and triage client workflows/issues. + Business Development Planning: show… more
- TD Bank (Falmouth, MA)
- … experience + Identifies opportunities within your portfolio and network to refer business to Retail and Small Business /Commercial Partners + Executes ... Business :** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a...Wealth referral training & on-going feedback to Retail and Small Business staff + Contributes individually, as… more
- H&R Block (Easton, MA)
- …an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our ... **524723BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...tools - (video conferencing, phone, chat, email)** + **Generate business growth, increase client retention, and offer… more
- ADP (Boston, MA)
- …decide for yourself. In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a ... sticking with the process through implementation until your new business is up and running on the solutions you...+ **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Citizens (New Bedford, MA)
- …on their financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home Loan Officer, Small Business Partners, etc. + Provide ... Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth...client interactions in detail + Build an activity-based business development plan centered around proactive outreach and follow-up… more
- JPMorgan Chase (Brookline, MA)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the opportunity to ... provide exceptional client service, operational marketing, and administrative support. You will...You will play a key role in supporting Advisors' business operations, from account opening to investment trades. You… more
- Guardian Life (Boston, MA)
- …The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and ... of Wealth Management Associates, who in turn reports to the Head of Business Development, you will provide individual FRs wealth management solutions to a specific… more
- Deloitte (Boston, MA)
- …companies. Manager level responsibilities include: + Provide service excellence by identifying key client business issues + Determine client needs by ... do As a Manager, you will lead and deliver small engagements, or components of larger more complex engagements,...Evaluate and validate analysis and developing recommendations for the client in the context of the overall engagement +… more
- Deloitte (Boston, MA)
- …Leading full life cycle implementations. + Developing statements of work and/or client proposals. + Identifying business opportunities to increase usability and ... Our Finance & Performance team serves as a trusted advisor to CFOs, COOs, CIOs, and key executives. We...As a Specialist Master you will lead and deliver small engagements, or components of larger more complex engagements,… more
- World Insurance Associates, LLC. (Wakefield, MA)
- …insurance solutions to bring value to clients + Must be willing to become each client 's trusted risk management advisor and bring the entire World platform to ... focus is identifying, prospecting, cultivating, and closing new commercial clients ( small , medium, large) leveraging World's unique niche. While your focus is… more
- Broadcom (Boston, MA)
- …long-term relationships within assigned accounts while developing an understanding of the client 's strategic goals and overall impact on business results. + ... requirements to ensure strategic long-term value + Understand the customer's relevant business challenges while functioning as a trusted advisor for "best… more
- KPMG (Boston, MA)
- …portfolio by retaining executed contracts, support document and information for quarterly business reviews, internal audits, and client claims; recommend and ... by creating contracts from the agreed, standardized templates and clauses; conduct client discussions to reach agreement on key business /regulatory risks in… more
- BlackRock (Boston, MA)
- …Wholesaler partners with our Market Leader/External Wholesaler to effectively execute a business plan to drive BlackRock products and solutions to Financial Advisors ... territory. The Market Sales Partner will maintain a high level of client connectivity and represent the most comprehensive investment offering in the industry.… more
- Deloitte (Boston, MA)
- …for long-term, onsite client service delivery. Work you'll do/Responsibilities + Build client relationships and be a trusted strategic advisor on how to ... into insights that clients can understand and apply + Understand the client 's strategy and goals, dissect previous store performance, synthesize past and future… more
- Deloitte (Quincy, MA)
- …and small group markets and/orstate Medicaid programs + Strong client presence with project management, presentation, and facilitation skills + Ability to ... + Strong oral and written communication skills + Ability to create and manage client relationships and develop business + Dedicated work ethic with a commitment… more
- Deloitte (Boston, MA)
- …Managing full life cycle implementations. + Developing statements of work and/or client proposals. + Identifying business opportunities to increase usability and ... Our Finance & Performance team serves as a trusted advisor to CFOs, COOs, CIOs, and key executives. We...A Manager at Deloitte manages and delivers components of client engagements that identify, design, and implement technology and… more