- Intuit (Erie, MI)
- …Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's mission ... our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations...elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as… more
- Shimadzu Scientific Instruments (Charlotte, NC)
- …the Academic Sector.JOB FUNCTIONS INCLUDE, BUT ARE NOT LIMITED TO: Sales & Business Development: Identify and prioritize new client opportunities; manage and ... generous company-paid life insurance & short-term disability programs Work Flexibility: Business casual Dress Attire & casual (jeans) Friday! Employee Engagement:… more
- Neuberger Berman (Philadelphia, PA)
- …is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead ... The Advisor Consultant is responsible for creating new relationships...to the sales opportunity pipeline in concert with the Client Advisory Team + Exhibit a strong business… more
- Zeiders Enterprises, Inc (Woodbridge, VA)
- … service with exceptional, dedicated employees. This approach has earned client confidence and repeat business from satisfied customers. Headquartered in ... Description Job Title: Career Advisor - Remote Opportunity (Work from Home) NOTE: Both...for what we do and our commitment to quality service . Summary The SECO program delivers individualized career support… more
- Pinkerton (Boston, MA)
- …and aligned with Pinkerton's Service DeliveryStandards. + Assist with ongoing client service calls and address client questions/concerns quickly and ... our family of industry subject matter experts. The Physical Security Risk Advisor will coordinate Pinkerton's Risk Advisory service delivery functions including… more
- Neuberger Berman (Tallahassee, FL)
- …is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead ... The Advisor Consultant is responsible for creating new relationships...related to the sales opportunity pipeline in concert with Client Advisory Specialists. + Exhibit a strong business… more
- Neuberger Berman (Dallas, TX)
- …to the team's success and client satisfaction. **Primary Responsibilities:** + ** Client Service ** : Provide ongoing operational support for the team's ... **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business ....**Experience & Skills Qualifications:** + 2+ years of proven client service /support or related experience in the… more
- Neuberger Berman (New York, NY)
- …and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor 's high net worth clients. ... **Summary** The Client Reporting Associate will join a seasoned nine-person...Services Team + Act as a liaison between Wealth Advisor , Neuberger Berman Portfolio Managers, Asset Management Business… more
- RGP (Dallas, TX)
- … Engagement & Delivery + Serve as a trusted advisor to senior client executives, shaping SAP roadmaps, business cases, and transformation programs. + Lead ... RGP is seeking a dynamic, entrepreneurial Head of SAP Service Line to spearhead the launch, growth, and delivery...and risk management to maintain delivery excellence and protect client value. Business Development & Alliances +… more
- Neuberger Berman (New York, NY)
- …transformation roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client ... of platform features and business processes, accounting for both advisor and client preferences. **Qualifications** + Bachelor's degree required. +… more
- Levi, Ray & Shoup, Inc. (Dallas, TX)
- …Login (http://www2.lrs.com) File Transfer Filters Careers Added Oct 01, 2025 Sr. Business Analyst - Treasury Systems (Kyriba) (27084) Dallas, TX | Contract Apply ... to talk! LRS Consulting Services is seeking a Sr. Business Analyst - Treasury Systems (Kyriba) for a hybrid...consultant with potential to hire opportunity with our financial client in Dallas, TX! LRS Consulting Services has been… more
- Bank OZK (Little Rock, AR)
- …private client base. Provide advice, counsel, and high-level customer service to meet the comprehensive banking needs of high-net-worth clients. Deliver private ... with product experts to develop long-term solutions to strengthen client relationships across all lines of business .... client onboarding, effective communication, and alignment of client expectations. + Qualify, onboard, and service … more
- Parexel (Nashville, TN)
- …based on their own knowledge and expertise + Facilitates improvements to Parexel business processes + Facilitates new service and consulting model development ... understanding of issues which may impact project profitability and client satisfaction + Acts as a trusted advisor...methods of executing project activities + Develops and implements business solutions addressing specific client needs using… more
- SMBC (Los Angeles, CA)
- …new business opportunities and collaborating with internal partners to enhance client relationships. Acting as a "trusted advisor ," the Relationship Manager ... the trusted advisor to clients, functions as the Middle Market client "expert" and the go-to-person providing differentiating consult, ideas, and options for the… more
- Pinkerton (New Orleans, LA)
- …objectives, effective employee management, and the consistent application of Pinkerton's Service Delivery Standards to ensure optimal business results. **This ... identify client prospects and market trends. + Participate in business development activities, including sales presentations, RFPs, and contract negotiations. +… more
- Automation Anywhere, Inc. (San Jose, CA)
- …the value of a modern digital workforce. You will articulate technology, value, and service offerings to both business and technical users and identify all ... advanced technologies, you will position yourself as a trusted advisor , showcasing how a platform like Automation Anywhere empowers...travel up to 50% on short notice to meet client and business needs **You excel in… more
- Principal Financial Group (Raleigh, NC)
- …product and investment offerings to stand out against competitors, aligning proposals with client needs and market trends to maximize business opportunities and ... We're looking for an Underwriting Consultant to join our Business Acceptance team. In this role, you'll collaborate closely...In this role, you'll collaborate closely with Sales and Service teams to assess and evaluate retirement plan proposals,… more
- Bank OZK (Harrison, AR)
- …next level of authority, as needed. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service , and continuous ... positive, helpful, and friendly team environment and provide exceptional customer service at all times Essential Job Functions + Cultivate professional relationships… more
- NetApp (New York, NY)
- …has a broad scope of responsibility and requires a solid understanding of both business and technology strategy. You will play a crucial role in developing and ... needs of the customer + Work directly with all client subsidiaries to drive sales opportunities, identify and define...and work effectively across NetApp internal functions to drive business growth. + Collaborate with internal teams to ensure… more
- Bank OZK (Jefferson, GA)
- …maintain detailed notes regarding customer conversations and interactions. + Open and service deposit accounts, including complex business accounts. + Originate ... and coach relationship-building activities. + Collaborate effectively with line of business partners to foster teamwork, exceptional customer service , and… more
