- Intuit (Rehoboth, MA)
- …- Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's mission ... calculations, and software/product support. Your ability to demonstrate understanding of each customer 's unique situation, and connect with them on a personal level… more
- LinearB, Inc (Boston, MA)
- …improvement. Your communication style is clear and empathetic, making you a trusted advisor to both technical and non-technical partners. This role is hybrid - ... in the Boston, MA office. Responsibilities Partner with teams across Sales, Customer Success, Marketing, Finance and Product to analyze needs and deliver tailored… more
- NextMed (Boston, MA)
- …and maintain strong relationships with new doctor clients. Act as a trusted advisor to understand their needs and provide solutions that enhance their practice. ... targets. Collaboration: Work closely with other sales professionals, operations, and customer service teams to ensure a seamless onboarding process and high… more
- Cognism (Boston, MA)
- …engage with decision-makers, execute strategic territory plans, build trusted advisor -level relationships, and consistently deliver new business revenue from both ... and strategic objectives. Collaborate cross-functionally - Work across Sales Engineering, Customer Success, Marketing, and Product to enable deal momentum and … more
- Kyndryl (Providence, RI)
- …customers and our communities. **The Role** Skytap, a Kyndryl company, is seeking a Customer Technology Advisor to become an integral part of our cutting-edge ... in your field. **Duties & Responsibilities** As a Skytap - Customer Technology Advisor , you will possess strong technical and business acumen, allowing you… more
- CARMAX (Norwood, MA)
- …way your career should be! **General Summary:** Under general supervision, deliver exceptional customer service by acting as a liaison between the customer and ... Meet and greet all service customers in a friendly manner conveying exceptional customer service skills and empathy throughout the entire customer interaction. ♦… more
- Wilson Language Training (Providence, RI)
- …a key strategic partner to K-12 district leaders, as their trusted Wilson Advisor , driving customer engagement, adoption, and long-term value from our solutions. ... Senior Customer Success Manager **Department:** Customer Experience...district leaders and implementation teams to become a trusted advisor and strategic partner. + Own revenue retention and… more
- Amazon (Boston, MA)
- …work fast and smart, and adapt and iterate quickly. Key job responsibilities - Customer Advisor - Implement, and deploy state of the art machine learning ... their immediate business value and realize the future of customer experience. You will help your customers understand best...measuring business impact by diving deep into metrics and customer inputs. You should have a positive attitude and… more
- Citizens (Westwood, MA)
- …a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate...include + Focus on clients: Aspire to deliver world-class customer service + Drive sales: Analyze the client's investment… more
- Bank of America (North Attleboro, MA)
- Financial Solutions Advisor Registration Candidate - Western MA North Attleboro, Massachusetts;Ashland, Massachusetts; Sudbury, Massachusetts; Marlborough, ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/North-Attleboro/Financial-Solutions- Advisor -Registration-Candidate North-Attleboro-Financial-Center\_25040722-1) **Job Description:** At Bank of America,… more
- Bank of America (Johnston, RI)
- Financial Solutions Advisor Registration Candidate - Johnston Financial Center Johnston, Rhode Island **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Johnston/Financial-Solutions- Advisor -Registration-Candidate Johnston-Financial-Center\_25039787-2) **Job Description:** At Bank of America, we… more
- GAF (Boston, MA)
- …commercial roofing. Under this roof, we are assembling a winning team that puts the customer at the center of every decision and doesn't back down from hard work. ... under this roof, we protect what matters most. **Team Summary** The Specified Solutions Advisor is a critical member of the Building and Roofing Science Team. This… more
- Red Hat (Boston, MA)
- **About the Job** We are seeking a highly skilled and strategic Technical Advisor to partner closely with the Vice President of Telco Engineering. This role will act ... initiatives aligned with Red Hat technology and portfolio vision. The Technical Advisor will engage deeply in complex telco challenges, helping define technical… more
- Travelers Insurance Company (Providence, RI)
- …- $66,100.00 **Target Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... to make recommendations on additional products that best suit the customer 's needs, when appropriate. We value a consultative, relationship-focused approach and… more
- JPMorgan Chase (Mattapan, MA)
- …taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. ... meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer comprehensive...skills: * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated… more
- Eastern Bank (Boston, MA)
- The Treasury Sales Advisor is responsible for developing, managing, and deepening relationships with existing customers while proactively prospecting new ... management needs, providing tailored recommendations, and driving sales results. The Advisor will deliver proposals, present pricing, and conduct regular reviews,… more
- JPMorgan Chase (Providence, RI)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your...+ Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media… more
- Raymond James Financial, Inc. (Providence, RI)
- …settings. + Professional demeanor with a focus on delivering exceptional, concierge-level customer service. + Ability to maintain composure under pressure and meet ... tools (eg, Microsoft Office Suite, Zoom, DocuSign). + Required experience in Advisor Transitions and/or as a Financial Advisor . **Educational/Previous Experience… more
- Citizens (Boston, MA)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +...Why Work for Us At Citizens, you'll find a customer -centric culture built around helping our customers and giving… more
- TD Bank (Boston, MA)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... investments and providing financial plans + Demonstrates a commitment to being customer -centric by delivering legendary service during every customer interaction… more
