on high quality work and client service. The Department/Team We are a team of consultants with deep actuarial subject... actuarial advisor for mergers & acquisitions, corporate restructuring, and other transaction activity. In addition to a wide...
’s needs, and promote our service offerings when appropriate Interpret and present prospective client’s month end financials... presentation skills, ideally from a background as a consultant or advisor Client focused with an emphasis on relationship building...
are met. Delivers exceptional customer service by providing responsive, accurate, consistent, knowledgeable services and support... advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements...
across multiple business lines, including expansion of current and new service offerings, marketing activities, client retention... to grow these service offerings strategically. You will collaborate with project managers to ensure coverage of key client...
platforms. In this role, you’ll serve as a trusted advisor to strategic clients—guiding them through successful onboarding..., driving adoption, and helping them realize the full value of the BigTime platform. You’ll act as a trusted advisor, aligning...
yourself as a trusted advisor. Client Relationship Management Serve as a strategic partner to clients - understanding...: Learn directly from top producers and firm leadership Sell a sophisticated, service-based offering to C-suite clients...
, and functioning as a trusted advisor Building and deploying solutions in line with design specifications Creating client... planning, analysis, design, deployment, and testing stages of a project Assessing customer requirements, clarifying the client...
Customer Enablement and Support * Act as a trusted advisor to customers post-implementation, identifying opportunities... to effectively communicate client desires to the development team Proven track record of SaaS software implementation and systems...
Participate in prospect and client meetings, including but not limited to discussions surrounding our service offerings... decisions (checks, funds transfers, gifting etc.) Interact with 3rd party service providers Troubleshoot client account...
for additional review when appropriate. Maintains professional client relationships and provides excellent customer service. Meets.... Communicates clearly and timely with claimant and client on all aspects of claims process by phone, written correspondence...
generalist wholesalers and client engagement team across the Central region. This individual will focus on promoting the... and direct indexing. Serve as a trusted advisor, offering portfolio construction insights and product positioning guidance...
Executives deliver exceptional client service by proactively originating new business, sharing ideas, and bringing innovation... knowledge along with EY competencies and solutions to meet unique client needs and opportunities. The S&SP Organization...
, AI first approach to GTM strategy and execution Serve as a trusted advisor and business partner to the Industry GTM leader... and experience highly preferred Strong network of industry executives in both partner and client environments Strong commercial...
, AI first approach to GTM strategy and execution Serve as a trusted advisor and business partner to the Industry GTM leader... and experience highly preferred Strong network of industry executives in both partner and client environments Strong commercial...
duties and to provide superior client service. Assist Trust Officer to partner with client's other advisors (attorney..., accountant); highly respected by external professional advisor community. Develop, retain and deepen client relationships...
including but not limited to Service Cloud, Marketing Cloud, Commerce Cloud, Heroku or Quip. Solution Engineers typically align... demonstrations. This person must assume the role of trusted advisor for driving innovative solutions forward while also improving...
to prudently carry out the firm's fiduciary duties and to provide superior client service. Assist Trust Officer to partner... with client's other advisors (attorney, accountant); highly respected by external professional advisor community. Develop, retain...
-driven, collaborative and integrity-based and will excel in a culture where respect, service, accountability, and high... leadership and direction for the controller function and serve as a trusted partner to the P&C Controller and an advisor to the...
around NetSuite—spanning native NetSuite AI (e.g., Text Enhance, AI Advisor, SuiteScript Generative AI API, Bill Capture), Microsoft... Enhance, AI Advisor, Generative AI API; awareness of AI‑augmented Bill Capture/Analytics). Proven ability to produce...
service excellence, acting as a trusted advisor and fostering long-term partnerships. Mentor and manage assurance... and client expectations. Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure...