and personalized customer service ⁃ Ability to work retail hours including days, nights, weekends and special events in a fast⁃paced...
, and the service expectations of high-end clientele. Availability: Flexible and adaptable to meet business needs, including...
for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global... restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based...
financial advisor in identifying, targeting, and developing relationships with centers of influence such as tax preparers... social media content Create client service schedule for each client to ensure proper attention is given to each household...
Executive to serve as an insurance advisor/consultant to clients. In-office (hybrid - in time) Atlanta, 30339, up to $115K, DOE... and passing underwriting information about the client to the insurance company and providing customer service throughout the life...
As the Senior Strategy and Operations Manager for Service Partnerships, you will be partnering with the Head..., Partner Development Manager, Marketing, Product, and Finance to build a world-class service partner ecosystem...
, understanding their unique needs and service. Serve as a point of contact for complex mid market customers. Own the customer..., trusted advisor, ensuring customers fully leverage Intuit’s Enterprise Suite to meet their business needs. Documentation...
for performance. Acts as a senior advisor to the Finance and executive leadership on AP and AR shared services performance, risk... Experience Required Visionary leadership in finance operations and shared services strategy Expertise in global service...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience... of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction...
operations), and Administrative Services (i.e. client service support) solution sets in the assigned location. This includes the... policies. This position may also be an advisor and idea generator in the creation and evolution of processes, value-add ESS...
across all organizational levels within client organizations. Serve as a strategic advisor, aligning Microsoft solutions to client-specific... of enterprise IT service management, IT operations, or digital transformation. Outstanding communication, negotiation...
: As a Senior Manager in SAP SD/OTC and Service Management, you will lead complex, cross-functional SAP initiatives that drive... customer-centric transformation and operational excellence. You will serve as a strategic advisor and solution architect...
your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist... fluency a must. Licensed Property & Casualty and Life and Health, preferred. Previous customer service experience preferred...
support to teams across a wide range of specialist risk and compliance areas. Growing as a strategic advisor, you leverage...; Communicating with senior leadership and senior client stakeholders; Delivering consistent “white glove” customer service...
! Come join our passionate team! If you are an ambitious securities licensed financial advisor trained in financial products and services, love... and delivering against a client service model. Maintain and enhance new and existing relationships through active communication...
what’s possible with LPL Financial. Job Overview: As a Client Service Associate (CSA), you’ll play a crucial role in delivering exceptional.... Responsibilities: Serve as the first point of contact for clients, providing friendly and professional service via phone...
Position Summary Our Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs... done, and optimizing service delivery models. You will be responsible for leading business model transformations and cultivating...
Position Summary Our Operational Finance Transformation team serves as a trusted advisor and thought partner to CFOs... done, and optimizing service delivery models. Key areas of focus include: Sales and Opportunity Development Strategic Planning...
Position Summary Our Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs... corporate functions by centralizing and optimizing service delivery. We deliver resilient, agile, and cost-effective outcomes...
Position Summary Our Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs... done, and optimizing service delivery models. Manager responsibilities include: Deliver service excellence by identifying and addressing...