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In this role, you will be responsible for overall client services and financial delivery on your accounts, so a flexible, proactive, organized attitude is essential. As an Account Director at CMC CONNECT, you will be responsible for developing and maintaining successful, long-term relationships with our clients, proactively managing any project or client issues that arise.
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We take pride in assuring you that the individualized support you receive is the fruit of extensive training, technical expertise, and financial insight. Elevate your career with us – where tax expertise meets innovation and client connections.
$80,000 - $120,000 a yearFull-timeExpandUpdated Today - UpvoteDownvoteShare Job
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1-3 years direct client experience in financial services preferred. Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services.
$35,000 - $55,000 a yearFull-timeExpandUpdated Today - UpvoteDownvoteShare Job
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Reporting directly to the Head of Service Power Transformers (PTR) team, the incumbent will be responsible, in collaboration with the client and the engineering group to ensure the erection, commissioning and maintenance of PTR systems and provide support equipment.
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As a Senior Software Developer, you will collaborate with other software teams and developers, Client Services / Professional Services Teams and managers to develop and maintain our applications.
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About Us: We are a dynamic and client-focused financial services company specializing in insurance sales. Our company values transparency, integrity, diversity, and relentless dedication to client satisfaction.
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Agents provide financial knowledge, education, and strategies for business matters, insurance protection, retirement, savings and estate planning to help clients and business owners tailor-make their ideal futures.
$65,000 - $75,000 a yearPart-timeExpandUpdated 4 days ago - UpvoteDownvoteShare Job
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At Epicor, we care about your health and financial wellness, as well as your work-life balance. Notify the Client Executive Sponsor and the Client Project Manager of non-resolvable issues and submit recommendations to resolve them.
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Etters are client is looking for a Senior Financial Analyst to join their team. 3+ years of current, relevant experience as a Financial Analyst. Respond to specific requests from management by conducting ad hoc financial analysis and reporting.
$80,000 - $115,000 a yearFull-timeExpandUpdated 4 days ago - UpvoteDownvoteShare Job
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Our client is looking for a Big Data Engineer to come in to work with a team of engineers on our cloud data platform that streams data from a variety of health care software and hardware systems in real-time to create transformational recommendations for our customers.
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The delivery leader is accountable and responsible for driving vertical growth, P&L, Operational metrics jointly with the VBUs and sales leader and maintaining existing client relationships in order to ensure achievement of planned growth and delivery targets.
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Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
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Serving as the primary facilitator of key deal conversations and client engagement. Contribute to your financial security with Retirement Savings Plan (401K), Health Savings Account (HSA), and Flexible Spending Account (FSA) investments.
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PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.
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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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