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Prior experience working in financial services at either a registered investment advisor, custodian or broker/dealer. The Client Service Associate provides support and assistance to financial advisors.
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Similar Roles: Sales Consultant, Account Executive, Sales Development Representative (SDR), Business Development Representative (BDR), Telesales Representative, Customer Sales Representative, Sales Associate, Sales Coordinator, Sales Advisor, Client Relationship Manager, Sales Agent, Sales Specialist, Telemarketing Specialist, Sales Account Manager, Sales Support Specialist.
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Growth Opportunities: This is a fully remote, seasonal position with the potential for full-time employment based on your performance. Location: Fully Remote Position. Fully Remote Position.
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Location: Fully Remote (Work from anywhere in the U.S.) Self-motivation and the ability to thrive and adapt in a fast-paced, remote environment. Remote Position, fully work from home.
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This is a remote, full-time position with the potential for significant bonus compensation based on overall performance related to meeting and exceeding sales goals. Nerdy's comprehensive learning destination provides learning experiences across 3,000+ subjects and multiple formats—including one-on-one instruction, small group classes, large format group classes, and adaptive self-study.
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Comprehensive benefits package which includes health insurance, 4% 401K matching plan with no vesting, paid time off and company paid holidays, equipment (MacBook and headphones), and a free Varsity Tutors Learning Membership for you and your household (1-1 tutoring hours for you and your family, unlimited use of our on-demand learning services, and access to our online classes.
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Outbound call-backs to potential customers who have requested tutoring, course or homeschool support. Nerdy's flagship business, Varsity Tutors, is one of the nation's largest platforms for live online tutoring and classes.
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High empathy and emotional intelligence, with the ability to understand families' educational needs and make. Their proprietary platform leverages AI to personalize the experience for Learners of all ages —from kindergarten to professional—in academic, test prep, enrichment, and certification subjects.
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Client and Financial Advisor Support. This registered (7/63) role will support the Brokerage Services team which specializes in supporting Northwestern Mutual financial advisors with mutual fund trading, tax statements, and cost basis operational support and consultation as well as holistically providing consultation and superior customer service to Northwestern Mutual Investment Services client’s acting in an advisor capacity for a subset of our brokerage account clientele.
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You'll serve as both advisor and advocate, driving client engagement and loyalty by understanding their needs, anticipating challenges, and guiding them toward success. Remote - Client Success Manager.
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Key Responsibilities:Act as a strategic advisor to clients, driving the formulation of Enterprise Data roadmaps by identifying current setup gaps and charting a path forward. 15+ years of progressive experience in data, AI, ML, and digital engineering domains, with a proven track record of leadership and client engagement.
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Assist in running research projects including planning, designing, recruiting, fielding and client engagement. Strong track record with client-facing responsibilities, with experience in client service and client relationship management.
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The HR Business Partner (HRBP) serves as collaborative advisor for the region and Client, providing a proactive, practical, and valued add HR perspective in partnership with practice leadership for assigned region.
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Work closely with the Director of Marketing and product, sales and client success teams to update the positioning of core features, add-ons and integrations for the RIA/advisor market. The Senior Product Marketing Associate plays a crucial role in bridging the gap between marketing, client success, product and sales, acting as the “voice of the customer” and facilitating marketing strategies that demonstrate the value of our product.
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Lead client facing conversations related to topics such as: sustainable supply chains (e.g. transparency and traceability), sustainable agri-food systems, regulatory compliance (CSRD, EUDR etc) and ESG data management and strategy, with a focus on food and beverage, agriculture commodities, retail, consumer goods industries.
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