1447 client service advisor jobs found

This is a licensed position requiring the SIE, Series 6, 63, 65, state Life and Health insurance licenses required; Series 7, 66 or 65 licenses preferred. Please note that this is a hybrid work arrangement. Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Uses a consultative sales process to develop strong customer relationships ; acts as client's trusted advisor and primary point of contact. Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. Makes key recommendations on products, pricing, and services; links customer to...

Driven by integrity and united by the people-and-pet bond, we find strong purpose in the work we do and an even greater joy in those we get to work alongside. Together, we harness the expertise of our long-standing tradition of excellence to embrace possibility and continuously push to do what's never been done before in pet care. Discover your purpose and fuel your passions when you bring your love of pets to a team that prides itself on the power of togetherness-We are Proudly Connected. Purely Driven. Position Summary This position will be located in Albany, New York A pet owner's most trusted advisor is often their veterinarian. As a Territory Sales Manager for our Veterinary Sales Team, you are the face behind our brand as these providers consider Pro Plan Veterinary Diets®. Proper nutrition is key to optimal dog and cat health. It is an idea carried throughout our entire line of veterinary pet food-specialized nutrition that makes a difference. Pro Plan Veterinary...

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Sales & Use Lookback Review COE - Manager Will you shape the future or will the future shape you? The opportunity Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax...

Position Purpose: Identify opportunities, build client relationships, and support long-term growth within a defined territory. Focus on expanding the commercial customer base, achieving revenue and profit goals, and promoting roofing and building products. Success is measured by territory growth, professionalism, compliance, and alignment with the “Make Money and Have Fun!” culture. Key Responsibilities: Drive revenue growth by identifying and developing new business opportunities in the commercial roofing and building products market, targeting contractors and builders. Build lasting client relationships through effective relationship selling, driving customer satisfaction and repeat business. Partner with inside sales and vendors to align product and service promotions with customer needs and market trends. Execute a strategic annual sales plan to meet and exceed territory goals, aligned with company objectives. Manage a multi-million dollar...

Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations (Lone Tree, Westlake, or Austin). Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. The Personal Trust Services (PTS) Cross-Product Strategy Sr. Manager will report to the Director of Personal Trust Products as a member of the PTS Product Management team. The PTS Cross-Product Strategy Sr. Manager will support all Personal Trust products serving Schwab's clients across Advisor Services and Investor Services ("retail") and will focus on system integration, process improvements, and efficiencies for the entire product line of the...

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Sales & Use Lookback Review COE - Manager Will you shape the future or will the future shape you? The opportunity Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax...

Location: 270 Martine Avenue - White Plains, New York 10601 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to branch team on operational/regulatory procedures, ensuring compliance with operational, security, audit procedures, and timely completion of branch operational tasks. The Branch Manager leads his/her team through consistent execution of the Branch Playbook to deliver on Branch Goals. The Branch Manager has a strong focus on acquiring and growing small business relationships and will serve...

Description Keeper is hiring driven Customer Success Managers to join a high producing team within our B2B sales division. This can be a 100% remote position from select locations with an opportunity to work a hybrid schedule for candidates based in the Chicago, IL metro area! Keeper's cybersecurity software is trusted by millions of people and thousands of organizations, globally. Keeper is published in 23 languages and is sold in over 150 countries. Join one of the fastest-growing cybersecurity companies and gain valuable skills while expanding and developing client relationships in this pivotal role! About Keeper Security Keeper Security is transforming cybersecurity for people and organizations globally. Keeper's intuitive solutions are built with end-to-end encryption to protect every user, on every device, in every location. Our zero-trust privileged access management platform deploys in minutes and seamlessly integrates with any tech stack to prevent...

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Sales & Use Lookback Review COE - Manager Will you shape the future or will the future shape you? The opportunity Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax...

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Sales & Use Lookback Review COE - Manager Will you shape the future or will the future shape you? The opportunity Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax...

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Sales & Use Lookback Review COE - Manager Will you shape the future or will the future shape you? The opportunity Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax...

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Santander Corporate & Investment Banking (SCIB) is looking for a Vice President - Cash Management Sales to lead origination and commercialization efforts across U.S. and global Financial Institutions Group (FIG) clients. This is a senior, revenue-generating role combining sales leadership, product expertise, and deal execution. You will act as both a trusted client advisor and...

Position Summary Focus Partners Wealth is seeking a Transition Manager to join our team! The Transition Manager is responsible for managing the Advisor Onboarding experience, workflow, and all aspects of an Advisor's transition to Focus Partners Advisor Solutions ("FPAS"). The position oversees the Advisor Onboarding & Transitions process and helps coordinate business transitions for investment advisors moving their clients to FPAS or changing RIA/Broker-Dealers and maintain standardized onboarding experience through advisor training and guidance internally/externally. The role requires a close partnership with senior leaders across the organization and collaboration with cross-functional managers. The Transition Manager position requires organizational skills, understanding of our service offerings, attention to detail, and excellent follow-up and follow-through. The Transition Manager works with the Managing Director, Onboarding & Integration, Integration...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions Technology Business Partner (Sr. Manager) Position Summary...

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Sales & Use Lookback Review COE - Manager Will you shape the future or will the future shape you? The opportunity Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax...

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Sales & Use Lookback Review COE - Manager Will you shape the future or will the future shape you? The opportunity Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax...

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Sales & Use Lookback Review COE - Manager Will you shape the future or will the future shape you? The opportunity Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. The RSM Cyber Response team leads organizations through some of their most consequential cyber events. The DFIR Manager serves as both incident commander and engagement leader, overseeing multiple complex matters while aligning technical, legal, executive, and insurance workstreams. This role requires strong incident command authority, deep ransomware experience, and the ability to guide cross-functional response efforts at the executive level. Managers maintain oversight...

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Sales & Use Lookback Review COE - Manager Will you shape the future or will the future shape you? The opportunity Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax...

Work Location: Springfield, Massachusetts, United States of America Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Manager (FAM) is responsible for the direct management of a team of...

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Sales & Use Lookback Review COE - Manager Will you shape the future or will the future shape you? The opportunity Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax...

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. Outside Sales Executive, Payment Technology About Global Payments Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers through our innovative payment and software solutions. We're a Fortune 500 company that combines cutting-edge technology with exceptional service to help businesses of every size grow and prosper. If you're passionate about...

Commercial Credit Review, Sr. Manager Capital One's Credit Review organization is a third line of defense function that is responsible for providing an independent assessment of the Company's credit quality, key and emerging risks, and credit process execution to the Risk Committee of the Board of Directors and other stakeholders. Commercial Credit Review is seeking a Senior Manager who will participate in and/or lead continuous testing and targeted review activities within assigned portfolios. The role will be primarily focused on providing assurance coverage of Energy lending (oil and gas and/or renewables). Experience in these sectors is required, given the specialized nature of these exposures. Energy is one of the Bank's commercial portfolios, which includes, but is not limited to: Middle Market Banking, Commercial Real Estate, Healthcare, Financial Institutions, Municipal Finance, Counterparty Credit, Capital Markets, Leveraged Lending and Special Assets. The Senior...

Position Summary Focus Partners Wealth is seeking a Manager, Client Service. The Manager, Client Service leads the delivery of a high-quality, consistent client service experience while managing and developing a team of Client Service professionals. This role balances hands-on operational leadership with people management, escalation ownership, and continuous improvement of service processes to ensure service standards are met and upheld. The Manager, Client Service serves as a trusted partner to advisors, internal teams, and custodial partners, guiding the team to deliver exceptional service to advisory teams and clients. The role includes directing day-to-day team activities, overseeing complex issues and custodian escalations, and collaborating closely across Client Service, Core Operations, and Platform Operations. Success in this role requires flexibility, sound judgment, proactive leadership, and consistent follow-through in a dynamic environment. Focus provides...