4218 client service advisor jobs found

The Institutional Client Service Associate (CSA) is a client service role supporting the North America institutional business. The CSA partners closely with Client Service Advisors, Insurance Client Advisors, the broader Client Service team, and portfolio management and resources across the firm (operations, legal and compliance, RFP, reporting and analytics, onboarding, and mutual fund services). Reporting to the Manager of Client Service NA, the CSA helps execute day-to-day client servicing, internal coordination, and team projects. Success requires strong organization, attention to detail, responsiveness, and the ability to work both independently and as part of a collaborative team. Responsibilities Partner with the Client Service Advisors on day-to-day client servicing support Review and distribute recurring client reports and materials Coordinate and support meeting scheduling, preparation, agendas, materials (ensuring data consistency across deliverables),...

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Merchant Services organization, you will be based in Pennsylvania or Maryland or Florida or Illinois or Indiana or Missouri or West Virginia or Ohio. Preferred experience for this role will be a minimum of 2+ years supporting/servicing Merchants Services relationships. This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide...

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Solution Advisor within PNC's Merchant Services organization, you will be based in Pennsylvania or Maryland or Florida or Illinois or Indiana or Missouri or West Virginia or Ohio. Preferred experience for this role will be a minimum of 2+ years supporting/servicing Merchants Services relationships. This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will...

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. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy...

Job Description Manager, Federal Consulting - Oracle Health Must be U.S. citizen and be able to obtain a Public Trust clearance. This manager-level position is responsible for a segment within a given practice focused on a specific industry, service line, technology center, specialty area or region. Responsible for managing the three main pillars of a practice: people management, portfolio/delivery management and sales enablement. Has profit and loss responsibility or financial/expense management of practice. Accountable for operational/financial metrics and overall business results of practice. Responsible for maintaining practice direction, ensuring quality of consulting delivery, and maintaining customer referenceability. Ensures that operational policies are followed and that business objectives are achieved by focusing on best practices and process improvements. Develops plans to successfully implement operational policies and achieves business plan. Is...

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. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy...

PagerDuty (NYSE:PD) is a leader in Digital Operations Management. In an always-on world, organizations of all sizes trust PagerDuty to help them deliver a perfect digital experience to their customers, every time. Teams use PagerDuty to identify issues and opportunities in real time and bring together the right people to fix problems faster and prevent them in the future. Over 13,000 organizations (including 60 of Fortune 100) rely on PagerDuty to succeed with Digital Transformation, Cloud Migration, and DevOps Modernization. Notable customers include GE, Cisco, Genentech, Electronic Arts, Cox Automotive, Netflix, Shopify, Zoom, DoorDash, Lululemon and more. We are expanding rapidly as a platform for Digital Operations Management using AI/ML and Automation and growing our adoption by Development, IT, Customer Service, Security, and other teams across the organization. Manager, Customer Success As our Manager, Customer Success at PagerDuty, you will be reporting to 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. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy...

Job Description One of Insight Global's large banking clients is seeking a Financial Advisor Associate for a full-time role in Mineola, NY. The Financial Advisor Associate (FAA) role works with prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. The FAA will grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an assigned territory, and collaborating with key partners to identify enterprise opportunities. Key...

Job Description This senior director position is responsible for an increasingly diverse portfolio based upon complexity of the customers, solutions, and dollar value of the portfolio. Directs business operations and resources of a given portfolio, which can be defined by industry, service line, technology center, specialty area or region. Responsibilities include people management, project oversight, and sales enablement. Responsibilities Accountable for fulfilling business goals, meeting budgets, maintaining project/portfolio profitability while ensuring quality of project delivery and customer referenceability. Responsible for creating operational policies in support of strategic objectives. Oversees solutions and estimates in support of the sales process. Responsible for cultivating Oracle cross-functional communications through the creation and maintenance of strategic relationships with management in other lines of business including Product Development, Product...

Location: 615 Columbia Turnpike - East Greenbush, New York 12061 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving...

PagerDuty (NYSE:PD) is a leader in Digital Operations Management. In an always-on world, organizations of all sizes trust PagerDuty to help them deliver a perfect digital experience to their customers, every time. Teams use PagerDuty to identify issues and opportunities in real time and bring together the right people to fix problems faster and prevent them in the future. Over 13,000 organizations (including 60 of Fortune 100) rely on PagerDuty to succeed with Digital Transformation, Cloud Migration, and DevOps Modernization. Notable customers include GE, Cisco, Genentech, Electronic Arts, Cox Automotive, Netflix, Shopify, Zoom, DoorDash, Lululemon and more. We are expanding rapidly as a platform for Digital Operations Management using AI/ML and Automation and growing our adoption by Development, IT, Customer Service, Security, and other teams across the organization. Manager, Customer Success As our Manager, Customer Success at PagerDuty, you will be reporting to the...

The Procure-to-Pay Director provides enterprise-level leadership and strategic direction for multiple disciplines within the Procure-to-Pay (P2P) function. This role is responsible for the overall performance, scalability, and effectiveness of large, complex, and highly diverse supply chain procurement and replenishment operations. The Director oversees multiple managers and teams and ensures alignment across procurement, sourcing, purchasing, and replenishment activities to support business objectives. This leader plays a critical role in driving on-time delivery, cost reduction, compliance, and quality across all assigned products, supplies, materials, and services. The role operates with significant autonomy, making decisions-often in ambiguous conditions-that can have long-term impacts across the organization. Key Responsibilities Provide strategic direction and operational leadership across multiple Procure-to-Pay and replenishment disciplines, ensuring...

*This position will require someone who is located in the northeast region of the United States (NY/NJ Preferred)* Why WWT? At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. WWT is dedicated to achieving its mission of creating a profitable growth company that is also a Great Place to Work for All. We achieve this through our world-class culture, generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, World Wide Technology (WWT), a global technology solutions provider leading the AI and Digital Revolution, with $20 billion in annual revenue, combines the power of strategy, execution, and partnership to accelerate digital transformational outcomes for large public and private organizations around the world. Through its Advanced Technology Center, a collaborative ecosystem of the world's...

Job Description The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities, it is expected you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame. Once the Trainee program is complete you will be transitioned into an FAA role and will need to be able to attract and retain clients by addressing their wealth management advisory needs. You will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. You must possess broad knowledge, and the demonstrated ability to...

This is a licensed position requiring the SIE, Series 6, 63, 65, and state Life and Health insurance licenses; Series 7, 66, or 65 licenses preferred. 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 business partner experts based on key financial decisions....

Job Description Manager, Federal Consulting - Oracle Health Must be U.S. citizen and be able to obtain a Public Trust clearance. This manager-level position is responsible for a segment within a given practice focused on a specific industry, service line, technology center, specialty area or region. Responsible for managing the three main pillars of a practice: people management, portfolio/delivery management and sales enablement. Has profit and loss responsibility or financial/expense management of practice. Accountable for operational/financial metrics and overall business results of practice. Responsible for maintaining practice direction, ensuring quality of consulting delivery, and maintaining customer referenceability. Ensures that operational policies are followed and that business objectives are achieved by focusing on best practices and process improvements. Develops plans to successfully implement operational policies and achieves business plan. Is...

This is a licensed position requiring the SIE, Series 6, 63, 65, and state Life and Health insurance licenses; Series 7, 66, or 65 licenses preferred. 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 business partner experts based on key financial decisions....

The Program SeniorManager - Fleet Solutions plays a critical role in designing, piloting, andscaling a complex fleet management platform for a large, global enterpriseclient. This role leads end-to-end delivery of cross-functional programsspanning operations, technology, field execution, finance, and partnerecosystems. Operating at theintersection of strategy and execution, this leader translates clientrequirements into scalable operating models, governs multi-workstream delivery,and ensures pilots mature into repeatable, profitable solutions. The role isaccountable for program outcomes across safety, cost, service quality, andspeed to scale. This position is part ofCBRE's GIS Program Management function and represents a key leadership rolewithin a strategic growth initiative. What You'll Do Program Leadership& Delivery Lead large, complex, cross-functional fleet programs from concept through pilot, scale, and steady-state operations using formal program...

Express Scripts' Business Product Operations (BPO) team serves as a liaison between the business and technology to ensure capabilities support complex, large-scale implementations, new product/product enhancements, and client commitments. The BPO is responsible for business capabilities oversight and delivery, data governance and stewardship, pharmacy regulatory and telecommunication compliance, and supporting business stakeholders across the enterprise. This role directly supports the Strategic Optimization Program. This is a program-based leadership role established to support Evernorth's PBM 3.0 Implementation. The role is expected to span the duration of the PBM 3.0 program lifecycle and is focused on enabling successful delivery, operational readiness, and transition to steady-state operations. This position is responsible for managing all aspects of Evernorth's PBM 3.0 as a leader of the BPO team, including collaboration with portfolio management on technology...

B2B Supplier/Merchant Enablement, Manager (Remote Eligible) At Capital One, we think big and do big things. We were the first company to develop and offer mass customization and personalization of credit card products, and we have been innovating relentlessly ever since. Today we are a high-tech company, a scientific laboratory, and a nationally recognized brand all in one that reaches fifty+ millions of consumers. We are a passionate and entrepreneurial team that embraces bold ideas, fosters collaborations and delivers great customer experiences. Business Cards & Payments is one of the fastest growing financial products in the industry. A key part to its success over the course of the next 3-5 years will be developing market leading products that combine simplicity and human centered design, with the rich functionality expected by commercial entities. As part of the Supplier Enablement Team, you will work hand in hand with clients and vendors alongside our sales,...

B2B Supplier/Merchant Enablement, Manager (Remote Eligible) At Capital One, we think big and do big things. We were the first company to develop and offer mass customization and personalization of credit card products, and we have been innovating relentlessly ever since. Today we are a high-tech company, a scientific laboratory, and a nationally recognized brand all in one that reaches fifty+ millions of consumers. We are a passionate and entrepreneurial team that embraces bold ideas, fosters collaborations and delivers great customer experiences. Business Cards & Payments is one of the fastest growing financial products in the industry. A key part to its success over the course of the next 3-5 years will be developing market leading products that combine simplicity and human centered design, with the rich functionality expected by commercial entities. As part of the Supplier Enablement Team, you will work hand in hand with clients and vendors alongside our sales,...

Description Markey's, a multi-state leading provider of creative audio-visual services, is seeking a Full-Time Project Manager join our team based at the Eli Lilly campus in Indianapolis. The Project Manager serves as the primary point of contact for their assigned onsite and offsite events. This role blends Consulting , Project Management , and Technical Support , ensuring successful event delivery from planning through execution. Hiring for a Full-Time, salaried (exempt) position. Position Responsibilities Event Consulting Serve as the main liaison for clients hosting events onsite or offsite. Assess AV needs, recommend presentation solutions, and guide clients toward effective and successful event outcomes. Conduct pre-conference meetings, walkthroughs, and site inspections as required (including travel to offsite venues). Advise on the best audiovisual applications based on client goals and budgets. Provide technical communication support...

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success. Summary of the Job: The Private Banker serves as the primary banking advisor to high net worth households who qualify for FNBO Private Banking with investable assets or deposits. This role delivers relationship centric, banking first expertise across deposits, liquidity, and personal credit solutions for households with complex financial lives. Private Bankers manage an existing book and consistently generate new qualified households. They collaborate seamlessly with Wealth Advisors (Advisor Led and Team Led), Trust, Commercial Relationship Managers, Credit, Operations, and Private Banking Associates, ensuring a helpful, easy, personal, and frictionless experience aligned with FNBO’s Compass values of integrity, respect, and passion....