71 client service advisor jobs found

Organization/Business Overview: The sponsoring financial advisor is an independent financial services practice of Thrivent Financial for Lutherans. We take a broad-based approach to helping our members/customers achieve multiple financial goals. The sponsoring financial advisor helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Meaningful work. Rewarding career. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. Job Description As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of the sponsoring financial advisor including:...

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...

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...

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...

Job Title Category Manager (IT) Job Description Summary The Category Manager is responsible for overseeing and optimizing procurement and management strategies for IT-related goods and services, including but not limited to hardware, software, cloud services, telecommunications, and other tech needs. This role focuses on driving cost efficiency, improving supplier relationships, and aligning purchasing strategies with organizational goals. They will be the interface with the IT business lines to lead the development and implementation of supplier relationship and performance management. This role will implement the organization’s short , medium and long term strategies by ensuring the highest level of service based on C&W’s Procurement Policies and Procedures. They will require an in-depth understanding of the business impact of procurement contributions and understanding of the business impact of technical contributions. Develops major goals to support the...

At NorthStar Wealth Navigation we are committed to providing our clients with financial peace of mind that centers around the development and execution of a personalized, comprehensive financial plan. Overall Function As a Financial Planning Associate, you will play an integral role on our collaborative Financial Planning Team. While working hand in hand with our Director of Financial Planning and Lead Advisors, you will evaluate a broad range of data and information to prepare financial reports and projections that are key to providing unbiased and objective advice and recommendations to our clients. The ideal candidate will thrive in a supporting role to prepare high quality financial plans and provide service to clients. This is a unique opportunity for a detail oriented and analytical individual to jump in and learn all aspects of the financial planning process. In this role, you will have an opportunity to serve, support, and impact the lives of many clients. NorthStar...

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: 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. Job Title: CyberSecurity SIEM Engineer (Senior SDC) About the job At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Practice Description In today's fast-evolving cybersecurity landscape, businesses across all sectors rely on...

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: This role is responsible for working directly with Commercial Payments customers as their main point of contact for banking, product support, and account maintenance needs. The Treasury Management Lead Specialist provides exceptional customer support for external commercial payments clients and the internal Payments Sales organization. Responds to client requests in a timely fashion and ensures follow-up is completed either through their own actions or by partnering with internal groups to assist in completion. This person will have a deep understanding of current and emerging treasury services, and utilize this to provide efficient, and well-rounded support to the entirety of the FNBO commercial banking space. About This Role: Key Responsibilities:...

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...

Req ID: 77796 Location: Overland Park -OVPK Areas of Interest: Wealth Management; Portfolio Management; Relationship Management; Wealth Management Operations Pay Transparency Salary Range: Not Available Application Deadline: 04/19/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type BOKF Performance Plan (D02) Summary If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! Job Description The Institutional Wealth - Senior Account Manager is primarily responsible for administering, managing and overseeing the services...

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. About Global Payments Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our innovative technology and unmatched service. We create meaningful, software-driven experiences that help our customers prosper. If you want to join a company that unifies every aspect of commerce through powerful software and payment solutions , while...

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...

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That’s how we’re UNSTOPPABLE for our employees! Are you looking for a work environment which encourages teamwork and where you are respected, supported, challenged, and can grow and advance your career? If your answer is “yes,” you should join T-Mobile’s All-Star Legal Team! This role is a Hybrid in-office position in Bellevue, WA, or Overland Park, KS. This attorney, working in the Legal Affairs Department, will represent T-Mobile and provide counsel to business units and Human Resources on employment and labor-related legal matters, with a focus on the Retail line of business;...

We are seeking a highly experienced and hands-on Principal Solution Architect to join Acxiom's Data & AI Consulting practice. This role is central to delivering enterprise-scale marketing transformation programs, with a focus on building modern marketing data platforms, enabling campaign execution, and structuring customer data for activation and measurement. You will lead the design and implementation of end-to-end marketing data ecosystems spanning data ingestion, modeling, identity-aware customer data design, campaign orchestration, and measurement. This includes establishing scalable data foundations (Snowflake, Databricks), defining how data supports real marketing workflows, and ensuring it is usable for both BI and AI-driven use cases. This is not a generic enterprise architecture role. Success requires a deep understanding of how marketing operates in practice, including campaign execution, audience targeting, suppression logic, and measurement frameworks, and the...

This is a #hybrid position, 3 days in the office . As an integral part of the team, you will create category-centric selling stories , provide analytical support to answer business questions, or understand the impact of category management -driven decisions on the business. You will also manage multiple requests, projects, and reporting routines by taking a proactive approach to thought leadership with the client. Analyze data to develop insights-based analysis /projects with recommendations focused on strategies and objectives Experience using technical software: SymphonyAI, Shopper 360, Circana (IRI), Nielsen, 84.51, Market 6, or Stratum Participate in the category review process, working with other cross-functional teams to provide complete category management solutions Independently develop and maintain client-specific reporting that measures performance against strategies and objectives. Work closely and often with assigned clients and...

The Principal Solution Consultant will be responsible for the design, development, and commercial ownership of Acxiom's enterprise solution portfolio. This role translates Acxiom's underlying capabilities in identity, data, and enrichment into repeatable, packaged solutions that deliver measurable client outcomes. The ideal candidate will be able to operate at the intersection of strategy, product, and go-to-market to close the gap between what Acxiom can do and what the market can buy. They will also have the ability to interpret client discussions to identify the core business need, build solution prototypes and architectures, and collaborate with Product, Delivery, Services, and Platform Integrations teams to ensure each solution is clearly defined and can be sold, delivered, and scaled across both Acxiom and Omnicom. Duties and Responsibilities Solution Development & Strategy Leads client discussions, discovery sessions, and market signals to identify core...

Senior Systems Programmer - StorageRemote - United StatesJR012900 At Ensono, our Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things _!_ We enable our clients to achieve key business outcomes that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up with continuous change and embrace innovation. We can Do Great Things because we have great Associates. The Ensono Core Values unify our diverse talents and are woven into how we do business. These five traits are the key to achieving our purpose: Honesty, Reliability, Curiosity, Collaboration, and Passion. Role Summary *: * In this role you will be joining a team of technical Mainframe Disaster Recovery professionals supporting a large-scale Disaster Recovery drill on z/OS systems platform. This position requires an experienced systems programmer with...

Video Producer/Editor Anywhere Type: Contract Category: Marketing Industry: Financial Services Workplace Type: Remote Reference ID: JN -032026-106184 Date Posted: 03/29/2026 Shortcut: http://careers.eliassen.com/OXzLdi Description Recommended Jobs Description: Remote Our client seeks a Part Time (roughly 20 hours per week) Video Producer/Editor to support corporate communications for innovation and technology initiatives. The role blends technical coaching for self-recorded content with end-to-end post-production to deliver polished internal videos. The producer will guide stakeholders on virtual recording best practices and uphold brand consistency while shaping concise, engaging stories. We can facilitate w2 and corp-to-corp consultants. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $35.00 to...

Be part of a team that's committed to making a difference. We believe in our work and our customers. Position Location Remote Type Remote Office Location (if not fully remote): 8700 Indian Creek Parkway Suite 320,, Overland Park, Kansas 66210 Job Description Loan Partner 2 (LP2) – Loan Officer Assistant Remote Available | $60,000–$75,000 Salary + Per-File Bonus Join a High-Performing Mortgage Team Are you looking to work alongside leaders in the mortgage industry who will help you grow your career? The Markman Mortgage Team at Fairway Independent Mortgage is looking for a full-time Loan Partner 2 (LP2) to help borrowers become mortgage-ready and guide them through the loan process from application to closing. The LP2 plays a critical role in the success of our team by prequalifying borrowers, issuing accurate pre-approvals, and managing the loan pipeline to ensure on-time closings. You will work closely with the Loan Officer,...

Acxiom Salesforce Solutions is seeking an Advisory Solutions Director - Salesforce Health Cloud & Life Sciences to join our remote North American-based Sales and Marketing Team. This strategic role focuses on expanding Acxiom's footprint within the Life Sciences, Healthcare, and Health Tech sectors through the consultative selling of Salesforce Health Cloud and Multi-Cloud Solutions. You will engage with organizations across pharmaceuticals, medical devices, biotech, and healthcare services, helping them drive innovation, improve patient and provider engagement, and enable data-driven growth using Salesforce technology. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Drive strategic growth within the Life Sciences and Healthcare verticals by positioning Salesforce Health Cloud, Life Sciences Cloud, and related multi-cloud offerings (Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Data Cloud). Advise clients on how to leverage Salesforce...

Cybersecurity Software/Data Engineer Anywhere Type: Contract Category: Engineer Industry: Financial Services Workplace Type: Remote Reference ID: JN -032026-106110 Date Posted: 03/23/2026 Shortcut: http://careers.eliassen.com/3PAsE1 Description Recommended Jobs Description: Remote The Security Software Data Engineer will join a mature Agile squad that maintains security products and builds custom cybersecurity integrations across applications. The role requires proficiency with one or more general-purpose programming languages and a working understanding of encryption, certificates, and key management. The engineer will collaborate with application teams and security partners to design, deliver, and document secure integrations. An architectural mindset and the ability to troubleshoot distributed systems will support quality outcomes. Due to client requirements, applicants must be willing and able to work on a w2...

The Commercial Card Product Group manages payment solutions for the Bank's clients, including small businesses and corporations. As the Commercial Card Product Manager, you will be a thought leader around the execution to expand and develop strategy to support UMB's Commercial card solutions. You will conduct market research and competitive analysis, define product features and functionality, and among many other critical activities. This is a subset of the overall responsibilities which involves other multiple initiatives as assigned by Bank Product leadership. This role is hybrid (Mon through Thu on-site / Fri remote) for candidates in the Kansas City metropolitan area and open to qualified remote candidates outside of the Kansas City area. However, the remote location must be within the US. How you will spend your time: Manages the complete product process, including the proposal, filing, and implementation of all pricing and product changes....

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. Position Summary: The Data Engineering Senior Analyst enables Talent Insights & Analytics by designing, operating, and maintaining reliable data pipelines and analytics platforms, including Databricks, that support enterprise reporting, dashboards, and advanced analytics across the Talent ecosystem. This role provides hands-on data engineering and platform expertise, ensuring data availability, integrity, security, and performance, while partnering with Talent Delivery, IMT (Information Management Technology), Digital Talent, and reporting teams to support business-critical reporting and TIA transformation initiatives. Essential Functions: Data Engineering & Platform Operations Design, build, and maintain robust data...