159 client service advisor jobs found

Hiring soon! Seeking qualified agents for an opportunity opening soon - submit your application to be considered when a position becomes available! Join the ranks of Redfin’s top-producing real estate agents by joining an agent team or individually, and get the best of both worlds: highly competitive commissions coupled with Redfin.com customers, benefits and support! Maximize your earnings by plugging into the Redfin platform and nation’s #1 brokerage site, which gets 52 million monthly visitors and 600 million luxury listing views each year. We offer our agents progressive commissions: the more you sell, the more you keep from your Redfin-generated and loyalty customers. And since Redfin covers your business expenses, what you earn is what you keep. Customer Opportunities + Support Redfin agents have everything they need to reach more qualified buyers and win listings. Redfin.com customers: You’ll get 100 new customers each year from Redfin, in addition to...

Overview: Join a Legacy of Excellence. Shape the Future of Medicine. Coastal Southeastern Massachusetts Less than 30 minutes from Providence, Rhode Island Less than 1 hour from Boston, Massachusetts Southcoast Health is dedicated to assembling high‑quality physicians to deliver exceptional care and services. As one of the largest and fastest‑growing health systems in New England, Southcoast Health has established itself as a premier destination for healthcare professionals. Position Overview The Medical Director for Occupational Health provides strategic clinical leadership, oversight, and direction for Southcoast Health’s Occupational Health programs and services. This role ensures the delivery of high‑quality, evidence‑based care that supports associate safety, regulatory compliance, workforce well‑being, and organizational performance. The Medical Director partners closely with Human Resources, Infection Prevention, Risk, Safety, and operational leaders to...

Expert Solutions Architect 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. About the role and what you’ll be doing: We are seeking an experienced Solution Architect with deep expertise in AWS, Nutanix on AWS (NC2), and enterprise security and observability Solutions to design, build, and modernize scalable, secure cloud and hybrid Solutions. This role...

Sales Executive - LoopNet - Boston, MA Job Description Company?Overview? CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces.?Included in the S&P 500 Index and the NASDAQ 100, CoStar Group is on a mission to digitize the world's real estate, empowering all people to discover properties, insights and connections that improve their businesses and lives.? We have been living and breathing the world of real estate information and online marketplaces for over 35 years, giving us the perspective to create truly unique and valuable offerings to our customers.?We've continually refined, transformed and perfected our approach to our business, creating a language that has become standard in our industry, for our customers, and even our competitors.?We continue that effort today and are always working to improve and drive innovation.?This is how we deliver for our customers, our...

Location: 1063 Riverdale Street - West Springfield, Massachusetts 01089 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...

Morgan, Lewis & Bockius LLP, one of the world’s leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking to hire a tech-savvy, client-focused eData Client Services Project Manager for our eData practice. This role offers the opportunity to work with a dynamic practice group, collaborating with leading lawyers and a seasoned eDiscovery team to deliver exceptional client service. You'll play a key role in ensuring every client interaction reflects eData’s deep discovery expertise and leaves clients with confidence in our support and solutions. Morgan Lewis recognizes the benefits of supporting flexible working arrangements. This position can be resident in any one of our Boston , Dallas , Houston , Miami , or Washington DC offices with a hybrid 3 day in-office working arrangement What you’ll do: Provide Subject Matter Expertise & Case...

Location: 1063 Riverdale Street - West Springfield, Massachusetts 01089 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. 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 our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their...

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. Thrivent is a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Lutheran community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans....

Organization/Business Overview: The sponsoring financial advisor is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members 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. Thrivent is a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Lutheran community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans. Position summary: This...

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. In order to address the most critical needs of our clients, RSM US LLP established the Integrated Cloud Consulting (IC) practice within our National Consulting team dedicated to serving the enterprise cloud and infrastructure platform needs of our clients by utilizing resources and expertise across the firm. This group consists of high-level leading consultants located throughout the globe positioned to serve a diverse client base within a variety of industries and are...

Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and have grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter: Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a...

Location: 175 S 3rd Street, Columbus Ohio Job Summary Managing Directors in Public Finance are experienced senior bankers with proven client relationship skills, extensive product knowledge, technical expertise, and strong transaction execution capabilities. They are often responsible for handling all client meetings, including those involving negotiations on pricing or structure of a financing. Managing Directors serve as key contacts for many clients, including senior C-suite executives in the Affordable Housing industry. Individuals in this role are widely recognized as industry experts and consistently high performers, typically with 10+ years of experience in Public Finance. Essential Functions Responsible for the origination, structuring, and distribution of Public Finance solutions to borrowers within the Affordable Housing sector Networks inside and outside of the company to broaden business knowledge and increase personal effectiveness; involvement in...

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...

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...

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 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...

Job Title Director, Category Management Job Description Summary We are seeking a highly knowledgeable and experienced Director, Category Management to lead our Facilities Category Management team. This is a senior enterprise leader role in the Procurement organization globally and will report to VP, Category Management, The ideal candidate will possess deep expertise in procurement of Integrated Facilities Management (IFM) services and products such as janitorial, HVAC, landscaping & fleet management services along with maintenance, repair & operations (MRO) supplies. The Director will have deep knowledge including pricing strategies (to ensure cost-effective solutions without compromising quality) and knowledge of industry best practices and emerging trends to continuously improve delivery to C&W’s clients. This role involves providing guidance and strategy to a team of Category Managers to develop and execute category strategies across IFM scope, incl....

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...

Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Primary Responsibilities Develop, revise, and present financial plans through planning software Ability to create and deliver tax, estate, and insurance planning Identify advanced planning opportunities and develop internal best practices Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy Create a holistic investment strategy for each...

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...

Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our growing Boston-based team! The Client Service Specialist role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client's goals and long-term priorities. In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You'll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving...

Position Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that are institutionally sized and predominately investment focused. The CPM should be viewed as an extension of the IG whereby the broad role is to offer support to client relationships in an investment capacity that is aligned with SCS standards, protocols, and best practices. Importantly, the CPM should have a collaborative and partnership-oriented approach with the IG, IS, and PCG whereby there is transparency into initiatives and projects and frequent communication across teams. The CPM should have significant client facing and investment experience with deep knowledge of portfolio construction, asset classes, managers, and the economy, and the ability to communicate...

Location: New York, Atlanta, Boston, Chicago, Dallas, Denver, Detroit, Hoboken, Houston, Los Angeles, McLean, San Francisco, Seattle 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. The opportunity EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence. In today's complex business landscape,...

Position Description: CGI is seeking an experienced and successful commercial sector business developer across multiple verticals in the Boston metro. This role is instrumental in strengthening CGI's market positioning, accelerating large deal cultivation, enhancing executive relationships, and expanding the visibility and adoption of CGI's services and intellectual property (IP) assets. The ideal individual will have deep local market experience selling transformative IT deals. You'll bring CGI solutions and thought leadership to clients, thrive in a collaborative global environment, and be motivated by growing the Boston BU business. This is a highly visible role requiring executive presence, strategic thinking, and the ability to influence both client and internal leadership stakeholders. This position is based in our Burlington, MA office. Your future duties and responsibilities: . Business Development and Pipeline Management: Develop and maintain a strong...