Client Relationship and CRM Manager

Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing...

Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing...

Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts.  Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing...

Job DescriptionJob DescriptionFinancial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals.Summary The Client Service Coordinator...

Lead Advisor [teamed salaried advisor] The right candidate should have wealth management and comprehensive financial planning experience and has demonstrated success in client facing roles. They should have a passion for the planning profession and delivering a first class client experience. The right candidate is skilled in attracting new business, managing...

Lead Advisor [teamed salaried advisor]The right candidate should have wealth management and comprehensive financial planning experience and has demonstrated success in client facing roles. They should have a passion for the planning profession and delivering a first class client experience. The right candidate is skilled in attracting new business, managing...

Overview: **LogicSource Overview**: LogicSource is an innovative leader in sourcing and procurement services, we help companies increase profits through better buying. LogicSource® is owned and operated by an experienced group of global business veterans who came together under the common goal to radically change the way sourcing and procurement works....

Overview Of The Role Reporting to Director, Sales Operations, the Sales Analytics Manager, will play a pivotal role in driving data-driven decision-making within the sales department. Primary responsibility will be to gather, analyze, and interpret sales data to provide proactive and valuable insights that will optimize our sales strategies and enhance...

Job DescriptionJob DescriptionWe're seeking a highly motivated and outgoing individual to join our team as a Membership Sales Advisor. In this role, you'll drive membership sales, promote our fitness programs and services, and provide exceptional customer service to prospective and existing members. If you're passionate about fitness, have...

Job DescriptionJob DescriptionLooking for your last career stop? Interested in an industry change? Seeking work-life balance?The Dorr Agency is seeking a motivated, coachable licensed and non-licensed agent to join our team. We specialize in helping families and businesses with life, health, and wealth solutions. We utilize a proprietary platform that...

The role of a Project Manager is to provide excellent customer service while managing our clients' custom quantitative market research projects. Our Digital PMs interact directly with our clients, media agencies and publishers, ensuring all projects are successful from start to finish. The job requires an organized, detail-oriented individual who can...

Job DescriptionJob DescriptionPlease include cover letter along with resume to apply. Sales Associate Job Responsibilities/Personal Qualities Include:Greets and assists customersHandles sales/credit card payments using POS systemGoes through store opening/closing procedures at the appropriate timesEnsures shelves/coolers are stocked and tidy and...

Electrical Construction Project Manager Company Overview:Our client is a full-service electrical company with the experience and inventory to meet all electric needs. They have built a solid reputation as a leader in electrical service since 1986. Through the years, they have expanded their experience to also include generator sales and service. They also...

Our Client, based in Westport, is known for providing exceptional services and up-scale experiences to their clients and residents. They have grown tremendously over the last few years, and CFS has successfully placed several candidates at varying levels of Accounting and Finance. They are looking to bring on an AP Manager ASAP! Responsibilities of the AP...

Overview: Join our team as a Social Media Manager and take charge of our online presence. We are looking for a creative individual with a passion for social media and digital marketing. Responsibilities: - Manage Advertising campaigns and budgets to acquire new customers - Curate website and other online platforms for content and SEO. - Develop and implement...

The Benefits Manager will supervise compliance and administration across company programs, serving as the lead on compensation and benefits. Reporting to the Senior HR Business Partner, they'll utilize data-driven insights to craft cost-effective programs. They'll play a crucial role in shaping programs to attract and retain talent.The Benefits Manager would...

The Benefits Manager will supervise compliance and administration across company programs, serving as the lead on compensation and benefits. Reporting to the Senior HR Business Partner, they'll utilize data-driven insights to craft cost-effective programs. They'll play a crucial role in shaping programs to attract and retain talent.The Benefits Manager would...

The Benefits Manager will supervise compliance and administration across company programs, serving as the lead on compensation and benefits. Reporting to the Senior HR Business Partner, they'll utilize data-driven insights to craft cost-effective programs. They'll play a crucial role in shaping programs to attract and retain talent.The Benefits Manager would...

Job DescriptionJob DescriptionA philanthropic foundation is in search of a Project Manager to support their Tax team. Reporting to the Head of Tax, you'll provide leverage to the entire team as they work through the compliance process including risk identification, budget management, assembling metrics, tracking deadlines and more. You'll also...

Overview: **Reasons why **you’ll** love it here**: - An amazing culture with a team that supports one another, the opportunity to make a direct impact, and have fun along the way! - We are experiencing rapid growth - come grow along with us. - We work hard and play hard offering unlimited and flexible PTO. - Phenomenal health, dental and vision benefits...