Client Engagement Specialist

Job Title: Client Engagement RepresentativeJob Summary:The Client Engagement Representative will serve as the primary point of contact for clients, identifying their needs and connecting them with relevant services. This role will work closely with housing advisors to arrange appointments, organize, and implement pre-purchase, post-purchase, and foreclosure...

Client Success Specialist The OpportunityKWI is at the forefront of creating groundbreaking technology solutions designed to empower retailers in their transformation journey. Our Client Success Specialists (CSSs) play a pivotal role in ensuring the vitality of our partnerships with retail clients. They are dedicated to cultivating, nurturing, and...

Job SummaryPrestige Employee Administrators seeks a skilled Client Operations Specialist to join our team. The ideal candidate will have a strong background in HRIS systems, process improvement, and employee experience.Key ResponsibilitiesMaintain and troubleshoot PTO plans in the HRIS systemExecute bulk employee data imports into the HRIS systemConfigure...

Job SummaryPrestige Employee Administrators is seeking a highly skilled Client Operations Specialist to join our team. The ideal candidate will have a strong background in HRIS systems, process improvement, and employee experience.Key ResponsibilitiesMaintain and troubleshoot PTO plans in the HRIS systemExecute bulk employee data imports into the HRIS...

Job DescriptionPrestige Employee Administrators is seeking a highly skilled Client Operations Specialist to join our team. As a key member of our operations team, you will be responsible for maintaining our HRIS system, executing bulk employee data imports, and providing demonstrations on HRIS platforms for new team members.Key Responsibilities:Maintain PTO...

Job Summary: Prestige Employee Administrators is seeking a highly skilled Client Operations Specialist to join our team. As a key member of our operations team, you will be responsible for maintaining our HRIS system, executing bulk employee data imports, and providing demonstrations on HRIS platforms to new team members. You will also be responsible for...

Job SummaryThe Private Client Specialist I is a key role within TD Wealth, responsible for providing exceptional support to Relationship Managers and Investment Advisors in serving high-net-worth clients. This position involves the onboarding process for new clients, focusing on timely and accurate initiation, transfers, and communication about new account...

Customer Success Manager Overview KWI is at the forefront of developing cutting-edge technology solutions aimed at revolutionizing the retail sector. Our Customer Success Managers (CSMs) play a pivotal role in ensuring the vitality of our partnerships with retail clients. They are dedicated to fostering, nurturing, and championing our clients, ensuring they...

Job SummaryCommunity Development C is seeking a highly skilled Customer Engagement Liaison to act as the primary point of contact for clients. This role will involve identifying client needs, connecting clients with appropriate services, and working closely with housing advisors to arrange appointments and implement education workshops.Key...

Job OverviewAs a Client Service Specialist at the Affinity Group, you will play a vital role in providing exceptional service to manufacturers, customers, and personnel in the Northeast Region. This position requires utilizing technology to place orders, maintain the order entry system, file documents, and communicate information. You will act as a resource...

About Prestige NYPrestige NY is a leading Business Consulting firm in the Long Island area, renowned for its expertise in the telecommunications and financial services industries. With over 15 years of experience, we have built a strong portfolio of clients and a reputation for excellence.Job OpportunityWe are seeking a motivated and self-starting individual...

Job SummaryPrestige Employee Administrators is seeking a highly skilled Client Operations Analyst to join our team. As a Client Operations Analyst, you will be responsible for maintaining PTO plans, executing bulk employee data imports, and handling complex system uploads.Key ResponsibilitiesMaintain PTO plans and troubleshoot issues in the HRIS...

Job SummaryPrestige Employee Administrators is seeking a highly skilled Client Operations Analyst to join our team. As a key member of our operations team, you will be responsible for maintaining PTO plans, executing bulk employee data imports, and handling complex system uploads for new and existing clients.Key ResponsibilitiesMaintain PTO plan setup and...

Job Description:At Bank of America, we strive to create a workplace where our teammates can thrive and make a meaningful impact. As a Private Client Advisor, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Lead the Client Management Process to identify new business development opportunitiesSource new...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.We are seeking a highly skilled and experienced Private Client Advisor to join our...

Job SummaryCitizens is seeking a Private Client Market Leader to lead, coach, and develop a team of licensed Private Client Relationship Managers (PCRM) across a specified geography. The successful candidate will be responsible for motivating their team through behavioral change management, coaching them on consistent execution of our defined client...

Business Title: Global Executive & Private Client Group Senior AssociateRequisition Number:Function: Tax ServicesArea of Interest:State:NYCity: MelvilleDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive...

Client Success Strategist The Opportunity KWI is at the forefront of developing cutting-edge technology solutions designed to empower retailers in their business transformation journey. Our Client Success Strategists (CSSs) play a pivotal role in ensuring the overall well-being of our partnerships with retail clients. They are dedicated to cultivating,...

Customer Success Manager About the Role KWI is at the forefront of developing cutting-edge technology solutions tailored for the retail sector. Our Customer Success Managers (CSMs) play a pivotal role in maintaining the overall health of our partnerships with retail clients. They are dedicated to fostering, nurturing, and advocating for our clients, ensuring...

Customer Success Manager About the Role KWI is at the forefront of creating cutting-edge technology solutions aimed at revolutionizing the retail sector. Our Customer Success Managers (CSMs) play a pivotal role in ensuring the vitality of our partnerships with retail clients. They are dedicated to fostering, nurturing, and championing our clients, ensuring...