Client Relationship and CRM Manager

Client Relationship and CRM ManagerOur client is seeking a candidate to work directly with its life insurance clients’ policy holders and to manage active ‘leads’ or ‘cases’. The ideal candidate is a motivated self-starter, with strong interpersonal skills, and a demonstrated ability to problem solve. The successful candidate should also have...

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...

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...

The Role: As we further scale and accelerate our enterprise Foreign Exchange and adjacent Capital Markets platforms, we are looking for dynamic technical account managers - to drive value for ION bank clients. With our market leading and expanding position across key institutions, we are seeking individuals that can distill and aid realizing success...

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 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...

About the Role   Client Service Research Associates (CSRA) play a critical role in Bridgewater’s overall client service strategy. From their unique position at the heart of Bridgewater’s client-focused research activity, these individuals have an aerial view into our ever-evolving perspectives on world markets, high-impact company-wide projects and...

Regional CPA firm seeking to add a Tax Manager and Tax Senior. for its staff. This position can be located in NY / NJ / CT / Hybrid / Remote Responsibilities: Assume full responsibility for directing multiple engagements Provide clients with Tax Compliance, Research, Consulting for corporate, partnership and individual returns Provide oversight...

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...

Job DescriptionJob DescriptionElectrical Construction Project Manager Company OverviewOur 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...

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...

This is not a remote position. All work with students is performed at our center in Westport, CTFreudigman & Billings, a boutique education group with over two decades of community presence, seeks a passionate Director of Test Prep. In this role, you'll have the opportunity to shape the educational journey of our diverse learners and make a tangible impact...

This is not a remote position. All work with students is performed at our center in Westport, CTFreudigman & Billings, a boutique education group with over two decades of community presence, seeks a passionate Director of Test Prep. In this role, you'll have the opportunity to shape the educational journey of our diverse learners and make a tangible impact...

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...

***** PLEASE BE SURE TO READ JOB POST'S TITLE TO DETERMINE IF THE AVAILABLE HOURS & LOCATION FOR THIS POSITION WILL WORK FOR YOU *****--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Senior Helpers Boston North & South Coast is the...

Job DescriptionJob Description***** PLEASE BE SURE TO READ JOB POST'S TITLE TO DETERMINE IF THE AVAILABLE HOURS & LOCATION FOR THIS POSITION WILL WORK FOR YOU *****--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Senior Helpers...

In collaboration with the Design lead , the Design Services Artisan creates floral and planted container design projects in-store, off-site, and in private residential/commercial settings. They will work in all weather conditions. Be able to collaborate with the lead designer , take direction and bring good design sense to the teams projects. Have design...