Develop a strong understanding of the company’s software to educate clients and provide best practice recommendations.
Partner with clients to develop and implement initiatives that support their goals and objectives.
Collect business requirements and implement changes within the company’s Consumer, Opening, and Portal systems.
They deliver implementation and ongoing managed services, training, and other professional offerings to new and existing customers. They configure products on behalf of clients, advise on best practices, and build strong business relationships.
Prepare financial plans and participate in client meetings.
Handle day-to-day operational tasks and resolve client requests.
Collaborate with internal teams and maintain accurate client records.
Modern Wealth Management is a financial planning and investment advisory firm. They are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered.
Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
Facilitate the onboarding of new clients and ensure smooth transitions.
Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.
This international Wealth Management client is seeking a Gen-Z profile Client Relationship Manager / BDM based in the USA. This opportunity is best suited to Western born and educated professionals, ideally USA nationals, with a background and exposure to high-net-worth clients.
Assists team members with tasks to provide client engagement support.
Provides basic administrative support to team members.
Creates positive team member experiences, leading to excellent client service.
Ryan is a tax services firm serving the world’s most respected Global 5000 companies. They offer an innovative work environment, accelerated growth path for high performers, and competitive benefits.
Serve as a trusted guide explaining University policies and Financial Aid guidelines.
Provide personalized student-centered support to help each learner stay on track.
Manage student Accounts Receivable, including document collection, and financial aid.
National University is dedicated to creating a supportive academic and work environment. They employ more than 4,500 faculty and staff and serves over 45,000 students.
Manages portfolio through knowledge of client’s financial condition.
Ensures all advances and loans comply with loan policy.
Resolves factoring and asset-based lending service problems.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make them stronger and well-positioned for success.
Delivering proactive, consultative client service and strategic account management.
Consulting with clients and financial professionals on investment vehicles and plan design.
Supporting clients in managing their fiduciary responsibilities.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The company has a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Develop and deliver enablement resources for Solutions Consultants, Sales, and Customer Success teams.
Act as a credible voice for corporate users regarding compliance and disclosure challenges.
Collaborate with Sales, Marketing, and Product Development to refine market positioning.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Evaluate AI models' outputs in the credit analysis field.
Assess content related to credit analysis and deliver feedback.
Strengthen the AI model's understanding of workplace tasks and language.
Handshake is recruiting Credit Analyst Professionals to contribute to an hourly, temporary AI research project. The Handshake AI opportunity runs year-round, with project opportunities opening periodically across different areas of expertise.
Work with large amounts of transactional data for reconciliation.
Partner with vendors to help coordinate and implement various AI initiatives.
Identify potential areas of improvement and opportunities to leverage AI technology.
CareSource supports members to be the best version of themselves. They are difference-makers who combine compassionate hearts with their unique business expertise to make every opportunity count.
Manage the full proposal lifecycle from assessment to submission.
Engage with clients during the proposal phase to clarify requirements.
Collaborate with Operations to ensure client needs are understood.
M3 is a Japanese global leader providing technological and research solutions to the healthcare industry. The M3 Group operates in the US, Asia, and Europe with over 5.8 million physician members globally and was ranked in Forbes’ Global 2000 list in 2020.
Catalogue and document an inventory of all member communications
Document baseline website mock-ups for our employer and member websites
Provide coordination and support for product related business readiness activities
The Healthcare of Ontario Pension Plan (HOOPP) is a defined benefit (DB) pension plan providing a secure retirement income to over 450,000 members in Ontario’s healthcare sector, partnering with 600+ employers. HOOPP manages a global, multi-asset class investment portfolio with a high-performance culture founded on collaboration, respect and belonging.
Research and interpret state and federal reporting requirements.
Communicate changes to internal teams and customers.
Conduct quality assurance testing and compliance training.
Skyward builds software solutions for K-12 schools, helping students, teachers, and school administrators succeed. They foster a work environment with teamwork, enthusiasm, continuous improvement, and fun, offering opportunities for career growth.
Serve as the primary point of contact for Sun Life U.S. clients regarding policy inquiries.
Deliver exceptional client service for Whole Life, Term Life, and Universal Life Insurance products.
Adhere to relevant policies, procedures, and regulatory requirements.
Sun Life is a global company focused on helping Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, their impact is far-reaching, and locally relevant. They offer a supportive, flexible, and inclusive work environment.
Understands and helps facilitate alignment among policies, program standards, work procedures and external guidelines.
Assists in identifying and monitoring operational and strategic risks along with associated Key Risk Indicators.
Responsible for monitoring and escalating open issues and findings to appropriate stakeholders, including senior management.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate their differences and know that their unique perspectives make them stronger and well-positioned for success.
Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues.
Educate customers to ensure adoption and optimal usage of CE’s offerings.
Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems.
Consumer Edge (CE) is a leading data and insights-as-a-service (IaaS) company specializing in the global consumer, B2B, and healthcare economies. They deliver real-time, transaction-based intelligence enriched by deep industry expertise, equipping corporate and investment leaders with tools for strategic decision-making.
Partner with organizations to design learning strategies that drive behavior change.
Curate learning programs from a vast course library to align with client business goals.
Collaborate with teams to convert prospects into clients by identifying pain points.
Go1 enables companies to achieve the impossible by maximizing the potential of their people, growing from a small startup to the world’s largest aggregator of learning content. They solve hard problems, embrace ambiguity, and never stand still, offering autonomy with accountability, space to experiment, and the opportunity to shape solutions that impact millions of learners worldwide.
Place calls to assist past clients with new applications.
Identify client needs and how products meet them.
Reach out to inactive customers to understand their experience.
Five Star Call Centers values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available and providing the best service possible to our customers. The company is an EOE/Veterans/Disabled/LGBT employer and participates in the E-verify program.
Support RFP/RFI opportunities for new and renewal PBM opportunities with low to moderate complexity.
Support the creation and maintenance of consultant templates for assigned channel partners.
Create and refine SOPs to support RFP response development and submission working in collaboration with proposal managers and directors.
Judi Health is an enterprise health technology company, and it provides a suite of solutions for employers and health plans. They value a diverse workplace and celebrate the diversity that each employee brings, providing equal employment opportunities to all employees and applicants.
Understand client needs and provide sales and credit services related to loans for BMO clients or prospects.
Advise clients on borrowing strategies and products that meet their goals.
Perform sales and service activities for the client in accordance with approved procedures.
BMO is driven by a common purpose: To have the courage to make a difference in life, as in business. As the eighth largest bank in North America by assets, they provide personal and commercial banking, wealth management, and investment services to over 12 million customers.