Implement rigorous problem-solving to help solve clientsβ most challenging issues on how to grow their businesses and manage their finances. Own communication with clients regularly to provide recommendations and manage expectations. Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts. Be a trusted advisor for clients on their most important financial decisions.
Job listings
In the role of a Collections Representative, you will specialize in one brand through our comprehensive 4-week training program. Following the completion of training, your responsibilities will involve reaching out to customers, identifying solutions, and assisting them in maintaining consistent loan payments. This role requires comfort and proficiency in working with customers through challenging situations.
The Director, Corporate Development & Investor Relations is a new high-impact role reporting to Eventbriteβs Chief Financial Officer. This role will serve as a trusted advisor and force multiplier for the CFO, leading initiatives across Investor Relations, Corporate Development and Corporate Strategy. Working with the CFO, this position will engage with the executive leadership team, investors and equity research analysts.
Administrative Fiduciary Services is looking for Client Relationship Managers to fill fully remote positions. In this role, you will maintain client and advisor relationships, manage a caseload of approximately 90-110 clients, and consult with clients regarding plan operation and design. You will also identify and assist in resolving issues related to plan administration and review annual non-discrimination testing.
The Retirement Plan Manager collaborates with the Director of Retirement Plan Operations focusing on team member management, productivity, and client service excellence, the role includes performing Retirement Plan Specialists responsibilities.