Top Tech Jobs & Startup Jobs

The Client Relations Manager ensures a positive client experience, focusing on client retention, coaching team members, and improving customer engagement. Responsibilities include resolving issues, conducting data analysis, and collaborating with teams to drive success outcomes.

The Payroll Tax Specialist ensures payroll tax compliance across jurisdictions, manages filings, reconciles data, and provides guidance to clients and teams.

This role involves managing retirement plan client relationships, ensuring satisfaction, providing expert consultation on compliance, and enhancing client engagement for revenue growth.

The Financial Advisor builds client relationships and provides financial planning and wealth management advice, coordinating with the portfolio team and supporting business development activities.

Manage tax services including preparing returns, consulting on tax matters, creating strategic tax plans, and coordinating with clients and legal teams.

The Market Leader is responsible for driving strategic growth and operational excellence while enhancing brand visibility and client engagement. This role also focuses on talent development and achieving financial targets, ensuring high-performance culture across teams.

The Sales Operations Specialist drives sales effectiveness, manages CRM data, runs sales contests, and oversees reporting while supporting sales team initiatives.

The Wealth Management Operations Analyst ensures operational accuracy and efficiency, overseeing account onboarding, data integrity, transaction processing, and compliance, ultimately enhancing client experiences.

The Associate Account Manager supports Senior consultants in managing a book of business, ensuring service delivery, compliance, and client satisfaction.

The Senior Client Relationship Manager manages client relationships for retirement plans, ensuring satisfaction and driving growth through tailored strategies and compliance expertise.