Client Relationship Executive
CliftonLarsonAllen Wealth Advisors, LLC
## Client Relationship LeaderApplylocations: King of Prussia, PAtime type: Full timeposted on: Posted Todayjob requisition id: R17688CLA is a top 10 national professional services firm where **our purpose is to** ***create opportunities*** every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.**About the role:**CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Philadelphia. CAAS provides customized accounting support on an interim and project basis for our clients – public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients.**As a Client Relationship Leader, you will:*** Expand existing client relationships as well as build your network to develop new relationships in the community.* Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.* Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.* Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA.* Effectively project manage ongoing engagements to meet client needs.* Maintain business development targets and sales activities in CRM.**What you will need:*** A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience.* A bachelor’s degree in accounting, finance, business, or related field required.* CPA certification is preferred but not required.* A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.* Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members.**Our Perks:*** Flexible PTO (designed to offer flexible time away for you!)* Up to 12 weeks paid parental leave* Paid Volunteer Time Off* Mental health coverage* Fertility benefits#LI-EG2 #LI-Hybrid #J-18808-Ljbffr
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UPS is seeking Warehouse Workers / Package Handlers to assist with sorting, loading, unloading, and processing packages in a fast-paced warehouse environment. Warehouse Workers are responsible for unloading packages from delivery trucks and trailers, sorting packages by...Hourly payFull timeShift workNight shiftDay shiftEarly shift- ...Telephone prospecting & face to face cold calling Conducting client needs analysis Develop solutions for new and existing... .... Proven track record of developing and maintaining client relationships. Physical Demands & Work Environment Ability to sit...Flexible hours
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...banking by building, developing and managing new and existing client relationships with businesses with revenue of $25-100 million dollars.... ...credit underwriting and approval process, document the loan and execute the closing.Remain close to customer and cooperatively...Full timeTemporary workWork experience placementWork visaFlexible hours- Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven... ...book of business composed of self-directed ultra-high-net-worth clients, each holding between $5-25 million in Vanguard assets. You’ll...Full timeWork at officeRemote workRelocation packageMonday to Friday
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...WSFS Bank in Pennsylvania is hiring a Business Banking Relationship Manager to manage and grow relationships with small-to-medium-sized... ...years of business lending experience and a proven track record in client relationship management. Comprehensive benefits are offered,...$111.44k - $183.08k
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$85k - $100k
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$16 - $21 per hour
Sam’s Club is seeking Merchandise and Stocking Associates to assist with stocking shelves, organizing merchandise, and supporting daily warehouse club operations. Associates are responsible for unloading deliveries, moving merchandise onto the sales floor, stocking shelves...Hourly payFull timePart timeShift workNight shift
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