Client Advisor & Operations Lead - Finance
SUMMIT FINANCIAL GROUP INC
Summit Financial Group Inc. in Pennsylvania seeks a Client Associate to provide dedicated operational and sales support in a professional financial advisory environment. This role will be the most frequent client contact and will support office initiatives for the business. Experience in financial services is a plus. Candidates should have an undergraduate degree and be willing to obtain Series 65 and Life/Health licenses, with strong client service, communication, and technical skills across MS #J-18808-Ljbffr SUMMIT FINANCIAL GROUP INC
- ...Branch Operations Lead At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build... ...banking, credit cards, mortgages, auto financing, investment advice, small business loans...SuggestedNight shiftAfternoon shift
- ...Job Description Job Description Our client is seeking an experienced Firm Operations Manager to oversee workflow, production, administrative coordination... ...and improve system usage. Serve as an internal lead for practice‑management software, tax software, client...SuggestedCasual workSeasonal workRelocationVisa sponsorship
- ...Experience Level: Mid-Level (Associate / Operations Specialist) Job Function: Operations /... ...with firm leadership to streamline client onboarding, manage engagement capacity, implement... ...: Serve as the internal operational lead for practice management software, tax platforms...SuggestedFull timeWork at officeRelocation
$300 per month
...Description Firm Administrator / Firm Operations Manager Position Overview We are seeking... ...to oversee administrative operations, client workflow, staff coordination, production... ...Bachelor's degree in Business, Accounting, Finance, Operations, or a related field....SuggestedCasual workSeasonal workImmediate start$200k - $220k
...individuals, firms, and clients alike. That’s why we’... ...with more than 40 leading accounting firms across... ...the Role The Regional Operations Director is the primary... ...— partnering with the Finance & Accounting enterprise... ...a trusted operational advisor to the RVP — surfacing...SuggestedTemporary work- National Comprehensive Cancer Network, Inc. in Plymouth Meeting, PA, is seeking a Network Operations Manager to oversee network infrastructures, cloud services, and server management. This role includes mentoring a team, administering Microsoft Azure and AWS, and ensuring...Remote job
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- ...training coordination, and ensuring high standards of customer engagement. Responsibilities include managing training, scheduling, reports, and supplies, while addressing operational issues and customer inquiries to uphold service excellence. #J-18808-Ljbffr The GIANT Company
- Join Dollar Tree Stores as a Merchandise Assistant Manager in Horsham, PA, where you will assist in leading a team focused on merchandising and processing freight. This role demands strong communication skills and the ability to lift heavy items regularly. You will engage...
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- Jobsonboard is seeking a proactive Firm Administrator / Firm Operations Manager to lead administrative operations, client workflow, staff coordination, production tracking, technology usage, and process improvements. This hands-on role drives efficiency from onboarding...
$128k - $252k
...help shape the future of finance. As part of our... ...leaders, and executive clients to solve their most complex... ...of financial and operational excellence. Recruiting... ...Design & Reengineering Lead within our Finance Transformation... ....Serve as a trusted advisor to Finance Operate...Local areaVisa sponsorship- ...with one of the highest customer service scores in retail! We Make Dreams Happen! Essential Job Functions Customer Focus Leads and models a customer first culture across all roles. Accountable for active floor management by assigning shifts, reviewing results...Full timeAll shiftsShift work
- ...Job Description Job Description Firm Operations Manager Skills: Preferred Experience · Experience managing workflow in a CPA firm... ...supervising administrative or professional staff. · Experience with client onboarding and engagement letter processes. · Experience with...Seasonal workWork at officeRelocation package
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