Relationship Manager: Client Advocate in Finance
Fidelity Investments Inc.
Fidelity Investments Inc. in Overland Park is seeking an experienced Relationship Manager to strengthen client relationships and support the branch team. You will help keep Financial Consultants organized and ensure daily activities align with client needs, delivering value through personalized service. The role emphasizes staying compliant, expanding a book of business, and learning to provide effective financial planning insights, with ongoing training and career growth opportunities at #J-18808-Ljbffr Fidelity Investments Inc.
$180k - $220k
...Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing... ...measurable ROI across shared services, finance, IT, HR, customer service, and industry... ...leadership, and executive relationship management, this leader shapes how capabilities are...SuggestedWork at office- ...Client Success Manager- Client Growth Propio Language Services is a provider of the highest quality interpretation, translation, and localization... ...technology-driven solutions and building lasting client relationships while contributing to client growth, Propio could be the...SuggestedWork experience placementWork at office
$15.75 per hour
...We bring that vision to life through our values and culture. Learn more about Target here. ( ALL ABOUT SERVICE & ENGAGEMENT Advocates of guest experience who welcome, thank, and exceed guest service expectations by focusing on guest interaction, loyalty enrollment...SuggestedHourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift$22 per hour
...industry. Through our Commercial Finance, Freight Factoring and ABL... .... We truly love to help our clients grow and this is a position where... ...seeking a Sales Account Manager to join our team in our Lenexa... ...Responsibilities Build relationships with prospective clients and...SuggestedHourly payWork at office$72k - $141k
...and execution of claim service strategies while managing underwriting branch partnerships and agency relationships across an assigned National Accounts territory. The... ...high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen...SuggestedFull timeWork experience placementWork at office- Creative Planning is seeking an Audit Manager to supervise audit engagements, mentor staff, and ensure technical excellence and on-time... .... You will lead teams, review deliverables, and maintain high client service standards in a fast-paced firm environment. The role collaborates...
- Aprio's Tax team seeks a Senior Tax Manager to lead complex federal tax engagements for high-profile clients, blending planning, compliance and consulting. You will... ...on tax laws, and build enduring client relationships in a fast-growing firm. Ideal candidates bring...Remote job
- ...different and how you can make your mark as a Middle Market Client Manager at MMA. Middle Market Client Manager – Transportation Insurance... ...necessary documents. Build and maintain strong, strategic relationships with clients and carriers, enhancing client loyalty and...Work at officeLocal areaNight shift
$200k - $260k
...Client Portfolio Manager The pay range for this position at commencement of employment is expected to be between $200,000 and $260,000... ...detailed understanding of the industry Building strong relationships across investment teams, distribution, marketing, and other...Immediate startWorldwide$16 per hour
...We bring that vision to life through our values and culture. Learn more about Target here. ( ALL ABOUT SERVICE & ENGAGEMENT Advocates of guest experience who welcome, thank, and exceed guest service expectations by focusing on guest interaction, loyalty enrollment...Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift- Synergy Wealth Solutions is seeking a detail-oriented Client Services Manager to help keep clients well cared for and the office running smoothly in Overland Park, KS. This full-time, in-office role supports daily operations, coordinates schedules and follow-ups, maintains...Full timeWork at office
- ...Private Client Services Tax ManagerRubinBrown is one of the nation... ...to building personal relationships and delivering totally satisfied... ...Private Client Services Tax Manager is a key participant in client... ..., team leader, and/or Career Advocate (CA)Provide team members with...Work at officeWeekend workAfternoon shift
- Exxonmobil is seeking a Remote Finance Manager to oversee financial operations, budgeting, forecasting, reporting, and cash-flow management for multiple clients. You will work with clients and internal teams to ensure accuracy, identify growth opportunities, and support...Remote job
- ...Description The Client Advocate provides strategic relationship management and advisory service to clients, delivering consultative risk and insurance solutions aligned to their business objectives. This role partners with Producers and/or Senior Client Advocates (...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$21 per hour
...The Patient Financial Advocate is responsible for screening... ...information and reports to client contact(s), keeping them current... ...Specialist to develop a positive relationship with the patient.... ...any important occurrences to management as soon as possible (dramatic...Hourly payOdd jobContract workLocal areaImmediate startMonday to Friday- ...record in civil defense. Responsibilities include gathering evidence, taking depositions, conducting discovery, drafting pleadings, and representing clients at hearings, trials, and arbitrations. A Kansas or Missouri bar is required. #J-18808-Ljbffr Hennessy & Roach, P.C.
- ...The Family Advocate works together with families enrolled to assess family functioning and... ...Worker - PACT Program - Full Time Care Manager - Teen Transitional Living Program Behavioral... ...,750.00 1 month ago Employment Services Relationship Manager Community Connections...Full timeWeekend workAfternoon shift
- Chamberlain University seeks a Student Support Liaison to promote student success through holistic, student-centered support across service areas. This role serves as a primary contact for students and works with university departments to resolve inquiries and foster a ...
- RubinBrown LLP in Kansas City seeks a Private Client Services Tax Manager to provide high-level tax planning, compliance and client service for high net worth individuals and business owners. Responsibilities include managing engagements, reviewing work papers, mentoring...
$70k - $130k
...largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.Job DescriptionManager, Client Relationship Management Location: Kansas City, MO; Boston, MA; Braintree, MA; Denver, CO (hybrid)About the RoleThe Manager of CRM will develop...Ongoing contractFull timeWork experience placementWork at office- ...what you need. When a banker looked at a client, they wouldn't just see a number, they'... ...solutions. That's the basics of Relationships. Fairness. Simplicity. When you choose... ...experience in progressive relationship management, extraordinary client service and client...Work experience placementWork at officeLocal areaNight shiftWeekend workAfternoon shift
$80k - $100k
...platforms. Adaptability Adapt to changes in the work environment, manage competing demands and deal with frequent change, delays or... ...Problem solving A passionate pursuit of identifying prospect or client concerns and seeking resolution. Customer service Quickly manage...Base plus commissionWork experience placementWork at officeRemote workHome officeFlexible hours$90k - $120k
Stange Law Firm, PC in Overland Park, Kansas seeks a Family Law Attorney to join our team. You will manage cases, counsel clients, negotiate settlements, and appear in court, handling matters from inception through resolution. Family law experience is preferred but not...Work from home- A leading public accounting firm is seeking an experienced Tax Manager to lead its tax practice. This role offers flexibility through a hybrid work model or fully remote option. Candidates should possess 5+ years in public accounting with a focus on tax and a CPA license...Remote job
- ...standards are met while mentoring staff and upholding the firm’s culture. Reporting to the Audit Managing Director, the role drives business development, maintains high client satisfaction, and collaborates with tax and advisory teams to deliver integrated services. CPA...
- ...accounting and advisory firm in Kansas City is looking for an experienced tax professional to lead corporate tax projects and manage client relationships. The ideal candidate will have 4-7 years of experience, an active CPA license, and comfort with a hybrid work model. This...
$60.2k - $107.4k
...Provider Relations Advocate At UnitedHealthcare, we're simplifying the health care... ...be charged with educating and building relationships with providers to evolve ongoing processes... ...health plan, providers and practice managers Support development and management of...Minimum wageFull timeWork experience placementLocal areaRemote work- A leading professional services firm is seeking an Audit Manager in Kansas City to oversee client relationships, engagement leadership, and team mentorship. The ideal candidate will have at least 6 years in public accounting, 3 years of supervisory experience, and must...Full time
- ...PRN Specialty Pharmacy Patient Financial Advocate - HybridSouthlake Campus The Specialty Pharmacy Patient Financial Advocate is responsible... ...a specified time frame. Communicates payer trends to management. For uninsured and underinsured patients with no other...Relief
- ...proactive sales and service activities. Responsibilities include managing customer experiences, driving sales through service-oriented... ...for financial transactions. The role emphasizes loyalty and relationship management, with a focus on improving customers' financial wellbeing...
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