and know how to establish buy-in at all levels (service and sales management, delivery leads and senior/executive management... banking strategies Establishing a trusted advisor role with accounts – credit unions and banks Aggregating and collecting...
which includes services related to Business Banking, the Expert Advisor Group and the team responsible for serving retail clients.... What will you do? Quality Assurance (Shared Service) Implements and maintains best in class quality assurance program as a shared service...
for all entities. Ensure timely payment of tax. Handling tax audits and other tax requirements with governmental authorities; Service... agreements: Ensure Intercompany service agreements are current, with creation, review and adjustment as needed. Calculation...
will provide expert guidance and support to internal stakeholders on compliance matters and act as a trusted advisor. Collaborate... in qualified plan and excess benefit arrangements. Prefer individuals with prior experience at a financial service organization...
management and customer service skills. Responsibilities Project and Product Management Direct and Oversee IT Projects... and evolving needs. Technical Expertise Act as a strategic advisor to senior leadership and technical expert to team members...
program. Job Description The Service Delivery Group at RapidScale provides strategic oversight to our customers, helping... them achieve the greatest possible benefits from our products and services. The Client Performance Manager (Service...
for leading all sales and customer service efforts. This position requires someone who is detail-oriented and can work... members. Act as an advisor with your customers to coach them and educate them on our client's top services Deliver...
advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative... - RIA will also help to cross-sell additional products and services to existing advisor clients. This role assists...