Goodwin Advisors Jobs in Usa

Client Service Representative

Location: Novato, CA (Onsite)

Employment Type: Direct Hire

Industry: Financial Services

About the Company

Our client is a well‑established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‑term relationships. Their team supports high‑net‑worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.

Position Overview

The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.

The ideal candidate is detail‑oriented, service‑driven, and thrives in a fast‑paced, highly regulated financial services environment.

Key Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
• Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
• Assist with client onboarding, account updates, and service requests
• Coordinate electronic document processing, including e‑signatures and compliance documentation
• Support advisors and operations with scheduling, Zoom meetings, and client follow‑ups
• Collaborate with internal team members to update and process client account changes
• Handle client inquiries and concerns with professionalism, initiative, and discretion
• Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation

Qualifications & Skills

• Previous experience in client service, administrative support, or account management
• Experience in wealth management, financial services, or private client environments strongly preferred
• Proficiency with CRM systems; Redtail CRM experience highly desirable
• Strong organizational and time‑management skills with the ability to prioritize effectively
• Excellent verbal and written communication skills with a strong customer‑service mindset
• High level of professionalism, discretion, and attention to detail
• Ability to work independently while collaborating in a team‑oriented office environment
• Familiarity with financial industry compliance standards is a plus

HNM Systems is the leading tech-enabled professional services provider, shaping the workforce across the telecom, energy, and technology sectors. We connect top specialized talent with direct hire, contract-to-hire, and consulting opportunities that drive fiber expansion, digital infrastructure, wireless networks, and smart grid energy solutions. Our innovative approach delivers high-impact workforce development and consulting outcomes, with a 94% success rate in talent placement and project execution.

Relentlessly people-driven, HNM Systems sets the industry standard through an unwavering commitment to exceptional employee experience—establishing a trusted “home base” for our consultants and long-term value for our clients.

We are partnered with Verita, private equity-backed, international engineering and construction services company operating in both Europe and the USA in the telecommunications and energy sectors. In the US they serve their strategic customers nationwide from operations centers distributed throughout the Midwest, Mid-Atlantic, and Northeast. Verita has built a strong track record of consistently delivering high-quality projects, addressing complex technical challenges, and upholding the highest safety and quality standards.

Role Overview:

The Corporate Development Manager oversees the end-to-end acquisition process for Verita's Group in the United States. This role focuses on identifying and evaluating acquisition opportunities, conducting rigorous financial and strategic analysis, and leading transactions from initial screening through closing and integration planning.

The ideal candidate brings a strong foundation in the investment community—such as investment banking, private equity, or transaction advisory (Big 4 preferred)—with demonstrated expertise in financial modeling, valuation, and investment committee preparation. This individual partners closely with executive leadership and the private equity sponsor to ensure acquisitions are strategically aligned, financially sound, and executable. We may also consider candidates in Plymouth, MI (relocation costs negotiable).

Core Responsibilities

1. Target Identification & Pipeline Development

• Maintain knowledge of industry trends and competitive M&A activity in the energy and telecom infrastructure space.
• Develop and maintain a prioritized acquisition pipeline aligned to platform strategy (geography, service lines, revenue size, margin profile).
• Conduct industry mapping and competitive landscape analysis.
• Perform preliminary financial and strategic screening of targets.
• Develop LOI

2. Financial Modeling & Valuation

• Build detailed three-statement financial models for standalone targets and combined pro forma entities
• Determine and apply appropriate valuation methodologies (EBITDA multiples, revenue multiples, precedent transactions, DCF as applicable).
• Develop synergy forecasts (cost and revenue) and integration assumptions.
• Perform return analyses (IRR, MOIC, accretion/dilution).

3. Investment Committee Preparation

• Prepare executive- and board-level materials outlining:
• Strategic rationale
• Historical and projected financial performance
• Risk assessment
• Valuation and transaction structure
• Integration roadmap
• Present findings to senior leadership and private equity sponsor.

4. Due Diligence & Transaction Management

• Lead financial and operational diligence processes.
• Prepare LOI and support in preparation of SPA and other legal documents.
• Coordinate third-party advisors (accounting, legal, tax, insurance, QoE providers).
• -Collaborate with internal stakeholders (finance, legal, operations, technical) and external advisors.
• Manage diligence trackers, data rooms, and transaction timelines.
• Identify transaction risks and recommend mitigation strategies.

5. Post-Close Integration Modeling & Performance Tracking

• Translate underwriting assumptions into measurable post-close KPIs.
• Track synergy realization and performance relative to pro forma forecasts.
• Support executive team in reporting performance to the private equity sponsor.

Candidate Profile

Experience

• 5 years in Investment Banking, Private Equity, Corporate Development, Transaction Advisory or top tier strategy consultancy.
• Strong background in building and owning financial models independently.
• Experience preparing investment or credit committee materials.
• Knowledge of the energy or telecom infrastructure markets in US preferred.

Technical Competencies

• Advanced financial modeling (3-statement, LBO, pro forma consolidations).
• Deep understanding of valuation frameworks and capital structures.
• Ability to assess operational drivers relevant to construction businesses (backlog, project margins, labor productivity, bonding capacity).
• Familiarity with quality of earnings analysis and structured diligence processes.

Personal Attributes

• Analytical and detail-oriented.
• Organized, self-driven and capable of managing multiple concurrent workstreams.
• Effective communicator with the ability to translate financial analysis into strategic insights.
• Comfortable working directly with executive leadership and private equity sponsors

Why join the team

• Play a central role in building a scaled U.S. telecom and energy infrastructure platform backed by a global industry leader and private equity sponsor.
• Lead acquisitions in high-growth sectors including Fiber-to-the-Home (FTTH), hyperscale data center infrastructure, and grid modernization.
• Shape the expansion strategy of a newly formed U.S. platform following a landmark cross-border acquisition.
• Gain direct exposure to C-suite leadership and investors while driving transactions that materially impact enterprise value.
• Join at a pivotal inflection point where consolidation, capital deployment, and infrastructure investment are accelerating nationwide.

The above statements are intended to describe the general nature and level of work being performed by the incumbent(s) of this job. They are not intended to be an exhaustive list of all responsibilities and activities required of the position. This job description is subject to revision, and it may be updated to reflect changes in the role or organization.

HNM Systems utilizes legally permissible drug and background checks as part of our screening process. Essential requirements of the position include eligibility to work for any U.S. employer without sponsorship now or in the future.

It is the policy of HNM Systems, Inc., to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information and/or marital status. HNM Systems, Inc is compliant with the Fair Chance Ordinance as applicable and will consider all qualified applications for employment.

SteerBridge Strategies is a modern technology company delivering innovative, mission‑focused solutions to the U.S. Government and private sector. Leveraging deep expertise in federal acquisition, digital transformation, and emerging technologies, we deliver agile, commercial‑grade capabilities that accelerate operational effectiveness and drive measurable mission success.

At the core of SteerBridge is our people—especially the veterans whose leadership, problem‑solving mindset, and commitment to excellence elevate every project we support. We don’t simply hire exceptional talent; we cultivate it, creating meaningful career pathways for veterans, military spouses, and professionals who share our passion for advancing technology and strengthening the missions we serve.

As a Solution Manager for Referrals and Community Care, you will play a pivotal role in supporting solution teams by overseeing administrative functions, tracking progress, and ensuring seamless logistical and programmatic operations. Your responsibilities will include facilitating collaboration among various internal and external stakeholders, including governance bodies, process engineering teams, the EHR vendor (Oracle Cerner), and other key program entities. You will be instrumental in supporting informaticists with strategic planning, documentation, and administrative tasks, as well as assisting solution experts and advisors in translating functional requirements and managing ticketing activities. Additionally, you will coordinate and monitor vendor activities to maintain scope and schedule alignment, facilitate design reviews, and provide recommendations for optimizing solutions.

In this role, you will also support functional testing teams with their initiatives, coordinate interface change requests with technical teams, and engage in enterprise-to-site deployment activities. Your involvement will extend to supporting the Lessons Learned process, collaborating with all functional and clinical leadership pillars, and working closely with training and change management teams. Exposure to tools and processes such as Cerner Millennium, project tracking systems, and clinical workflow analysis will be highly beneficial. Experience managing complex projects, working with diverse stakeholder groups, and navigating large-scale enterprise environments will help you excel in this position, as will a strong understanding of healthcare operations and electronic health record systems.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life Insurance
• 401(k) Retirement Plan with matching
• Paid Time Off
• Paid Federal Holidays

Qualifications

• 5-8 years of experience providing administrative, logistical, and programmatic support to solution teams.
• Experience facilitating collaboration between multiple stakeholder groups, such as client governance bodies, process reengineering teams, system vendors, and local site teams.
• Demonstrated ability to support informaticists with strategic planning, administrative support, and documentation.
• Experience supporting solution experts and solution advisors in translating functional requirements.
• Ability to collaborate on ticket management activities.
• Experience supporting user acceptance testing and functional testing activities.
• Proven skills in coordinating and monitoring vendor activities to support scope and schedule management.
• Ability to facilitate design reviews and provide guidance and recommendations for solution optimization.
• Experience supporting enterprise rollout initiatives and continuous improvement processes (Lessons Learned).
• Ability to coordinate with cross-functional leadership, training, change management, and technical interface teams on change requests.
• Direct experience with Electronic Health Record (EHR) systems.
• Demonstrated experience in project coordination/management, including tracking deliverables, managing schedules, and facilitating meetings.
• Experience in clinical workflow analysis and translating clinical or functional requirements for IT systems.
• Experience working with diverse stakeholder groups, including technical teams, clinical staff, program leadership, and external vendors.
• Prior experience working within a large, complex public sector or enterprise environment.

Education:

Bachelor’s Degree

Preferred Qualifications

• Experience with Cerner Millennium, specifically Referrals and Community Care.
• Knowledge of healthcare operations such as scheduling, pharmacy, lab, and clinical documentation.
• Familiarity with public sector or large enterprise processes, terminology, and culture.
• Experience supporting enterprise rollout initiatives and continuous improvement processes.
• Experience coordinating with training, change management, and interface teams.

$117,000 - $127,000 a year

SteerBridge Strategies is proud to be an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all qualified applicants and employees are treated with respect and dignity—regardless of race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any other characteristic protected by law.

We also provide reasonable accommodations for individuals with disabilities in accordance with applicable laws. If you require assistance during the application process, we encourage you to reach out so we can support your needs.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

SteerBridge Strategies is a modern technology company delivering innovative, mission‑focused solutions to the U.S. Government and private sector. Leveraging deep expertise in federal acquisition, digital transformation, and emerging technologies, we deliver agile, commercial‑grade capabilities that accelerate operational effectiveness and drive measurable mission success.

At the core of SteerBridge is our people—especially the veterans whose leadership, problem‑solving mindset, and commitment to excellence elevate every project we support. We don’t simply hire exceptional talent; we cultivate it, creating meaningful career pathways for veterans, military spouses, and professionals who share our passion for advancing technology and strengthening the missions we serve.

As a Solution Manager for Registration, you will play a pivotal role in supporting solution teams by overseeing administrative functions, tracking progress, and ensuring seamless logistical and programmatic operations. Your responsibilities will include facilitating collaboration among various internal and external stakeholders, including governance bodies, process engineering teams, the EHR vendor (Oracle Cerner), and other key program entities. You will be instrumental in supporting informaticists with strategic planning, documentation, and administrative tasks, as well as assisting solution experts and advisors in translating functional requirements and managing ticketing activities. Additionally, you will coordinate and monitor vendor activities to maintain scope and schedule alignment, facilitate design reviews, and provide recommendations for optimizing solutions.

In this role, you will also support functional testing teams with their initiatives, coordinate interface change requests with technical teams, and engage in enterprise-to-site deployment activities. Your involvement will extend to supporting the Lessons Learned process, collaborating with all functional and clinical leadership pillars, and working closely with training and change management teams. Exposure to tools and processes such as Cerner Millennium, project tracking systems, and clinical workflow analysis will be highly beneficial. Experience managing complex projects, working with diverse stakeholder groups, and navigating large-scale enterprise environments will help you excel in this position, as will a strong understanding of healthcare operations and electronic health record systems.

Here is what you need:

Bonus if you have:

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life Insurance
• 401(k) Retirement Plan with matching
• Paid Time Off
• Paid Federal Holidays

Qualifications

5-8 years of experience providing administrative, logistical, and programmatic support to solution teams.

Experience facilitating collaboration between multiple stakeholder groups, such as client governance bodies, process reengineering teams, system vendors, and local site teams.

Demonstrated ability to support informaticists with strategic planning, administrative support, and documentation.

Experience supporting solution experts and solution advisors in translating functional requirements.

Ability to collaborate on ticket management activities.

Experience supporting user acceptance testing and functional testing activities.

Proven skills in coordinating and monitoring vendor activities to support scope and schedule management.

Ability to facilitate design reviews and provide guidance and recommendations for solution optimization.

Experience supporting enterprise rollout initiatives and continuous improvement processes (Lessons Learned).

Ability to coordinate with cross-functional leadership, training, change management, and technical interface teams on change requests.

Direct experience with Electronic Health Record (EHR) systems.

Demonstrated experience in project coordination/management, including tracking deliverables, managing schedules, and facilitating meetings.

Experience in clinical workflow analysis and translating clinical or functional requirements for IT systems.

Experience working with diverse stakeholder groups, including technical teams, clinical staff, program leadership, and external vendors.

Prior experience working within a large, complex public sector or enterprise environment.

Education:

Bachelor’s Degree

Preferred Qualifications

Experience with Cerner Millennium, especially Registration.

Knowledge of healthcare operations such as scheduling, pharmacy, lab, and clinical documentation.

Familiarity with public sector or large enterprise processes, terminology, and culture.

Experience supporting enterprise rollout initiatives and continuous improvement processes.

Experience coordinating with training, change management, and interface teams.

SteerBridge Strategies is proud to be an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all qualified applicants and employees are treated with respect and dignity—regardless of race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any other characteristic protected by law.

We also provide reasonable accommodations for individuals with disabilities in accordance with applicable laws. If you require assistance during the application process, we encourage you to reach out so we can support your needs.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

At GameStop, we are committed to providing exceptional service and delivering the latest and greatest in gaming products to our customers. As a leading global retailer of video games, electronics, and gaming merchandise, we take pride in offering a wide range of products that cater to the needs and desires of gamers worldwide. Our mission is to create unforgettable experiences for our customers by constantly pushing the boundaries of what's possible. Whether you're a hardcore gamer or just starting out, we've got something for everyone. Join us in our mission to shape the future of gaming and bring the best gaming products to the world!

As an Empowered Leader, the Store Leader-Hourly works independently to directly influence the performance of everyone who interacts with guests and supports the store environment. Using elements of GameStop's Buy-Sell-Trade Model, The Circle of Life, and Solution Selling techniques, the Store Leader ensures world-class guest service experiences for all of GameStop's guests. The Store Leader-Hourly makes discretionary decisions involving all sales initiatives, operational effectiveness, marketing, scheduling, employment, and all other aspects of the day-to-day business processes of a GameStop store. This position supervises a combination of associates including an Assistant Store Leader, Senior Game Advisors and Game Advisors, which may vary based upon store size, location, and expected sales volume.

Essential Job Duties and Responsibilities:

• Selling Passion: Enjoy active selling, including exploring and creating guest needs and closing the sale. Demonstrate a passion for exceeding goals.
• Solution Selling Focus: Drive sales and guest loyalty by creating complete, lasting guest solutions. Demonstrate unique interest in every guest. Ask questions and makes recommendations in order to make technology easier and more affordable for every guest.
• Team Support: Demonstrate a selfless commitment to others on the store team, including schedule and activity-based dependability, continuous improvement, and respond effectively to feedback. Actively seek opportunities to contribute at a higher level of service to the business, the guests, and others on their team.
• Operational Agility: Respond rapidly, accurately, and consistently to all of the operational requirements essential for creating exceptional and profitable guest experiences in a consistently clean, neat, and well organized store.

Related Competencies:

• Building a Successful Team Uses appropriate methods and a flexible and interpersonal style to help build a cohesive team; facilitates the completion of team goals
• Building Guest Loyalty Effectively meets guest needs; builds productive guest relationships; takes responsibility for guest satisfaction and loyalty
• Coaching Provides timely guidance and feedback to help others strengthen specific knowledge/skill areas needed to accomplish a task or solve a problem
• Driving for Results - Sets high goals for personal and group accomplishment; uses measurement methods to monitor progress toward goals; tenaciously works to meet or exceed goals while deriving satisfaction from that achievement and continuous improvement
• Work Standards Sets high standards for self and others; assumes responsibility and accountability for successfully completing assignments or tasks; self-imposes standards of excellence rather than having standards imposed

Basic and Preferred Qualifications (Education and/or Experience):

• Must be at least 18 years of age and present state-required proof of age documents
• High school diploma or GED required; An Associate's or accredited Bachelor's degree with an emphasis in business, marketing, merchandising, or related field preferred
• Three or more years of retail sales, guest service, and/or management/leadership experience required; at least 1 year of retail management experience preferred
• Must be able to work alone and move throughout the store unassisted, for extended periods (up to 12 hours per day)
• Must be able to lift and/or move objects and displays (up to 20 lbs.), bend, stoop, reach with arms and hands, and climb on ladders
• Must be able to occasionally travel unassisted via car and/or plane to offsite conferences and meetings (less than 10%)

Minimum Qualifications, Job Skills, Abilities:

• Proficient guest service skills
• Proficient ability to communicate effectively with others using spoken and written English; bilingual (English/Spanish) skills preferred
• Ability to lead in a fast-paced, rapidly changing environment that includes multiple overlapping priorities
• Proficient knowledge of operating a point-of-sale computer system and properly completing required paperwork
• Proficient understanding of basic math functions (add, subtract, multiply, divide)
• Working knowledge of alphabetizing
• Possess or acquire during employment onboarding a working understanding of military ranks and related insignia
• Proficient self-motivation and ability to work as a team to complete necessary tasks in a timely manner
• Proficient problem solving skills and judgment abilities
• Proficient ability to carry out instructions furnished in written, oral or diagram form
• Ability to deliver bank deposits according to loss prevention safety guidelines
• Ability to work extended hours/days as necessary, including Sundays
• Ability to remain effective under pressure; ability to handle stress in a manner that is acceptable to others and to the organization
• Consistently demonstrates a commitment to GameStop policies and procedures, including but not limited to, attendance, confidentiality, conflict of interest, affirmative action, and ethical responsibilities

Disclaimer: GameStop provides equal employment opportunities to applicants and employees without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status. GameStop provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law. GameStop and its affiliated businesses reserve the right to change job descriptions at any time based on business conditions/needs, which includes expanding this job's responsibilities and assigning additional duties consistent with the position's purpose.

Benefits: Full-time store positions at GameStop are eligible to participate in incentive programs, 401(k), paid time off, dental, vision, and health insurance. Positions at GameStop may also be eligible for a bonus and/or other incentives.

Compensation: $16.00 - $24.00

Job Summary And Responsibilities

Our Impact

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

GS AYCO

Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforceleveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

How You Will Fulfill Your Potential

• Work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and/or other high-net-worth individuals.
• Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
• Extensive telephone contact and/or face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice.
• Prepare income tax returns for clients.
• Assist in financial planning projects and analysis.
• Obtain a working knowledge of brokerage account opening, funding and other transactions to ensure a smooth client experience.
• Attend client meetings to gain an understanding of the service model and deliverables.

Qualifications

Skills And Experience We're Looking For

• Bachelor's degree required
• FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 preferred; required within 4 months of hire
• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
• Strong organizational and multitasking skills
• Excellent written and verbal communication skills
• Ability to maintain a high level of confidentiality
• Enthusiastic and positive approach to problem-solving and client service
• Proven track record with cross-training, task-sharing and mutually supportive teamwork
• Must be able to be innovative, pro-actively manage time and follow through to complete tasks

About Goldman Sachs

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and /careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year.

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.

• CPA or Enrolled Agent certification
• Experience completing business tax returns
• Experience conducting virtual tax interviews
• Sales and/or marketing experience
• Bachelor's degree in accounting or related field

• Build year-round client relationships
• Provide tax preparation, tax audit support and tax planning year-round
• Create confidence in our clients by conducting tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
• Grow your tax expertise
• 5+ years of tax experience
• Experience completing individual tax returns
• Tax planning and audit support
• Ability to effectively communicate in person and virtually
• Comfort working with virtual tools video conferencing and chat
• Experience working in a fast-paced, supportive environment
• Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent
• Must complete continuing education requirements and meet all other IRS and applicable state requirements

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

The community you will join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you're looking to make an impact, H&R Block is the place for you.

*Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Sponsored Job #66505

Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

As our Yacht Client Advisor Manager, you'll be at the helm of a dynamic team, guiding client advisory efforts and ensuring our clients receive top-notch service. You'll keep a pulse on client satisfaction, proactively delivering solutions that meet their needs. Collaboration is key, so you'll work closely with our sales team to assign client advisors and manage smooth transitions. Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization. Building and nurturing relationships with Centers of Influence (COIs) will be a priority, as these connections can enhance our service offerings.

You'll also take charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track. Managing relationships with local and regional carriers is essential, and you'll stay informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process. Your role will involve handling client communications and presentations, as well as participating in hiring and interviewing processes to bring in the best talent. You'll analyze workload and manage resources effectively, conducting regular staff meetings and one-on-ones to foster development.

For larger clients, you'll participate in advisory reviews and assist in resolving complex client or underwriting issues. Your focus will be on colleague development, training, and succession planning, ensuring our team is well-prepared for the future. You'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. Additionally, you'll manage reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce. Embracing change and adapting as needed, you'll reinforce the Marsh McLennan Agency Private Client Service vision and communicate effectively to provide clear and consistent leadership during transitions.

We'd love to meet you if your professional track record includes these skills:

• Yacht insurance experience required
• Personal lines insurance experience with High-Net-Worth clientele
• Property & Casualty (P&C) License
• Client service orientation with balance on managing expectations
• Ability to travel for client and company meetings as needed
• 5+ years experience managing individuals and team goals preferred
• 3-5+ years yacht insurance background required with client facing experience
• Demonstrate an understanding of cultivating opportunities from within their client's centers of influence

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work if near an office; or fully remote on the East Coast
• Charitable contribution match programs
• Stock purchase opportunities

We embrace a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $81,270 to $151,620. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

At GameStop, we are committed to providing exceptional service and delivering the latest and greatest in gaming products to our customers. As a leading global retailer of video games, electronics, and gaming merchandise, we take pride in offering a wide range of products that cater to the needs and desires of gamers worldwide. Our mission is to create unforgettable experiences for our customers by constantly pushing the boundaries of what's possible. Whether you're a hardcore gamer or just starting out, we've got something for everyone. Join us in our mission to shape the future of gaming and bring the best gaming products to the world!

As an empowered leader, the Store Leader-Hourly works independently to directly influence the performance of everyone who interacts with guests and supports the store environment. Using elements of GameStop's Buy-Sell-Trade Model, The Circle of Life, and Solution Selling techniques, the Store Leader ensures world-class guest service experiences for all of GameStop's guests. The Store Leader-Hourly makes discretionary decisions involving all sales initiatives, operational effectiveness, marketing, scheduling, employment, and all other aspects of the day-to-day business processes of a GameStop store. This position supervises a combination of associates including an Assistant Store Leader, Senior Game Advisors and Game Advisors, which may vary based upon store size, location, and expected sales volume.

Selling Passion

• Enjoy active selling, including exploring and creating guest needs and closing the sale. Demonstrate a passion for exceeding goals.
• Provide world-class guest service: promptly greet guests, respond to and handle guest concerns quickly, effectively and courteously; align guest needs with GameStop products which meet the needs of the guest; recommend additional items as appropriate; and ensure every guest is thanked for shopping at GameStop; ensure all store associates consistently provide world-class guest service.

Solution Selling Focus

• Drive sales and guest loyalty by creating complete, lasting guest solutions. Demonstrate unique interest in every guest. Ask questions and makes recommendations in order to make technology easier and more affordable for every guest.
• Ensure the use of Solution Selling techniques to align guest needs with GameStop products, the recommendation of additional items as appropriate, and ensure every guest is thanked for shopping at GameStop.
• Support the total shopping environment, including visual and operational elements, and the guest relationships that lead to sales and repeat business.

Team Support

• Demonstrate a selfless commitment to others on the store team, including schedule and activity-based dependability, continuous improvement, and respond effectively to feedback. Actively seek opportunities to contribute at a higher level of service to the business, the guests, and others on their team.
• Recruit, hire, assess, develop, and retain people committed to outstanding guest service.
• Provide timely, appropriate and regular feedback to all store associates concerning performance, conduct performance coaching discussions as appropriate, and writing and presenting annual performance appraisals.
• Using the Empowered Leadership Model, lead store associates in meeting sales, profit and shrink goals.
• Ensure the sales floor is attended by a supervisor at all times, and the store always has a supervisory employee present.
• Train store associates on all aspects of their jobs, including all company/store policies, procedures and guidelines.

Operational Agility

• Respond rapidly, accurately, and consistently to all of the operational requirements essential for creating exceptional and profitable guest experiences in a consistently clean, neat, and well organized store.
• Schedule store associates to achieve optimum guest service levels, and delegate store tasks to ensure proper completion in an environment that puts the guest first.
• Communicate clearly and regularly with store associates, other Store Leaders, the store support center, and multi-unit leaders to ensure that all GameStop store initiatives are implemented according to plan.
• Protect company assets through effective inventory control and loss prevention practices.
• Ensure that all areas of the store are clean, organized, and merchandised per company guidelines and all store fixtures and equipment are in proper working order.
• Count, balance and reconcile daily business transaction totals correctly and accurately in the POS system.
• Manage all in-store merchandising activity and stock levels; communicate all shortages, record discrepancies and out of stock issues to the District Leader and Regional Loss Prevention Leader

Military Stores (if applicable)

• Ensure all Affirmative Action Program initiatives including proper completion of additional paperwork, document retention, and employment procedures and practices are adhered (*applies only to positions at a military base store)
• Form professional partnerships with appropriate military personnel on assigned military base including the Supply Base Leader (SBM). (*applies only to positions at a military base store)

• Building a Successful Team Uses appropriate methods and a flexible and interpersonal style to help build a cohesive team; facilitates the completion of team goals
• Building Guest Loyalty Effectively meets guest needs; builds productive guest relationships; takes responsibility for guest satisfaction and loyalty
• Coaching Provides timely guidance and feedback to help others strengthen specific knowledge/skill areas needed to accomplish a task or solve a problem
• Driving for Results - Sets high goals for personal and group accomplishment; uses measurement methods to monitor progress toward goals; tenaciously works to meet or exceed goals while deriving satisfaction from that achievement and continuous improvement
• Work Standards Sets high standards for self and others; assumes responsibility and accountability for successfully completing assignments or tasks; self-imposes standards of excellence rather than having standards imposed

Must be at least 18 years of age and present state-required proof of age documents

High school diploma or GED required; An Associate's or accredited Bachelor's degree with an emphasis in business, marketing, merchandising, or related field preferred

Three or more years of retail sales, guest service, and/or management/leadership experience required; at least 1 year of retail management experience preferred

Must be able to work alone and move throughout the store unassisted, for extended periods (up to 12 hours per day)

Must be able to lift and/or move objects and displays (up to 20 lbs.), bend, stoop, reach with arms and hands, and climb on ladders

Must be able to occasionally travel unassisted via car and/or plane to offsite conferences and meetings (less than 10%)

Proficient guest service skills

Proficient ability to communicate effectively with others using spoken and written English; bilingual (English/Spanish) skills preferred

Ability to lead in a fast-paced, rapidly changing environment that includes multiple overlapping priorities

Proficient knowledge of operating a point-of-sale computer system and properly completing required paperwork

Proficient understanding of basic math functions (add, subtract, multiply, divide)

Working knowledge of alphabetizing

Possess or acquire during employment onboarding a working understanding of military ranks and related insignia

Proficient self-motivation and ability to work as a team to complete necessary tasks in a timely manner

Proficient problem solving skills and judgment abilities

Proficient ability to carry out instructions furnished in written, oral or diagram form

Ability to deliver bank deposits according to loss prevention safety guidelines

Ability to work extended hours/days as necessary, including Sundays

Ability to remain effective under pressure; ability to handle stress in a manner that is acceptable to others and to the organization

Consistently demonstrates a commitment to GameStop policies and procedures, including but not limited to, attendance, confidentiality, conflict of interest, affirmative action, and ethical responsibilities

GameStop provides equal employment opportunities to applicants and employees without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status. GameStop provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law. GameStop and its affiliated businesses reserve the right to change job descriptions at any time based on business conditions/needs, which includes expanding this job's responsibilities and assigning additional duties consistent with the position's purpose.

Full-time store positions at GameStop are eligible to participate in incentive programs, 401(k

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you.

Join McKesson's Extended Care Sales Team!

Are you passionate about making a difference in healthcare and building lasting relationships? McKesson Medical-Surgical is hiring aField Sales Account Managerto support ourPost-Acute Care customersinWestern Michigan.

Location/Residence: A large portion of this territory lies west of Interstate 127, with a few accounts located just east of it. For optimal customer coverage, we prefer candidates who currently reside west of 127. Relocation is not available for this remote fieldbased role.

About the Role

As an Account Manager, you'll be the trusted advisor for long-term care, home health, and hospice providers-helping them access the industry's largest portfolio of medical supplies and equipment. You'll drive growth by identifying new opportunities, nurturing existing relationships, and delivering consultative solutions that improve patient outcomes.

About McKesson's Extended Care Solutions

Patients in long-term care, skilled nursing, rehabilitation, sub-acute care, long-term acute care, home care, and hospice settings have unique and evolving medical supply needs. McKesson offers one of the industry's most comprehensive portfolios-spanning 23 product categories including durable medical equipment, home care supplies, and oxygen equipment. Our solutions are designed to help extended care providers support better patient outcomes through reliable access to essential products and services.

Compensation Transparency & Growth Opportunity

At McKesson, we embrace a Pay for Performance sales culture-your results directly impact your earnings.

This Post Acute Care Sales Representative role offers a base salary of approximately $85,000 to $90,000, with an initial sales incentive of $35,000. This incentive is uncapped, and a starting point for all representatives entering the role. The compensation for this role also includes our Auto Program. You may select a company vehicle or a monthly auto allowance of $668.00.

What sets this opportunity apart is the growth potential of this territory. With strong expansion opportunities and additional performance-based bonuses tied to new business, successful representatives can increase their total target cash compensation to $150,000 and beyond in their first year.

We're looking for driven individuals who thrive in a results-oriented environment and are excited to grow a high-potential territory through relationship-building and strategic sales efforts!

What You'll Do

• Manage and grow a portfolio of Post-Acute Care customers

• Prospect and cold call to identify new business opportunities

• Conduct business reviews and deliver consultative sales presentations

• Maintain effective agreements and secure product distribution

• Partner with senior reps or leadership on complex accounts

What You Bring

Minimum Requirements

• 4+ years of sales experience

• Must have a valid driver's license and acceptable driving record

• 7-year Motor Vehicle Record Check conducted during background

Critical Skills

• Proven success selling to long-term care, home health, hospice, DME, or wound care providers

• Strong cold calling and prospecting abilities

• Demonstrated ability to grow and retain customer accounts

• Consistent achievement of sales goals

• Experience with consultative selling and business reviews

• Valid driver's license and clean driving record

• Proficiency in Microsoft Outlook, Excel, PowerPoint, and Salesforce

Preferred Skills

• Experience in healthcare distribution

• Excellent verbal and written communication skills

• Public speaking experience a plus

• Organized, self-motivated, and team-oriented

• Eager to grow professionally and take initiative

Work Environment

• Home office setup with frequent travel (minimal overnight travel)

• Significant time spent on phone and computer-based work

• High School Diploma required

• Bachelor's degree in Business or related field strongly preferred (or equivalent experience)

At McKesson, we're committed to improving care in every setting. You'll join a team that valuescollaboration, innovation, and personal growth-with the tools and support to help you thrive.

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, pleaseclick here.

Our Total Target Cash (TTC) Pay Range for this position:

Total Target Cash (TTC) is defined as base pay plus target incentive.

McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind:

McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application.

McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates.

McKesson job postings are posted on our career site: .

McKesson is an Equal Opportunity Employer

McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.

McKesson welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. If you require accommodation please contact us by sending an email to .

Join us at McKesson!