NewSenior Director, Cloud and Data Services (Client-facing) Vaco LLCSenior Director, Cloud and Data Services (Client-facing)Raleigh, NC$190,000–$240,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Our client is launching a new Cloud & Data Services division designed to transform how research, education, healthcare, and public-sector organizations across North Carolina leverage modern infrastructure.
NewDevOps Solutions Architect – (Managed Services) JobotDevOps Solutions Architect – (Managed Services)Raleigh, NC$170,000–$205,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our teams partner with top cloud and data platforms including Snowflake, AWS, Azure, Databricks, dbt, Kafka, Fivetran, and more to deliver scalable enterprise solutions for some of the world’s largest organizations.
DCS Service Engineer JobotDCS Service EngineerRaleigh, NC$110,000–$140,000 / yearThis role is ideal for a DCS Engineer/Programmer, Controls Engineer, or Automation Engineer who enjoys solving complex technical challenges, working directly with customers, and wants a better work-life balance than many traditional mill-based positions. Their Regional Engineered Services (RES) division is experiencing significant growth and is building a dedicated engineering team focused on helping customers modernize, optimize, and support critical automation systems.
Associate, Administrative Services HITT ContractingAssociate, Administrative ServicesRaleigh, NCCollects and prepares the shipment of PPE to regional new hires, ensures that items are shipped timely to guarantee arrival before orientation day, and communicates with the regional office administrator about the shipment of such packages for tracking purposes. In collaboration with the Office Manager, installs and removes office and cubicle signatures for new hires or relocations, and reports to the Office Manager any discrepancies found between the physical layout and electronic version on Staff map.
NewRN Patient Services Manager III - Rex Labor and Delivery UNC HealthRN Patient Services Manager III - Rex Labor and DeliveryRaleigh, NCDuties include ensuring that appropriate care and services are available to patients and families, ensures adequate and appropriate clinic staffing on each shift, supervision of nursing staff, medical support staff and utility aide staff, assistance with annual performance reviews of staff, participation in quality improvement initiatives to address identified patient safety or quality of care issues. This is a critical leadership role responsible for guiding both the clinical and administrative operations of a fast-paced, patient-centered environment dedicated to supporting families during one of life’s most meaningful moments.
RN Patient Services Manager III- Cardiology and Oncology Stepdown Unit UNC HealthRN Patient Services Manager III- Cardiology and Oncology Stepdown UnitChapel Hill, NCDuties include ensuring that appropriate care and services are available to patients and families, ensures adequate and appropriate clinic staffing on each shift, supervision of nursing staff, medical support staff and utility aide staff, assistance with annual performance reviews of staff, participation in quality improvement initiatives to address identified patient safety or quality of care issues. Provides and facilitates an environment conducive to staff continuing education needs, ongoing unit-based educational needs and orientation of staff members.
Automotive Service Advisor/Writer Deacon Jones Chrysler Dodge Jeep RamAutomotive Service Advisor/WriterSmithfield, NCFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
Retail Customer Service Associate FedExRetail Customer Service AssociateCary, North CarolinaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewResidential Service Electrician-Durham NC MLS ElectricResidential Service Electrician-Durham NCDurham, NC$25–$40 / hourCompensation: Competitive local pay — $25–$40 / hour DOE; higher pay, signing bonus, and performance bonuses for licensed electricians. We deliver best‑in‑class installations and service for EV chargers, panel upgrades, battery systems, solar integrations, and general residential electrical needs.
NewAppliance Service Technician CSC ServiceworksAppliance Service TechnicianDurham, NC$19.19–$23.02With nearly 100 years of experience and a team of 2,300 professionals, we power communities with innovative laundry and air solutions built on trust, respect, and integrity. Visit our Careers Website at www.cscsw.com to learn more about our available opportunities and the benefits of working for CSC ServiceWorks.
NewBanking Center Manager II First Horizon BankBanking Center Manager IIDurham, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewTravel Nurse RN - Case Manager - $35 to $45 per hour in Raleigh, NC Mindlance HealthTravel Nurse RN - Case Manager - $35 to $45 per hour in Raleigh, NCRaleigh, NC$35–$45Licensed Clinical Social Worker/Registered Nurse License and 2+ years of physical health care management experience, 4-6+ years of physical health care management experience preferred. Collaborate with discharge planners, physicians, and other parties to ensure an appropriate discharge plan, care plan, and coordination of acute care and long-term care services!
NewTravel Nurse RN - Case Manager - $40 to $45 per hour in Raleigh, NC Mindlance HealthTravel Nurse RN - Case Manager - $40 to $45 per hour in Raleigh, NCRaleigh, NC$40–$45Licensed Clinical Social Worker/Registered Nurse License and 2+ years of physical health care management experience, 4-6+ years of physical health care management experience preferred. Collaborate with discharge planners, physicians, and other parties to ensure appropriate discharge plan, care plan, and coordination of acute care and long-term care services!
NewTravel Nurse RN - Case Manager - $45 to $50 per hour in Raleigh, NC Mindlance HealthTravel Nurse RN - Case Manager - $45 to $50 per hour in Raleigh, NCRaleigh, NC$45–$50Licensed Clinical Social Worker/Registered Nurse License and 2+ years of physical health care management experience, 4-6+ years of physical health care management experience preferred. Collaborate with discharge planners, physicians, and other parties to ensure appropriate discharge plan, care plan, and coordination of acute care and long-term care services!
NewGeneral Manager - Facilities - Higher Education AramarkGeneral Manager - Facilities - Higher EducationGraham, NCThis position requires a leader who understands the unique demands of university facilities operations, including academic buildings, student-facing environments, campus partnerships, deferred maintenance planning, safety compliance, and service excellence. The ideal candidate will bring strong higher education facilities management experience, operational leadership, financial oversight, and a proven ability to manage complex campus environments.
Project Manager (Pharma) Pace Analytical Life SciencesProject Manager (Pharma)Cary, NC$65,000–$85,000 / yearThe Project Manager II will oversee large and technically complex projects, coordinating cross-functional resources and maintaining a high level of scientific and operational understanding. The Project Manager II plays a critical role in delivering exceptional customer service and ensuring the successful execution of complex analytical testing projects.
NewWaxing Esthetician Beyond The Glamour LLCWaxing EstheticianRaleigh, NCROLE SCOPE AND COMPLEXITY:The technician reports directly to the salon manager/salon lead and indirectly to all members of ownership and is accountable for all service provision. This led us to create our very own title of Cerologist™ technicians, combining “cera” (Latin for wax) with “ologist” (to highlight their level of education and expertise).
NewAssistant Community Manager Asset LivingAssistant Community ManagerRaleigh, NC$18–$22 / hourin all directions, lift and place objects up to 25 lbs, operate machinery or power tools, operate motor vehicles and/or golf carts, identify and inspect objects, be able to work overtime, weekends, night hours (emergencies) work in small and/or enclosed spaces, traverse flat and non-flat terrain, work in extremely low or high temperatures, work in outdoor environments such as precipitation and wind, be exposed to hazardous chemicals. The employee is occasionally required to ascend/descend ladders, stairs, scaffolding, ramps, step stools, and the like, move self into different positions to accomplish tasks in various environments including tight and confined spaces, work in an overhead position and reach, adjust or move objects of up to 25 lbs.
Client Services Lead, Client Services Project Manager III IQVIA Holdings IncClient Services Lead, Client Services Project Manager IIIDurham, NC$75,000–$187,600 / yearIQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide.
NewTax Client Services Manager Mitchell MartinTax Client Services ManagerWake Forest, NC$105,000–$150,000 / yearBy applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Seeking an experienced manager for a leadership role in tax review, planning, client advisory services, and staff development.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesRaleigh, NC$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Tax Manager - 1040 & Private Client Services TJTTax Manager - 1040 & Private Client ServicesRaleigh, North CarolinaReview and manage the preparation of complex individual federal, state, and local income tax returns (Form 1040), including returns with pass-through income from partnerships, S corporations, trusts, and estates . TJT serves privately held businesses from most major industries including real estate, construction, manufacturing, hospitality, restaurants, retail, non-profit agencies, and high net worth individuals.
Director Client Services - Workers Compensation Sedgwick Claims Management Services, Inc.Director Client Services - Workers CompensationTelecommuter, NC$103,031–$144,243 / yearPRIMARY PURPOSE: To oversee client service delivery, operational analytics, and strategic initiative management for Workers' Compensation program while partnering with regional operational leadership to drive continuous improvement and high-quality claim outcomes. Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines.
Digital Workplace Client Services Project Management Portfolio Lead - Senior Vice President Citigroup IncDigital Workplace Client Services Project Management Portfolio Lead - Senior Vice PresidentNorth Carolina Telecommuter, NC$145,840–$218,760 / yearDigital Workplace Client Services (DWCS) provides the tools that enable and empower Citi's 250K staff to be productive, to collaborate effectively, and to eliminate repetitive work- also providing technology support and enabling the technology for Citi events, desktop upgrades, and the end-user hardware lifecycle. The DWCS Project Management Portfolio Lead is a senior position responsible for managing and guiding a team that ensures efficient and effective delivery of all of DWCS's key strategic initiatives (Projects & Programs) in coordination with multiple Technology Teams across Citi.
Client Support Specialist - Financial Services, North Hills, NC AdvyzonClient Support Specialist - Financial Services, North Hills, NCNorth Hills, North CarolinaAs the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Key ResponsibilitiesServe as the primary contact for clients via ticketing, phone, and live chat, addressing inquiries, troubleshooting technical issues, and guiding users through platform features.
Client Services Project Manager IQVIA Holdings IncClient Services Project ManagerDurham, NCIQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide.
Director of Client Services IQVIADirector of Client ServicesDurham, North CarolinaThis role is responsible for overseeing program strategy, operations, and team performance in support of a large pharmaceutical copay initiative spanning multiple products and disease states. IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries.
Client Services Coordinator STANDARDS BASED SOLUTIONS CONSULTINClient Services CoordinatorChapel Hill, NC$35,360–$37,440 / yearThe Client Services Coordinator must sustain the Program through positive relations with clients, families, Case Managers, Physicians, Therapists, Probation Officers, and other community mental health agents. The Client Services Coordinator guides the continuity of the Community Based Services (CBS) program.
Client Service Manager Dragonfly Pond WorksClient Service ManagerRaleigh, NC$65,000–$75,000 / yearSince 2006, Dragonfly has provided routine maintenance and repairs on stormwater devices, lakes, ponds, wetlands, and underground facilities. We are looking for a Client Service Manager to drive sales and revenue growth by building strong relationships with clients in the Raleigh, NC area.
Remote Client Services Coordinator Blyss JourneysRemote Client Services CoordinatorRaleigh, North CarolinaRemoteIn this role, you will review incoming client requests, gather important details, organize reservation components, and confirm that all service arrangements are properly completed. This position is a great fit for organized, service-minded individuals who enjoy supporting clients, managing details, and working in a remote environment.
Remote Client Services Associate – Travel Industry AspiretalentagencyRemote Client Services Associate – Travel IndustryCary, NCRemoteThe Client Services Associate will assist clients with inquiries, service support, and ongoing communication while maintaining a high level of professionalism and organization. This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent customer experiences in a remote work environment.
Client Services Associate/Trader Hilltop Wealth AdvisorsClient Services Associate/TraderChapel Hill, North CarolinaAdvisoryEngage and support weekly prep for client meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings. Client and Firm EngagementProvide administrative support as needed: answers calls, manages contacts, manages schedules, produce reports, and creates presentation materials.
2027 Tax Staff I - Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)2027 Tax Staff I - Private Client Services (PCS)Raleigh, NCOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Trading and Client Services Representative First Citizens BankTrading and Client Services RepresentativeRaleigh, North Carolina
Partner - Private Client Services (51530) Citrin Cooperman & Company LLPPartner - Private Client Services (51530)Durham, NCAs a Private Client Services Tax Partner, you will be responsible for: Responsibilities: Top-side/detail review of tax returns, income tax projections and tax workpapers. Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office.
Client Services Specialist- Marketing Cbre ValuationClient Services Specialist- MarketingRaleigh, NCCBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue).
Client Services Consultant Broadcom IncClient Services ConsultantDurham, NC$106,900–$190,000 / yearYou will take the pulse of the industry, translate complex customer pain points into innovative architectural solutions, and serve as a public-facing voice for our K8s ecosystem through innovative solutioning, technical blogging, and thought leadership. Customer Advocacy: Interface with customers to dissect highly complex, distributed systems issues and articulate them back to the product team as actionable roadmaps.
Specialist, Proposals & Client Services - US - Remote Worldwide Clinical Trials Holdings IncSpecialist, Proposals & Client Services - US - RemoteNCRemote$54,500–$107,500 / yearWe are Worldwide Clinical Trials, and we are a global team of over 3,500+ experts, bright thinkers, dreamers and doers and, together, we are changing the way the world experiences CROs - in the best possible way. Bachelor's Degree required (prefer degree in Life Sciences or Business) and two to four years of experience preparing proposals and budgets for the clinical trial industry; preferably in a CRO environment.
Work From Home - Client Services Representative Global Elite Empire ConsultantsWork From Home - Client Services RepresentativeRaleigh, North CarolinaAll interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.
Client Services Specialist All Financial FreedomClient Services SpecialistRaleigh, NC$33,000–$62,000Explain financial concepts related to protection, accumulation, and long-term planning. This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.4.
Account Advisor, Private Client Services Sentinel Risk AdvisorsAccount Advisor, Private Client ServicesRaleigh, North CarolinaPERSONAL AND ORGANIZATIONAL DEVELOPMENT:• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing oftransactions and other responsibilities• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance• Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agencyKNOWLEDGE, SKILLS, AND ABILITIES:• Working knowledge of personal lines coverages and policies • High School education or equivalent with a minimum of 3 years’ insurance• Completion of AAI, CIC or CISR designation preferred• Property & Casualty Insurance License• Ability to analyze complex insurance situations, needs, and options and communicate these options both verbally and in writing in a clear, concise manner• Ability to understand written and oral communication, and interpret abstract information.• Strong computer skills with and familiarity with tools such as Outlook, Excel, Word, and AMS360• Ability to manage complex projects simultaneously• Ability to work independently and take the lead on all elements of client servicing when necessary• Negotiation and presentation skillsWORKING CONDITIONS:• Fast-paced environment• Large number of multiple steps in a complex system performed with accuracy and speed is essential to the successful completion of tasksAny other duties as requested Applicants will be tested Compensation: $45,000.00 - $65,000.00 per year .
Trading and Client Services Representative First Citizens BancShares IncTrading and Client Services RepresentativeRaleigh, NCBachelor''s Degree and 1 years of experience in Sales and Banking including Securities Trading OR High School Diploma or GED and 4 years of experience in Sales and Banking including Securities Trading. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
Work From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativeRaleigh, North CarolinaAll interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. Incentives include but not limited to:• No cold calling• Qualified lead program• Advancement based on performance• Weekly pay• Mentorship and complete training• Industry leading tools and technology access• Work from home (web conference-based presentations).
Client Service Manager Interim HealthCare IncClient Service ManagerDurham, NCCompany Overview: Interim HealthCare is Americas leading provider of home care, hospice and healthcare staffing We offer one of the most comprehensive selections of career opportunities in the industry ranging from per diem to full-time If youre looking for a stable career opportunity, look no further We offer the security of working for an established company Nationally, Interim HealthCare has been providing great jobs to great people for over 50 years and there are more than 300 offices across the country That kind of stability combined with our commitment to integrity makes us your perfect career partner. Knowledge, Skills & Abilities Required: • Proven organizational skills and detail orientation • Ability to multi-task, work under pressure with changing priorities and short deadlines, and effectively handle a heavy workload • Ability to effectively communicate, both orally and in writing, with clinical and non-clinical personnel • Proficient in current company software programs.
Client Relationship Executive - RCMS Managed Services PricewaterhouseCoopers LLPClient Relationship Executive - RCMS Managed ServicesRaleigh, NC$122,500–$423,780 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm''s brand and market presence, and achieve organisational targets.
Client Service Associate NR Stifel Financial CorpClient Service Associate NRChapel Hill, NCThe Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Service Associate - NR StifelClient Service Associate - NRChapel Hill, North CarolinaWhat You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Services Associate SAGA Diagnostics ABClient Services AssociateMorrisville, NC1+ year(s) experience Client Services/Customer Support or a similar role Background in Healthcare, Biotechnology, or Start Ups is a plus Experience in handling confidential PHI with discretion and maintaining confidentiality Proficiency in MSOffice (Word, Excel, PowerPoint, Teams) Experience in Salesforce.com or similar CRM software Self-starter with excellent phone manners, strong written/verbal communication skills Exceptional organizational skills and proven success in team environments Benefits Competitive Compensation and company wide benefits plan Opportunities for career advancement and professional development. Educate clients on ordering processes and specimen requirements Coordinate kit orders and shipments to clients Work with clients to resolve missing or ambiguous test order data Provide updates on testing status, including delays Partner with Sales for onboarding and maintaining new clients Identify and escalate potential issues to minimize impact on clients and patients Create and resolve case records in Salesforce.com
Client Service Director - Managed Care (REMOTE) Sedgwick Claims Management Services, Inc.Client Service Director - Managed Care (REMOTE)NCRemotePRIMARY PURPOSE: To determine account management strategies related to client service plans; to be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; to provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models; and to oversee the work of other local Client Services staff. Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies Certified as a Great Place to Work Fortune Best Workplaces in Financial Services & Insurance.
Client Service Associate - Advisor Envestnet IncClient Service Associate - AdvisorRaleigh, NCWith a strong focus on client advocacy, collaboration, and service excellence, the team works closely with internal partners to resolve inquiries efficiently, manage expectations, and ensure a consistently positive advisor experience-helping advisors better serve their end clients and drive long‑term success. The Service - Advisor team help clients navigate the Envestnet platform, troubleshoot operational and technical questions, and provide training to ensure advisors can effectively leverage our tools in their practices.