- Bank of America (Exton, PA)
- …(CRPC) is a plus. + Obtained insurance licenses is preferred. **Skills:** + Account Management + Client Investments Management + Client Management + ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Bank of America (Wilkes Barre, PA)
- …and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- PNC (Pittsburgh, PA)
- …the field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + The Virtual Treasury Manager is a ... levels of risk and complexity of needs. This role is responsible for new client acquisition as well as growing share of wallet with existing clients. + Identifies… more
- Bank of America (Wexford, PA)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills** * Advisory * Account Management * Client Experience Branding * Customer and Client ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- Bank of America (Pittsburgh, PA)
- …Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- Deloitte (Philadelphia, PA)
- …experience + End-to-end technology project delivery + Training delivery and post-production client facing support experience + Strong focus on deployment, ... span Business Threads, inclusive of tax compliance and advisory client service delivery for Corporate, Investment Management, Operating Flowthroughs, Individuals,… more
- PNC (Doylestown, PA)
- …needed to be successful in this position. **Preferred Skills** Account Management, Client Prospecting, Competitive Advantages, Customer Relationships, ... strategies and tactics. Develops and oversees the execution of account and sales plans. May have direct sales and... and sales plans. May have direct sales and client responsibilities. + Manages risk/return and drives quality for… more
- City Wide Facility Solutions (Camp Hill, PA)
- Are you a B2B sales or account manager with an strong track record of success building and managing sales/ account management teams? Do you enjoy a culture ... lead a team of Facility Service Managers (FSMs) that support our clients. + Responsible for achieving annual revenues...FSM's and Night Managers. + Develop and maintain positive client relationships and achieve client retention above… more
- Sargent & Lundy (Pittsburgh, PA)
- …from concept through detailed design execution, field support and closeout. + Support overall account management and client engagement with peer to ... Services group currently has an opportunity for a Project Manager . This position will offer you the opportunity to...presentations, proposals and reports. + Experience with serving as firm/ client liaison in a support or lead… more
- Ricoh Americas Corporation (Wayne, PA)
- …site** , ensuring efficiency, compliance, and high-quality service. Reporting to the ** Account Manager ** , this role involves **employee development, operational ... oversight, and client interaction** . The Site Leader must possess **strong...Ensure compliance with **law firm hierarchy** and provide professional support to attorneys, paralegals, and legal secretaries. + Guarantee… more
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