- Bank of America (Sewickley, PA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key… more
- KeyBank (Plymouth Meeting, PA)
- …Skills** + Trusted Advisor : Ability to build trust by taking a client centric approach + Strategic Thinking: Deploys a long-term, innovative approach to problem ... Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with moderately complex needs, introducing a full range of… more
- Comcast (Willow Grove, PA)
- …enterprise customers. Solutions should address complex networking and security challenges. + ** Client Engagement:** Act as a trusted advisor to clients, advising ... on best practices in network architecture, security, and technology innovation. Maintain a thorough understanding of clients' needs and provide tailored recommendations that ensure alignment with their long-term goals. + **Deal Strategy & Technical… more
- Wells Fargo (Pittsburgh, PA)
- …role, you will:** + Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs ... proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as… more
- IBM (University Park, PA)
- …pipeline management and demand generation ~3x of signing targets. * Be a trusted advisor to our clients, LCP to drive AWS migration projects to deliver clients ... within budget and timeline with defined outcomes to drive client success * Manage contracts, pricing and resources for...generation ~3x of signing targets. * Be a trusted advisor to our clients, LAP to drive AWS migration… more
- Cognizant (Philadelphia, PA)
- …a trusted Salesforce and Retail/CPG Technical Solution SME:** Act as a trusted advisor by leveraging Salesforce insights to anticipate client needs, align with ... part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within the Retail...in technical and management capacity. Focused on growing our client base, this role supports the entire customer lifecycle… more
- Bank of America (York, PA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive… more
- Concentrix (Harrisburg, PA)
- …build new client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability to analyze data ... as a result. - Proactively generates and builds new client relationships from qualification to close. - Demonstrates a...practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through… more
- TD Bank (Philadelphia, PA)
- …Banker is an experienced banker who provides high level advice to a complex client portfolio of mass affluent customers. Manages the banking needs and acts as a ... the mass affluent Customer segment and can connect the client to specialists and ensure all banking needs are...and Registry) + Partners regularly with the Wealth Financial Advisor , which includes driving joint pipeline review meetings to… more
- SHI (Harrisburg, PA)
- …+ Client Relationship Management + Function as a trusted advisor for clients, building strong relationships with stakeholders and decision-makers + Address ... to lead the design of innovative ServiceNow solutions that align with client business objectives. This role combines deep platform expertise with consultative… more