- Comerica (Charlotte, NC)
- …and financial planning; listen, profile, gather information to assess client needs, biases and objectives. Assess opportunities and determine alternatives and ... needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the … more
- IBM (Research Triangle Park, NC)
- …pipeline on a rolling basis, build references and case studies * * Establish client value propositions that tie key strategic, financial , and operational metrics ... roadmaps and lead/participate in large transactions * Evangelize HCS service offerings as a change agent for early engagement,...basis, build references and case studies * * Establish client value propositions that tie key strategic, financial… more
- PNC (Charlotte, NC)
- …Description** + Develops and executes a business plan with emphasis on client development and increasing business with existing clients. Leads and directs ... transaction activity of the deal team including pipeline management and financial reporting. + Works strategically with transactors, sales team, relationship… more
- Banfield Pet Hospital (Wilmington, NC)
- …retention. + Create a say yes culture by driving access to care and superior client service resulting in meeting or exceeding client experience scorecard ... aligning with our six domains of quality (safe, effective, patient/ client centered, timely, efficient and equitable care.) The Area...The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery… more
- IBM (Research Triangle Park, NC)
- …management, strategic sourcing and consulting experience to join our team of client -facing procurement professionals. Specifically, we are seeking to fill the role ... of a Delivery Project Executive. The Delivery Project Executive is the primary client interface for the delivery of our Procurement BPO services to IBM's external… more
- Truist (Charlotte, NC)
- …+ Business Acceptance Testing + Roadmap Planning + Salesforce: CRM Implementation, Financial Services Cloud, Sales Cloud, Service Cloud + User Acceptance ... business, technology and design priorities to deliver brand-defining product and service experiences. The position requires the ability to understand strategic… more
- Wells Fargo (Charlotte, NC)
- …WIM. + Client Relationship Group: Oversees initiatives and support for financial advisor and team-led client coverage, including Wells Fargo Advisors, Wells ... is one of the United States' leading providers of financial and investment services. WIM provides a full range...Other lines of business include - WIM Advisory & Client Experience, The Private Bank,WIM Shared Service … more
- JPMorgan Chase (Durham, NC)
- …Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. + Simplify clients' banking ... of our branch operations, working closely with the Branch Manager , branch employees, and our team of experts. Your...Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all… more
- Grant Thornton (Charlotte, NC)
- …completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills ... systems, service providers and controls. + Actively participate in client engagements from start to completion, which includes planning, executing, and… more
- Black & Veatch (Charlotte, NC)
- …* Effective communication - Excellent communications/human relations skills (written, verbal, client service ) and able to interface with diverse personalities ... models and project risk profiles. Professionals in this role interface directly with Client Account Manager , Project Director and Project Manager , as… more