- KeyBank (Plymouth Meeting, PA)
- …issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation ... As a member of the Family Wealth relationship management team , they proactively collaborate with team members...client loyalty and new business opportunities. + Assess client revenue opportunity based on complexity and service… more
- Vanguard (Malvern, PA)
- …service consultation. Sets clear expectations for interactions with the service team and follows up with client to ensure implementation of advice ... conversations with clients and prospects to identify additional related investment and service needs, probing to understand client 's investment strategy and… more
- WTW (Pittsburgh, PA)
- …benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies ... design alternatives and calculating reserves + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Builds… more
- H&R Block (Warrington, PA)
- …tools and platforms confidently to streamline the tax preparation process and enhance client experience. + Foster a positive team environment by sharing ... how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious,...during tax season + Ability to collaborate effectively with Client Care Specialists and other team members… more
- WTW (Philadelphia, PA)
- …delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts ... and to influence the future of employer-sponsored health programs. **The Role** + Lead Client Engagements: Manage financial and actuarial deliverables for a… more
- CDM Smith (Lancaster, PA)
- …* Oversees groups operations including staffing, quality, profitability, sales support and client service . * Monitors business operations through monthly reviews ... laws for reporting, addressing any non-compliance. * Collaborates with Client Service Units, oversees, directs, and ensures...their sleeves to solve problems. * Ability to successfully lead and retain the existing team and… more
- WSP USA (Philadelphia, PA)
- …accounts and engage team members in executing strategy. + Ensure independent client feedback is obtained by carrying out regular client visits. Ensuring ... sales backlog and prospect bank to support business and service line goals and objectives and ensures all opportunities...careers and knowledge base. Your daily contributions to your team will be essential in meeting client … more
- WSP USA (Pittsburgh, PA)
- …leadership for site analyses, data collection, regulatory document review, technical writing, team coordination, and client management. Efforts could focus on a ... schedule deadlines and direct team members to do the same. + Conduct client coordination and administrative tasks as needed. + Manage and grow client … more
- Grant Thornton (Philadelphia, PA)
- …and privacy issues verbally on both a formal and informal basis to all levels of client staff + Exceptional client service and communication skills, with a ... trends to issues and other opportunities for improvement + Lead the execution of assigned client engagements...senior managers and partners to promptly identify and resolve client problems or issues + Collaborate with team… more
- IQVIA (Wayne, PA)
- …across the operating system. **Role Overview:** The Director, Platform Services leads a team of client service professionals responsible for delivering ... account management, or digital media. + Proven ability to lead teams and manage strategic client relationships....skills. + Experience developing processes and tools to improve team efficiency and client satisfaction. + Collaborative… more
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