- H&R Block (Warrington, PA)
- …had + Two years of tax related experience + 1-2 years of customer service experience, preferably in a client -facing role involving digital platforms and phone ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious,… more
- Cengage Group (Philadelphia, PA)
- …responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery from end to end through ... and performance data to find opportunities for improvement. + Lead and direct operations team to achieve...addressing operational needs; establish standard methodologies for an energetic team with scalable processes to drive client … more
- KeyBank (Corry, PA)
- …investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize ... production. + Be an active member of the Branch team and participate in in-person Branch Huddles and Debriefs....Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning.… more
- KeyBank (Pittsburgh, PA)
- …investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to ... production. + Be an active member of the Branch team . + Assist Private Client Advisor in...Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning.… more
- Guardian Life (Bethlehem, PA)
- …**You will:** + Build and lead a successful team of Client Management and Field Service professionals + Establish, monitor and achieve performance ... will lead the strategic direction of the Client Management and Field Service teams within...standards and metrics for the team + Build effective and collaborative relationships across key… more
- CDM Smith (Reading, PA)
- …CDM Smith is seeking Field Team Leads for our canvassing staff. The Field Team Lead will oversee and coordinate daily field operations for teams conducting ... line identification and documentation as part of the Lead Service Line Replacement Program in Pennsylvania....travel within the state of Pennsylvania. As a Field Team Lead , you will: * Lead… more
- Incubeta (Philadelphia, PA)
- …$140k Role summary: We are looking for an experienced account leader to deliver exceptional service to our clients. Reporting to VP, Client Success, you will be ... including budgeting, forecasting, and ensuring profitability. Develops well-articulated briefs to solve client business problems and leads the team to deliver… more
- Black & Veatch (Canonsburg, PA)
- …and external relationships with medium to large complexity and scope. + Lead client engagement activities from identification and opportunity creation to ... drivers and motivators. + Excellent communications/human relations skills (written, verbal, client service ); ability to maintain and expand key relationships.… more
- KeyBank (Lansdale, PA)
- …advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will ... advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and… more
- Banfield Pet Hospital (Philadelphia, PA)
- …the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide professional, ... team that provides the highest quality care and service to the most pets and clients, following all...the doctors in providing world class preventive care and client service . Confer with field leadership and… more