- KeyBank (Cleveland, OH)
- …the onboarding process for new families in partnership with the Family Office Director Client Service and Retention * Responsible for the overall execution of ... - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a...for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen… more
- Thrivent Financial (Medina, OH)
- …integrity of sensitive/confidential information + Basic understanding of t he sponsoring financial advisor o ur products and services , and Thrivent Financial + ... Organization/Business Overview: The Medina Group is an independent financial services practice of Thrivent Financial for Lutherans. We take a broad-based approach to… more
- Thrivent Financial (Columbus, OH)
- …sales associates. This role will foster a culture of excellence, compliance, and client -centric service , ensuring that advisors are equipped with the knowledge, ... training team to enable the development and execution of advisor training deliverables. Foster Growth within Existing Teams: +...within Existing Teams: + Support existing practices to launch client facing sales roles directly on to their team.… more
- KeyBank (Dayton, OH)
- …of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is ... risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as...Advisor : Ability to build trust by taking a client centric approach + Strategic Thinking: Deploys a long-term,… more
- Cognizant (Columbus, OH)
- …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...services /IT consulting firms, including business development, management of client relationships and delivery oversight with at least 10… more
- Concentrix (Columbus, OH)
- …Builds and demonstrates a strong understanding and knowledge of BPO and Technical Services associated with their target client 's industry sector. - Develops and ... Our vision is to be the greatest customer engagement services company in the world, rich in diversity and...client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability… more
- Robert Half (Cincinnati, OH)
- …several times per week. What You Can Expect A Talent Manager (TM) serves as an advisor to our business, ambassador for our clients and advocate for our people. As an ... advisor to our business, you are a key driver...an important role in staffing our practice personnel on client projects for a respective business area and manage… more
- Topcon Positioning Systems, Inc (Columbus, OH)
- …a trusted advisor , offering solutions and recommendations aligned with the client 's business objectives. + Target new and existing accounts through JV projects, ... internal teams and the Topcon distribution network to deliver high-quality solutions and services . + Monitor market trends and client industry developments to… more
- KeyBank (Brooklyn, OH)
- …are focused on professional quality administration with emphasis on high technical competence and client service to ensure that needs of High Net Worth clients ... Legal, Relationship Managers and Operations for effective delivery of client services within the team. **Fiduciary Expertise**...Management** + Provides guidance to other members of the client service team that is proactive and… more
- Truist (Cleveland, OH)
- …closely with the Client Advisory Center (CAC) to ensure smooth client migrations and resolve any service -related needs. 10. Routinely accumulate relevant ... Management and dispositioning referrals within expected timeframes. 8. Perform routine client outreach efforts to drive client satisfaction and drive… more