- Forrester (Charlotte, NC)
- …by creating and orchestrating account penetration strategies. The Senior Account Manager anticipates client needs; understands what drives their success; ... new opportunities. + Develop a complete understanding of the company's products and services portfolio to align appropriate solutions with client needs. Skills… more
- CVS Health (Raleigh, NC)
- …clients. Ensure client satisfaction through regular communication and feedback. ** Service Delivery** Oversee the delivery of services to clients, ensuring ... service and retention efforts for all Consumer Fund Services or New Product Business products in assigned market(s)...client and internal operations to review and calibrate client service metrics and performance guarantees. Analyze… more
- Bank of America (Charlotte, NC)
- …the Multi-Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other ... include specific criteria and is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit approver in conjunction with CPM… more
- TIAA (Charlotte, NC)
- …Work **Career Level** 7IC Related Skills Accountability, Analytical Skills, Client Service , Collaboration, Communication, Consultative Communication, Customer ... trust digesting process (ie: prepares status reports, coordinates with client transition manager and client ...asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for… more
- Truist (Charlotte, NC)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning,… more
- Bank of America (Durham, NC)
- …previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, ... applies knowledge of borrowing and banking to recommend financial services that best align with the client 's...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- Bank of America (Raleigh, NC)
- …previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, ... borrowing and banking to recommend alternative or additional financial services that best align with the client 's...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- Raymond James Financial, Inc. (Winston Salem, NC)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- S&P Global (Raleigh, NC)
- …Product Consultant ( Client Success Manager ) **The Team:** The Research Manager Client Success team is composed of global experienced professionals. The ... ensure application operability and user success + Provide outstanding client service by assisting clients with trade...timely and accurate fashion + Partner with in-house Professional Services with client onboarding events to ensure… more
- Black & Veatch (Wilmington, NC)
- …* Effective communication - Excellent communications/human relations skills (written, verbal, client service ) and able to interface with diverse personalities ... risk profiles. Professionals in this role interface directly with Client Account Manager , Project Director and Project...with the skills and experiences required to lead complex services and EPC projects. **Key Responsibilities** * Lead a… more