- Bank of America (Philadelphia, PA)
- …knowledge of client needs and potential product services recommended **Skills:** + Account Management + Advisory + Client Experience Branding + Customer ... + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Doylestown, PA)
- …Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and ... Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Philadelphia, PA)
- …of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and ... Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Pittsburgh, PA)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills** * Advisory * Account Management * Client Experience Branding * Customer and ... Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Raymond James Financial, Inc. (Cranberry Township, PA)
- …learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management , customer service and compliance ... policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications… more
- IQVIA (Philadelphia, PA)
- …guidelines, SOPs, policies, and, where available, CDM guidance documents. **Essential Functions** Client Management : + Serve as primary point of contact for ... specifications per the DMP and contract/SOW. + Implement proactive quality management plans across multiple projects/programs/customer account . Manage service… more
- AON (Philadelphia, PA)
- …guidelines + Attends business town halls; Coordinate, schedule and prepare presentations for client and internal meetings + Serves as an expert resource for Aon ... for follow ups and note taking when applicable + Delegate for email management , time recording, full calendar management , expense approvals, and other special… more
- ARAMARK (Bloomsburg, PA)
- …marketing programs which support profitable base business growth, consumer satisfaction and client retention within a single account . The Marketing Coordinator ... sales enablers and other Executional Framework initiatives are implemented across the account . + Collaborates with District Marketing Manager and operations team… more
- WTW (Philadelphia, PA)
- …Vendor Placement Associate Director, you will significantly contribute to a client 's benefits strategy through managing and/or leading the entire vendor/carrier bid, ... voluntary benefits, etc. You will interface with vendors and client teams, prepare client deliverables, and ensure...for clients with complex service needs + Attends market account planning meetings to understand potential placement activity +… more
- Audacy (Philadelphia, PA)
- …**Lead Generation:** Prospect new clients both independently and in conjunction with Account Executives. + ** Client Interaction:** Prepare client ... track of deadlines. To be done independently and in partnerships with Management and Account Executives. + **Collaboration:** Work with internal departments… more