- PNC (Pittsburgh, PA)
- …Delivers a differentiated client experience in all elements of the relationship , from acquisition through onboarding and servicing. Maintains proactive, timely, ... accurate and complete sales/client relationship management administration tasks as determined by the business.Ensures execution of team processes, such as pre-call… more
- Casella Waste Systems Inc. (Northampton, PA)
- …products and services as well as in customer service and client relationship management\. Able to effectively manage call volume and understand proprietary software ... of progressively complex experience in the customer service and client relationship management field\. Demonstrated knowledge and competence in several technical… more
- Truist (Emmaus, PA)
- …focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and… more
- American Express (PA)
- …needs with our array of cash flow and payment solutions, to deepen our relationship with these clients. The key measurements of success for this Manager will be ... clients, identify top client information and track opportunity development in CRM database ** Relationship management** (10 - 20% of time) ▪ Proactively reach out to… more
- Truist (Philadelphia, PA)
- …and investments. 4. Act as "face" of private practice within medical firm relationship teams for assigned firms or practices. 5. Identify and "right channel" ... the bank. 6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver… more
- IQVIA (Wayne, PA)
- …clients with data ongoing data sourcing, new partnership data onboarding, and partner/vendor relationship management of both 1st Party and HCP data, on behalf of the ... tasks related to onboarding of new HCP data partnerships, partner/vendor relationship management, meeting and maintaining all data onboarding governance standards,… more
- PNC (Pittsburgh, PA)
- …servicing opportunities with existing clients to build and maintain a long-lasting relationship . Utilizes basic industry and PNC knowledge to inform customers of ... issues. Works towards finding the best solution to maintain a positive client relationship . PNC Employees take pride in our reputation and to continue building upon… more
- Lincoln Financial (Harrisburg, PA)
- …evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service ... our existing clients by developing and maintaining client satisfaction through relationship building + Collaborating with internal partners to establish and… more
- PNC (Pittsburgh, PA)
- …servicing opportunities with existing clients to build and maintain a long-lasting relationship . Utilizes basic industry and PNC knowledge to inform customers of ... issues. Works towards finding the best solution to maintain a positive client relationship . PNC Employees take pride in our reputation and to continue building upon… more
- JPMorgan Chase (Horsham, PA)
- …as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate ... with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products… more