- BMO Financial Group (Scottsdale, AZ)
- …funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of… more
- H&R Block (Montgomery Village, MD)
- …of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to the ... Multi-Unit Team Leader and District General Manager as necessary + Serve as point of contact...Serve as point of contact for onsite escalated client service concerns + Ensure clients are scheduled properly and… more
- H&R Block (Coral Gables, FL)
- …managing a single H&R Block tax office. You'll serve as the front-line manager to provide leadership and development of tax office associates, delivering an ... bring to the team + Partner with District General Manager to create and implement office-level growth plans, which...Serve as point of contact for onsite escalated client service concerns + Ensure clients are scheduled properly and… more
- City of New York (New York, NY)
- Job Description Open to candidates who are permanent in the civil service title or to those eligible candidates who have successfully filed for PUBLIC HEALTH ADVISER ... seeking health care; monitors disease trends; provides education and training to service providers and community groups; conducts research; and develops policies and… more
- Hackensack Meridian Health (Neptune City, NJ)
- …necessary documentation to support clean billing. Demonstrate optimum customer service skills. Perform authorization and verifications for identified product lines. ... on a continuous basis. Answer calls and questions utilizing excelling customer service skills. Assist with outside referrals if organization is unable to accommodate… more
- BMO Financial Group (West Palm Beach, FL)
- …to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creation business ... stakeholders to build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. + Develops rapport… more
- BMO Financial Group (Green Bay, WI)
- …plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize ... development, prioritization and implementation of business, technology, sales and service , channel optimization and enhanced customer experience. + Provides support… more
- BMO Financial Group (Chicago, IL)
- …strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. + Analyzes client and industry data to inform ... to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. + Focus may be on a business/group. + Thinks… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... platform of third-party investment products, advisory solutions, insurance products and retirement plan business. Responsibilities of the Product Manager … more
- ADP (Pleasanton, CA)
- ADP is hiring a **Sales Representative for Retirement Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little help from...+ **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more