- Bank of America (Leesburg, VA)
- …relevant team members to support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business ... must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support...+ Relationship Building + Administrative Services + Client Investments Management + Customer Service Management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …teams through coaching, accountability, and recognition. * Identify opportunities for growth and advisor support across a distributed model. * Maintain a high ... contractor division, with a focus on delivering an exceptional client and advisor experience. This role is... the overall ICD strategy, goals and elevate the service and support model for the independent… more
- Intercontinental Exchange (ICE) (Omaha, NE)
- …and demonstrate the value of the ICE Mortgage Technology platform. + Oversee client service requests while acting as escalation manager when necessary. + ... guidance, and knowledge to clients. + Act as an advisor for ICE Mortgage Technology products and services...ensure and improve technical performance of ICE Mortgage Technology services . + Ensure client contacts are informed… more
- Sprinklr (NY)
- …. This dual role requires a seasoned leader who can scale a world-class services organization while acting as a trusted advisor and integrator, ensuring ... operational execution. + Build and enforce repeatable processes that support predictable, high-quality service delivery in a...long-term partnerships. + Oversee the design and delivery of service offerings that meet client needs and… more
- Publicis Groupe (Los Angeles, CA)
- …and gain consensus, and team collaboration + Exposure to wealth management including advisor enablement, client onboarding, portfolio data is a plus + Experience ... accelerate our clients' businesses through designing the products and services their customers truly value. **Overview** Publicis Sapient is...a more digital future. + Act as a trusted advisor to clients by leveraging cloud/big data for customer… more
- Securitas Security Services USA, Inc. (Racine, WI)
- …pharmaceutical operations. The **Security Program Manager** serves as the primary security advisor for the client , providing strategic direction and leadership ... of contact to ensure the delivery of high-quality customer service for assigned client ; engaged in improving...tools; implements and manages global safety programs; coordinates with client to support special events or emergency… more
- JPMorgan Chase (Nashville, TN)
- …responses to client queries. + Continuously seek out efficiencies in support processes, leveraging technology and best practices to improve response times and ... care, drive process improvements, and act as a trusted advisor , helping clients realize the full value of our...client needs, and contribute to continuous improvement of support tools and processes. + Ensure customer satisfaction through… more
- SAS Retail Services (Salisbury, NC)
- …projects, they will mentor and guide junior team members, offering insights and support to help drive team success. The senior associate will leverage their ... best practices in the field. They will also serve as a trusted advisor to senior leaders, providing critical insights and recommendations to inform strategic… more
- WSP USA (Seattle, WA)
- …+ Work collaboratively with junior and senior team members to deliver to deliver excellent client services + Lead client meetings and interact directly and ... timely completion, financial performance, quality of work product. + Foster "trusted advisor " service and future-ready solutions for clients. + Work directly… more
- Deloitte (Chicago, IL)
- …services , and a track record of driving complex, outcome-focused sales? Deloitte Services LP is seeking a high-performing client relationship and solutions ... Capability Centers (GCCs) and strategic ecosystem partners. + Build and nurture executive-level client relationships, serving as a trusted advisor on BPaaS and… more