- Robert Half Finance & Accounting (San Ramon, CA)
- …tailored to each client 's needs and goals. + Build and strengthen client relationships through proactive communication and ongoing support . + Monitor market ... (required). + 5+ years of experience in the financial services industry. + Proven success in a client...analytical, problem-solving, and interpersonal skills. + Self-starter with a client - service mindset and commitment to ethical practices.… more
- PNC (PA)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- BMO Financial Group (Beaver Dam, WI)
- …a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and ... services (eg mutual funds, mutual fund wrap accounts, ETF...in collaboration with the lead relationship manager. + Determines client needs and provides solutions though the sales of… more
- M&T Bank (Buffalo, NY)
- …The position interacts with a team that provides sales, portfolio management and client service support . Further, the position interacts with clients ... to best structure the facility that works for the client and the Bank. Manages the most complex borrowing...lead credit marketing initiatives for the local market in support of their Wealth Advisors. Source new business by… more
- Mass Markets (VA)
- POSITION OVERVIEW MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call center footprint and operations that ... We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a- Service (XaaS) cloud technology solutions across a wide range of… more
- H&R Block (Los Angeles, CA)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Vanguard (Dallas, TX)
- …We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. ... to grow your career in advice, we encourage you to apply! Responsibilities: + Client Engagement: Identify client needs and collaborate with internal partners to… more
- The Cigna Group (Bloomfield, CT)
- …position will collaborate with our health plan account teams and clients to support client needs associated with Medicare regulation, Star Ratings, market and ... Championing and Advocating Strategic Initiatives + Relationship Management + Client Support + Executive Presence + Ability...within an environment of tight deadlines + Excellent customer service skills required If you will be working at… more
- M&T Bank (Burlington, VT)
- …opportunities with existing clients. + Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and ... **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment… more
- Hackensack Meridian Health (Neptune City, NJ)
- …for procuring all incoming referrals and obtaining necessary documentation to support clean billing. Demonstrate optimum customer service skills. Perform ... are just the beginning. It's also about how we support one another and how we show up for...managers to assure ease of referrals for home care services utilizing customer service skills. Obtain all… more