- JPMorgan Chase (Jacksonville, FL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will ... in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates + Support Private Client Investment… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- …Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational support to retirement plan and wealth management ... Position Objective The Senior Client Associate is a support position...operations, and ensuring accurate and timely execution of all client service activities. This role supports advisors… more
- NTT DATA North America (Detroit, MI)
- …solutions. **Responsibilities:** Operations: * Accountable for end-to-end delivery of NTT DATA services for a specific client . * Ensure adherence to contractual ... Preferred Experience: * SAP Basis and Application transition and support experience. * Experience in end-user services ...insights. * Strong knowledge of and experience with ITIL Service Framework v4. * Experience in IT support… more
- First Horizon Bank (Orlando, FL)
- …sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (eg credit, ... + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more
- AssistRx (Orlando, FL)
- …healthcare, or equivalent experience. + 3+ years of account management, client services , or customer-facing experience in specialty pharmaceuticals, HUB ... support platform, iAssist, and our suite of specialty services , we partner with pharmaceutical manufacturers to improve speed-to-therapy, eliminate barriers,… more
- Edward Jones (St. Albans, WV)
- …associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along ... with the financial advisor . You are the first voice a ...viewpoints to help achieve results. **We'll give you the support you need. Our team will be there every… more
- Edward Jones (West Palm Beach, FL)
- …expanding sets of Edward Jones products and services , and ongoing reporting and support . The Client Concierge Specialist will play a critical role in helping ... by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax...branch and client experience + Deliver excellent service by proactively anticipating Financial Advisor and… more
- DXC Technology (Detroit, MI)
- **Job Description:** The Client Partner will be responsible for managing and growing one or more key client relationships within automotive vertical, serving as ... the primary executive point of contact and trusted advisor . This role carries full P&L accountability, with responsibility for driving bookings (TCV), revenue… more
- Verndale (Boston, MA)
- …can be in our Boston office or Remote for those outside of MA The Client Partner (CP) is Verndale's strategic advisor and business development leader for key ... accounts (>$500K annual targets). + Serve as the trusted advisor to client executives, building multi-threaded senior...& net revenue retention. + Multi-practice penetration (number of services adopted per client ). + Margin contribution… more
- NTT DATA North America (CA)
- …Area, CA. **Responsibilities:** Operations: + Accountable for end-to-end delivery of NTT DATA services for a specific client . + Ensure adherence to contractual ... Executive to develop customer relationships, grow and expand the services footprint from NTT for the client ,...insights. + Strong knowledge of and experience with ITIL Service Framework v4. + Experience in IT support… more
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