- Onit (Atlanta, GA)
- …, and Strategic Alliances to ensure that existing clients receive exceptional support and service throughout their engagement with Onit. Location: Onsite ... to expand Onit's footprint within current accounts by understanding client needs and introducing additional products or services...clients and relevant stakeholders. + Work closely with the Client Success team to support the ongoing… more
- Wells Fargo (Wayne, PA)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... record keeping necessary to support efforts to service and grow client relationships + Often...Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- KeyBank (Shelton, WA)
- …their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify ... products and services to meet client needs and refer to appropriate sales professionals in...and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations… more
- HUB International (Blue Bell, PA)
- …retirement plan experience for our clients. This position focuses on proactive client service , strategic plan design, and expert guidance on qualified ... their go-to resource for compliance, operations, and plan performance. **Key Responsibilities:** ** Client Service & Relationship Management** + Serve as the… more
- ADP (Roseland, NJ)
- …a Client Security Advocate - Assurance** + Are you an eager security, client service , or technology professional who wants to learn what a wide-scope ... is interested **in building a career in security** and client service . **In this role, you will**...this role, you will** **act as a trusted security advisor and advocate** , engaging directly with internal and… more
- Oracle (Annapolis, MD)
- …Ensure accuracy of key sales metrics such as pipeline, forecast, bookings, and service attach rates. + ** Client Success & Reference Cultivation:** Ensure ... of Business Vice Presidents, positioning yourself as a trusted advisor . Promote innovative ideas and solutions to address clients'...professional experience, with at least 5 years in a Client Partner or Consulting Services Sales role… more
- Sodexo (Fort Wayne, IN)
- …dynamic and experienced leader to oversee a diverse portfolio of hospitality and support service operations. This role is responsible for managing and optimizing ... in **Indiana** . The Client Executive 2 (Multi- Client ) is a trusted advisor central to...Knowledge of latest trends and innovations in the contracted service industry to drive client value +… more
- Bank of America (Dallas, TX)
- …results focused and effective **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Bank of America (North Bethesda, MD)
- …resilient, results focused._ **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Burns & McDonnell (Phoenix, AZ)
- …challenges. This role is more than sales; it's about becoming a trusted advisor who understands client needs, crafts tailored solutions, and ensures successful ... to understand their needs, manage expectations, and facilitate communication. + Lead client -focused strategies and action plans for consulting services and… more