- AECOM (Seattle, WA)
- …and develop knowledge of the company and be able to bring AECOM's full suite of support services to meet Sound Transit's needs. The candidate must be able to ... demonstrate an ability to listen to, understand, and meet client needs to serve as a trusted advisor...and projects. Key performance indicators for this role include client satisfaction survey responses, Net Service Revenue… more
- NTT DATA North America (Santa Clara, CA)
- …and executing growth strategy, revenue forecasting, achieving financial targets, ensuring service excellence, and maintaining overall client satisfaction. The ... an entrepreneurial environment focused on expanding market share and client mindshare. Act as a trusted advisor ...sites. This ensures we can provide timely and effective support tailored to each client 's needs. While… more
- JPMorgan Chase (Tempe, AZ)
- …place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client ... Advisor (s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our… more
- Bank of America (Lake Mary, FL)
- …and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a key team member leading ... focused and effective. **Position Overview:** The **Registered Wealth Management Client Associate** role is a sales support ...in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate… more
- PNC (Hudson, OH)
- …value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by delivering ... skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet...proactive and responsive service to meet client goals.Differentiates … more
- NTT America, Inc. (Indianapolis, IN)
- …**About Us:** NTT DATA is a trusted global innovator in business and technology services , serving 75% of the Fortune Global 100. We are committed to helping clients ... We invest over $3.6 billion annually in R&D to support organizations and society in confidently and sustainably advancing...connectivity. **Position Overview:** We are seeking a seasoned Senior Client Manager with over 10 years of experience and… more
- Santander US (Miami, FL)
- …required KYC documentation and regulatory classification forms from third party stakeholders. + Service client on-boarding needs and liaise with Front Office to ... service in all interactions. + Establishes a trusted advisor relationship to ensure customer satisfaction. + Partners with...determine appropriate of support for clients. + Deliver consistent client … more
- Foresters Financial Services (Silver Spring, MD)
- …requires FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative. What you will do: + Act as ... product illustrations, graphs, charts, etc. for presentation to the client by the representative. + Provide clerical support...way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include… more
- Thrivent Financial (Geneva, IL)
- …email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related ... This position provides licensed administrative support to Jenny McAdams of Sage Path Financial...serves as a resource to Financial Advisors (FA) and client in handling, researching and communicating inquiries regarding their… more
- Health Care Service Corporation (Lancaster, PA)
- …growth and opportunities. This individual will lead and mentor a team of client managers, providing guidance, support , and performance management that supports ... including industry updates, regulations, and product trends. Monitor KPIs to drive client satisfaction, retention, revenue, and service excellence. + Provide… more