- Raymond James Financial, Inc. (Sacramento, CA)
- …a high level of customer service , and address and resolve escalated advisor and client issues. * Use appropriate interpersonal styles and communicate ... also consistent with the conservative nature of the firm. * Provides face-to-face support in a specific territory to financial advisors and their clients through… more
- CVS Health (Largo, FL)
- … feedback, improved service metrics, and seeing the real-life impact your support has on the client experience. **Required Qualifications** + Active Florida ... real-time support to plan sponsors and members at various client worksites, ensuring a consistent and high-quality customer experience through visibility and… more
- WTW (Tampa, FL)
- …to junior team members. **The Role** **Clients** + Develop a trusted advisor relationship with client contacts through effective communication and efficient, ... fee benchmarking, and legislative, judicial, and regulatory briefs + Attend regular client investment committee meetings and support the senior consultants in… more
- Vanguard (Malvern, PA)
- …based on specific client needs. This may include Wealth Estate Planning Services (WEPS), Investment Strategy Group (ISG), Personal Advisor Services ... conversations with clients and prospects to identify additional related investment and service needs, probing to understand client 's investment strategy and… more
- NTT America, Inc. (Jackson, MS)
- …participates in functional QA reviews of projects. **Duties and Responsibilities:** **A. Services Sales/Presales support ** + 1st call credibility + Support ... team + Generation of follow up business through existing client relationships **B. Project delivery support ** +...by addressing them early on + Utilize the trusted advisor position to influence the client +… more
- Custom Computer Specialists (Hauppauge, NY)
- …that align with our obsession. We continue to successfully provide network integration, support services , products solutions, and applications services to ... Engineer to be an integral part of our Project Services Team whose function is to support ...with peers to deliver projects on time, providing exceptional client support , offering technology consulting, and supporting… more
- SAP (Herndon, VA)
- …of action with sales colleagues. + Set-up and maintain value partnership (by using BTA/S services ) to support client 's business case and benefits model. + ... Delivery point person aligned to customer executives throughout the services lifecycle, from sales support through implementation...Preferred Success, and Education to maximize value for the client and cross-sell SAP Services and Products.… more
- Vanguard (Malvern, PA)
- …is pivotal to that transformation. As the GTM Activation Consultant for our Financial Advisor Services (FAS) business, you will translate strategy into action by ... or commercial operations within asset management, wealth, or financial advisor services . + Proven ability to operationalize...and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the… more
- Pinkerton (Elizabeth, NJ)
- …is to protect our clients. To do this, we provide enterprise risk management services and programs specifically designed for each client . Pinkerton employees are ... revenue growth and profitability. + Partner with the Sales Support and Marketing departments to identify client ...skills. + Able to successfully establish and maintain strong client relationships through a trusted risk advisor … more
- JPMorgan Chase (Brooklyn, NY)
- …In-depth product knowledge of Payables solutions including Commercial Card + Proven client ownership and trusted advisor relationship building skills + ... partners to achieve growth targets, retain accounts, and promptly resolve product or service issues. You will be responsible for maintaining high levels of customer… more