- Raymond James Financial, Inc. (St. Petersburg, FL)
- …communication, spreadsheets, and databases. **Ability to** + Maintain currency in investment advisor and/or financial planner services and products. + Partner ... to perform advanced administrative duties and develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors and/or… more
- BMO Financial Group (Walnut Creek, CA)
- …Proven track record in developing and growing a profitable financial or related client services business. + Extensive knowledge and technical proficiency related ... consolidate client assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved… more
- HUB International (Eunice, LA)
- …develops strategic plan to achieve them. + Educate, support & becomes a trusted advisor to each client + Address client problems and issues, understands ... health, employee benefits, investment and wealth management products and services . With over 21,000 employees in 600+ offices throughout...+ Uses Benefit Point to document and assign all client service issues and key steps in… more
- NTT DATA North America (TX)
- …ServiceNow engagements. - Estimate effort, define scope, and align deliverables with client expectations and budget constraints. - Support pricing strategies and ... Work (SOWs). The ideal candidate will be a trusted advisor to clients, helping them maximize their ServiceNow investments...sites. This ensures we can provide timely and effective support tailored to each client 's needs. While… more
- Zoom (Harrisburg, PA)
- …+ Drive upselling and cross-selling initiatives, leveraging a thorough understanding of our products/ services to address client needs. Client Advocacy and ... support teams to ensure seamless delivery and exceptional client experience. + Provide feedback and insights from ...client experience. + Provide feedback and insights from client interactions to help refine product/ service offerings… more
- WSP USA (Lansing, MI)
- …a client base for providing high level civil engineering services including identifying additional business development opportunities, and cross-selling of other ... + Collaborate with professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. + Exercise… more
- NTT America, Inc. (Austin, TX)
- …in the Education sector. **Required Experience & Qualifications** + 10+ years of client service leadership within the Education sector (K-12, higher education, ... offices or client sites. This ensures we can provide timely and effective support tailored to each client 's needs. While many positions offer remote or… more
- Raymond James Financial, Inc. (Bethesda, MD)
- …to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and ... message and position for assigned products. * Participates in advisor and client seminars, product road shows,...team environment. * Provide a high level of customer service . * Maintain currency in financial services … more
- BMO Financial Group (Hinsdale, IL)
- … Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall ... Acts as the key service contact for clients. + Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. + Liaises… more
- Janus Henderson Investors (Denver, CO)
- …limited basis for territory familiarity and professional development (5%) + Attend and support client events or conferences as a Janus Henderson representative ... advisor line to respond to inquiries, provide answers, support needs and identify selling opportunities and pass on...two years of related experience and/or training in a client support or internal sales role and… more