- Canon USA & Affiliates (Philadelphia, PA)
- …point of contact to the client for daily activity and participate in client meetings on account activity. - Participates in the development, preparation and ... communication skills and the ability to receive and address client concerns in an effective and timely manner. **Your...creation of the Site Procedure Guide to ensure all account processes are properly recorded. - Oversees workflow and… more
- Banc of California (Santa Ana, CA)
- …to support PCI clients, troubleshoots and resolves a wide range of complex client inquiries regarding account activity. + Researches and resolves client ... + First point of contact for branch escalation, research, and account opening questions. Client services agents may also provide communication for wires and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities: + Client onboarding, including preparation of new account paperwork ... within. Job Description: We are seeking a highly motivated Client Relationship Specialist to provide high-touch client ... information-gathering + Account maintenance, including any account registration and account profile changes +… more
- Chernoff Newman (Charlotte, NC)
- …and beverage and financial sectors, among others. Chernoff Newman is seeking a Senior Account Executive to lead client relationships, drive account growth, ... with strong connections in the Carolinas, who is eager to manage high-level client engagements. Responsibilities + Serve as the primary point of contact for clients,… more
- Chernoff Newman (Orlando, FL)
- …and beverage and financial sectors, among others. Chernoff Newman is seeking a Senior Account Executive to lead client relationships, drive account growth, ... connections in the state of Florida, who is eager to manage high-level client engagements. As Chernoff Newman expands its presence in Florida, the right candidate… more
- CORT (Stoughton, MA)
- …operations and asset management teams to ensure successful events and seamless client experiences + Maintainaccurate account records in Salesforce and work ... hospitality industry who is proficient in both hunting and account management, enjoys networking, and has an eye for...has an eye for design and details. The Events Account Executive develops business relationships and grows revenue by… more
- Paycom Online (Oklahoma City, OK)
- …long-term clients, ensuring maximum value and ROI from Paycom tools through strategic account management and proactive client outreach. + Serve as a ... comprehensive client support and troubleshooting. + Analyze client interactions and account data to identify trends and present strategic solutions that… more
- JPMorgan Chase (Los Angeles, CA)
- …in our clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...interacting with clients to collect account -specific information, obtain account documents and financials,… more
- Wells Fargo (Nashville, TN)
- …telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + ... with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries...and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets… more
- Wells Fargo (Birmingham, MI)
- …direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling ... with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries...and service client accounts, prepare forms, research account inquiries and/or issues + May also perform various… more