- Wells Fargo (Oneonta, NY)
- …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 (Danbury, CT)
- …direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or quotes, scheduling ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Truist (Atlanta, GA)
- …general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as ... Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Truist (Gainesville, GA)
- …maintenance, etc. Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate ... Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments,… more
- Hyundai Autoever America (Costa Mesa, CA)
- …client companies. Essential Functions: + Lead various projects related to account management, client service, and partner management. + Create/manage customer ... 5 + years of experience in a similar role such as client relationship/ key account management, preferably in the telematics, IT or automobile industry. +… more
- JPMorgan Chase (Austin, TX)
- …activities that touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients ... customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide...by interacting with clients to collect account -specific information, obtain account documents and financials,… more
- Canon USA & Affiliates (Reston, VA)
- …of contact to the client for daily activity and participate in client meetings on account activity. - Responsibilities may include Copy/Print Production/Copy ... concerns. - Promptly reviews and responds to management and client requests via emails, phone calls, text messages and...creation of the Site Procedure Guide to ensure all account processes are properly recorded. - Oversees workflow and… more
- Publicis Groupe (Morristown, NJ)
- … client relationships. + Oversee and guide cross-functional teams, including client engagement (eg account services and project management), analytics, ... **Overview** As a **VP** on Payer Sciences' **Consulting and Client Engagement Team** , you will serve as the..., you will serve as the primary owner of client relationships, leading the execution of projects across our… more
- Robert Half Finance & Accounting (New York, NY)
- …gain hands-on exposure to multiple areas of the business-from onboarding and account servicing to client communications and marketing support. Responsibilities ... of this position will include: . Manage new client onboarding and account setup . Handle day-to-day service requests (wires, transfers, maintenance) . Support… more
- Capital One (Richmond, VA)
- …Bachelor's Degree or Military experience + At least 8 years of experience in a strategic client facing sales or account management roles + At least 8 years of ... Senior Manager - Client Development, Capital One Ad Solutions (Remote) Capital...highly detail-oriented individual with product, data, sales, and strategic account management experience, to help integrate and create bespoke… more