- Vanguard (Charlotte, NC)
- …What it Takes + Minimum of three years' experience in Financial Services; client service experience preferred. + Undergraduate degree or equivalent combination ... needs and share insights with Relationship Managers. + Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions.… more
- McKinstry (Dallas, TX)
- ** Associate Account Executive** Location **TX - Dallas** Job Family **Business Development - Energy** Apply Now ... you?** **The Opportunity with McKinstry** We are adding an ** Account Executive** to our growing Energy division in **Dallas,...sales solutions to meet the unique needs of each client + Staying up-to-date with industry trends and innovations… more
- Raymond James Financial, Inc. (Jackson, MI)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... Manage and deepen client relationships with effective, proactive communication and personalized attention in every interaction + Open new client accounts,… more
- Huntington National Bank (Columbus, OH)
- Description Summary:As a Mortgage Direct - Account Relationship Associate , you're more than just a financial resource for our existing customers; you're their ... yet teachable and have the ability to build good client and team relationships. Duties & Responsibilities: + As...Responsibilities: + As a Mortgage Direct /Relationship Sales & Service Specialist, you would perform outbound phone calls to… more
- TEKsystems (Colorado Springs, CO)
- …Candidates must be comfortable navigating multiple systems and interpreting complex client instructions. Key Responsibilities + Process 350-400 client activities ... uploading agreements, R&D calculations. + Complex: Financial beneficiary movements, new account setups, complex asset allocations. + Review and interpret client… more
- World Insurance Associates, LLC. (Webster, NY)
- …offices throughout the region. Position Overview This position is for an Account Executive with responsibilities related to client management and retention. ... organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Be the first line of support for branch teams-answering questions and resolving client account activity. + Investigate and correct disbursement errors with ... precision and care. + Complete daily reports and review account activity to ensure compliance with firm policies and...+ Contribute to a culture of continuous improvement and client -first service . **What You Bring** + Strong… more
- World Insurance Associates, LLC. (West Warwick, RI)
- …organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the ... of our multiple offices throughout the region. Position Overview The Commercial Lines Account Manager will play an integral role in driving our mission to deliver… more
- World Insurance Associates, LLC. (Gaithersburg, MD)
- …solutions. Position Summary Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows ... primary activities listed below. Primary Responsibilities + Setup and maintain accurate account details, contacts, and policy information in EPIC + Process renewals,… more
- World Insurance Associates, LLC. (Santee, CA)
- …HR solutions. Position Summary Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures ... responsibilities, as applicable. Primary Responsibilities + Setup and maintain accurate account details, contacts, and policy information in EPIC + Process renewals,… more