- Raymond James Financial, Inc. (Little Rock, AR)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …inquiries, escalating issues when needed. + Act as the liaison between the advisor and various internal functions including client services, trading, billing, ... is partnering with a Wealth Management Firm seeking a Client Service Associate. You will support an exclusive group...and professional pursuits. Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now… more
- Optiv (Detroit, MI)
- …IN, KY, W.PA)_ The Field CISO is a critical role within Optiv and the Client Advisory organization, acting as a trusted advisor and strategic security leader for ... will leverage deep technical expertise and business acumen to understand client security challenges, develop tailored solutions, and effectively communicate the… more
- First Horizon Bank (Tampa, FL)
- …**Location:** On site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new business development with ... time to time. + Meet revenue growth, profitability and client retention goals by acquiring new clients through business...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Deloitte (Mclean, VA)
- …and consult on tax and technical issues. + Serve as a trusted advisor by managing client relationships, delivering consultative services, and consistently ... exceeding client expectations. + Identify opportunities to expand client engagements and coordinate with leadership to deliver comprehensive Global Employer… more
- Pegasystems (Pittsburgh, PA)
- Client Success Manager (COMMS, East Cost - preferred locations ATL, PHI, NY/NJ) Job Category: Client Success Location: US - Connecticut - Remote | US - Georgia - ... become more efficient, smarter, and most importantly, customer-centric. Our Client Success team is an integral part of our...**What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple people in the account to… more
- Axtria, Inc. (Boston, MA)
- …sales planning to omnichannel engagement. As a Principal AI & Data Science Client Lead you will spearhead P&L ownership, drive strategic growth initiatives, and ... for global life sciences clients. This executive-track role blends client engagement, consultative sales, solution innovation, and global delivery leadership.… more
- Vanguard (Malvern, PA)
- …NBA logic using predictive models and business rules to deliver real-time, personalized advisor outreach. + Partner with Client Journey Owners to define ... a market leader. Our next chapter focuses on deepening advisor connectivity by transforming how we engage, support, and...and optimizing FAS's lead scoring system to drive superior client outcomes and business impact. This leader will serve… more
- World Wide Technology (San Francisco, CA)
- …teams? Join WWT today! **Why should you join Global Enterprise Sales?** As a Client Services Executive you will lead WWT Services sales efforts with regional Fortune ... and nurture relationships with our customer leaders, serving as a trusted advisor to identify gaps within the customers technical environment and deliver impactful… more
- World Wide Technology (Dallas, TX)
- **Why should you join Global Enterprise Sales?** As a Client Services Executive you will lead WWT Services sales efforts with regional Fortune 500/Enterprise level ... and nurture relationships with our customer leaders, serving as a trusted advisor to identify gaps within the customers technical environment and deliver impactful… more