- First Horizon Bank (Morristown, TN)
- …Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales revenue ... relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and… more
- City Winery (Montgomery, NY)
- … client contact from inquiry through execution, acting as a strategic advisor while balancing client vision, revenue goals, and operational execution. Success ... upsell and enhancement opportunities to maximize revenue per event. Client Management & Event Planning * Serve as the...Management & Event Planning * Serve as the primary client contact from contract through event execution. * Conduct… more
- Grant Thornton (New York, NY)
- …and expansion. + Client Relationship Management: Manage multiple senior-level client relationships as a trusted advisor . Consult with stakeholders to ... industry specialization, repeatable offerings, and a relentless focus on client outcomes. + Championing digitization and operational excellence, supporting the… more
- 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
- Raymond James Financial, Inc. (Marion, IN)
- … service activities. + Conduct research or prepare basic materials to support advisor presentations and client meetings. + Performs other duties and ... tasks, observe financial advisors, and support projects that enhance client experience. This position combines hands-on contributions with educational exposure… 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