- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation and follow-up including assembling requisite paperwork, report… more
- Realtor (Austin, TX)
- …and strengthen their connection to consumers. As the **Principal Strategist for Client Marketing** , you will operate as a senior individual contributor and ... for real estate professionals. Reporting directly to the Chief Client & Revenue Officer, and working in close partnership...Brand and Creative, this role acts as a strategic advisor and unifying force across product, marketing, and revenue… more
- ManpowerGroup (Milwaukee, WI)
- **_Mechanical Testing Engineer - Client & Lab Lead_** **About the Company:** Our client is a well-established, independent metallurgical testing laboratory based ... rapidly design and fabricate custom fixtures as needed. Their client base spans the country, with a strong concentration...execution of custom mechanical tests + Serve as technical advisor for internal team and external clients + Maintain… more
- LRN Corporation (Chicago, IL)
- **Position: Client Success Manager** **Location: US** **About LRN:** LRN is the world's leading dedicated ethics and compliance SaaS company, helping more than 30 ... **About the role:** LRN is seeking a high performing Client Success Manager to maintain relationships and ensure value...an ambassador for LRN by being a trusted strategic advisor to our clients, a strong customer advocate, and… more
- JPMorgan Chase (New Orleans, LA)
- …Practice Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system + Build out useful advisor content and drive ... possible + Lead advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be resolved or escalated through… more
- Cognizant (Sunnyvale, CA)
- …closely with the delivery teams to ensure successful post-sale execution. You are a trusted advisor to both the client and the Cognizant Client Partner ... provide deep expertise in SAP Practice, supporting a key client (s) in the Bay Area. In this role, your...and solutioning experience. You will serve as a trusted advisor to our clients, proactively identifying opportunities, resolving challenges,… more
- Jacobs (Fort Myers, FL)
- … advisor and connector, you'll lead pursuit strategies, strengthen client relationships, and collaborate with multidisciplinary teams to deliver innovative, ... Jacobs is seeking a dynamic and experienced Client Service Lead to drive strategic growth and...Client Service Lead to drive strategic growth and client engagement across Florida's transportation market. This is a… more
- US Bank (Salt Lake City, UT)
- …excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Client Service Associate is a service and support representative functioning as the ... delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through experience, specialized training, and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence ... point of contact for business unit escalations, questions and advisor issues. + Coaches and mentors new and existing...in:** + Administering AML policies and procedures. + Analyzing client documentation. + Planning and scheduling work to meet… more
- DXC Technology (Minneapolis, MN)
- **Job Description:** **Essential Job Functions** + Manage and nurture client relationships within the **healthcare sector** , ensuring solutions are tailored to meet ... client needs and drive long-term customer satisfaction. + Collaborate...to grow account revenue. + Serve as a trusted advisor and key point of contact for healthcare clients,… more