- Bank of America (Pennington, NJ)
- …is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral ... desire for point of call resolution - Focus on client satisfaction **Desired Qualifications:** - Call center ...Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management… more
- Grant Thornton (Cleveland, OH)
- …comprehensive resources to create meaningful connections between our service offerings and client needs. Your Day-to-Day May Include: + Partnering with the leaders ... for our three service lines ( Advisory , Audit & Tax) to identify and scope solution-specific...onshore and offshore members of our events and sponsorships center of excellence to elevate execution standards + Serving… more
- Charles Schwab (Westlake, TX)
- …Services is a diverse and multi-faceted organization. We are the international center of excellence for the firm across Investor Services, Advisor Services, Stock ... Financial Consultants are expected to manage a large group of assigned client households while simultaneously developing new and existing relationships within their… more
- Bank of America (Savannah, GA)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... client needs and potential product services recommended **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client … more
- Bank of America (Austin, TX)
- … Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting ... routines. **Responsibilities:** + Partners with teams to provide financial center clients with both consumer and small business...permitted by applicable law. **Skills:** + Active Listening + Business Acumen + Customer and Client Focus… more
- Deloitte (Nashville, TN)
- …in client -facing Deloitte teams. Our Specialist Leaders identify our LSHC client 's organization's needs, define the business or technology architecture, plan ... team and activities, and confirm work products meet our firm's and the client 's quality standards. Our practitioners perform business process analysis, mapping,… more
- Truist (Vienna, VA)
- …to drive client satisfaction and drive client connectivity. + Work with the Client Advisory Center (CAC) to ensure smooth client migrations and ... efforts for the region. Essential Duties and Responsibilities **Support the Business and Carry the Culture:** + Responsible for the development and… more
- Truist (Cleveland, OH)
- … client satisfaction and drive client connectivity. 9. Work closely with the Client Advisory Center (CAC) to ensure smooth client migrations and ... for helping execute on the region's and firm's strategic priorities, business objectives, and overall performance. Will provide coaching and training leadership,… more
- Deloitte (Morristown, NJ)
- …compete effectively in their industry + Provide service excellence by identifying key client business issues, determining client needs by supplementing the ... and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization,… more
- Truist (Dallas, TX)
- …to drive client satisfaction and drive client connectivity. 9. Work with the Client Advisory Center (CAC) to ensure smooth client migrations and ... activities may change from time to time. **Support the Business and Carry the Culture:** 1. Work with the...Risk dashboards within compliance. 13. Works and responds to client complaints and coordinates escalations. **Develop and Retain the… more