- Publicis Groupe (St. Petersburg, FL)
- … advisor . They convert complex technical concepts into practical, client -friendly solutions. The ideal candidate will possess a comprehensive understanding of ... (Technical Integrations), is a critical technical resource throughout the entire client lifecycle, from initial sales engagement to post-sales integration and… more
- AON (Fort Washington, PA)
- …the AICPA Insurance Trusts (Trusts). The ideal candidate will serve as a key advisor and subject matter expert on the Trusts portfolio, providing guidance to the ... and relationships with carriers for our Individual Products, including Long Term Care (New York Life), Auto & Home (Liberty Mutual), and Medicare Supplement… more
- Baesman Group, Inc. (Columbus, OH)
- …& Loyalty. The Strategic Manager, Loyalty at Baesman Group serves as the primary advisor and main point of contact for key accounts, ensuring their CRM and loyalty ... combines strategic insight, analytics, and relationship management to support client goals, drive retention, and uncover revenue-generating opportunities. The… more
- Thrivent Financial (Montgomeryville, PA)
- …provide support to the clients of Lantern Financial Group including: + Client relationship building: develop long term, trust-based relationships by listening to ... client 's priorities and financial goals. + Financial planning: create...be doing support work for t he sponsoring financial advisor . Must be willing to complete appropriate state training… more
- T. Rowe Price (Owings Mills, MD)
- …determined in consultation with the successful candidate. Develop the assigned territory advisor and consultant relationships for the purpose of repeat business and ... RFPs and finals presentations. + Research and maintain an understanding of each client /prospect in order to draft strategic answers to RFP questions. + Work… more
- Bank of America (Tarzana, CA)
- …supporting clients with self-service or transactional activities, and providing exceptional client care . Job expectations include proactively connecting with ... * Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy * Adheres to… more
- Bank of America (Philadelphia, PA)
- …supporting clients with self-service or transactional activities, and providing exceptional client care . Job expectations include proactively connecting with ... + Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy + Adheres to… more
- Bank of America (Medfield, MA)
- …supporting clients with self-service or transactional activities, and providing exceptional client care . Job expectations include proactively connecting with ... * Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy * Adheres to… more
- Alight (IL)
- …decision-making ** Client Relationship Management** + Serve as a strategic partner/trusted advisor , understanding client needs to identify how client ... They are responsible for revenue retention, growth, renewal motions, and client satisfaction for their assigned (1-6) accounts. The Strategic Account Executive… more
- Bank of America (San Juan, TX)
- …supporting clients with self-service or transactional activities, and providing exceptional client care . Job expectations include proactively connecting with ... * Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy * Adheres to… more
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