- Acosta Group (Eden Prairie, MN)
- …strategies and ultimate sales of client products and services. + Manages client data , information, and assignments in proprietary systems. + Assists in ... growth opportunities. + Creates instructions, reports and analysis of data gathered to ensure all aspects of client... data gathered to ensure all aspects of client needs are met through in-store execution and reporting… more
- Neuberger Berman (New York, NY)
- …account reviews across business lines + Create, monitor, and update financial and client data reports; compile and distribute daily, monthly, quarterly, and ad ... desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all… more
- First Horizon Bank (Maryville, TN)
- …ownership and accountability for data integrity, including accuracy of client data within source systems. **Essential Duties and Responsibilities** : ... site at location listed in job posting. **Summary** : The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full… more
- JPMorgan Chase (Plano, TX)
- …to effectively resolve client issues / escalations + Analyze and interpret client data to identify trends and develop department strategy + Drive change ... Lead a team or teams of Client Service professionals who advise our moderate to...knowledge of Treasury Services and/or Custom Card products + Data Analytics & Change Management experience - including presenting… more
- Tiffany & Co. (Manhasset, NY)
- …Consistently achieve or exceed monthly, quarterly and annual store sales plan. Capture client data . Cultivate new and existing client relationships. Deliver ... We expect our employees to deliver the Tiffany Experience to each and every client and Tiffany is committed to creating an organization that recognizes and rewards… more
- Tiffany & Co. (Fort Worth, TX)
- …achieve or exceed monthly, quarterly, and annual store commercial targets. + Capture client data . Cultivate new and existing client relationships. + ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position… more
- Tiffany & Co. (Columbus, OH)
- …achieve or exceed monthly, quarterly, and annual store commercial targets. + Capture client data . Cultivate new and existing client relationships. + ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position… more
- KeyBank (OH)
- …so that procedures and programs are being utilized properly. + Maintain client data quality and leverage Customer Relationship Management system (Salesforce) ... 166 Crocker Park Boulevard - Westlake, Ohio 44145 **Job Summary** The Client Service Associate (CSA) works in a centralized task queue environment supporting… more
- Tiffany & Co. (White Plains, NY)
- …achieve or exceed monthly, quarterly, and annual store commercial targets. + Capture client data . Cultivate new and existing client relationships. + ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Tiffany & Co. (Manhasset, NY)
- …Consistently achieve or exceed monthly, quarterly and annual store sales plan. Capture client data . Cultivate new and existing client relationships. Deliver ... We expect our employees to deliver the Tiffany Experience to each and every client and Tiffany is committed to creating an organization that recognizes and rewards… more