- JPMorgan Chase (Tempe, AZ)
- …invoice and billing issues + Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of ... relationships with our most complex Commercial Bank clients across the country. As a Client Success Senior Associate within the Commercial Bank you will serve as a… more
- Moonbug Entertainment (New York, NY)
- …ensure that clients receive a high level of service and support + Ensure that client data is accurately tracked and managed in relevant systems and platforms ... Thank you for considering the Director, Client Success role with Moonbug Entertainment, an award-winning...+ Strong analytical skills and the ability to use data to make informed decisions + Experience with customer… more
- Neuberger Berman (New York, NY)
- …client journey. + Evaluate digital tools to enhance onboarding, reporting, and client data availability. + In-depth understanding of equities, fixed income, ... seeking an experienced and dynamic Head of our Transition Management and Client Experience. The successful candidate will be responsible for overseeing operational… more
- First Horizon Bank (Morristown, 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
- KeyBank (Eugene, OR)
- …their financial wellness by assessing their financial needs, gathering and documenting client data , and offering appropriate products and services. PCBs identify ... people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private... Banker (PCB) is part of the Key Private Client Program and will focus on the entire … more
- KeyBank (Akron, OH)
- …so that procedures and programs are being utilized properly. + Maintain client data quality and leverage Customer Relationship Management system (Salesforce) ... 219 South Main Street, Akron Ohio **Job Summary** The Client Service Associate supports the Key Private Bank (KPB)...the Key Private Bank (KPB) sales team by completing client transactions and assisting with need identification and coordination… more
- Access Dubuque (Dubuque, IA)
- …to make an impact: + **Develop Benefit Plan Recommendations** : Dive deep into client data to craft custom benefit strategies. + **Collaborate on Plan ... Employee Benefits Client Consultant **Cottingham & Butler/ SISCO** 1 Positions...invest in people that want to be great. Our Client Consultant Development Program is more than a training… more
- Tiffany & Co. (San Francisco, CA)
- …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 (GA)
- …understanding of Payment Card Compliance requirements, including safe handling practices of client data . + Client acquisition, cross-sell, and/or retention ... fully remote. + **Hours:** 8-5pm EST **Job Summary** The Senior Client Servicing Specialist, Cross Sales will deliver consultative, cross-solutioning expertise to… more
- Tiffany & Co. (San Francisco, CA)
- …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