- Percepta (Melbourne, FL)
- …When necessary, use applicable client satisfaction tool(s) to resolve client concerns. Tools available include Financial Assistance, Service Component Plan, ... first-class service across each market we support. As a Client Service Manager **on-site in Melbourne, FL** , you'll... is open to receiving additional information + Manage financial assistance requests within CSM Delegation of Authority (DoA)… more
- Incubeta (New York, NY)
- …business and media objectives. + Financial Management: Oversee the financial health of client accounts, including budgeting, forecasting, and ensuring ... account leader to deliver exceptional service to our clients. Reporting to VP, Client Success, you will be key in retaining, growing and diversifying the value… more
- PNC (Cleveland, OH)
- …and administrative support, which will help our clients achieve and maintain financial success. The Client Solution Specialist Sr fulfills responsibilities ... valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Private Bank organization, you will be based… more
- KeyBank (Rutland, VT)
- …Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology ... assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2… more
- KeyBank (Burley, ID)
- …Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology ... assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2… more
- Nuvance Health (Danbury, CT)
- …the clientsi? 1/2 homes. This includes maintaining professional boundaries and integrity of client financial and personal information in clientsi? 1/2 homes, as ... and according to the NHCH policies and procedures. Responsibilities: 1.Assists the client with personal care activities including bathing, oral hygiene, feeding and… more
- Regions Bank (Birmingham, AL)
- …to grow small business relationships and optimize revenue opportunities + Assesses the client 's financial needs for the purpose of formulating a business plan ... and delivering an effective variety of financial products and services to help the ... financial products and services to help the client succeed financially + Provides small business relationship management… more
- Commerce Bank (St. Louis, MO)
- …seasoned wealth management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals. ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...to serve our clients and partner with our Private Client Advisors (PCA's) in any decedent matters that result… more
- Regions Bank (Orlando, FL)
- …goals + Demonstrates knowledge of effective sales techniques through understanding client financial goals and objectives and proactively providing Regions ... opportunities, and participating in sales presentations + Determines the financial viability and associated risks of client ...the financial viability and associated risks of client business + Oversees and provides exceptional service for… more
- H&R Block (Salem, OR)
- …notified of any issues, concerns and solutions related to the maintenance of the client 's financial records. + Participates in meetings and training sessions to ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...system and determines the best method to record the financial information, such as income, expenses, returned checks, bank… more