- NTT America, Inc. (Sacramento, CA)
- …concentrating on company business requirements. developing the skills to understand the client 's business (including commercial and financial aspects) in order ... bring value to them from the company's portfolio of services . + Sales client engagement and management....service . + Experience in the IT or professional services industry, focusing on business development and/or sales. +… more
- Revel CPA (TN)
- …and other financial adjustments for accounts to maintain accurate and up-to-date client financial records. + Delivering Client Insights and Reporting: ... to clients and team members on these systems as needed. + Ensuring Exceptional Client Service : Respond promptly to client inquiries, assist with technical… more
- KeyBank (Corry, PA)
- …Branch Huddles and Debriefs. + Work in a branch environment to provide in-person client services . + Assist Private Client Advisor in engaging licensed ... (required) + Bachelor's Degree (preferred) **Work Experience** + Experience in financial services or related field (preferred) **Licenses and Certifications**… more
- MUFG (New York, NY)
- …and reporting. **Qualifications:** + Minimum 12-15 years of experience working with Financial Services & Banking organizations + MBA degree in Finance ... insights, client strategy development, and cross-business execution to enhance client growth, operational efficiency, and financial performance across global… more
- Bank of America (San Francisco, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded… more
- Jet Aviation (Teterboro, NJ)
- …program. Drawing on your diverse experience across operations, charter, maintenance, dispatch, client services , and account management, you will craft bespoke ... operational excellence. This is Jet Aviation's highest individual contributor role in client services , requiring a compelling, consultative communication style -… more
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor/Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to...The Client Service Coordinator is critical to providing superior ...business including handling all administrative functions for Financial Advisors and the firm * Regular … more
- Siemens (Raleigh, NC)
- …(through delivery) and are responsible for profit and loss of these agreements. As a Client Service Manager, ensuring the financial performance of our ... and recommend services and solutions. **As a Client Service Manager, you will:** + Manage... Service Manager, you will:** + Manage assigned service agreement accounts, driving to a financial … more
- Wells Fargo (Mclean, VA)
- …Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Sodexo (Notre Dame, IN)
- …adviser with a customer service focus. + work to achieve company and client financial targets and goals. + work to achieve high quality resident ... the operation as needed. + work to obtain optimum client and customer satisfaction. + create a positive customer...the ability to manage multiple priorities. + have strong financial acumen and experience managing a food service… more