- HUB International (Sandy, UT)
- …via email, phone, and video conferencing. + Occasional need to attend onsite client meetings with team. **System Management & Administration** + Gain expertise ... High school diploma + 1-2 years of experience within client facing administration or management . + Preference...of experience within client facing administration or management . + Preference for experience in employee benefits, human… more
- BMO Financial Group (Chicago, IL)
- Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of ... from sales and syndications. + Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong … more
- Sedgwick (Tampa, FL)
- …one of the following areas: workers compensation, liability and disability claims management + Strong understanding of client location coding parameters, banking ... Fortune Best Workplaces in Financial Services & Insurance Mgr Client Services **PRIMARY PURPOSE** : To manage accounts of...a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change… more
- Charles Schwab (Richfield, OH)
- …independently with minimal oversight by your manager. + Highly responsive approach to client and consultant requests. Excellent project management and time ... with a team to provide a coordinated approach to client service delivery in support of plan administration requirements...delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will… more
- Dcode (Fayetteville, NC)
- …feedback from the client , review client concerns, and improve the client experience across the account Contract Management + Ensure Dcode is compliant ... We are seeking a mission-driven, results oriented Director of Client Success to lead the execution of high-priority initiatives...under pressure. + Understanding and comfort with agile project management . You'll Excel in This Role If You: +… more
- JPMorgan Chase (New York, NY)
- …+ Deep understanding of the digital media landscape and the role of account management to deliver successful client solutions + Strong collaboration skills with ... up how they shop and get more from the brands they love. As a Vice President, Client Success Team Lead within Chase Media Solutions, you will report to the Head of … more
- BlackRock (San Francisco, CA)
- …**Construct model portfolios:** + Design custom model portfolios for specific wealth management clients that marry the client 's customization requests with ... + A minimum of 2-4 years investment or asset management experience + Prefer relevant client facing...or asset management experience + Prefer relevant client facing and/or portfolio construction experience + Combination of… more
- Steampunk (Mclean, VA)
- …Remain informed of industry trends and communicate relevant updates and recommendations to client . + Drives event management opportunities for client . + ... Be an agent of change on a team committed to achieving client -focused, mission-driven excellence. Steampunk is the explosive collision of human-centered design and… more
- Commerce Bank (St. Louis, MO)
- …Commerce Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the ... a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management… more
- WTW (Chicago, IL)
- **Description** As a Health and Benefits Director, you will lead client engagements involving the design and management of the full array of health and benefits ... and trusted advisor to clients in the design and management of their health and benefits programs. Responsibilities include:...health and benefits programs. Responsibilities include: + Leading the client service team in the design and delivery of… more