- Bank of America (Washington, DC)
- … Solutions Advisory + Investment Management + Pipeline Management + Referral Management + Client Management + Customer and Client Focus + ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Agoura, CA)
- …A working knowledge of small business products and services + Bilingual skills **Skills:** + Client Management + Client Solutions Advisory + Customer and ... Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk Assessment +… more
- Fifth Third Bank, NA (Chicago, IL)
- …assets, pursuit of new business opportunities, and documenting such efforts via client management software and pipeline reporting. + Optimize opportunities to ... Identify accounts which could benefit from the involvement of senior management in enhancing the client relationship with the bank. Sales + Prospect for clients… more
- Bank of America (Round Rock, TX)
- … Solutions Advisory + Investment Management + Pipeline Management + Referral Management + Client Management + Customer and Client Focus + ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...Acumen + Executive Presence + Oral Communications + Risk Management + Trading **Minimum Education Requirement:** + High School… more
- Bank of America (San Jose, CA)
- … Solutions Advisory + Investment Management + Pipeline Management + Referral Management + Client Management + Customer and Client Focus + ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...Acumen + Executive Presence + Oral Communications + Risk Management **_Weekly Schedule: Monday thru Friday, with rotating Saturdays… more
- Zelis (GA)
- …quality service delivery and client satisfaction; measurements include proactive client management , timely escalation and resolution of issues, and nurture ... you'll bring to Zelis: + Bachelor's degree preferred. + 5+ years in client management role. + Extremely knowledgeable in the Payer space. Experience in working… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …CPA, JD, or similar professional designation. + Strong communication, relationship-building, and client management skills. Why Join + Gain exposure to ... client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work...teams to gain exposure to all aspects of wealth management . + Review and ensure completion of client… more
- Bank of America (Pennington, NJ)
- …Advisory + Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + ... financial advice to an assigned group of clients, enhancing client care, retention, and deepening + Own management... client care, retention, and deepening + Own management of client issues, research, and communication… more
- PNC (Austin, TX)
- …in STEM OPT for this position. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the ... communication after initial introduction. + Maintains timely, accurate and complete sales/ client relationship management administration tasks as determined by… more
- Compass Group, North America (Redmond, WA)
- …dashboards strongly preferred. **Key Competencies:** + Strategic Program Oversight + Executive Client Management + Operational Excellence + Change Leadership + ... corrections to improve service outcomes. + Lead issue resolution and escalation management with professionalism and accountability. + Translate client vision and… more
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