- Bank of America (Salt Lake City, UT)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates… more
- Bank of America (Jacksonville, FL)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... - Spanish + Bilingual - Mandarin Chinese + Bilingual - Portuguese Skills: + Account Management + Client Management + Customer and Client Focus + Issue … more
- AIG (New York, NY)
- …that provides front facing external/internal marketing responsibilities as well as management of office underwriting duties and initiatives within their portfolio. ... for the division + Meeting operating and audit guidelines and goals of senior management + Participating in and completing special projects as required by the profit… more
- Zelis (NJ)
- …Client Solutions Consultant will have the responsibility of partnering with Strategic Client Executive and Client Management Leadership in assigned ... as needed basis. + Manage client information and perform other Client Management activities including but not limited to: + Salesforce.com CRM activities +… more
- WTW (Houston, TX)
- …areas associated with a defined group of clients and colleagues serving them: + Client management : staffing, scope management , client satisfaction and ... leading large service delivery teams? Do you have significant client and people management experience operating in...Do you have significant client and people management experience operating in a complex, fast paced, technical… more
- Black & Veatch (Wilmington, DE)
- …necessary to support business unit and company business planning. Actively uses B&V Electronic Client Management (eCRM) system. + Account management (build & ... identification and opportunity creation to business capture. + In conjunction with management and colleagues, learns the coordination of client interface… more
- UNUM (Portland, ME)
- …for training home office and field partners as needed on National Client Management strategies or initiatives **Job Specifications** + Bachelor's degree ... provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring… more
- FREEMAN (Philadelphia, PA)
- …risk. This role requires a deep understanding of both finance and client management , combining financial strategy with relationship development. The Associate ... junior finance team members to improve their financial acumen and client management skills. **Education & Experience** + Bachelor's degree preferred, High School… more
- Black & Veatch (San Jose, CA)
- …opportunities for new/repeat business; supports complex contract negotiations with appropriate client management Manages varied complex risk which includes fixed ... **The Opportunity** In this role, you will have the opportunity for business management with priorities on client relationship development in the **Northern… more
- Bank of America (Boston, MA)
- …and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide ... * CFP, CPA, CFA, CTFA, CFM or JD a significant plu **Skills:** + Client Management + Client Solutions Advisory + Loan Structuring + Relationship Building +… more