- Raymond James Financial, Inc. (Chicago, IL)
- …an outgoing and friendly Case Manager & Insurance Onboarding Specialist who is client -focused and can thrive in a fast-paced financial services office located in the ... is responsible for managing the end-to-end process of insurance applications and client onboarding. This role ensures accuracy, compliance, and timely execution of… more
- Raymond James Financial, Inc. (Memphis, TN)
- …prospecting for new clients. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with ... industry. * Financial markets, products and industry regulations. **Skill in** * Client Relationship Management (CRM) software, or similar contact management… more
- Vanguard (Malvern, PA)
- …to delivering an exceptional client experience. + Proven experience in client relationship management and sales. + Ability to think strategically while ... + Minimum 8 years of relevant experience in sales, client strategy, or event management . + Bachelor's degree required; advanced degree preferred. Special Factors… more
- US Tech Solutions (Phoenix, AZ)
- …of experience in the **financial industry** , with at least 2 years in ** client relationship management ** . + Retirement industry certification is a plus. **Core ... for Extension **Job Description** + We're looking for a ** Client Services Representative** to manage a portfolio of TPA...to multitask. + High comfort level interacting with senior management . + Proven problem-solving and process management … more
- Vanguard (MO)
- …of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills. + A strong sense of ... Are you ready to help us redefine what exceptional client service looks like? Join our team of "crew"...looks like? Join our team of "crew" as a Client Service Excellence Center associate! About this Job: At… more
- Robert Half Accountemps (Charlotte, NC)
- … suitability, and fiduciary account review processes as directed by the Advisor. + Client Service & Management + Deliver an exceptional client experience ... Description We are seeking a Client Service Specialist to provide comprehensive support to...services. This role is integral to ensuring a seamless client experience-from meeting preparation and account monitoring to handling… more
- Paychex (West Henrietta, NY)
- …parties, including CPAs, attorneys, auditors, and third party vendors, to assist with client plan management and to resolve audits and compliance matters in ... industry. Responsibilities + Identifies and coordinates specific ongoing customized client service needs including plan design exceptions, documentation exceptions… more
- Olsson (Dallas, TX)
- …and maintaining a strong rapport, and ensuring overall client satisfaction. The Client Manager oversees client service management for the team, ensuring ... Client Manager - Site Design Dallas, TX; Fort...industrial, sports, schools, and other site development types. The Client Manager role serves as the main point of… more
- Burns & McDonnell (Phoenix, AZ)
- …help clients achieve resilience in an increasingly digital world. What You'll Do: Client Relationship Management & Business Development + Develop and manage ... and cybersecurity solutions that protect essential systems and enable innovation. As a Client Engagement Manager, you will be at the forefront of client … more
- Citigroup (Irving, TX)
- **Digital Workplace Client Services** **(DWCS** ) provides the tools that enable and empower Citi's 250K staff to be productive, to collaborate effectively, and to ... and the end-user hardware lifecycle. The mission of Digital Workplace Client Services is to **provide simple-to-use services and exceptional workspace experiences… more
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