- CGI Technologies and Solutions, Inc. (Fairfax, VA)
- …Customer Success Partner to join our team. Advantage Customer Success Partner builds strong client relationships to promote full product adoption, increasing ... and product satisfaction. proactively manage and build relationships with client leaders, serving as a trusted advisor ensuring a...a positive experience and success with our products and services . Customer Success Partner works with clients… more
- SMBC (Los Angeles, CA)
- …and with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. ... inquiries from customers for record-keeping purposes. Work with our partner bank to set up service products..... BA/BS or equivalent experience . 5+ years of client facing role at a major financial … more
- Umpqua Bank (Puyallup, WA)
- Client Service Specialist - Float Retail...and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best ... the first point of contact for most clients, the Client Service Specialists(Teller)play a key role in...offerings and stays current on changes. + Discuss anduncovercustomer's financial needs to identify and offer appropriate products and… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...environment. * High School Diploma or Associate's degree required * Previous experience in financial services a… more
- Cherry Bekaert (Rockville, MD)
- …million to $9 billion. Limited travel should be expected. In addition to delivering exceptional client service , you'll also team with other service line and ... , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster...States. Relocation assistance may be offered. **Key Responsibilities** + ** Client Service & Audit Leadership** + Lead… more
- Fiserv (Omaha, NE)
- …to day relationship. + Develop strategies, processes and people to effectively manage the client segment + Develop a trusted partner relationship with client ... in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another...stakeholders and executive sponsors + Lead and develop a Partner Management team that manages the client … more
- KeyBank (Brooklyn, OH)
- …enhance and expand their Key Investment Services relationship and improve client satisfaction by conducting portfolio reviews, offering financial advice, and ... cross-selling KIS products and services + Perform financial planning and periodic reviews of client ... client retention opportunities + Consistently deliver distinctive client service that is knowledgeable, empathetic, patient,… more
- Umpqua Bank (Roseville, CA)
- …that would benefit the client , increase penetration-rates of products & services for the Bank. Leads (or co-leads) partner collaboration & coordination ... business, financial , and market data gathered through relationship reviews, client engagement, market research, and partner collaboration. Participates in… more
- Carnival Cruise Line (Miami, FL)
- …formulate business plans, strategic workforce planning objectives and human resources guidelines for client groups. Partner with leaders on small to large scale ... The Director, HR Business Partner (HRBP) will oversee a comprehensive range of...oversee a comprehensive range of value-added policies, programs and services for Carnival Cruise Line with the goal of… more
- Amazon (Herndon, VA)
- …businesses operate? AWS Utility Computing (UC) provides product innovations - from foundational services such as Amazon's Simple Storage Service (S3) and Amazon ... to continue to improve our products. A successful Windows Client Engineer will drive the design and implementation of...Utility Computing (UC) provides product innovations - from foundational services such as Amazon's Simple Storage Service … more