- BMO Financial Group (New York, NY)
- …client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. + Reviews and continually monitors ... Markets platform using a sector ecosystem approach. Collaborates to generate creative, client -focused solutions to prospective and current clients. + Operates as key… more
- The Cigna Group (Houston, TX)
- …needs. + Portfolio Management: Drive growth, earnings and retention across your client portfolio , meeting targets for both new business and renewals. Work to ... We're seeking a Strategic Account Executive to lead enterprise client relationships, deliver tailored solutions, and drive meaningful growth in the South Texas… more
- Cushman & Wakefield (Los Angeles, CA)
- …tactical occupancy planning expertise in support of supply, capacity and demand of Client 's portfolio of space in a specific geographic region. The planner ... to understand their requirements and the impacts to the portfolio + Partners with client 's regional leads, Workplace Managers, to provide direct support in… more
- JPMorgan Chase (Chicago, IL)
- …and resolve customer requests. + Manage dedicated Standby Letter of Credit client portfolio having frequent interactions with internal/external clients, working ... be the primary point of service contact for each client within your assigned portfolio , servicing Letter of Credit requests, researching and resolving customer… more
- Marriott (Bethesda, MD)
- …of service provider project management standards and tools + Participates in client portfolio and demand management processes, and engages service providers ... the other platform (iOS) as well + Demonstrated ability to assess customer/ client needs, creatively approach solutions, decide and influence appropriate courses of… more
- Quad (Chicago, IL)
- …for managing a team owning the execution of marketplaces strategy across an assigned client portfolio . The successful Manager acts as the face of Rise to ... within the Rise organization to champion Marketplaces as tactic to deliver upon client goals. The Manager has a "growth-based mindset," and can illustrate a clear… more
- Huntington National Bank (New York, NY)
- …keep management fully informed on all key factors of the bank, the portfolio , client relationships, market trends and the competitive environment. Credit ... management fully informed on all key factors of the bank, the portfolio , client relationships, and the competitive environment. + Ensure timely and accurate… more
- Paychex (Sarasota, FL)
- …urgent enrollment processes. Utilizes Salesforce to assess potential risks within the client portfolio , devising and implementing strategic action plans aimed at ... service to compliment those products. + Responsible for achieving client retention targets for assigned portfolio in...for achieving client retention targets for assigned portfolio in alignment with the Agency's financial objectives by… more
- Context Travel (Philadelphia, PA)
- …clients + Track client requests for non-Context products to support client -driven portfolio + Cross Functional Support and Collaboration + Action assigned ... UK, Ireland, Iberia, Americas Delivery team and supports regional client and advisor communications and operational workflow for a...fulfillment, portfolio , and expert tasks as needed + Support 1:1… more
- Scotiabank (New York, NY)
- …that vary in complexity, including the preparation of Deal memos * Track client and portfolio activity utilizing salesforce and other internal systems * ... guidelines and KYC requirements are met for the FIG portfolio _Client Focus:_ * Assist with client ...FIG portfolio _Client Focus:_ * Assist with client relationship management by efficiently addressing client … more