- Raymond James Financial, Inc. (Franklin, TN)
- …of the Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with ... + Financial markets, products and industry regulations. + Trading terminology. + Client Relationship Management (CRM) software, or similar contact management… more
- Zelis (NJ)
- …o verseeing relationships, operations, financial plans and strategy . Owns the client relationship , includes all short- and long-term strategies and key ... client relationships. + Client Relationship Building : Maximizing the breadth and depth of relationships by working closely with clients to intimately… more
- JPMorgan Chase (Plano, TX)
- …of 5 years of managerial/leadership experience. + 5 years in a Service or Client Relationship focused environment. + Strong people, project, and risk management ... service excellence. Your role will involve coordinating internally to monitor relationship health and advocate for client satisfaction. **Job Responsibilities:**… more
- Utilities Service, LLC (Almont, MI)
- …Level Agreements, quality levels and financials within their accounts. They will own the client relationship and will serve as the primary point of contact for ... **Description** ** Client Manager** **Job Overview:** This position is responsible...relationship and direct communication with all levels of client organizations to ensure high quality and service expectations… more
- Eastern Bank (Portsmouth, NH)
- …mail, coordinating meal and event reservations, ordering food, and preparing and binding client presentations. ** Client Relationship Support** + Serve as a ... and up-to-date client records in the Trust Management System (TMS), Client Relationship Management (CRM), and Electronic Document Management System (EDMS). +… more
- BMO Financial Group (Tempe, AZ)
- …assigned as needed. **Qualifications:** + 1 - 3 years of relevant experience in Client Relationship , Financial Services, or Service Excellence in a corporate or ... Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems promptly and effectively, while… more
- Raymond James Financial, Inc. (Hanover, NH)
- …of the Financial Advisors. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with ... * Financial markets, products and industry regulations. * Trading terminology. * Client Relationship Management (CRM) software, or similar contact management… more
- ADP (Louisville, KY)
- …IS REQUIRED TO MAINTAIN ACCURATE RECORDS OF ALL CALLS, Emails, CORRESPONDANCE AND CLIENT VISITS IN ADP CLIENT RELATIONSHIP MANAGEMENT SYSTEMS. CONTINUALLY ... **ADP is hiring a Client Service Manager III.** In this position you...environment, and work on multiple projects simultaneously. + Proven relationship -building skills. + Strong time-mgmt, organization and problem solving… more
- FREEMAN (Philadelphia, PA)
- …Work closely with account teams to ensure accurate and timely financial reporting for client accounts. ** Client Relationship Management:** + Serve as the ... risk. This role requires a deep understanding of both finance and client management, combining financial strategy with relationship development. The Associate… more
- IQVIA (ME)
- …governance, change management, client education to meet the clients' needs. + Client Relationship Building: Builds client relationships across the ... The Client Information Manager (CIM) will be responsible for...Development/Management Skills + Analytical Skills + Marketplace Knowledge + Relationship Building Skills + Problem Solving + Matrix Management… more