- Vanguard (Malvern, PA)
- …work experience; prior experience in strategy consulting, financial analysis, or client relationship management preferred. + Undergraduate degree required; ... About the Enterprise Client Group (ECG): The Enterprise Client ...Client Group (ECG) is Vanguard's dedicated team of Relationship Executives and Strategists focused on serving our largest… more
- Travelers Insurance Company (Dallas, TX)
- …in proper account pricing. Develops meaningful RC service proposals that address client needs and loss experience. Participates in client presentations, assures ... resources to be used, and pricing approach. Negotiate with and manage client expectations to achieve appropriate balance between service and cost. + Estimate… more
- The Hartford (Hartford, CT)
- Sr Client Relationship Mgr GB - SA08HE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and ... shape the future. The Hartford is seeking a Senior Client Relationship Manager.This role manages a defined...This may likely include out-of-state travel. + Partners with Client Consultant to assist with on-going service-related… more
- Truist (Winter Park, FL)
- …with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, ... determine which investment products and services best meet the client 's needs and to implement those products and services...relationship reviews and client service initiatives. 5. Participate in the preparation for… more
- Power Plus (Corona, CA)
- Are you a lead-generating, prospecting, relationship -building, sales machine? Do you love the challenge of discovering potential clients, reaching out to them, and ... excellence through our commitment to developing our people, providing exceptional, relationship -based customer service, and giving back to the community. Our biggest… more
- Janus Henderson Investors (Denver, CO)
- …new sales opportunities, and help launch new products (20%) + Use client relationship management (CRM) database software applications and other departmental ... databases to track client interactions and the progression of each client relationship (5%) + Support sales and client relationships by providing… more
- Guidehouse (Austin, TX)
- …20+ people as part of program execution. + Build, manage and maintain client relationship and expectations, work to resolve project issues, proactively identify ... partner management of various functional groups (internal and external), client , and stakeholders. The Portfolio Manager will build and...solutions that can be scaled across our the Guidehouse client base. + Support the development and shaping of… more
- BMO Financial Group (Salt Lake City, UT)
- Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing ... and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client … more
- WTW (St. Louis, MO)
- …evidence to support the ability to contribute to new business generation + Strong client relationship , interpersonal and team skills + Excellent oral and written ... financials and delegation to multiple associates + Develop a trusted advisor relationship with client contacts, lead retirement consultants and Retirement Risk… more
- WTW (St. Louis, MO)
- …budget + Experience supporting and contributing to new business generation + Strong client relationship , interpersonal and team skills + Polished and well ... financials and delegation to multiple associates + Develop a trusted advisor relationship with client contacts, lead retirement consultants and Retirement Risk… more