- TIAA (Frisco, TX)
- …advisors on lifetime income solutions. **Wealth Management Rotations** The Wealth Client Relationship Manager partners with Wealth Management Advisors in ... products and services, in addition to learning the key client -facing skillsets of a financial services consultant ....benefits program. This role is critical to maintaining the client relationship , increasing plan efficiencies, growth in… more
- Truist (Norcross, GA)
- …Advisory, and/or Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range ... as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Adecco US, Inc. (New York, NY)
- …Diploma or Equivalent + 2 years of experience in a customer or client -facing role. + Proficient in Google Suite, Ironclad, all the Alphabet / Google P2P systems ... Adecco is currently assisting their Large Tech Client in filling the **Part-time Administrative Operations** **Manager** position located in New York, NY 10014 zip… more
- Robert Half (Atlanta, GA)
- …engagements . This person exhibits an advanced understanding of transformation programs, client 's business processes and risks. This person recognizes and works to ... trainer, the Senior Manager demonstrates the attributes of excellent client service and assists team members in finding the...5 years managing projects and people + Experience managing 2 + projects or workstreams within a larger Microsoft Dynamics… more
- HUB International (Irving, TX)
- …respective client (s), retaining the account. + When a Producer is part of the client relationship , ensure they are fully informed about and prepared for all ... to be able to competently and proactively manage the client relationship . + Establish and maintain strong... client -facing service delivery, with front-line and mid-level client contacts + 2 + years P&C Insurance… more
- Independent Health (Buffalo, NY)
- …all sales goals set by the business. + Build a strong professional relationship between PBD and the broker/ consultant /payer community to facilitate the ... cultivate a robust pipeline of business opportunities through connections and relationship building with key market stakeholders such as brokers, consultants, third… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, managing over $ 2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, ... will play a lead role in prospecting for new clients, deepening existing client and consultant relationships, and creating and providing thought leadership. You… more
- CIBC (Gateway, AR)
- …Personal and Business Banking Team, you'll build and grow a dedicated client portfolio through relationship management, financial services support, and ... We're building a relationship -oriented bank for the modern world. We need...include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking… more
- University of Colorado (Boulder, CO)
- …consultants and contractors, and team with others to select the most appropriate consultant or contractor for the project. + Review and implement project requests ... + Propose and implement addenda to contracts and schedules and coordinate design consultant and contractor interaction. + Maintain and foster a close working … more
- State of Georgia (Dekalb County, GA)
- …+ Utilizes information from multiple sources as appropriate in the formulation of client driven treatment planning + Ability to work from and promote a ... person-centered, recovery oriented, and trauma informed philosophy in client care + Assesses and documents response to interventions and modifies interventions as… more