- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and clearing services platform. Strategic leader who fosters a positive client relationship through proactive service approach. Design, implement and maintain ... process to efficiently scale the organization while still addressing complex client needs through creative thinking for problem resolution. Collaborates with various… more
- CBRE (Pittsburgh, PA)
- …of the Vendor Mgmt and Estoppel/SNDA teams, ensuring adherence to client -specific protocols, response time expectations, and service level agreements (SLAs). + ... Mentor and coach as needed. + Manage the process of producing timely and accurate client reports and services. Point of contact for most aspects of the client … more
- Citigroup (Washington, DC)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment… more
- H&R Block (Crest Hill, IL)
- …services to Block Advisors small business clients including assisting with client onboarding, accurate and timely recording of financial transactions, financial ... assist in the overall development of the business services client base serviced by Block Advisors. Day to d...the generation of Block Advisor growth opportunities and increase retention through referrals and partnerships What you'll bring to… more
- Trinity Health (Dubuque, IA)
- …Ensures equipment is appropriate and safe for home use by the client /caregiver and instructs on use of equipment following manufacturer's guidelines, regulatory ... and homecare policies/procedures. Assures that the proper documentation is obtained from the client and paperwork is completed in a timely and accurate manner. Must… more
- Compass Group, North America (Des Moines, IA)
- …and Construction Process for multiple projects, coordinating needs for the Client , Architect, Engineer, and General Contractor. They will work closely with ... regularly with other management members to include Operational leadership and Client leadership regarding project status. + Oversees and leads diverse project… more
- Kestra Financial (Fort Worth, TX)
- …services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities ... * Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning *… more
- Citigroup (New York, NY)
- …+ Supervise day-to-day product management for core products such as product delivery, client experience, and client communication strategies as well as help the ... negotiate, and remove obstacles to achieve business results + Drive client value propositions, positioning, segmentation, pricing, targeting, channel strategies, and… more
- Smith Bucklin Corp (Washington, DC)
- …The Operations Manager plays a significant role in the management of our client associations' programs and supports the association Executive Director in all areas ... of association management. What You Will Do: Oversee all client operations including: + Managing annual budget, quarterly financial reports, and periodic forecasts… more
- Vanguard (Malvern, PA)
- …and non-metro geographic locations. Core Responsibilities + Achieves established sales and retention goals within the spirit of Vanguard's Code of Ethics. Implements ... prospecting activities including cold-calling, direct mail campaigns, face-to-face meetings, client seminars, and attendance at national and regional industry… more