- HUB International (Encino, CA)
- …to provide provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention , maintaining strong ... can explain all aspects of carrier renewals for assigned clients + Maintains client relationships, supports client retention , maintains strong carrier… more
- Forrester (Cambridge, MA)
- …our sales and customer success leadership team by impacting performance, increasing client retention , and elevating leadership rhythms across the team. This ... effectively lead within a dynamic environment, coach their teams to balance retention and growth activities, and adopt Forrester's Agile Selling Technique. Our ideal… more
- Leap (Washington, DC)
- … Client Engagement: Achieves high Net Promoter Scores (NPS) and client retention through personalized outreach and relationship-building. + Operational ... of community events and networking opportunities to drive store traffic, client engagement, and brand awareness. You'll also partner with neighboring stores… more
- Leap (New York, NY)
- … Client Engagement: Achieves high Net Promoter Scores (NPS) and client retention through personalized outreach and relationship-building. + Operational ... of community events and networking opportunities to drive store traffic, client engagement, and brand awareness. You'll also partner with neighboring stores… more
- Truist (Jupiter, FL)
- …may change from time to time. * Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and ... fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the… more
- Regions Bank (Indianapolis, IN)
- …to ensure client needs are fulfilled and promote business development and client retention opportunities This position requires the tracking of time and is ... be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or… more
- City National Bank (Sun Valley, CA)
- …Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients. * ... needs for cross-sell opportunities. Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. Develops… more
- PNC (PA)
- …strategies and directs relationship management activities with existing clients to ensure client retention , risk management and revenue growth. Typically works ... relationships to generate revenue and deepen share of wallet. Focuses on client retention strategies by providing ideas and insights based on an in-depth… more
- Zions Bancorporation (St. George, UT)
- …branch staff with various client servicing needs + Contributing to the bank's client retention and client experience goals by being a main point ... ready to move your career forward while revamping our client experience, come join us. Zions Bank has just...knowledge of banking products & services, customer service, and retention skills. + Familiarity with the sales, loan processing… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …+ Effectively managing client relationships. + Strategic planning as part of client retention focus. + Gathering and compiling information and data. + ... managing client relationships. + Strategic planning as part of client retention focus. + Gathering and compiling information and data. + Preparing and… more