- Bank of America (Hunt Valley, MD)
- …managing and providing financial advice to an assigned group of clients, enhancing client care, retention , and deepening + Own management of client ... decisions when inheriting assets. By developing a relationship with the client , Financial Solutions Advisors can engage clients in goals-based conversations that… more
- Bank of America (Whittier, CA)
- … client traffic, engaging and appropriately routing clients, and fostering client retention + Manages business results through formalized management routines ... business owner, fostering a team environment, and instilling an effective client -centric and risk culture. Job expectations include driving operational excellence,… more
- Bank of America (Glen Mills, PA)
- … client traffic, engaging and appropriately routing clients, and fostering client retention + Manages business results through formalized management routines ... owner and fostering a team environment, instilling an effective client -centric and risk culture in the center, and helping...and coaching + Creates a world class client experience environment + Manages market-level initiative prescribed by… more
- Burns & McDonnell (Wallingford, CT)
- …manage a business plan focused on growth, including service expansion, marketing, client retention /acquisition, and team development. + Lead financial planning ... including sales, revenue, profitability, and overhead budgets. **Business Development & Client Engagement** + Identify and pursue new business opportunities in… more
- Kelly Services (Troy, MI)
- …team performance and upcoming opportunities + Implement standard workflows for prospecting and client retention + Monitor KPIs and develop action plans when ... disciplined sales execution, structured planning, and a consultative approach to developing client relationships. The Sales Leader ensures the team is performing at… more
- Bank of America (Wilmette, IL)
- … client traffic, engaging and appropriately routing clients, and fostering client retention * Manages business results through formalized management routines ... business owner, fostering a team environment, and instilling an effective client -centric and risk culture. Job expectations include driving operational excellence,… more
- Fortrex (AR)
- …to meet and exceed quarterly and annual sales targets for assigned accounts. ** Client Retention & Growth:** + Identify opportunities and additional products or ... services that align with the client 's goals. + Assist in the bid and contract...+ Assist in the bid and contract renewal process. ** Client Communication & Relationship Building:** + Assist in the… more
- Bank of America (Bay Shore, NY)
- … client traffic, engaging and appropriately routing clients, and fosters client retention * Manages business results through formalized management routines ... and coaching * Creates a world class client experience environment * Manages market-level initiatives prescribed by...on results, acting in the best interest of the client * Collaborates effectively to get things done, building… more
- ReSource Pro (Chula Vista, CA)
- …data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the ... Looking for a career where attention to detail meets meaningful client impact? We're hiring a Remote Physical Auditor to play a key role in ensuring accurate and… more
- Bank of America (Huntington Park, CA)
- … client traffic, engaging and appropriately routing clients, and fosters client retention + Manages business results through formalized management routines ... and coaching + Creates a world class client experience environment + Manages market-level initiatives prescribed by...on results, acting in the best interest of the client + Collaborates effectively to get things done, building… more