- 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
- Charles Schwab (Westlake, TX)
- …preferred + CFP or CFA preferred + Superior relationship management and client retention experience + Polished interpersonal, communication and presentation ... **Your opportunity** Schwab Private Client is a premier, fee-based and non-discretionary investment...ongoing advice built on Schwab's approach to investing. Private Client Advisors work for Schwab Private Client … more
- HUB International (Boston, MA)
- …producing new 401(k) and other employer sponsored retirement plan sales, and for client retention and strengthening existing client /plan relationships, in ... make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm… more
- System One (Hamilton, NJ)
- …newest additional to their taxation team + Leverages technical expertise with client -facing communication, drives long-term client retention and referrals. ... - $130000 annually / DOE Contractor Work Model: Onsite About Us: Our client is a forward-thinking, cloud-based firm specializing in tax, bookkeeping, and business… more
- Compass Group, North America (San Jose, CA)
- …serving as the on-site ambassador to ensure needs are met, support client retention , and identify growth opportunities. + **Operational & Compliance ... Summary** The Resident District Manager (RDM) for ByteDance is the primary client contact overseeing all operations of a multi-unit, high-volume program. This… more
- HUB International (Denver, CO)
- …and solicitation of all forms of insurance business . Maximizing growth and client retention through superior customer service . Developing accounts and cross ... superior customer service and will be charged with ensuring client satisfaction. **What We Offer You:** At HUB International...superior customer service and will be charged with ensuring client satisfaction. 2. As a HUB Insurance Sales Executive,… more
- Bank of America (Wayland, MA)
- … 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 market… more
- Bank of America (Manchester, MO)
- … 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