- HUB International (Austin, TX)
- …applicable) + Generate financial reports for internal and external use + Support client relationships and retention through accurate, timely completion of ... all related work papers and financial statements + Maintain client paper files and electronic data files in a...Familiarity with tax software programs + Positive attitude toward client relations to provide exceptional, proactive client … more
- BrightSpring Health Services (Anaheim, CA)
- …in LTC B2B sales, new sales pipeline management, upselling/same store growth, client management, and retention + Demonstrates success with meeting ... growth initiatives and ensure seamless new business implementation aligned with client management plans within Assisted Living chains + Maintains and updates… more
- Pioneer Bank (Albany, NY)
- …underwriters, and internal teams, ensuring smooth policy servicing and renewal outcomes, client education, and strategic guidance that enhances retention and ... consistent focus on client needs. Build strong client relationships to drive retention , deliver timely...needs. Build strong client relationships to drive retention , deliver timely service, identify cross-sell and upsell opportunities,… more
- Bank of America (Jacksonville, FL)
- …of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position ... Private Client Advisor II Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed… more
- Bank of America (San Diego, CA)
- …of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position ... Private Client Advisor II San Diego, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed… more
- Bank of America (Bloomfield Hills, MI)
- …of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position ... Private Client Advisor II Bloomfield Hills, Michigan **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To… more
- C&W Services (Needham, MA)
- …and cost control across all service lines. + Engage regularly with key client contacts to drive satisfaction and retention . + Support Business Development ... **Job Title** Client Services Manager **Job Description Summary** The Client Services Manager serves as the primary client -facing leader responsible for… more
- Cognizant (Sunnyvale, CA)
- …about role expectations. **In this role, you will:** + Manage and nurture client relationships to ensure satisfaction and retention . + Oversee project management ... ** CLIENT RELATIONSHIP MANAGER - ISV & Hi-Tech** **Location:...Director** **About the Role** We are seeking a seasoned ** Client Relationship Manager** to join our **Commercial Americas Technology**… more
- Bank of America (Houston, TX)
- …of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position ... Private Client Advisor Houston, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your… more
- JPMorgan Chase (Charlotte, NC)
- …success in this role. **Job responsibilities** + Develop and maintain long-term client relationships to ensure satisfaction and retention , addressing issues and ... Step into the role of a Client Service Associate and become an integral part...in the ever-evolving world of commercial banking. As a Client Service Associate within Wholesale Lending Services, you will… more