- Publicis Groupe (New York, NY)
- …strategy background that 1.) Helps provide data driven insights and leadership for client 's customer acquisition, loyalty and retention efforts 2.) Ability to ... provide clarity and focus for cross-functional teams and proactively navigate client organizations. **Additional information** The Power of One starts with our… more
- US Bank (San Jose, CA)
- …product management and customer service staff to ensure the development and retention of profitable client relationships through effective account strategies. + ... service issues and overall bank operations - Ability to creatively resolve client concerns - Strong business development and negotiating skills, emphasizing the… more
- BMO Financial Group (Chicago, IL)
- …in connection with their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that ... help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and inrease revenues. Contributes to enhancing the … more
- M&T Bank (Costa Mesa, CA)
- …and presentations and prepare related relevant documentation to support the attraction, retention and expansion of client relationships. + Represent GCM and/or ... **Overview:** Manages client relationships and daily administration of assigned Global...Serves as main point of contact with the M&A client and internal and external service partners to follow… more
- M&T Bank (Bear, DE)
- …sales process, policies and licensing requirements to contribute to the attraction, retention and expansion of client relationships. Ensure accuracy in ... the individualized needs of each customer and with the client 's best interest in mind. Mentors less experienced Advisors....and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under… more
- City National Bank (Beverly Hills, CA)
- …from performing these duties. Provide accurate, timely and extensive information to all client inquiries and requests to ensure retention of existing profitable ... their ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts… more
- Bank of America (Pennington, NJ)
- …support, and delivering practical, innovative solutions to clients while focusing on retention and re-establishing client confidence. Wealth Management Fraud & ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- JPMorgan Chase (New York, NY)
- …on business related matters, including, but not limited to marketing, deep client engagement, product development and sales/ retention strategy. As a Managing ... looking for candidates who share our enthusiasm for delivering a first-class client experience through an engaging and proactive client relationship approach.… more
- Swank Motion Pictures (St. Louis, MO)
- …accounts, address service needs, and identify opportunities for upselling and retention . Responsibilities: . Build and maintain strong client relationships ... more! The Account Manager is responsible for overseeing and managing client relationships across Swank Motion Pictures. This role ensures operational excellence,… more
- CVS Health (Providence, RI)
- …Develops and executes the renewal process ensuring appropriate margins and customer/membership retention targets are achieved. Prepares client for renewal by ... of benefit plan, offers solutions to reduce costs, delivers renewal to client and producer. Formulates complex financial decision recommendations and presents them… more