• Financial Advisor

    Insight Global (Shrewsbury, MA)
    …to being customer -centric by delivering legendary service during every customer interaction to maximize retention and growth * Ensures all NEW clients ... The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet… more
    Insight Global (12/09/25)
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  • Store Manager: Alohas

    Leap (NY)
    Client Engagement: Achieves high Net Promoter Scores (NPS) and client retention through personalized outreach and relationship-building. + Operational ... in premium retail boutiques with a strong passion for delivering elevated customer experiences and building long-term client relationships. + Strong business… more
    Leap (12/07/25)
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  • SVP, Senior Relationship Manager - Specialty…

    Banc of California (Los Angeles, CA)
    …Improvement** : Provides continuous communication with Product Management, Deposit Operations, and Customer Service teams to ensure we have competitive product ... meet sales and growth goals, as well as ensure client satisfaction and retention . Performs all duties...+ Excellent technical banking knowledge and insight into specialty client segments, driving differentiated service models and… more
    Banc of California (09/20/25)
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  • Intermediate Account Manager - (Employee Benefits)

    Aegon Asset Management (Cedar Rapids, IA)
    …relationships with clients, agents and internal partners to deliver superior customer service and improve client retention . + Research a broad range ... additional service opportunities to aid in the retention of inforce voluntary plans. + Address client...combination of education/experience + Two years of insurance or client relationship experience + Customer service more
    Aegon Asset Management (12/05/25)
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  • Mailroom Supervisor

    Ricoh Americas Corporation (New York, NY)
    …Individual Development Plans, succession planning, and mentorship. + Focus on business retention , customer service , team performance, and profitable growth. ... implement solutions for operational effectiveness. + Identify gaps in service delivery and adjust processes within client ...+ Strong problem-solving skills. + Managerial courage and expert customer service skills. + Technical aptitude. +… more
    Ricoh Americas Corporation (11/14/25)
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  • Financial Advisor

    BMO Financial Group (AZ)
    …goals. The Financial Advisor has the ultimate goal of building and solidifying customer loyalty while deepening client relationships. ** Customer ** + ... net new clients) + Advice on Maturities + Uncovering uninvested opportunities **Asset Retention ** Manage direct client relationships and maintaining a group of… more
    BMO Financial Group (12/04/25)
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  • Sr. Digital Engagement Manager

    Forrester (Cambridge, MA)
    … engagement, handling difficult situations and challenges, and delivering exceptional client service (eg, within a professional services organization). + ... health of customer relationships, this role will predict and navigate customer challenges, offering solutions that drive satisfaction, retention , and lead to… more
    Forrester (10/24/25)
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  • Account Manager, Employee Benefits

    HUB International (Encino, CA)
    …provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention , maintaining strong carrier ... a generous 401k plan and more! **THE OPPORTUNITY:** Our service professionals play a vital role in supporting our...aspects of carrier renewals for assigned clients + Maintains client relationships, supports client retention ,… more
    HUB International (10/10/25)
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  • Relationship Analyst

    Santander US (Miami, FL)
    …to Talk to You!** Position Summary: The Relationship Analyst is responsible to perform client service tasks in a well-organized and timely manner, having a ... and the clients' needs. The Relationship Analyst operates independently in providing day-to-day client service . The Relationship Analyst plays a key role in … more
    Santander US (12/12/25)
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  • Relationship Manager Specialty Deposits

    City National Bank (Los Angeles, CA)
    …with the objectives of the division and the Bank to retain and deepen client relationships. * RETENTION Calling Efforts: Actively works with existing clients and ... Property Management, Commercial Property Management, 1031 Exchange Accommodators, and Contractor Retention Escrows business segments for City National Bank. This key… more
    City National Bank (12/09/25)
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