- Millennium (Delavan, WI)
- …responsible for delivering an exceptional client experience and ensuring long-term client retention . This role supports the sales process by providing ... Review: Review performance against metrics and team goals with the Client Success Manager . + Process Improvement: Analyze client feedback and propose… more
- Bank of America (Paramus, NJ)
- …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 Princeton, New Jersey;Paramus, New Jersey...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… 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 II - Houston, TX Houston, Texas...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… 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...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Banc of California (Irvine, CA)
- …of the HOA Services Organization. This representative will play a key role in client satisfaction and client retention by supporting a multi-billion-dollar ... Platform. We're seeking a qualified person that will service client 's needs, have amazing follow up skills and seek...large items and non-post resolutions and approvals. Assist department Manager in the mitigation of loss and security. +… more
- Paylocity (Schaumburg, IL)
- …call center experience + Successful experience in handling escalations and at-risk client retention efforts + Project management experience + Proficient in ... met and availability and responsiveness goals are achieved. Considers client need with Account Manager capability and capacity and aligns clients with the intent… more
- Citigroup (New York, NY)
- **Executive Summary** The Client Experience Group Manager is a leadership role and specializes in onboarding, focusing on delivering an exceptional client ... experience and ensuring efficient, scalable operational processes specific to client onboarding and ongoing account management. The role requires extensive… more
- S&P Global (Raleigh, NC)
- …Impact:** We are seeking a Product Consultant to join our dynamic and global Client Engagement team. Client Engagement is a critical function within the ... business, responsible for managing all non-commercial aspects of client relationships. The team ensures a successful customer journey...team ensures a successful customer journey by driving adoption, retention and growth, and we play a key role… 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...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- KeyBank (Indianapolis, IN)
- …need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention . + Develop and maintain proficiency in all ... the Client Relationship Associates. Enlist assistance from KPB Relationship Manager , Fiduciary Strategist or Portfolio Strategist as needed to service client… more