- Santander US (Newark, NJ)
- …appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone ... branch training sessions in an effort to secure long-term client relationships and provide sales leadership to...to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and… more
- AON (Boston, MA)
- …and thoughtful client approach informed by whitespace analysis and anticipated client demand. + Collaborate with Sales , Marketing, and Solution Leaders to ... client approach informed by whitespace analysis and anticipated client demand. + Collaborate with Sales , Marketing,...and anticipated client demand. + Collaborate with Sales , Marketing, and Solution Leaders to identify and pursue… more
- S&P Global (Chicago, IL)
- …Functional Coordination: - Coordinate resources to develop comprehensive solutions to meet client needs - Collaborate with Sales Specialists, Business and ... **The Team:** Our Account Management team is at the forefront of client relationship excellence, working collaboratively across global markets to ensure our… more
- Bank of America (Phoenix, AZ)
- …internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...drive adherence of policies and procedures related to the sales practice conduct + Partners with FAs, CAs, and… more
- Ensono (Santa Fe, NM)
- …resolving escalations and aligning expectations. + Own and maintain senior/executive client relationships. + Collaborate with sales and account management ... continuous improvement, scaling delivery capabilities and fostering a high-performing, client -centric culture. The VP will define and execute delivery strategies,… more
- Citigroup (Palo Alto, CA)
- …above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences ... sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications....and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Citigroup (New York, NY)
- …above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences ... of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications....and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- Citigroup (Dallas, TX)
- …above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences ... sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications....and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more
- ADP (Louisville, KY)
- …increasing client experience, advisor experience, participant experience and client retention. Partners with Sales , Implementation, and Operations ... Functions as a consultant and business partner to assigned client issues, Service/Operational Teams, Sales and Market leadership to evaluate and deliver on … more
- Citigroup (New York, NY)
- …above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences ... sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications....and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more