- Bloomberg (New York, NY)
- … problems and deliver measurable value. + Deeply understand how different client personas (eg, portfolio managers, traders, analysts, sales ) search, screen, ... firm-wide AI and discoverability strategies. + Engage with Market Specialists, Sales , and client -facing teams to: + Run targeted client conversations and… more
- FM (Creve Coeur, MO)
- …+ Maintain a profitable book of business by effective use of sales techniques, client relationships, risk assessments, application of sound underwriting ... an opening for a dynamic Account Manager in our Client Service Department in St. Louis, MO. This position...equitable terms and conditions on new accounts introduced by sales executives. Ensure policies accurately reflect both the insured's… more
- HSBC (San Francisco, CA)
- …to succeed in this role: + Meaningful experience in nontraditional banking financial sales , providing client recommendations and increasing sales , and ... service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will… more
- Bloomberg (San Francisco, CA)
- …Specialist, Enterprise Services, Bloomberg Financial Solutions Location San Francisco Business Area Sales and Client Service Ref # 10046378 **Description & ... on-boarding process, including working with the PORT and Core Sales teams, understanding the client workflow, providing...PORT and Core Sales teams, understanding the client workflow, providing in-depth trainings and assisting clients in… more
- Columbia Bank (UT)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales / client service experience in trust administration,required + 10+ ... Trust President. + Directly responsible for the administration of larger, more complex client relationships in the office. + Responsible for the overall level of… more
- PSEG Long Island (Melville, NY)
- …or a related field and a minimum of 2 years of experience in a customer service, sales , or client -facing role. + In lieu of a degree, a minimum of 6 years ... of experience in a customer service, sales , or client -facing role. + Proficiency using Microsoft Office (Word, Excel, PowerPoint). + Excellent communication and… more
- 1st Financial Bank USA (Farmington, CT)
- …needs across the entire organization by producing materials used in marketing, sales , client communications, and internal initiatives. The Specialist ensures ... high-quality written content that strengthens Motorlease's brand and supports client acquisition and retention efforts. This role is hands-on, writing-focused,… more
- IQVIA (Durham, NC)
- …the IQVIA Publisher Suite. This individual will work closely with publisher development, sales , client services and product and engineering teams to implement ... adoption of new features and provide feedback internally on client needs + In-depth understanding of publisher KPI's and...QA product deployments across all publisher partners + Assist sales and publisher development teams on maintenance of ad… more
- JPMorgan Chase (Tempe, AZ)
- …efficient and effective lending services. **Job responsibilities** + Collaborate with Sales , Client , Relationship Managers, and Underwriters to facilitate loan ... with credit and asset conditions. + Assist in researching Sales and PPT tax items, applying critical thinking skills....knowledge to align lending services with industry trends and client needs. + Skilled in developing and delivering presentations… more
- USG Insurance Services, Inc. (Minneapolis, MN)
- …this position, you will be assisting with various tasks related to sales , client management, and administrative functions. Responsibilities include: + Requesting ... oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark on your… more