- Bank of America (New York, NY)
- …internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- PNC (Louisville, KY)
- …and visibility among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve investment ... advisors' success. We provide a robust training program, administrative support and state of the art technology designed to...an investment and insurance book of business. Owns the client experience, efficiently handling sales and service,… more
- Capital One (Mclean, VA)
- …(Treasury Management Officer, Merchant Services, Business Card Reps, Market Credit Exec, Sales Support ). + Exhibits the ability to successfully multitask in ... business cash flow cycle and apply advanced business credit sales skills to the client interaction using...servicing issues to the appropriate servicing call center or support associate . + Holds accountability for the… more
- IDEX (Delran, NJ)
- …+ Understand market pricing and manage price + Liaise closely with internal stakeholders (system sales & sales support ) to ensure continuity of the sales ... Manager will be responsible for increasing levels of customer satisfaction, provide technical support to resolve client onsite issues and drive order generation… more
- Paychex (Boston, MA)
- …within 90 days of employment. + Generates sales revenue to meet or exceed sales quota by contacting existing client base and utilizing effective sales ... on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that… more
- TIAA (Pasadena, CA)
- …Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a ... **Key Responsibilities and Duties** + Lead investment management for high-value client relationships with sophisticated needs. + Create and adjust asset allocation… more
- UMB Bank (Kansas City, MO)
- …strategic/business items and issue resolution + Prepare and track annual client relationship plans; ascertain and document clients' satisfaction level with UMB's ... service + Work with sales team to build rapport with prospects to facilitate...they become clients + Oversee fee negotiations + Lead client on-boarding process + Conduct team meetings with clients… more
- Capital One (Salt Lake City, UT)
- …client development strategies. + Champion voice of client and voice of associate feedback to support and inform culture of continuous improvement. + Have ... productivity etc. across their region while providing an outstanding customer and associate experiences. + Provide sales leadership and direction, and program… more
- North Country Business Products (Fargo, ND)
- B2B Technology Sales Account Manager Location - Remote for residents in North Dakota/South Dakota and Wisconsin This position is an outside B2B sales role. In ... You will also be responsible for lead generation, developing client relationships, promoting offerings including Point of Sale Systems,...and become more than just an employee. As an associate , you'll be part of a collaborative ownership culture… more
- JPMorgan Chase (Portland, OR)
- …of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management + Oversees ... to handle multiple assignments accurately. Job Responsibilities: + Oversee sales support effort for a JP Morgan...working on a team with at least two additional Sales Associate + Series 7 & 66… more