- Publicis Groupe (New York, NY)
- …full time Account Supervisor role is a mid-level position that will lead various client service duties for assigned client group. **Responsibilities** * As ... will be required to develop positive relationships with clients through diligent client service which may include travel for in-person meetings * Manage regional… more
- Coldstream Wealth Management (Bellevue, WA)
- …and Thursdays, 7:00am - 4:00pm minus lunch. Specific responsibilities include: + Exceptional Client Service : Going above and beyond to anticipate client ... process + Serve as a Resource/Mentor for CSAs: + Delegating tasks to Client Service Associates + Handling overflow money movement requests when CSAs are busy or… more
- Livingston International (MI)
- …performance statistics. + Participates fully with other team members in the day-to-day Client Service Support Services operations. + Endeavor to utilize and take ... related duties as assigned by management KNOWLEDGE & SKILLS + Strong Client service skills Bilingual, if required. + Good oral and written communication skills.… more
- UMB Bank (Dubuque, IA)
- …sales skills with acumen to close new business. + You have knowledge of client service , advice delivery and operational best practices. + You have knowledge ... or CFA. + You have demonstrated experience with a wide range of client advice and service needs, particularly for the ultra-high net worth segment. + You have… more
- BlackBox (New Orleans, LA)
- Client Account Supervisor - Make Tech Service Delivery Seamless Location: On-site with a key enterprise client | Schedule: Mon-Fri, 8:00 AM - 5:00 PM If ... best work, this role is for you. As our Client Account Supervisor, you'll be the go-to person on-site...+ Experience That Counts: + 2+ years in delivery service or operations, preferably in technology services. + Supervisory… more
- WTW (Chicago, IL)
- …leading a global team of business operations colleagues to deliver exceptional client service in our day-to-day operational activities, driving continuous ... other stakeholders to ensure an effective operating model that delivers outstanding client service , demonstrating a passion for execution and continuous… more
- UMB Bank (Kansas City, MO)
- …+ Intimately involved in the new client prospect and onboarding process, partnering with client service to ensure client setup in eMoney + Maintain and ... clients Role Specific Job Duties: + Primarily focused on servicing high value family client segments as a client -facing Wealth Planner + Senior mentor for other… more
- KeyBank (Poughkeepsie, NY)
- … needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue ... conversations to uncover needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive calling efforts. As… more
- Grant Thornton (Phoenix, AZ)
- …in a rapidly growing, fast-paced, interactive, results-based team environment. + Exceptional client service and communication skills with a demonstrated ability ... and managing staff. Works closely with partners and staff on client management, practice development, and business development. Responsible for an assigned… more
- Raymond James Financial, Inc. (Ridgeland, MS)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more