- Raymond James Financial, Inc. (Austin, TX)
- …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
- Grant Thornton (Cleveland, OH)
- …on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, ... understanding of Sub-chapter K partnership taxation, is required + Exceptional client service and communication skills with a demonstrated ability to develop and… more
- KBF (NC)
- …size of the clients. This position is a management-level role with the expectation that client service is critical. This role will report to a Director of ... a key role in launching and building a new client market for KBF, helping to drive growth in...Managed Accounting Service and be supported by a team of accountants… more
- Publicis Groupe (Chicago, IL)
- …relationships + Develop, grow, and maintain relationships with programmatic customers through exceptional client service + Formulate proposals for new client ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of… more
- AON (Chicago, IL)
- … client meetings and present results as an integral part of a collaborative client service team. + Review less experienced staff members' work product for ... meetings and present results as an integral part of a collaborative client service team. + Review less experienced staff members' work product for reasonableness… more
- Paychex (Cincinnati, OH)
- …existing human capital management software to the Paycor product suite; utilize effective client service and change management practices to ensure a smooth ... utilize the Paycor software to maximize their business productivity, client satisfaction, and ultimately retention. Responsibilities + Coordinate the transition… more
- TD Bank (New York, NY)
- …Exposure:** Collaborate across teams, industries, and geographies, building a foundation in client service , risk management, and product strategy. + **Make a ... US business and global execution capabilities and is a full- service provider of Global Markets and Corporate and Investment...working capital solutions across five product families and four client segments. ** Client Segments:** + Corporates +… more
- Edward Jones (St. Louis, MO)
- …7, 66, and 24 required or must be obtained within 6 months of hire + Direct client service experience as a member of a HNW client -facing professional team ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...relationships with, and provide oversight to, external 3rd party service providers, such as tax planning and advice firms,… more
- HUB International (Baton Rouge, LA)
- …and build good working relationships. + Uses Benefit Point to document and assign all client service issues and key steps in the renewal process + Ensures that ... to manage the menu of benefit options that the client offers to its employees. BCs partner with clients...priorities and projects at once Department Account Management & Service Required Experience: 2-5 years of relevant experience Required… more
- KeyBank (Seattle, WA)
- …with Sales Leader, Regional Trust Director and local team members on pricing, client service , compliance and litigation issues, as needed and appropriate. + ... any other banking, lending or insurance needs. + Assess client revenue opportunity based on complexity and service... client revenue opportunity based on complexity and service required. Actively participate in pricing conversations for new… more