- Thrivent Financial (Auburn, WA)
- …preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Director of Dedicated ... every day through the financial solutions we offer, the client activities we support, and the resources we provide...work with leadership to build out infrastructure + Enter client information into various systems + Prepare and update… more
- Bank of America (Chicago, IL)
- …development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Charlotte, NC)
- …of US Fixed Income products. Applicant must be on hand to offer premium client service and manage the relationships between our clients and fixed income ... AMRS settling in domestic markets. + Timely response to client queries regarding the confirmation, allocation and settlement of...with other internal departments to ensure timely settlement of client trades. + Involvement in ad hoc projects for… more
- Waystar (Atlanta, GA)
- …languages (HTML, golang, YAML). + Experience with product implementation. + Exceptional client service skills **ABOUT WAYSTAR** Through a smart platform and ... solution defined by the sales agreement and business requirements of the client . The Technical Solutions Strategist will collaborate with the Solution Adoption… more
- WTW (Arlington, VA)
- …Ability to respond to all communications effectively and in a timely manner + Strong client service orientation + Ability to ask the right questions and seek ... actuarial skills - all while providing a blend of client facing skills as well. You will play a...manager, you will bring order and process to the client teams with whom you work, and you will… more
- CIBC (Chicago, IL)
- …Hours** 40 **Skills** Business Banking, Business Development, Business Opportunities, Client Service , Customer Experience (CX), Lending, Portfolio Management, ... activities in a manner consistent with CIBC's risk culture. Client Sales + Serve as the client 's...culture. Client Sales + Serve as the client 's primary contact/resource/advocate at the Bank for portfolio related… more
- HNTB (Denver, CO)
- …staff reporting; and support for performance and compensation reviews. + Partners with Client Service Leaders and pursuit champions to assist with business ... performance: delivery of quality work, on time, on budget and to the client 's satisfaction on every project. This position proactively manages the budget, schedule,… more
- HNTB (Santa Ana, CA)
- …staff reporting; and support for performance and compensation reviews. + Partners with Client Service Leaders and pursuit champions to assist with business ... performance: delivery of quality work, on time, on budget and to the client 's satisfaction on every project. This position proactively manages the budget, schedule,… more
- HNTB (Nashville, TN)
- …staff reporting; and support for performance and compensation reviews. + Partners with Client Service Leaders and pursuit champions to assist with business ... with HNTB's Sophisticated Contracting Approach (SCA). Leads or actively participates in client contract scoping and negotiations. + Serves as the primary client… more
- Regions Bank (Birmingham, AL)
- …Consultant plays a key supporting role in delivering a high standard of client service , developing customized investment solutions and managing client ... process. **Primary Responsibilities** + Supports Senior Consultants and Consultants with client relationships + Participates in routine dialogue with clients, as… more