- City National Bank (West Hollywood, CA)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned… more
- 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
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