- Guidehouse (Charlotte, NC)
- …Focus on exceptional quality in all deliverables + Proven ability to successfully lead client service delivery teams that deliver the highest quality work + ... individual contributor. You will have responsibility to drive projects, including client management and solution implementation. You may own multiple project… more
- CIBC (Dallas, TX)
- …Build strong internal partnerships to deliver seamless, professional, and timely client service . + **Ensure compliance:** Implement and maintain effective ... We're building a relationship-oriented bank for the modern world. We need talented,...advisory services. + A collaborative approach to ensure seamless client service . + Strong financial acumen and… more
- KeyBank (OH)
- …with Regional Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, as needed and appropriate ... the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day services and team interactions,...client loyalty and new business opportunities. + Assess client revenue opportunity based on complexity and service… more
- PNC (Philadelphia, PA)
- …You will be responsible for leading the distribution strategy for the bank 's Escrow, Paying Agent, and Shareholder Representative services. You will define the ... and use of products across various lines of businesses. * Client relationship management is crucial, focusing on expanding market...+ Serves as a recognized senior leader within the bank . In collaboration with internal leaders, sets strategies and… more
- Truist (Orlando, FL)
- …and deposits outstanding. 2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for ... LSG value proposition, including multi-city / multi-office points of contact . 5. Partner with teammates in Treasury & Payment...for clients and prospects-deliver the comprehensive resources of the bank . 10. Document all client interactions via… more
- CIBC (Chicago, IL)
- …Collaborate with Portfolio Managers as part of a team to ensure delivery of top-notch client service . Maintain open line of communication with client as new ... **Weekly Hours** 40 **Skills** Business Development, Business Opportunities, Business Prospecting, Client Prospecting, Client Service , Customer Experience… more
- Mass Markets (IA)
- …We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a- Service (XaaS) cloud technology solutions across a wide range of ... retail, government, education, telecom, technology e-commerce, and financial services. Our contact centers are powered by both on-site and remote agents, leveraging… more
- Mass Markets (TX)
- …We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a- Service (XaaS) cloud technology solutions across a wide range of ... retail, government, education, telecom, technology e-commerce, and financial services. Our contact centers are powered by both on-site and remote agents, leveraging… more
- Mass Markets (Iowa City, IA)
- …We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a- Service (XaaS) cloud technology solutions across a wide range of ... retail, government, education, telecom, technology e-commerce, and financial services. Our contact centers are powered by both on-site and remote agents, leveraging… more
- Santander US (Brooklyn, NY)
- …Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with ... an effort to achieve sales results and long term client satisfaction. + Achieve and exceed both individual and...a quarterly basis. + Maintain compliance with all applicable bank , broker/dealer, State and Federal regulations associated with the… more