- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... drive and passion to deliver the highest level of service to credit union members and clientele to help...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more
- BMO Financial Group (Los Angeles, CA)
- …accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues ... and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis,...questions and concerns, both internal and external. + Performs client sales & service support activities as… more
- Grameen America, Inc (Memphis, TN)
- …process from the initial communication through membership approval. + Assists Relationship Manager and Branch Manager on client assessment in terms of ... a pipeline for the intake process. + Works collaboratively with the Relationship Associate by providing potential clients. + Schedules and manages outreach… more
- Bank of America (Hunt Valley, MD)
- …through making informed financial decisions when inheriting assets. By developing a relationship with the client , Financial Solutions Advisors can engage clients ... FSA will set clear expectations when establishing a new relationship to create a smooth and streamlined experience. +...client requests and makes referrals to appropriate internal service providers based on client needs and… more
- ADP (Augusta, GA)
- …they arise **QUALIFICATIONS REQUIRED:** + At least 3 years of experience working in a client service /customer service environment + At least 1 year of ... position, you'll leverage our top-ranked training programs and world-class service guidelines, along with your business consulting expertise, to...part of a team to accomplish tasks + Strong client relationship skills including the ability to… more
- BMO Financial Group (Miami, FL)
- …requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. + ... Customer Service + Stakeholder Management + Negotiation + Customer Relationship Building **Salary:** $122,400.00 - $228,000.00 **Pay Type:** Salaried The above… more
- AC Disaster Consulting (Bakersfield, CA)
- …and results-driven Account Manager with expansive business development and client service experience to accelerate AC Disaster Consulting's (ACDC) presence ... markets as guided by the ACDC Strategic Plan, market analysis, and relationship / client development opportunities. The ideal candidate will be a strategic… more
- Allied Universal (Gilbert, AZ)
- … Manager + Provide information briefings and training sessions in response to Client or Security Account Manager requests + Maintain technical proficiency in ... daily site operations; coordinate and/or conduct site-specific on-the-job training, client -specific training, and annual refresher training for security personnel,… more
- SCI Shared Resources, LLC (San Bernardino, CA)
- …prospective client contact information and detailed notes in Customer Relationship Management (CRM) sales system. + Take initiative to contact prospective ... insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities… more
- Travelers Insurance Company (Dallas, TX)
- …to aid business partners in proper account pricing. Develops meaningful RC service proposals that address client needs and loss experience. Participates ... in client presentations, assures timely service delivery, monitors and manages outstanding recommendations, markets and sells Risk Control services as… more