- Columbia Bank (Eugene, OR)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... strategies consistent with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service . + Other… more
- Truist (Atlanta, GA)
- …Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience. 2. ... enable quality client interaction. 7. Continually provide responsive and personal service to our Wealth Clients. 8. Participate in onboarding and training of new… more
- BrightSpring Health Services (Louisville, KY)
- …Wholesale Management, or Long-Term Care Management + Familiarity with Broad Sales, Client Service Orientation, and Territory Management + Knowledge of ... tools/databases related sales management + Strong client service , communication, and influence skills + Strong negotiation skills, financial business acumen, and… more
- Sedgwick (Rochester, NY)
- …of claims within service expectations, industry best practices, and specific client service requirements. **PRIMARY PURPOSE OF THE ROLE:** We are looking ... Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Representative - General Liability and Auto | NY Licensing Preffered | Multi State… more
- Sedgwick (Rochester, NY)
- …of claims within service expectations, industry best practices, and specific client service requirements. **PRIMARY PURPOSE OF THE ROLE:** We are looking ... Fortune Best Workplaces in Financial Services & Insurance Workers' Compensation Claims Representative | NY Lost-Time Experience | NY Licensing **Are you looking for… more
- First Horizon Bank (Greensboro, NC)
- …staff. . Assist in conducting meetings to promote sales, product knowledge and client service Perform all other job related duties as assigned **QUALIFICATIONS** ... and promptly resolve client issues effectively. . Ensure an excellent overall client experience by assisting clients with select service needs. . Responsible… more
- First Horizon Bank (Lafayette, LA)
- …staff. + Assist in conducting meetings to promote sales, product knowledge and client service Perform all other job related duties as assigned **QUALIFICATIONS** ... and promptly resolve client issues effectively. + Ensure an excellent overall client experience by assisting clients with select service needs. + Responsible… more
- Towne Park (Atlanta, GA)
- …seasonal variances in business to ensure proper staffing levels. Understands the client 's service standards and effectively integrates Towne Park's standards to ... complement them. Is knowledgeable of the client 's service metrics/measurements and ensures Towne Park..._The_ **_working conditions and physical demands_** _described here are representative of those that must be met by an… more
- HUB International (San Antonio, TX)
- …+ Works closely with Producers and other HUB personnel on all aspects of client service , marketing, and renewal while adhering to HUB Broker Standards + ... Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting… more
- KeyBank (Pepper Pike, OH)
- …plan. + Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. + Employs and maintains ... based on client needs. Acts as a client advocate/ representative on assembled team. If needed,...of the importance of asset quality and exceptional customer service (preferred). + Sales or customer service … more