- JPMorgan Chase (Houston, TX)
- …managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a ... of large corporate or financial institution clients. As a Client Service Account Manager within the (X)...by allowing them to effectively utilize Payments Products and Services . The Service organization acts as a… more
- BMO Financial Group (Denver, CO)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... the SIE, Series 6, 63, Life and Health** **_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding… more
- Paylocity (Schaumburg, IL)
- …results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who ... to perform the essential functions. + Act as our client 's trusted advisor , ensuring exceptional customer experiences...necessary. Education and Experience + 1+ years of Customer Service or Customer interfacing role + 1+ years of… more
- KeyBank (Toledo, OH)
- …sound judgment with clients and transactions. + Exhibits strong sales and service skills, presenting products and services while proactively educating clients ... + Strong communication, trust-building, and relationship management skills to foster strong advisor - client relationships. + Ability to gain market insight and… more
- IBM (Norwalk, CT)
- …AI Market Knowledge: Expertise in the Data & AI market to serve as a trusted client advisor (training on IBM's Data & AI offerings will be provided). * ... work that will compel our clients to invest in IBM's products and services . **Your role and responsibilities** As a Technology Sales Specialist you'll work closely… more
- Fortress Brand (New York, NY)
- …multiple projects phasing through the team seamlessly in partnership with operations and client service teams. + Presentation & Storytelling: + Cultivate robust ... client relationships as a strategic partner and trusted advisor . + Ensure that brand strategies not only meet...relationships as a strategic client partner and advisor to top-tier accounts… more
- Equitable (Charlotte, NC)
- …ad hoc required product changes, anything that requires product and platform updates, client , and advisor communications. + Coordinate and implement required ... client communications, documents at the advisor , plan and participant level for Educator and Enterprise...+ Ongoing product support and issue resolutionfor RVP's, advisors, Service and Ops + Product sales trainingongoing for RVP's,… more
- Access Dubuque (Dubuque, IA)
- …Captive Consultant - Property & Casualty Cottingham & Butler/ SISCO Seasonal Client Service Representative Cottingham & Butler/ SISCO Window Treatments Sales ... Client Relationships** : Cultivate trust as the primary advisor for benefits. + ** Client Retention and...Sales Executive - Employee Benefits Cottingham & Butler/ SISCO Client Service Representative Cottingham & Butler/ SISCO… more
- M&T Bank (Buffalo, NY)
- …Provide clients with product specific brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities transactions ... and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. + Assist in… more
- Burns & McDonnell (Phoenix, AZ)
- …challenges. This role is more than sales; it's about becoming a trusted advisor who understands client needs, crafts tailored solutions, and ensures successful ... to understand their needs, manage expectations, and facilitate communication. + Lead client -focused strategies and action plans for consulting services and… more