- Vanguard (Dallas, TX)
- …to grow your career in advice, we encourage you to apply! Responsibilities: + Client Engagement: Identify client needs and collaborate with internal partners to ... risk tolerance, and planning needs, developing customized investment plans. + Client Satisfaction: Cultivate deep client relationships and high satisfaction… more
- M&T Bank (Burlington, VT)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment ... solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client … more
- H&R Block (Columbus, IN)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... + Serve as point of contact for onsite escalated client service concerns + Ensure clients are...your family. + Various discounts on everyday items and services . + Benefits with additional eligibility requirements : Medical… more
- H&R Block (Coral Gables, FL)
- …tax office associate positions + Serve as point of contact for onsite escalated client service concerns + Ensure clients are scheduled properly and conflicts are ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more
- Raymond James Financial, Inc. (Jackson, MI)
- **Essential Duties and Responsibilities** + Manage and deepen client relationships with effective communication and personalized attention in every interaction + ... and rebalances as requested + Schedule, attend, and facilitate client meetings + Create and maintain records and files...includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James Financial Services… more
- EFI Global (Houston, TX)
- …YOU CARE, THERE'S A PLACE FOR YOU HERE EFI Global is a full- service engineering, fire investigation, environmental, health and safety, and specialty consulting ... services firm serving a variety of industries in both...(local or regional).** **Ideal candidate would have experience in client management and accounts, including oversight of expectations, scope… more
- US Bank (Minneapolis, MN)
- …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs....of US Bancorp Banking, Trust, and Investment products and services + Ability to partner with colleagues to identify… more
- Steer (Boston, MA)
- …and non-technical stakeholders. + Business Development: Build and maintain meaningful client relationships, expand service offerings, and lead proposal ... At Steer North America, our vision is a world where the critical services and infrastructure that move our communities work better for all of us. Our mission is to… more
- US Bank (Portland, OR)
- …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs....of US Bancorp Banking, Trust, and Investment products and services -Ability to partner with colleagues to identify and… more
- Kohl's (Baytown, TX)
- …suggesting products to drive sales- identifies the opportunity to upsell products and services . + Demonstrates credibility to the Client through knowledge of ... + Minimum Qualifications + Authentic passion for beauty + Client facing Retail or Service Industry experience + Excellent written and verbal communication skills… more