- NTT America, Inc. (Detroit, MI)
- …inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a ** Client Delivery Executive** to join our team in Detriot, MI. ... Operations: * Accountable for end-to-end delivery of NTT DATA services for a specific client . * Ensure...to senior stakeholders. * Act as a strategic delivery advisor to the executive leadership team . *… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team , the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field ... distribution (eg, FA engagement, home office coverage/support, and/or hybrid or external client coverage) + Process-oriented with a team -first mindset; desire,… more
- Edward Jones (Tempe, AZ)
- …to and complimenting the relationship, service , and advice provided by the client 's branch team . CRFRs are also responsible for supporting clients who are ... in the capacity of the FA to provide advice, service , and support for our client 's urgent...urgent financial and account related needs when their Financial Advisor is unavailable. CRFRs play a significant role in… more
- H&R Block (Hamilton, NJ)
- …had + Two years of tax related experience + 1-2 years of customer service experience, preferably in a client -facing role involving digital platforms and phone ... teamwork and relationship-building, and is passionate about delivering exceptional service . It would be even better if you also...preparation experience. + Act as a liaison between the client and the Tax Advisor , ensuring consistent… more
- Edward Jones (West Palm Beach, FL)
- …to provide an optimal branch and client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and ... have you join us here. The Edward Jones Generations(R) team provides an end-to-end, HNW client experience...by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax… more
- Pioneer Management Consulting (Denver, CO)
- …organizations. + Strong business acumen, understanding of multiple business models of IT services . Act as a trusted advisor , understanding clients' evolving ... and client relationship management, ideally within a professional ServiceNow services solutions organization or working directly with clients at ServiceNow. ✔… more
- First Horizon Bank (Tampa, FL)
- …work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment, trust and fiduciary services , and insurance services ) in a manner that promotes client ...specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client 's… more
- Access Dubuque (Dubuque, IA)
- …Cottingham & Butler/ SISCO Senior Insurance Marketer Cottingham & Butler/ SISCO Client Service Representative Cottingham & Butler/ SISCO Entry Level Sales ... clients across various industries, sizes, and geographies. **Essential Functions:** Build Client Relationships:** Establish yourself as the primary advisor for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …days a week at our corporate office in Saint Petersburg, FL._ As the team lead, you will leverage extensive knowledge and skills in securities, the banking industry, ... through experience, specialized training, and/or certification-to implement Know Your Client ("KYC"), Customer Identification Program ("CIP"), Customer Due Diligence… more
- JPMorgan Chase (Wilmington, DE)
- JP Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JP Morgan ... and deepening on behalf of Relationship Managers + Design a comprehensive Advisor /Relationship Manager behavioral playbook that encompasses the client lifecycle… more