- Vanguard (Malvern, PA)
- …service consultation. Sets clear expectations for interactions with the service team and follows up with client to ensure implementation of advice ... based on specific client needs. This may include Wealth Estate Planning Services (WEPS), Investment Strategy Group (ISG), Personal Advisor Services … more
- City Wide Facility Solutions (Chicago, IL)
- … client -focused leader responsible for the business operations of an assigned client service area, managing a million-dollar+ book of business. In this ... solutions and/or products. + Formulate and manage an effective service strategy and schedule tailored to each client...clients. + Supervise and direct Night Managers; ensure the client 's strategy is executed and all services … more
- Regions Bank (Houston, TX)
- …for assistant staff and may also directly support members of the advisor team . **Primary Responsibilities** + Provides leadership, coaching and training ... system. **Job Description:** At Regions, the Wealth Management Relationship Team Administrator (RTA) - Safe Act will lead the... needs and identifies opportunities to improve and resolve client service issues + Coaches associates to… more
- Alight (IL)
- …generate client demand for Alight product solutions and expansion of Alight services by demonstrating thorough understanding of client needs + Builds the ... place to put your passion to work. Join our team if you Champion People, want to Grow with... Relationship Management** + Serve as a strategic partner/trusted advisor , understanding client needs to identify how… more
- Parexel (Annapolis, MD)
- …a timely manner with an understanding of issues which may impact project profitability and client satisfaction + Acts as a trusted advisor to clients, often on ... and methodologies, as well as extensive knowledge of what services RS provides. A Senior/Vice President Technical provides a...resolutions to possible problems or conflicts within the project team and/or the client + Provides guidance… more
- H&R Block (Naperville, IL)
- …an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors. Day to day, you'll + ... Advisors Accounting Specialist, you will provide bookkeeping and payroll services to Block Advisors small business clients including assisting... suppliers, vendors and banking contacts + Assist in client service coverage as needed to ensure… more
- Truist (Tampa, FL)
- …to coordinate resources, problem solve, and deliver to clients the highest level of client service . * Is intensely focused on building brand internally. a. ... for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM)...3. As a key member of the Truist Wealth client facing team , share responsibility for developing… more
- JPMorgan Chase (Nashville, TN)
- …understanding their business needs and delivering tailored solutions. + Oversee complex client portfolios, ensuring exceptional service delivery and client ... million employee participants worldwide. We are a dedicated global team of over 1,000+ professionals at the forefront of...you will serve as a strategic leader and trusted advisor to our clients, driving commercial conversations and building… more
- EverBank (Westlake Village, CA)
- …to financial center managers or relationship managers as important client service team member and serves as an advisor to the client 's ongoing ... services , recognizes sales opportunities, and makes introductions to team specialists including financial center managers, relationship managers, or other… more
- Fortress Brand (New York, NY)
- …phasing through the team seamlessly in partnership with operations and client service teams. + Presentation & Storytelling: + Cultivate robust relationships ... client relationships as a strategic partner and trusted advisor . + Ensure that brand strategies not only meet...client expectations + Foster a creative and innovative team culture that facilitates the successful execution of brand… more