- Banner Health (Phoenix, AZ)
- …service and ensures a smooth patient flow process by providing services in admissions, financial counseling, billing, scheduling patients, paperwork ... environment. Responsibility for ensuring efficient coordination of billing processes, financial counseling, client scheduling, maintaining and handling of… more
- JPMorgan Chase (San Antonio, TX)
- …your day providing an exceptional client experience by understanding and addressing client service needs for our newest JP Morgan Wealth Management clients. ... degree preferred or equivalent experience + 2 years of relevant financial services or brokerage relationship building experience **Additional information:**… more
- UMB Bank (Denver, CO)
- …its industry, etc., over time that might create a change in their financial service needs. As the **Business Banking** ** Client Manager** , you will have a ... perform regular financial reviews. + You will provide recurring customer service to existing clients, which includes direct contact with customers and an… more
- Vanguard (Malvern, PA)
- …clients, crew, and assets, and steward a risk-smart culture for Vanguard's Financial Advisor Services (FAS) business. FAS provides investments, services ... Overview: Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (eg, assets and data), and stewards a strong… more
- Fiserv (Stafford, TX)
- …day-to-day client interactions, respond to inquiries, and resolve product or service issues to maintain client satisfaction. + Monitor and validate daily ... have:** + 4+ years of experience in CRM and client support platforms (Salesforce Service Cloud, Zendesk,...great to have:** + Experience in the medical billing services industry. + HDI Customer Service Representative,… more
- Robert Half Finance & Accounting (Worcester, MA)
- … relationships by providing expert advice on complex tax issues. * Conduct client consultations to understand financial goals and develop customized tax ... contribute to the growth and development of the firm's services . For Immediate Interview please contact Victor Muller at...and related tax implications. * Proven ability to manage client relationships and deliver high-quality service . *… more
- Bank of America (Frisco, TX)
- …advice and guidance to their advisors. **Qualifications:** + 10+ years experience in financial services industry + 10 years sales experience + Knowledge of ... The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help… more
- JPMorgan Chase (New York, NY)
- …fluidly. + Experience leveraging technology to promote efficiency. + Background in a client facing sales and financial services environment. JPMorganChase, ... you will track and organize deliverables, manage highly visible projects, plan complex client and market visits, organize small events and town halls, and prepare… more
- World Wide Technology (Denver, CO)
- …individuals on high-performance teams? Join WWT today! **RESPONSIBILITIES:** + Works closely with Client Manager as mentor in a specific account or area. + Acts in ... Want to learn more about Global Enterprise Sales? Check out the Solutions and Services we provide on the platform: https://wwt.com The well-being of WWT employees is… more
- FM (Alpharetta, GA)
- …loss-prevention engineering and research; risk management skills and support services ; tailored risk transfer capabilities; and superior financial ... loss potential hazards. *Make recommendations and/or engineering solutions to ensure client understanding and agreement for risk improvement. *Document risk analysis… more