- IBM (New York, NY)
- …* Driving substantial revenue growth through strategic expansion within our existing Financial Services client base. * Leading multi-million-dollar ... Financial Services , expertise across Salesforce clouds-including Financial Services Cloud, Sales Cloud, and Service Cloud-and your proven track record… more
- AON (Houston, TX)
- …and creatively. Position is multi-faceted centered on client services , broking, account management, analytics, QA/QC and financial responsibilities. ... and creatively. Position is multi-faceted centered on client services , broking, account management, analytics, QA/QC and financial responsibilities.… more
- WTW (Arlington, VA)
- …benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies ... varying client complexity by working across different client profiles + Leads clients' financial /actuarial engagements...calculating reserves + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- Mass Markets (Dallas, TX)
- …+ Associates Degree or higher is a plus + Relevant experience in banking or financial services is a plus + Experience with data-entry utilizing a computer - ... POSITION OVERVIEW CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS...document call resolution in appropriate systems + Strictly follow client process for handling financial issues and… more
- Columbia Bank (Eugene, OR)
- …with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service . + Other responsibilities ... your success. Advisors will have access to a shared financial services assistant. Advisors will be eligible...an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth… more
- Citizens (West Hartford, CT)
- …This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The ... based on their knowledge of market conditions and the client 's circumstances. The Virtual Financial Advisor strives...+ Focus on clients: Aspire to deliver world-class customer service + Drive sales: Analyze the client 's… more
- KeyBank (Naples, FL)
- …primary client advisor developing and implementing strategies based on the client 's financial goals, and by coordinating with the extended KPB relationship ... banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates,...community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as… more
- City National Bank (Los Angeles, CA)
- …with affluent and high net-worth client segments * Strong understanding of financial markets and all products and services applicable to high net worth ... Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit,… more
- PNC (Birmingham, AL)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client 's unique...an investment and insurance book of business. Owns the client experience, efficiently handling sales and service ,… more
- KeyBank (Buffalo, NY)
- …primary client advisor, developing and implementing strategies based on the client 's financial goals, and coordinating with the extended KPB relationship ... banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates,...community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as… more