- HUB International (Bothell, WA)
- …lead and is an active participant in strategic discussions. + Review and evaluate client financial deliverables to ensure they are complete, accurate and support ... join our Employee Benefits team. You'll primarily be responsible for supporting HUB client teams through financial strategy including monitoring and analyzing on… more
- American Express (ID)
- …large, high-impact deals. + Demonstrated success in solution-oriented sales across payments, financial services , SaaS, or related industries. + Strong ... + Strong financial acumen with the capability to interpret client financial statements, analyze balance sheets, and identify working capital needs to inform… more
- S&P Global (Boston, MA)
- …the world's largest financial institutions. **The** **Impact:** We are seeking a junior Client Services Associate to join our dynamic and global Client ... with ability to organize, multi-task and prioritize in a fast-paced environment + Client Focused. Customer service and satisfaction are key priorities for the… more
- BMO Financial Group (Chicago, IL)
- …through proactive delivery of holistic advice and solutions designed to meet the client 's specific financial planning needs. Coordinates and integrated team of ... + Leads / assists with creation business proposals or presentations (eg relationship plans, financial plans and reviews) + Leads Annual Client Review with team… more
- Percepta (Melbourne, FL)
- … satisfaction tool(s) to resolve client concerns. Tools available include Financial Assistance, Service Component Plan, Extended Service Plan, Vehicle ... service across each market we support. As a Client Service Manager onsite in Melbourne, FL,... is open to receiving additional information + Manage financial assistance requests within CSM Delegation of Authority (DoA)… more
- Ethos Veterinary Health (Dallas, TX)
- …All employment is decided based on qualifications, competence, merit, and business need. Client Services , Client Service Representative, Receptionist, ... Veterinary Client Service Lead Are you a...at each location. + Oversee the daily functions of Client Services employees, ensuring smooth workflows and… more
- Truist (Virginia Beach, VA)
- …monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of...2. Two years of teller or cash handling or client service experience 3. Six months of… more
- Truist (Asheville, NC)
- …monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the...and consistent proficiency in teller or cash handling or client service skills 3. Good interpersonal and… more
- Pioneer Bank (Albany, NY)
- …with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities. + Develops ... track of life changing events that could affect a client 's financial plan and adjust the plan...servicing, and renewing (if appropriate) all types of deposit services and seeks to convert service discussions… more
- ThermoFisher Scientific (Allentown, PA)
- …understanding the client 's organization and business needs, in order to improve client service and satisfaction in the overall best interest of Patheon. The ... quotes for technical changes and customer requests for additional services . + Ensures Client and Organization are...pricing initiatives, task forces) and follows through to completion. Financial and Forecast Management: + Ensures client 's… more