- Insight Global (New York, NY)
- Job Description Key Responsibilities Client Success & Relationship Management * Serve as the main point of contact for top-tier clients during solution design and ... * Build deep, trusted relationships with clients and internal partners * Understand client needs and translate them into the right HSBC payment or digital… more
- Truist (Lumberton, NC)
- …while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and treating ... to Clients accurately, professionally, and in a positive manner. 4. Manage client communications and provide accurate account detail and information with an elevated… more
- Hartford Steam Boiler Inspection and Insurance Company (Hartford, CT)
- …proposition + Lead and work closely with cross-functional teams in communicating client strategies and orchestrating client solutions **Business ... and collaboration skills, with experience leading internal teams in delivering client solutions . + Outstanding communication and presentation skills, capable… more
- Bank of America (Boulder, CO)
- …growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + ... + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management… more
- Capital One (Plano, TX)
- …for our associates and clients. One of the most impactful groups within CCO is the Client Solutions team. The Client Solutions team works with the ... something doesn't go as planned and eloquently recover to delight the client + Represents Client Solutions with internal partners and clients based on proven… more
- Capital One (Charlotte, NC)
- …for our associates and clients. One of the most impactful groups within CCO is the Client Solutions team. The Client Solutions team works with the ... something doesn't go as planned and eloquently recover to delight the client + Represents Client Solutions with internal partners and clients based on proven… more
- Neuberger Berman (New York, NY)
- …income, derivative, mutual fund, ETF, SMA, and Alternative asset classes and structure client solutions that may incorporate multiple underlying asset types. + ... varied client base, and across our breadth of investment solutions . **KEY RESPONSIBILITIES** **Leadership & Management:** + Identify our most critical … more
- Bank of America (Phoenix, AZ)
- …and Client Focus + Issue Management + Active Listening + Adaptability + Client Solutions Advisory + Data Collection and Entry + Problem Solving + Account ... maintenance, and looking for opportunities to deepen relationships through digital solutions . **Responsibilities:** + Identifies client needs and recommends … more
- Bank of America (Riverside, RI)
- …and Client Focus + Issue Management + Active Listening + Adaptability + Client Solutions Advisory + Data Collection and Entry + Problem Solving + Account ... maintenance, and looking for opportunities to deepen relationships through digital solutions . **Responsibilities:** + Identifies client needs and recommends … more
- KeyBank (Rochester, NY)
- …effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products. ... advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps… more