- City National Bank (Studio City, CA)
- …DO? * Independent management of the client relationship after the sale to support client success within our SaaS products and services * Active ownership of ... on and resolution of reported issues, and ensuring all activities support a healthy Client Satisfaction (CSAT) Score through regular " client health"… more
- JPMorgan Chase (Palo Alto, CA)
- …continuous improvement. **Job responsibilities** + Lead and manage a team of Client Solutions Architects, providing mentorship, guidance, and support to drive ... and solutions, often in partnership with Technology, to fit complex client use cases. + Support Sales in solutioning and mandating deal stages for pricing,… more
- Kestra Financial (San Antonio, TX)
- …Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support staff and enhancing the ... + Oversee trading, account transfers, and other operational tasks related to client accounts. Strategic Support & Business Growth + Identify opportunities… more
- Bank of America (North Bethesda, MD)
- …a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The ... market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the...the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice… more
- Neuberger Berman (San Francisco, CA)
- …development goals, client servicing needs as well as internal administrative support and projects. This position will provide the individual with a perspective ... and assisting with the generation of new materials specific to client / prospect interests + Support the team with client and prospect contact management,… more
- H&R Block (Hamilton, NJ)
- …knowledge assessment test. + High level of confidence in leveraging technology to support client interactions. + Proficiency in Microsoft Office Suite (Word, ... with office staff and leadership to continuously improve the client experience and support office goals. + Conduct follow-up communications to ensure … more
- BlackRock (San Francisco, CA)
- …to guide clients in effectively using Aladdin. Your focus lies in building client confidence, providing support , and empowering them to manage their businesses. ... **About this role** **Job Description - Client Success Specialist** Aladdin is BlackRock's central technology...get the most out of Aladdin, they provide exceptional support by resolving complex issues, handling inquiries and collaborating… more
- Bank of America (San Diego, CA)
- …sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations ... are not limited to:** + Managing the branch's Wealth Management Client Associates and Service Support Staff + Overseeing the daily operations of a Merrill branch… more
- TEKsystems (Pittsburgh, PA)
- …* Drive and direct regular customer, project, and solution health checks with client project teams. * Support the development and execution of Account ... Sales, Practice, and Delivery to ensure seamless execution of client initiatives. * Mentor and support Engagement...execution of client initiatives. * Mentor and support Engagement Managers, Delivery Leads, and project teams, fostering… more
- Optiv (Columbia, MD)
- …of the fastest-growing companies in a truly essential industry. Join us. The Client Success Manager will support clients within the Managed Security Solutions ... Client Success Manager is to own, develop, and support key process indicators to understand client ...and support key process indicators to understand client satisfaction. This includes repeatable measurement of client… more