- Wells Fargo (Franklin, VA)
- …. **In this role, you will:** + Assist Profit Formula Financial Advisor (s) colleagues with service and operational related activities such as ... skills + Client service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve goals,… more
- Sprinklr (NJ)
- Sprinklr is the definitive, AI-native platform for Unified Customer Experience Management (Unified-CXM), empowering brands to deliver extraordinary experiences at ... scale - across every customer touchpoint. By combining human instinct with the speed...The Leader of Executive Recruitment operates as a strategic advisor , market expert, and search leader for mission critical… more
- CBRE (Dallas, TX)
- …The Global Alliance Director manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship and contract value. ... candidate is required to develop and foster senior level customer relations as part of developing strategic plans that...* Manages the contract relationship, acting as a trusted advisor and thought leader to grow the business relationship… more
- Meijer (Macomb Township, MI)
- …in best practices. Help implement strategies that enhance safety, physical security, customer service , and reduce shrink. Our ideal candidate will possess ... leadership. + Serves as a subject matter expert and advisor in fresh inventory shrink and food waste, reviews...school diploma or equivalent. + 2+ years of retail/grocery/operations management/ customer service experience. + Retail/ customer … more
- Palo Alto Networks (Dallas, TX)
- …proactively communicate refresh needs and available options. + Build trusted advisor relationships with customer stakeholders, executive sponsors, and partners ... The Technical Account Manager will act as a trusted advisor to our customers to help ensure efficient Palo...Managed Threat Hunting services. The end result is increased customer satisfaction, value, retention, and expansion of the Unit… more
- Bank of America (Atlanta, GA)
- …Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification + Referral Identification ... **Job Description:** This job is responsible for supporting the Merrill Financial Advisor (FA) team to further develop and enhance existing client relationships. Key… more
- PNC (Cleveland, OH)
- …Specialist Sr is the trusted partner to the Wealth Management Leadership and Advisor teams. The Sales & Support Administrator partners with the Wealth Management ... advisor team to proactively manage their assigned book of...OPT for this position. **Job Description** + Provides sales, service and execution support for new and ongoing client… more
- California Dental Association (Sacramento, CA)
- …and outbound calls, track and document follow up communication, and deliver premier customer service . + Demonstrated knowledge of P&C and L&H insurance policies ... unparalleled expertise of people who understand their profession. The Account Manager Advisor supports this vision by providing exceptional service , thoroughly… more
- Bank of America (San Francisco, CA)
- …Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** ... Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor ...and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement,… more
- Bank of America (North Bethesda, MD)
- …Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including ... of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service...+ Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling +… more