- Lincoln Financial (Madison, WI)
- …lead the team to push the solution and progress . Strong relationship management skills Nice-to-haves: * Working knowledge of Workplace Solutions products, ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Lincoln Financial (Radnor, PA)
- …and quality. **What we're looking for** _Must-haves:_ + Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Wells Fargo (Rochester, NY)
- …Wells Fargo is seeking a Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management. Learn more about the career ... of financial services industry experience + Experience in compliance or broker- dealer governance **Job Expectations:** + US only: Obtaining and/or maintaining… more
- Monroe Tractor (Westborough, MA)
- …Tractor is a well-known and respected construction equipment and agricultural equipment dealer with over 70 years of experience servicing the northeastern US. With ... in accordance with company standards. + Actively use and update the Client Relationship Management System (CRM). We are an equal opportunity employer and prohibit… more
- Lincoln Financial (Helena, MT)
- …experience in lieu of Bachelor's) + 3 - 5+ Years' experience in relationship management that directly aligns with the specific responsibilities for this position + ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Wells Fargo (Jacksonville, FL)
- …prioritize outreach based on policy violations and unresolved units + Communicate with dealer personnel to ensure timely payment for sold units + Assess and waive ... for an asset based lending company + Strong internal and external relationship management and conflict resolution skills + Customer service focus with experience… more
- Lincoln Financial (Bakersfield, CA)
- …targeted market segments, how they operate, and/or value proposition + Support Relationship Management with retention efforts and look for opportunities to promote ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Gerber Collision & Glass (LA)
- …experience in Multi-Markets + Current and previous Client, Customer, and Vendor relationship managment service excellence + Travel Required to other Markets, etc. + ... ensure all locations are performing to potential. Contact all claims managers and dealer accounts on a monthly basis (minimum). + Conduct operations reviews with… more
- Carrier (OH)
- …for distribution and channel management teams and develops a professional relationship to understand the customer needs and suggest products and/or services ... + Engage, collaborate, and coordinate with external channel partners (distributor, dealer , builder, etc.) and cross functionally with internal marketing, operations,… more
- Kestra Financial (Cypress, TX)
- …report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of ... in the financial services industry, allowing for a strong understanding of broker/ dealer operations and financial services products, including but not limited to… more