- Robert Half Finance & Accounting (San Ramon, CA)
- …(life, disability, long-term care) + Create investment review and update reports Operations & Client Service + Manage CRM and track client interactions + ... Strategy + Act as a strategic partner and project manager for senior advisors + Join client ...and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support… more
- Bank of America (New York, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability… more
- HNTB (Houston, TX)
- …staff reporting; and support for performance and compensation reviews. + Partners with Client Service Leaders and pursuit champions to assist with business ... performance: delivery of quality work, on time, on budget and to the client 's satisfaction on every project. This position proactively manages the budget, schedule,… more
- TD Bank (Greenville, SC)
- …Affluent clients, without a local FA relationship, who have a Wealth need; service all aspects of the client 's relationship and submits appropriate referrals ... liabilities. The PFA I recommends personalized investment and insurance solutions to meet the client 's objectives. The PFA I will be part of a sales desk team… more
- Johnson, Mirmiran, and Thompson Inc. (Raleigh, NC)
- …and become part of a dynamic, collaborative team dedicated to delivering exceptional service to our clients-while making a meaningful impact on our communities and ... activities of a project. They shall also be actively involved in the marketing and business development activities of the company and develop strong professional and… more
- BMO Financial Group (Chicago, IL)
- BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and investment banking, treasury management, as well as research and ... Exchange ("FX") needs. The team provides transactions to facilitate client requests along with identifying client needs...to develop market knowledge in order to independently create marketing material that can be leveraged by the team.… more
- Caring Transitions (Cumming, GA)
- …warm work environment, demonstrate a drive for results and going above and beyond in service of the client with minimal supervision + Ensure all tools and ... We are looking to fill the all important role of Team Leader/Project Manager within our organization. Responsibilities include, but are not limited to the… more
- Mass Markets (AL)
- …We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a- Service (XaaS) cloud technology solutions across a wide range of ... a bright, driven professional with a passion for building client relationships and driving business growth in the staffing...qualities: + 5+ years of experience as an Account Manager , Account Executive, or Sales Executive. + Experience working… more
- KPH Healthcare Services, Inc. (La Crosse, WI)
- …level of client satisfaction. Is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within ... new sales revenue numbers for the designated region. **Scope of Responsibilities:** Client acquisition and client retention. Prospect; meet with; present to;… more
- Publicis Groupe (New York, NY)
- …and provide scaled access to the digital capabilities of Publicis Groupe in service of our clients. Together, the Publicis Digital Experience portfolio endeavors to ... in a way that will provide them with a future-proof model for modern marketing . With our unique expertise in consumer engagement, CRM, and commerce, Publicis Digital… more