- Intuit (Plano, TX)
- …our customers' most important problems. The solutions we present to each client are backed by collaborative cross-functional teams. We serve customers by finding ... your careers, and unlock your potential. Our Accountant Sales Account Management Team is dedicated to the success of...Accounting and Tax firms. The primary responsibilities of this senior leadership position is to drive the Intuit tech… more
- ServiceNow, Inc. (Austin, TX)
- …technology adoption. Customer Success Leadership + 5+ years of experience in customer success, account management, or client services, with at least 3 years in a ... ServiceNow's Customer Success Clients. The Sr. Manager will develop senior executive relationships across the portfolio of accounts as...Leadership + 5+ years of experience in customer success, account management, or client services, with at… more
- Citigroup (New York, NY)
- … service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively. ... issues or needs; connect with relevant specialists or senior leaders as needed + Appropriately assesses risk when...service , digital engagement and basic sales/referrals + Open, client service orientation and desire to help… more
- Regions Bank (Dallas, TX)
- …and prospective REIT/Fund clients. Associates also assist in the cultivation of client relationships by conducting research, staying abreast of client and ... industry trends, and participating in industry and client related strategic and tactical planning. This includes participation in client meetings, due diligence… more
- WTW (Irvine, CA)
- …and management of their health and benefits programs. Responsibilities include: + Leading the client service team in the design and delivery of project plans; ... Proactively advising clients and ensuring the delivery of superior client service + Engaging specialist resources and...skills + Superior ability to influence and collaborate with senior management and work across all levels of an… more
- NTT America, Inc. (Denver, CO)
- …Launch Industry Solution Experts to orchestrate and execute across an array of client and internal personnel, building deep and lasting relationships along the way. ... and practice experts to develop customized solutions that address client -specific challenges * Define the client value...new buyers * Learn and understand go-to market, key service offerings, sales plays, messages and motions * Identify… more
- Fortress Brand (New York, NY)
- …sponsor for major clients within your pod, fostering high-level relationships with client leadership and providing escalation support to account management ... sharing knowledge and data, creating efficiencies, and looking at every aspect of our client 's business from a 360 perspective. We work effectively to give every … more
- Regions Bank (Little Rock, AR)
- …Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Acts ... acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external… more
- UMB Bank (Kansas City, MO)
- …3+ years of applicable experience within Financial Services. + You have demonstrated client service experience within a wealth management institution. + You have ... think creatively. + You possess general knowledge of new account opening, investments, client onboarding requirements and...knowledge of Personal Trust, Custody, and Investment management service offerings and account types. + Working… more
- KeyBank (Atlanta, GA)
- …Line of Business, supporting multiple production offices. Responsible for providing superior client service to both internal and external clients while ... RMs on system requirements. Proactively identifies and assists in resolving issues affecting client service and risk management + Provides expertise to others by… more