- Deloitte (Westlake, TX)
- …skills and the ability to drive progress while working independently. XA Program Support : In addition to delivering client experiences, you may also have ... experiences and programs. In this role you will interact extensively with senior Deloitte clients in all industries and functions. Work you'll do Executive… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead service and/or ... to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. + Create activities… more
- First Horizon Bank (Memphis, TN)
- …a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on ... Assist with the preparation of bank materials, such as presentations, reports, client communications, or product information packets to support relationship… more
- MetLife (Brookfield, WI)
- Role Value Proposition: Provides administrative support and customer service to National Accounts group insurance clients. Works with account team, Account Executive ... for the day-to-day administration of multiple complex clients. * Client Liaison: Serve as the bridge between our clients...expert to Customer Unit and National accounts. * RFP Support : Partner with the Proposal Unit to research and… more
- World Insurance Associates, LLC. (Worcester, MA)
- Position Summary The Senior Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the ... excellent customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead servicer in… more
- Smartbridge (Houston, TX)
- …on quota schedule. Full benefits package included. Smartbridge is seeking an energetic, results-oriented Senior Client Partner for the Oil & Gas / Energy sector. ... Texas; onsite presence 2-3 days per week is required, depending on client meetings. Salary Range: $125,000-$175,000 base salary, plus uncapped commission based… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 11 Job Description **Job Title:** Senior Developer - Client Lifecycle Management (Grade 11) **The Team:** We ... are building an end-to-end client lifecycle management solution, where technology drives procedural automation...commercial teams, product managers, and tech leadership + Build systems for KYC, AML, FATCA/CRS, LEI, and other regulatory… more
- H&R Block (Overland Park, KS)
- …to understand and exceed client needs. Skilled in virtual and phone-based client facing interactions. + Proficiency in Block systems - Appointment Manager ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...help you build healthy habits. + Neurodiversity and caregiver support available to you and your family. + Various… more
- M&T Bank (Paramus, NJ)
- **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the ...and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align… more
- Siemens (Raleigh, NC)
- …you. **About the Job** We are looking for a strategic and results-driven Senior Customer Success Manager (CSM) to manage a portfolio of high-value enterprise ... post-sale relationship for a portfolio of strategic enterprise accounts. + Manage client renewal process for forecasting and securing revenue. + Drive customer… more