- TD Bank (Keene, NH)
- …clients by reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...delivering legendary service during every customer interaction to maximize retention and growth + Ensures all NEW clients receive… more
- TD Bank (Burlington, VT)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...delivering legendary service during every customer interaction to maximize retention and growth + Ensures all NEW clients receive… more
- Truist (Coral Gables, FL)
- …(United States of America) **Please review the following job description:** Provides in-office client and advisor support to a team of Wealth Advisors managing a ... advisor(s) to meet the needs and objectives of the client , and will serve as the primary point of...pipelined reports and referrals) + Support the sales and retention efforts by scheduling appointments, making follow up telephone… more
- C&W Services (Austin, TX)
- …modify accordingly to meet desired outcomes + Present an image that mirrors that of the client ** Client Retention ** + Work with Client Services and/or ... (CWS') market position and achieve financial growth within defined existing client assignments. This person assists in the development of directed strategic… more
- WSP USA (San Diego, CA)
- …and industry contacts in the local area. + Commitment to internal and external client service. + Commitment to travel to designated locations and offices across ... become the preferred, trusted advisor to our clients. + Manages local client coordination and cross-selling efforts in coordination with Region, District, National… more
- Trane Technologies (Fenton, MO)
- …activities at client 's facilities. **What you will do:** + Responsible for client satisfaction, retention , and growth for assigned portfolio. + Drives the ... work:** + On-Site (5 days). **Job Summary:** As a Client Service Representative, you will deliver positive client...applications, particularly Excel and Word + Available for local travel . + Must possess a valid driver's license for… more
- dss+ (Houston, TX)
- …will have a solid foundation in account management, with a focus on client retention , revenue growth, and customer satisfaction + An entrepreneurial spirit, ... to develop and display their talents in solving challenging client problems. We are a team-based culture and, thus,...to collaborate within fast-paced, multi-cultural, and multi-disciplinary teams + Travel of up to 75% is required At the… more
- Truist (Nashville, TN)
- …an in-office position located in Nashville, TN.* Job Profile Summary Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio ... advisor(s) to meet the needs and objectives of the client , and will serve as the primary point of...pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone… more
- Securitas Security Services USA, Inc. (Spring, TX)
- …Manages the security services and related operations provided to an assigned Client location (or multiple locations) including client service and problem ... manager responsible for managing security services and related operations for a global client * Communicates with the client contact on a day-to-day basis… more
- CBRE (Menlo Park, CA)
- …strategic goals and deliverables for a large global technology company. The role required travel up to 25% within the United States and globally. **What You'll Do** ... of line of business's goals and objectives for a client or clients. May write or assist in writing...development, coaching, mentoring, measuring, appraising and rewarding performance and retention is preferred. + Ability to lead the exchange… more