- Citigroup (San Francisco, CA)
- The Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on delivering all ... aspects of client onboarding and operational solutions for clients and prospective...Onboarding Specialist works closely with business partners and will travel to the SWA's branch location. **Key Responsibilities:** +… more
- Highmark Health (Bismarck, ND)
- …**JOB SUMMARY** This job implements and administers strategic activities related to client retention , growth, and profitability of existing accounts within the ... goals while managing risk to the organization. + Forecast and achieve annual retention goals and objectives to ensure growth and profitability goals are met or… more
- Sedgwick (Irving, TX)
- …renewal management, and negotiation of new agreements. + Maintain deep client intelligence, identifying at-risk relationships and implementing retention ... **Additional Responsibilities** + Participate in enterprise-wide quality programs and initiatives. + Travel as needed to support client engagements and team… more
- HUB International (Wilmington, MA)
- …existing select group benefit accounts. **SPECIFIC RESPONSIBILITIES** : + Responsible for client retention , building relationships with key client personnel. ... own unique, regional culture. We currently have an opportunity for a ** Client Relationship Manager -- Employee Benefits** . **SUMMARY OF RESPONSIBILITIES** :… more
- HUB International (Houston, TX)
- …Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention , maintaining ... to superior customer service with employees committed to adding value to every client activity. **Job Summary:** The Private Client Account Manager works… more
- HUB International (Wilmington, MA)
- …of new and existing group benefit accounts. **Responsibilities** : + Responsible for client retention , building relationships with key client personnel. ... own unique, regional culture. We currently have an opportunity for a ** Client Relationship Manager - Employee Benefits** . **Overview** : Responsible for assisting… more
- Charles Schwab (Westlake, TX)
- …needs. The goal of these team-based efforts will be to drive higher levels of client retention , client satisfaction, and expansion of the overall Schwab ... effectively in teams and influence outcomes. + Flexibility to travel for client visits and sales presentations as needed. **Preferred Qualifications:** +… more
- City National Bank (New York, NY)
- …in order to uphold high-quality service to maximize relationship growth and retention . * Provide support for webinars and partner/ client outreach efforts. ... *PORTFOLIO MANAGEMENT CLIENT CARE COORDINATOR* WHAT IS THE OPPORTUNITY? Coordinates...meetings, creating and distributing materials, as well as some travel planning and submitting expense reports. * Assists Portfolio… more
- JPMorgan Chase (Irvine, CA)
- …Success Officer plays an important role in the execution of the firm's retention , growth, and client experience strategies, including accountability to deliver ... us to be the centralized point of contact and client advocate where you will build lasting relationships with...of offer and may differ from this posting. Some travel required (20%) to visit clients and internal partners.… more
- UNUM (Denver, CO)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... others, and join Team Unum today! **General Summary:** General Summary The National Client Manager (NCM) is the relationship steward for our most complex group, VB,… more