- H&R Block (Rochester, NY)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the...to building a Connected Culture - one in which trust , care, and connections are how we work together… more
- Jensen Hughes Inc. (New York, NY)
- …At Jensen Hughes, we believe that creating and sustaining a culture of trust , integrity and professional growth starts with putting our people first. Our employees ... to deliver high-quality, timely, and cost-effective solutions. + Manage client expectations through clear, proactive communication and support team members… more
- H&R Block (Aurora, IL)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It...to building a Connected Culture - one in which trust , care, and connections are how we work together… more
- Zions Bancorporation (Sacramento, CA)
- Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best ... Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We… more
- Charles Schwab (Westlake, TX)
- …in the success of the Bank's lending program through delivering an outstanding client experience while helping the firm realize it's earning potential. Bank Lending ... a broad range of inquiries, issues, advancements, and products in meeting our client 's needs and while relying on multiple systems, experience, and judgment. In… more
- ADP (Tempe, AZ)
- …to change. You have a way with clients that builds rapport, establishes trust , and shines with professionalism. Over the phone and in writing, your communication ... understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not...service and exchange routine information with members of the client project team, including priorities, timeliness, and issues as… more
- 32BJ Benefit Funds (New York, NY)
- …doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, ... members and their families in several states. We are a mission-driven, client -centered team committed to delivering high-quality, accessible legal services to our… more
- Northern Light Health (Ellsworth, ME)
- …Initiates a systematic, accurate and ongoing comprehensive assessment of needs of the client , family, and/or significant other. * Meets with patients and families to ... others to evaluate and modify the POC based on client outcomes. * Exercises independent judgment in supervising and...continuous and reliable. + Behaves with Integrity and Builds Trust : Acts consistently in line with the core values,… more
- The Millennium Group (Dallas, TX)
- …and promoting employee engagement. The SDM serves as the primary client liaison, managing service delivery, optimizing processes, and fostering a productive, ... performance and profitability. Customer Satisfaction + Maintain regular communication with client contacts and members of the customer's management team. + Identify… more
- Citigroup (Tampa, FL)
- …a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net worth of ~$200k - $1mm). The Wealth Operations organization are looking to ... key businesses such as Deposits, Lending, Investments and understand importance of KYC, Client Onboarding and Client Reporting. As part of Change Management… more