- Truist (Dallas, TX)
- …and deliver relevant training content across multiple functional groups (eg, sales, credit, client service and support). * Developing and executing against a ... function that supports LOB- and Wholesale-wide communications (both internal and client /external) that leverage core and common delivery and content as applicable.… more
- BMO Financial Group (Los Angeles, CA)
- …within the established risk framework of the organization, while delivering an exceptional client experience. This is a senior -level role requiring in depth ... communication, and relationship-building skills. + Proven ability to manage complex client relationships and deliver exceptional service . + Strong analytical,… more
- HUB International (Berkeley Heights, NJ)
- …protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest ... make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm… more
- Vanguard (Malvern, PA)
- …on serving our largest and most strategically important clients-plan sponsors, intermediaries, wealth managers, and service providers. ECG operates at an ... at the heart of ECG's mission, driving strategic initiatives and supporting high-impact client engagements. This group works closely with senior leaders and… more
- TD Bank (New York, NY)
- …Exposure:** Collaborate across teams, industries, and geographies, building a foundation in client service , risk management, and product strategy. + **Make a ... client coverage to include Central Banks and Sovereign Wealth Funds clients aligned to agreed bank strategy. +...client onboarding, etc.) are frictionless. + Works with senior leaders across the organization to identify new opportunities… more
- Citigroup (Chicago, IL)
- …branches to ensure a positive customer experience. Be accountable to client service scores. + Collaborate with Consumer and Wealth business partners to ... comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment...Accountable to scorecard metrics and KPI's as defined by Senior Management + Support the development of small business… more
- HUB International (Omaha, NE)
- …a Strategic Account Executive **,** you will be responsible for providing complete service and benefit management of True Group clients (>100 lives). This includes ... serving as a liaison between the client , the firm and the carriers. The Strategic Account...procedures and guidelines. + Provides analytical support to the Senior Consultant to meet the data and reporting needs… more
- US Tech Solutions (Charlotte, NC)
- …net worth and most influential clients. + Serves as an expert resource for Wealth Management partners on client income tax planning strategies directed to ... are followed **Key Responsibilities and Duties:** + Deliver superior customer service and specialize subject matter expertise to individual tax clients. +… more
- BMO Financial Group (Los Angeles, CA)
- …years of commercial banking experience, a proven track record of new client acquisition, and established relationships with customers, COIs, and key stakeholders in ... market share growth, recruiting and developing top talent, and ensuring exceptional client satisfaction. As a key member of the Southern California leadership team,… more
- S&P Global (New York, NY)
- …of experience in software engineering, with at least **7+ years** in a senior leadership role leading client -facing product engineering team. + Demonstrable ... in Sales and Marketing). You are a trusted advisor, not just a service provider. + **Outstanding client -facing communication skills.** You are credible and… more