- Charles Schwab (Lone Tree, CO)
- …Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition in the Retail Business through ... The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized...on new complex accounts and managing the know your client review conducted during the on-boarding process. Document … more
- ADP (El Paso, TX)
- …in today's increasingly competitive global marketplace. **ADP is hiring a Customer Service Specialist II.** In this position, you'll join a team of rock star ... following: + Bachelor's degree or equivalent in education and experience + Strong client relationship and interpersonal skills + Must be comfortable working in a… more
- Project Renewal, Inc. (New York, NY)
- Title: Employment and Retention Specialist Program: Next Step - Workforce Development Schedule: Hybrid Schedule (post 90-day successful employment) Salary Range: ... the world of work. Overall Responsibilities: The Employment and Retention Specialist is a passionate advocate for...services programs and work across functional lines to ensure client placement and retention goals are met.… more
- ADP (Louisville, KY)
- …The Client Service Specialist ensures the delivery of optimal service, client satisfaction and client retention . **RESPONSIBILITIES:** + Act as the ... regularly with client to evaluate and ensure delivery of optimal service, client satisfaction and client retention . Working knowledge of 401k, call… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas +...on the team informed about status of account administration, retention , and projects + Completes assigned administrative/ Client … more
- Oracle (Denver, CO)
- …of Oracle solutions and identifying/driving product expansion opportunities as well as client retention through high value relationships and value-based selling. ... and incremental revenue growth and is hiring for a Client Success Specialist (CSS). The CSS will...in advance, and proactively addressing challenges before they affect client retention risk. This role involves a… more
- Sharecare (Richmond, VA)
- …for everyone. To learn more, visit www.sharecare.com **Job Summary:** The Senior Client Operations Specialist plays a critical role within Sharecare's ... and supporting strategic initiatives. Acting as a trusted operational partner to the Client Relations Account Management team, the Sr. Specialist ensures that… more
- Robert Half Office Team (Birmingham, AL)
- …with strong communication skills and a passion for driving customer satisfaction and retention ? We're seeking a Business Development Support Specialist to join ... our team focused on supporting business development and achieving customer retention goals. This role involves close collaboration with customers, trade allies, and… more
- Optiv (Overland Park, KS)
- The Client Operations Specialist - Strategic Renewals is a sales support role assisting the Strategic Client Directors with management of their recurring ... the sales cycle in the absence of the Strategic Client Director, looking for growth within the account and...Director, looking for growth within the account and YOY retention . This crucial role interacts with manufacturing partners, internal… more
- KeyBank (GA)
- …considered fully remote. + **Hours:** 8-5pm EST **Job Summary** The Senior Client Servicing Specialist , Cross Sales will deliver consultative, cross-solutioning ... safe handling practices of client data. + Client acquisition, cross-sell, and/or retention initiatives through... data. + Client acquisition, cross-sell, and/or retention initiatives through providing tracking information as well as… more
- Banc of California (Irvine, CA)
- …of the HOA Services Organization. This representative will play a key role in client satisfaction and client retention by supporting a multi-billion-dollar ... and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Client Services Specialist is a pivotal member...Platform. We're seeking a qualified person that will service client 's needs, have amazing follow up skills and seek… more
- Banc of California (Escondido, CA)
- …of the HOA Services Organization. This representative will play a key role in client satisfaction and client retention by supporting a multi-billion dollar ... groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Service Specialist is a pivotal member...operates. **HOW YOU'LL MAKE A DIFFERENCE** + Front line client service support + Provide phone support to … more
- Indeed (Stamford, CT)
- …for job seekers. (*Comscore, Total Visits, March 2025) **Day to Day** As a Client Activation Sales Specialist in our Scaled Business Success (SBS) team, you'll ... revenue targets, client conversions, and productivity metrics. + Deliver exceptional client experiences to drive retention and maintain engagement. + Conduct… more
- Indeed (Scottsdale, AZ)
- …for job seekers. (*Comscore, Total Visits, March 2025) **Day to Day** As a Client Activation Chat Sales Specialist in our Scaled Business Success (SBS) team, ... inquiries per day, often managing multiple conversations simultaneously. + Deliver exceptional client experiences to drive retention and maintain engagement. +… more
- PNC (Orlando, FL)
- …have an opportunity to contribute to the company's success. As a Sales & Client Experience Specialist Senior within PNC's Retail Bank organization, you will be ... priorities. Implements initiatives to grow revenue including acquisition, growth, retention , and cross-channel experiences. + Through observation and coaching,… more
- HUB International (Monterey, CA)
- …excellence throughout the insurance community. **THE OPPORTUNITY:** The Personal Lines Client Service Specialist is responsible for providing exceptional service ... and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. + Provides a...the organization. + Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors… more
- Oracle (Bismarck, ND)
- …400 clients and manage around 1000 renewals annually, ensuring seamless processes and high client retention rates. + Client Satisfaction: Maintain a high ... for a highly transformative business initiative, requiring a proactive and client -focused renewal sales approach. Maximize adoption of Oracle solutions and identify… more
- S&P Global (Dallas, TX)
- …Dallas, TX metro area **_Requirement:_** Mix of remote, office, and working on client site, based on specific client and current business environment or ... for this role. Automotive OEM experience is preferred. + Position as a Client Advisor, leveraging automotive data to provide actionable insights and drive client… more
- Justworks (Tampa, FL)
- Customer Support Specialist , Payments Tampa, Florida Apply Who We Are At Justworks, you'll enjoy a welcoming and casual environment, great benefits, wellness program ... customers with inquiries related to payroll, payments, tax, billing, customer retention , company offboarding, and reporting, and contribute to internal discussions… more
- JPMorgan Chase (New York, NY)
- Come and join our Alternatives Global Transportation team as an Investment Specialist . Our alternative strategies are designed to achieve specific client ... asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum,… more
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