• Wealth Management Client Relationship…

    TIAA (Phoenix, AZ)
    …practices and supports advisory team in overall book management strategy. + Provides client service and sales support as a part of the Wealth Management ... Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under… more
    TIAA (11/15/24)
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  • Client Service Manager

    MetLife (Aurora, IL)
    …customer and broker servicing. Manages a team of account managers, client service associates and sales support associates to ensure high customer ... Role Value Proposition: This role manages Account Manager (AM), Client Service Consultant (CSC) and Sales Coordinator (SC) associates for a Regional Market … more
    MetLife (10/04/24)
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  • Client Service Associate

    Bank of America (Charlotte, NC)
    …CSAs reporting in. * The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support ... Client Service Associate Charlotte, North Carolina...co-located at a central site, and will provide shared support for advisors who have a short term need.… more
    Bank of America (11/15/24)
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  • Registered Wealth Service Associate

    Citigroup (Jacksonville, FL)
    The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... requests, received via telephone or email. + Provides exceptional support and issue resolution- all client issues...with transparency. **Qualifications:** + 2-5 years of experience in Client Service and/or Sales within… more
    Citigroup (10/10/24)
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  • Client Service Representative PC

    Gentiva (Campbell, CA)
    …forQuality Assurance of services provided in the client care setting, customer service and sales support for Gentiva PersonalComplete and document all ... those who need us, offering physical, spiritual and emotional support to patients and their families so they may...lives every day. **Overview** We are looking for a ** Client Service Representative** to join our team.… more
    Gentiva (11/15/24)
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  • Treasury Sales Analyst/Associate

    Bank of America (Hartford, CT)
    …+ CTP (Certified Treasury Professional) Certification + Prior experience in a sales support or client service role within a financial institution. + ... education, and not-for-profit industries through: + ** Client Support ** : Assist two Treasury Sales Officers...and expanding client relationships by providing exceptional service and support . + ** Sales more
    Bank of America (10/09/24)
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  • Brokerage Regional Support Manager…

    Truist (Naples, FL)
    …Naples, Fort Myers - Florida Responsible for the supervision of Client Service Associates, including their sales support processes and activities. ... Wealth Brokerage sales leaders to ensure the service provided by Client Service ...time to time. 1. Manage the Client /Branch Service Associates and their daily activities in support more
    Truist (10/17/24)
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  • Portfolio Banker Associate

    BMO Financial Group (Chicago, IL)
    …all client questions and concerns, both internal and external. + Performs client sales & service support activities as required to meet client ... ensures timely and accurate completion of transaction processing. + Provides after sales support and handles exceptions tactfully, accurately and efficiently in… more
    BMO Financial Group (11/05/24)
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  • Transaction Capture Representative - Middle Office…

    Citigroup (Getzville, NY)
    …of this role is to offer best in class client service and support sales in fostering and growing client relationships. **Responsibilities:** ... is an entry level position responsible for providing administrative support to sales traders and institutional clients...of projects as assigned + Offer best in class client service as an advocate for issue… more
    Citigroup (10/19/24)
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  • Sr Relationship Manager II - Client

    Bank of America (Chicago, IL)
    …product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized ... with sales , portfolio managers, product specialists, and client service members to coordinate all ...client service members to coordinate all sales and support activities for assigned accounts,… more
    Bank of America (09/21/24)
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  • Asset Management - Platform Solutions…

    JPMorgan Chase (Apple Valley, CA)
    service to our clients and business partners. Our sales and client service teams, marketing support , and product specialists, are dedicated to ... and enthusiasm for technology-driven products and user experience + 10+ Years of sales / client engagement experience + Deep understanding of tax loss harvesting… more
    JPMorgan Chase (11/16/24)
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  • Client Success/ Sales Support

    Aston Carter (Clifton, NJ)
    Job Title: Client Service Specialist Job Description We are seeking a dedicated Customer Service Representative to join our growing team. This role is ... customer service team, reporting to the Customer Service Manager, and closely tied to the sales...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . Diversity, Equity &… more
    Aston Carter (11/10/24)
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  • Client Cultivation & Sales Leader…

    CBRE (Charlotte, NC)
    Client Cultivation & Sales Leader - US Defense Industrial Base Job ID 170262 Posted 25-Jul-2024 Service line GWS Segment Role type Full-time Areas of ... growth within the defense sector. The selected candidate will lead the sales strategy, client cultivation and relationship, solution and proposal development… more
    CBRE (10/25/24)
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  • Client Sales Specialist

    Advantage Solutions (Dallas, TX)
    …Provide general marketing and sales support . + Represent client through outstanding customer service to the customers, demonstrating in-depth product ... **Summary** ** Client Sales Specialist** At our Company,...knowledge, and maintaining professional presentation standards. Provide exceptional client service and follow-up with all partner… more
    Advantage Solutions (11/05/24)
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  • Corporate Client Sales Executive…

    Onit (Atlanta, GA)
    …focus on delivering greater value to their businesses. About the job: As a Corporate Client Sales Executive at Onit, your role will center on nurturing and ... Strategic Alliances to ensure that existing clients receive exceptional support and service throughout their engagement with...services. + Regularly update CRM systems with account details, sales forecasts, and key client interactions. +… more
    Onit (09/27/24)
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  • Current Client Sales Consultant

    Paylocity (Lake Mary, FL)
    …clients and tailor easy-to-use solutions to deliver the performance they need. Position Overview: The Client Sales Consultant is an inside sales role that is ... and a 401(k) match, as well as perks that support you, your family, and your finances. And if...the heart of our business. As part of the Sales & Marketing team, you'll help us solve challenges… more
    Paylocity (10/01/24)
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  • Client Account Manager - Non- Sales

    ADP (Deerfield, IL)
    …(CSL) is made of Client Account Managers (CAM), International CAMs, Service Delivery Managers, Global System Support , Project Services, Add-ons, Transitions ... by a powerful network. This allows for us to support our customers in this central managed service...are closed. **Requirements for the Role** + Passion - Client Service Management + Education -- Bachelor's… more
    ADP (11/01/24)
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  • Personal Lines Insurance Sales Business…

    WTW (Boston, MA)
    sales strategies and develop unique prospect programs + Align with individual client sales strategies + Conduct thorough needs analysis/risk assessment to ... advocacy of claims + Participate in stewardship meetings + Support Client Management team in identifying and...track record of successful pipeline development, delivery of effective sales strategies and reputation as a client -centric… more
    WTW (10/02/24)
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  • Insurance Sales Producer - Commercial Lines…

    World Insurance Associates, LLC. (Columbia, SC)
    …advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's ... + Engage in all sales and marketing tactics (with extensive corporate marketing support ) to move prospects through your funnel to closing + Track all sales more
    World Insurance Associates, LLC. (11/14/24)
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  • Commercial Insurance Sales Producer…

    World Insurance Associates, LLC. (Anderson, SC)
    …+ Engage in all sales and marketing tactics (with extensive corporate marketing support ) to move prospects through your funnel to closing + Track all sales ... organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the… more
    World Insurance Associates, LLC. (11/02/24)
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