- Morgan Stanley (New York, NY)
- …career - a place for people to learn, to achieve and prosper. The Prospect Management & Client Coverage team is embedded within the broader Strategic ... **Job:** **Wealth Management * **Title:** * Prospect Management and Client Coverage Associate/AVP* **Location:** *New York-New York* **Requisition… more
- HUB International (Wilmington, MA)
- …and Puerto Rico. We currently have an opportunity for a **Commercial Insurance Client Advisor - Management Liability Insurance (Potential for Hybrid Work** ). ... and insurance company underwriters at the direction of Director. **Specific Responsibilities** ** Client / Prospect ** Identifies and advises insurance buyers and… more
- Edward Jones (St. Louis, MO)
- …next steps to connect Financial Advisors with the team(s) that will support their client and prospect opportunities. They will be responsible for the overall ... program management of the HNW Client Development team,...Manage and Optimize Capacity: Lead the facilitation of aligning client / prospect development cases with the appropriate HNW… more
- Ensono (Columbus, OH)
- Digital Client Engagement ExecutiveRemote - United StatesJR011118 At Ensono, our Purpose is to be a relentless ally, disrupting the status quo and unleashing our ... Reliability, Collaboration, Curiosity, Passion **Position Summary** : The Digital Client Engagement Executive role within Ensono is primarily responsible for… more
- WTW (Boston, MA)
- …advice in key risk areas + Identify and close potential cross-sell opportunities Client Management : + Maintain consistent / high quality touch points by ... individual prospect sales strategies and develop unique prospect programs + Align with individual client ...of claims + Participate in stewardship meetings + Support Client Management team in identifying and closing… more
- S&P Global (GA)
- …customer retention strategy, with a focus on growth/business development + Project management including client onboarding, and on-going client deliverables ... are looking for a self-starter, results-driven, sales professional to actively prospect , forecast and manage relationships with automakers (OEMs) and national sales… more
- Edward Jones (St. Louis, MO)
- …have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial ... Jones Trust Company provides a full range of trust, investment management , and custody services to individuals, businesses, charitable organizations, and private… more
- JPMorgan Chase (Plano, TX)
- …Bank clients. This role will work closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client ... management routines + Manage project meetings for large client implementations and create and manage planning for projects...the banking team to participate in sales pitches for prospect clients to show the value add of the… more
- Truist (Charlotte, NC)
- …in the completion and management of the below items: * Provide superior client service to Commercial Community Bank clients taking ownership of client needs, ... wire processing, general maintenance, etc. * Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor… more
- Citizens (Naples, FL)
- … client introductions and engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing ... relationships through partnership referrals. + Tailor wealth management planning to meet client needs. + Utilize the knowledge of internal stakeholders and… more
- Morgan Stanley (Dublin, OH)
- … client account alerts * Supports the team by organizing and arranging client / prospect data, preparing financial plans, client reports, and other ... Advisors in daily business practices, including but not limited to, telephone coverage , business travel arrangements, coordination of client meetings, prepare… more
- Morgan Stanley (Purchase, NY)
- …part of our culture. Institutional Consulting Services (ICS) is comprised of institutional client businesses providing enhanced client coverage , and greater ... growth and participant engagement goals. The RIA Strategy & Client Development team works closely with senior management...participant education . Work with consultants to strategize on client / prospect approach . Develop and… more
- World Insurance Associates, LLC. (San Francisco, CA)
- …+ This position supports the Account Executive with responsibilities related to client management and retention. Essential Duties and Responsibilities + ... and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created… more
- World Insurance Associates, LLC. (San Antonio, TX)
- …This position supports the Account Executive with responsibilities related to client management and retention. Essential Duties and Responsibilities Responsible ... and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created… more
- World Insurance Associates, LLC. (Houston, TX)
- …employee benefits, financial and retirement services, and human capital management solutions. Essential Duties and Responsibilities + Responsible for identifying, ... exposures, make recommendations, and create custom programs to eliminate gaps in coverage + Identify opportunities to round out accounts for existing clients +… more
- Beemac Logistics (Houston, TX)
- …home days possible after achieving sales goals and KPIs benchmarks. What makes a successful Client Solutions Manager (CSM): + As a successful CSM, you will act as a ... to deliver value added solutions. + Practicing effective time management to organize your day and avoid getting easily...customers and utilizing Partnership Selling to increase sales. + Prospect new business and forge new relationships daily. +… more
- Beemac Logistics (Pittsburgh, PA)
- …home days possible after achieving sales goals and KPIs benchmarks. What makes a successful Client Solutions Manager (CSM): + As a successful CSM, you will act as a ... to deliver value added solutions. + Practicing effective time management to organize your day and avoid getting easily...customers and utilizing Partnership Selling to increase sales. + Prospect new business and forge new relationships daily. +… more
- WTW (Mobile, AL)
- …in key risk areas. + Identify and close potential cross-sell opportunities. ** Client Management :** + Maintain consistent/high quality touch points by phone ... individual prospect sales strategies and develop unique prospect programs. + Align with individual client ...of claims. + Participate in stewardship meetings. + Support Client Management team in identifying and closing… more
- JPMorgan Chase (Fort Worth, TX)
- …understanding and management of these assets as part of the overall client relationship. **Job Summary:** As a Wealth Management Solutions, Mineral Asset ... JP Morgan is a key component of our Wealth Management services, providing fiduciary expertise to safeguard our clients'...and resources. + Exceptional ability to serve in a " client -facing" role, including initial prospect meetings and… more
- JPMorgan Chase (Plano, TX)
- …relationships, intraday liquidity facilities, and other credit exposures. + Respond to client or prospect credit needs, while providing sound judgement and ... your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of...to make and support credit decisions for a diverse client portfolio. You will be responsible for monitoring this… more