• Associate Client Advocate

    WTW (Cincinnati, OH)
    …services required and client service plan. Partner with the producer or Client Advocate to facilitate and lead external strategy meetings. Ensure in-session ... more
    WTW (01/28/25)
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  • Key Private Bank Associate Relationship…

    KeyBank (Cincinnati, OH)
    …the extended advisory team based on client needs. Acts as a client advocate /representative on assembled team. If needed engages the Market Leader or ... more
    KeyBank (01/28/25)
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