- Acxiom (Montgomery, AL)
- The Client Management Partner owns the client relationship. Oversees and maintains a consultative relationship with the client , acting as the primary ... partner for all Acxiom products and services. Responsible for maintaining excellent client communication at all levels of the organization. Works closely with the… more
- Acxiom (Montgomery, AL)
- The Client Partner serves as the primary post-sale point of contact for clients and responsible for their ongoing growth and satisfaction. Uses in-depth ... knowledge of the client 's industry, business operating model, and has deep knowledge...well-managed pipeline of account growth opportunities. + Responsible for managing within Salesforce CRM all records of sales, revenue,… more
- Acxiom (Montgomery, AL)
- The Client Partner - Enterprise Account role serves as the primary post-sale point of contact for a strategic client based on revenue and opportunity size. ... The Client Partner is responsible for their satisfaction and future growth....other sales and revenue related goals. + Responsible for managing within salesforce all records of sales, revenue, and… more
- Kyndryl (Montgomery, AL)
- …implementation, and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. ... **Contribute to Profitable Growth:** + Drive significant financial outcomes through signings and revenue targets + Ensure...however, if you are hired to work at a client , customer, or partner location, you may… more
- Kyndryl (Montgomery, AL)
- …implementation, and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. ... **Contribute to Profitable Growth:** *Drive significant financial outcomes through signings and revenue targets *Ensure sustained...however, if you are hired to work at a client , customer, or partner location, you may… more
- Bank of America (Mobile, AL)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management… more
- Cayuse Holdings (Montgomery, AL)
- …built on trust, with key clients + Creation of account strategic and financial plans/roadmap for servicing client needs + Growing account penetration over ... profitable growth within the regional portfolio. **Reports to:** Company Managing Director **Working Conditions** + Professionalhybrid remote/onsite/ client site… more
- Truist (Homewood, AL)
- …loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided ... support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding,… more
- TTEC (Montgomery, AL)
- …is what we do at TTEC for you and the customer. As a VP, Client Success working remotely, you'll be a part of creating and delivering amazing customer experiences ... to the BFSI Portfolio Leader, this experienced executive will lead a specialized client portfolio across BFSI clients representing the TTEC Engage solution set. The… more
- PNC (Birmingham, AL)
- …5+ years of technical support experience preferred. Experience in banking, financial services or other regulated industry preferred. Technical certifications for ... the central point of contact for business demand management, technology expenditures, client feedback & relationship management and the overall client experience… more
- Ensono (Montgomery, AL)
- …in managing and closing complex sales opportunities. + Proven success in managing client opportunities with multiple lines of business. + Proven ability to ... Senior Sales Executive -Must have Financial Services sales- Eastern or Central United States...insights, thought leadership and consultation on the alignment of client business needs to Ensono and partner … more
- Bank of America (Tuscaloosa, AL)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... technology to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Bank of America (Birmingham, AL)
- …and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Edward Jones (Enterprise, AL)
- …member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk ... various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing… more
- Edward Jones (Prattville, AL)
- …member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk ... various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing… more
- Edward Jones (Huntsville, AL)
- …members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have ... Jones believes in a human centered approach as we partner for positive impact, to improve the lives of...allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on… more
- PNC (Mobile, AL)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, ... remotely, at manager's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the… more
- CBRE (Montgomery, AL)
- …presentations, and other client -facing materials. + Set and measure operational and financial goals for client accounts. + Provide oversight on profit and ... With expertise across various life sciences categories, CBRE is a leader in managing highly-regulated spaces within the industry. About the role! We are hiring an… more
- American Express Global Business Travel (Montgomery, AL)
- …and receivables) ** Financial Management** : + Reviews and approves monthly client financial settlement summaries. + Monitors direct/indirect reports in order ... and service levels Excellent interpersonal and communications skills and experience at managing client expectations + Travelling on regular basis can be… more
- Wells Fargo (Madison, AL)
- …financially + Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and ... and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client ...guidance to other branch employees on developing relationships and managing moderately complex to complex client needs… more