- Sedgwick (Annapolis, MD)
- …Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Auto Bodily Injury Complex Claims Advisor | Dedicated Client | Remote **Dedicated Client ** ... an opportunity to do something meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening… more
- Huntington National Bank (Annapolis, MD)
- …through various workflow avenues, ensuring the delivery of an optimal and consistent client experience and providing critical welcome support for newly boarded ... will serve as a subject matter expert for value-added reseller (VAR)/Gateway support . Duties and Responsibilities: + Handles complex client servicing escalations… more
- Bank of America (Baltimore, MD)
- … requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - Baltimore & Associates Market Baltimore, Maryland;Hunt...Retirement Planning Counselor (CRPC) Obtained insurance licenses **Skills:** Account Management Client Investments Management Client… more
- TEKsystems (Hanover, MD)
- …staffing when asked for more ownership, capabilities, or methodology while enhancing client /consultant support . We partner with progressive leaders to create ... staffing when asked for more ownership, capabilities, or methodology while enhancing client /consultant support . We partner with progressive leaders to create… more
- Guardian Life (Annapolis, MD)
- …+ Responsible for making independent suitability decisions when approving of all Investment Advisor accounts at account opening (including the review of Advice ... positive professional to join the team as a Supervision Advisor on our Advisory suitability team. The right candidate...securities industry to ensure the best interests of the client are being met. The candidate will have the… more
- PNC (Hampstead, MD)
- …and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Hampstead, MD. Financial Advisors ... interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At… more
- Deloitte (Baltimore, MD)
- …meet financial reporting needs and regulatory and investor expectations. The Business Solution Advisor is a member of a team that performs accounting and reporting ... stakeholders including Fund/entity Auditors and administrators + Responsible for day-to-day client and team communications to manage and timely complete activities… more
- Bank of America (Baltimore, MD)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client ... Financial Solutions Advisor - Consumer Investments - Chesapeake Market Columbia,...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- M&T Bank (Annapolis, MD)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... catered to the individualized needs of each customer and with the client 's best interest in mind. **Primary Responsibilities:** *Based on individualized needs… more
- PNC (Baltimore, MD)
- …have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Institutional Asset Management organization, you will be based ... recommendations for strategic and tactical changes in allocation based on each client 's unique needs, and supporting the development of new business opportunities.… more
- Cardinal Health (Annapolis, MD)
- **_Job Summary_** Reporting to the Manager, Revenue Management, the Advisor , Pricing Strategy will be accountable for developing, communicating, and leading the ... variety of price realization initiatives and ad-hoc analysis as needed to support business opportunities. + Data analysis and financial modeling, applying analytics… more
- CH Robinson (Baltimore, MD)
- …rulings as required + Assist Trade Policy Advisors and Management as required for client engagements and projects + Prioritize client requests for project based ... and ad-hoc classifications + Manage large client projects as required + Full knowledge of US...range is determined by work location, which takes into account geographic cost of labor, and additional factors, including… more
- American Express Global Business Travel (Annapolis, MD)
- …portfolios and business development. In this role, they will be recognized as a valued advisor within their Meetings & Events client base and will demonstrate a ... to improve cross-functional approaches for the execution of our client servicing and sales strategies. The Strategic Account...guiding the regional market leads in their efforts to support the client global goals/initiatives. + Leading… more
- Wolters Kluwer (Annapolis, MD)
- …best practices by collaborating with the Directors of Client Services and Client Operations to create business plans, account strategies, revenue goals and ... The **Senior Account & Relationship Executive** activities include: gaining expertise...address client issues and needs. + Monitor client customer support issues and act as… more
- Truist (Hunt Valley, MD)
- …, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's...leads. Use product and industry knowledge to identify existing client , account , and product attributes that present… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client (s). * Manages budgeting and tracking of ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Huntington National Bank (Annapolis, MD)
- …ensuring their sustained engagement and profitability. Additionally responsible for fostering client loyalty and growth through excellent operational support , ... Engage regularly with assigned clients and become a trusted advisor to their business. + Address client ...credit card processing and transactions, along with the operational support landscape. + Familiarity with Card Brand rules. +… more
- Ensono (Annapolis, MD)
- …purpose. _Honesty, Reliability, Collaboration, Curiosity, Passion_ **Position Summary** The Principal Account Manager, or Client Engagement Director at Ensono, ... role is responsible for driving profitable growth from the account by developing strategic client relationships and...Positions that are not required to be onsite to support a client may offer the ability… more
- Wolters Kluwer (Annapolis, MD)
- …pursue step-up sales to existing customers to ensure that the subscription levels support customer usage. + Work with paired Account Executives to ensure ... The Account Manager for Wolters Kluwer (WK) Legal and...for sales & retention activities in defined territories to support the execution of the Wolters Kluwer Legal &… more
- Trellix (Annapolis, MD)
- **_Job Title:_** Enterprise Account Executive **_Role Overview:_** Reporting directly to the Regional Director of Sales, the Enterprise Account Executive will ... business and government customers. More at https://trellix.com . **_About the role:_** + Support the business by meeting and exceeding your assigned quota. + Build… more