- Raymond James Financial, Inc. (Carmel, IN)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (IN)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Highmark Health (Indianapolis, IN)
- …buy-In. Develop and deliver compelling clinical narratives designed to influence senior -level decision-makers at client organizations, securing commitment to ... post-sale implementation of clinical programs, ensuring seamless integration and optimal client outcomes. Coordinate with senior -level executives at client… more
- PNC (Fort Wayne, IN)
- …a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Held ... expand his/her external network for business development. + Manages risk through appropriate client selection and ensures that our service delivery is consistent… more
- Atria Wealth Solutions (Marion, IN)
- …plan that meets the member's specific needs. + Conduct annual reviews with each client . + Develop, submit to Credit Union Service Organization for approval, and ... of a marketing plan for products and services offered through Credit Union Service Organization (CUSO). + Become familiar with all products and services offered… more
- PNC (Indianapolis, IN)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in ... accounts in accordance with investment objectives that have been developed with the client . Depending on line of business, may provide specialized advice on planned… more