- The Cigna Group (Morris Plains, NJ)
- …our Centene client receives superior service. Key member of the core client account team is responsible for overall satisfaction and retention of assigned ... Account Manager proactively reviews performance metrics to promote client satisfaction, profitability, and retention. Utilizes technology, tools, processes and… more
- JPMorgan Chase (New York, NY)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private ... Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and… more
- Bank of America (Florham Park, NJ)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor ...Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management +… more
- CIBC (New York, NY)
- …a level of service delivery that is professional, seamless and timely. Serve as client 's primary client advisor while introducing and supporting the team ... business (commercial, capital markets) to orchestrate a cohesive value proposition to a client or prospect. The Private Banking Advisor 's specific focus is… more
- The Cigna Group (Morris Plains, NJ)
- …+ Support team leadership by reviewing key / complex client rebate modeling and "translating" modeling primary components and assumptions into concise ... Rebate New Sales and Prospects Modeling, Negotiations, Sales & Account Management (SAM), Underwriting, among others. As a part...advisor peers to analyze the financial impact of client requested formulary changes to both the client… more
- Bank of America (Westfield, NJ)
- …Obtained your insurance licenses. * Bilingual Spanish Preferred **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... Financial Solutions Advisor - Consumer Investments - Westfield Financial Center...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- The Cigna Group (Morris Plains, NJ)
- **POSITION SUMMARY:** The Network Advisor is responsible for initiating maintenance and strategy solutions for all Centene Lines of Business. Responsible for the ... planning, internal coordination, maintenance, and communication of client Network activities and performance for Line of Business...degree in related field or 8+ years of relative account management experience + Experience working in the regulated… more
- TD Bank (New York, NY)
- …to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay ... for this role. **Line of Business:** Data & Analytics **Job Description:** The Senior Advisor , Business Insights acts as a top advisor to business leaders and… more
- CH Robinson (Newark, NJ)
- …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
- World Insurance Associates, LLC. (Iselin, NJ)
- … relationships for strong client retention and satisfaction. As a trusted advisor , the Account Manager identifies client needs and develops programs ... is a key leadership role for a Senior level Account Manager with 7+ years of experience that is...and initiatives that support client goals and objectives. The ideal candidate will bring… more
- Neuberger Berman (New York, NY)
- …requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities** ... notices and confirm internal systems accurately reflect Private Equity activity. + Support client requests for statements and tax documents including 1099's… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. ... business. **Responsibilities:** + Participate in daily activities of operational support team and facilitate all client service...portfolio systems. + Provide customized reporting and analysis to client or Wealth Advisor team on a… more
- Raymond James Financial, Inc. (Bedminster, NJ)
- …and branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem… more
- Forrester (New York, NY)
- …the complexity of their issues, and identify new opportunities for selling within the account . + Apply our client engagement model to deliver phenomenal value ... core sales organization, you'll build long-term relationships with existing high-tech client accounts, deepen client engagement, and identify and pursue… more
- Amazon (New York, NY)
- Description The Strategic Account Services (SAS) organization is seeking a Senior Customer Success Manager to shape the future of the program. The Senior Customer ... operational improvement opportunities. The ideal candidate for this role should possess client management skills with the keen ability to work backwards with Sellers… more
- Bloomberg (New York, NY)
- Senior Technical Account Manager - Alternative Investments **New York, NY** Posted Mar 15, 2024 - Requisition No. 123870 Bloomberg runs on data. Our products are ... data in between. Whether a fund investor, manager or advisor , our team has the data, solutions, and industry...the next level. **What's the role:** The Alternatives Technical Account Managers are a group of individuals who play… more
- Bloomberg (New York, NY)
- Technical Account Manager - Alternative Investments **New York, NY** Posted Mar 6, 2024 - Requisition No. 123637 Bloomberg runs on data. Our products are fueled by ... data in between. Whether a fund investor, manager or advisor , our team has the data, solutions and industry...the role:** Our team is a group of Technical Account Managers who play a vital role in delivering… more
- Wells Fargo (Clifton, NJ)
- …to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information ... sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience… more
- Morgan Stanley (New York, NY)
- … client meetings * Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan ... deliver the full firm to clients. *DUT**I**E**S and RESPONSIBILITIES:* * CLIENT SUPPORT * * Cultivate and enhance new...corporate actions with clients at the direction of Financial Advisor (s) * Prepare financial plans, client reports… more
- MediaRadar (New York, NY)
- …most from every sale. Join our team in the New York City office as a Client Partner. where you will play a crucial role in overseeing the end-to-end health and ... to establish strong connections with key individuals and decision-makers at client organizations. Gain a deep understanding of their organizational structure,… more