- HSBC (Beverly Hills, CA)
- …separately managed mandates, investment products, markets, and business + Experience in Client Relationship Management , Client Servicing, and Sales Support + ... the distinction of being one of a few dedicated sales specialist capabilities within the AM business....lifecycle, from prospect engagement through onboarding and ongoing client relationship management . The role shall require a… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …searches-all critical steps in generating new assets and revenue. **Responsibilities:** + The Institutional Sales Specialist will be responsible for managing ... and field offices. + Coordination, collaboration, and communication with RJIM's Client Portfolio Management , Institutional Sales , and each affiliate will be… more
- Citigroup (Tampa, FL)
- The Product Developer Lead Specialist is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... Role is expected to support a singular end-to-end credit risk management ecosystem that simplifies business processes while strengthening controls and improving… more
- Aston Carter (Troy, MI)
- …use. Ensure compliance with institutional policies and federal/state regulations. Skills Customer service, Data entry, Sales , Insurance, Phone customer ... service, Microsoft office, Collection, Inbound call Top Skills Details Customer service,Data entry, Sales ,Insurance,Phone customer service,Microsoft… more
- ASM Global (Lincoln, NE)
- …execution across every component feasibility & consulting, owner's representation, sales , partnerships, hospitality, merchandise, venue management , and content ... + Make effective use of the university's constituent database and other institutional resources to ensure appropriate management of donors, constituents, alumni… more
- ASM Global (Madison, WI)
- …execution across every component feasibility & consulting, owner's representation, sales , partnerships, hospitality, merchandise, venue management , and content ... + Make effective use of the university's constituent database and other institutional resources to ensure appropriate management of donors, constituents, alumni… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ETFs, model portfolios & Separately Managed Accounts (SMAs). + Track and report on sales activity using CRM tools. + Provide exceptional service and support to ... We are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions...and nurturing relationships with financial advisors, wealth managers, and institutional clients. Your mission: to promote and sell our… more
- University of Washington (Seattle, WA)
- …communicate in one or more languages in addition to English + Familiarity with customer relationship management tools such as Salesforce + Experience ... environment noted for diversity, intellectual excitement, artistic pursuits and natural beauty. Sales & Administration is the customer service unit of… more
- Neuberger Berman (New York, NY)
- The Equity Product Marketing Specialist will play a key role in developing and executing marketing strategies for our equity investment products. This role requires ... deep understanding of equity markets, investment products, and the needs of institutional and intermediary clients. The ideal candidate will collaborate closely with… more
- JPMorgan Chase (Tampa, FL)
- You are excited to utilize your background in Payments and as a trusted sales professional to make an impact. You have found the right team. As a Supplier Enablement ... Operations Specialist within the Supplier Experience Team, you will play...and Skills** + Proven experience in a supplier support, customer service, or operations role, in a phone-based environment.… more
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