- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate, Account Operations **Requisition Number:** 112465 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** ... are, join our team. KPMG is currently seeking a Senior Associate, Account Operations to join our...implement enhancements; assist with the implementation and integration of client Vendor Management Systems (VMS) into account … more
- Truist (Charlotte, NC)
- …* Charlotte, NC * Greensboro, NC * Winston-Salem, NC **Job description summary:** Support Employee Benefit (EB) producer and Account Executive, if applicable, by ... marketing person. Once marketing options have been prepared, the producer/ Account Executive/ Account Manager presents the options to the client . 6. Schedule… more
- HUB International (Charlotte, NC)
- … support and involvement through HUB Gives **SUMMARY:** The Commercial Lines Senior Account Manager manages a book of insurance business, while acting ... offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid Life and… more
- EverBank (Charlotte, NC)
- …Relationship Managers and Business Partners to ensure timely resolution of issues and support client needs effectively. + Assists Management with overseeing the ... **Sr Commercial Client Services Specialist** The Senior Commercial...industry, product and service knowledge, personalized service, and ensuring client satisfaction during and after the account … more
- Morgan Stanley (Cornelius, NC)
- …in order to deliver the full firm to clients. *DUT**I**E**S and RESPONSIBILITIES:* * CLIENT SUPPORT * * Cultivate and enhance new and existing client ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs)... meetings * Review and take appropriate action on client account alerts *OTHER* * Partner with… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
- WTW (Charlotte, NC)
- The Senior Surety Client Service Specialist performs the essential functions related to the servicing and retention of contract and commercial surety accounts. ... are not limited to:** + Ability to place new client business with markets and establish client 's...bond program. + Communicates with underwriters on status of account or individual bond approvals. + Support … more
- Deloitte (Charlotte, NC)
- …+ Curate, develop and lead the development and continuous improvement of the client experience for payroll operations services led out of the US, including leading ... US and global operations leaders to deliver the desired client experience + Advise clients on payroll strategy and...are met, and quality standards are adhered to + Support recruitment, retention, and development of payroll service delivery… more
- AON (Charlotte, NC)
- …day will look like + Retains and grows Aon's business, cultivating relationships with senior -most client decision-makers in the client organization as well ... Account Executive I - Charlotte, NC Are you...+ Retains and grows Aon's business, cultivating relationships with senior -most client decision-makers in the client… more
- Forrester (Charlotte, NC)
- …us and build an extraordinary future. **About This Role:** We're looking for a Senior Account Manager to pursue growth opportunities for our premier accounts. ... leaders who influence the growth of their business. By creating and orchestrating account penetration strategies, you will also anticipate client and prospect… more
- Forrester (Charlotte, NC)
- …work. Join us and build an extraordinary future. **About This Role:** As a Senior Account Manager, you will aggressively pursue growth opportunities within a ... drive and influence the growth of their business. By creating and orchestrating account strategies, you will anticipate your client 's needs, understand what… more
- CBRE (Charlotte, NC)
- …of sales presentations, RFP's, project charters, schedules and budgets that support account transition/transformation projects + Work directly with the ... accounts. In some instances, this may also include direct support for a CBRE client (HSE professional...effective leadership and accountability from the outset of the account . + Provide direct support and resource… more
- KPMG (Charlotte, NC)
- …Compliance Management Services (https://tax.kpmg.us/services/compliance-management.html) practice. Responsibilities: + Support account team in defining and ... **Business Title:** Manager / Senior Manager, Compliance & Reporting Specialist **Requisition Number:**...add services + Share leading practices, market trends, and client feedback to enhance processes, technologies, and overall … more
- Forrester (Charlotte, NC)
- …independent fact-based insight, ensuring their business success today and tomorrow. The Senior Account Executive has an assigned quota that requires generating ... result in high quota attainment. For qualified prospects, the Senior Account Executive must conduct a needs...client acquisition, this person will collaborate with an account manager to ensure the successful transition of all… more
- Bank of America (Lake Wylie, SC)
- …as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its ... Senior Banker - Mill Creek Commons Financial Center... Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding +… more
- BrightSpring Health Services (Charlotte, NC)
- …experience managing a team in a client management, customer service, or client support role; previous experience with team management in a healthcare setting ... Overview Under the general direction of the VP of Client Services, theDirectordelivers on the company's value proposition to...to its clients. They lead a team of Sr. Account Manager's, Account Manager's and Managers. The… more
- Bank of America (Charlotte, NC)
- …Development + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Account Management + Financial ... Business Banking Relationship Manager/ Senior Relationship Manager - Charlotte, NC Charlotte, North...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- Deloitte (Charlotte, NC)
- Senior Business Solution Analysis Lead in Controllership - Deloitte Advisory Unanticipated risks have great consequences for clients. That's especially true today as ... role ends on X Date. Work you'll do The Senior Business Solution Analysis Lead oversees a team that...asset and debt appraisals + Responsible for overseeing day-to-day client and team communications to manage and timely complete… more
- Deloitte (Charlotte, NC)
- … procedures and supports end-to end Lead-to-Cash implementations. Senior Consultants support sales pursuit teams and participate in client presentations. The ... Configure, Price, Quote (CPQ) Senior Consultant A CPQ Senior Consultant...Quote, Contract, Order, Billing, Revenue Recognition) projects embodying strong client facing skills and with ability to clearly articulate… more
- Deloitte (Charlotte, NC)
- …Join our team of professionals in delivering strategic and tactical guidance to senior leadership in support of SLHE proposal development efforts. Recruiting for ... ends on August 12th,2024 Work you'll do As a Senior Pursuit Manager you will: + Have direct accountability...strategic leadership support for identified pursuits/projects + Support the client pursuit team, to navigate… more