- Raymond James Financial, Inc. (Cincinnati, OH)
- …by the financial advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with ... industry. + Financial markets, products and industry regulations. **Skill in** + Client Relationship Management (CRM) software, or similar contact management… more
- Paychex (Cincinnati, OH)
- …to new platforms and products. Ensures that a quality product is delivered to the client , that the client receives full value from their transfer and that the ... clients on new platforms and products according to established procedures so that client 's expectations are met and they can begin utilizing new platforms and… more
- ASM Global (Cincinnati, OH)
- …sales opportunities for the center and Cincinnati hospitality partners + Send client pre-event information and follow-up information that affects booking. + Quote ... rates, prepare proposals, client presentations and license agreements . . + Outside...until account is be turned over to an Event Coordinator . + Carry out specific marketing plan relating to… more