- Fidelity TalentSource LLC (New York, NY)
- Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Your innate personality makes you an ideal ... candidate to be a Relationship Manager. The Expertise We re Looking ForSeries 7,...to Fidelity s most sophisticated and highest net worth client . Through frequent communication and collaboration, you are a… more
- Fidelity TalentSource LLC (Jacksonville, FL)
- Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled ... on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …Series 7 & 63 licenses.Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K ... customer-centric relationship management strategy and business plan for each client in your book of business.Leads a diverse multi-product Fidelity offering… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …communication skill opens customers minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. ... part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in...options while introducing them to our services.As you develop relationship building and industry expertise, you ll advance to… more
- Percepta (Houston, TX)
- …questions are answered and that they have a positive view of our client 's brand throughout the case management process.During a Typical Day, You'llProvide an ... exceptional customer experience with a focus on building a relationship of trust and enthusiasm while guiding the customer from their initial contact through case… more
- Percepta (Melbourne, FL)
- …* Provide an exceptional customer experience with a focus on building a relationship of trust and enthusiasm, while guiding the customer from website to pre-buy ... to ensure customer satisfaction * Be responsible for handling inbound customer calls regarding sales and service in a...Bring to the Role * High school diploma required; Associate or bachelor's degree is a plus * A… more
- Percepta (Melbourne, FL)
- …and prospective buyers to earn and retain their loyalty to our client , a globally recognized provider of high-quality automotive products and services. This ... Day, You'llProvide an exceptional customer experience with a focus on building a relationship of trust and enthusiasm, while guiding the customer from website to… more
- Percepta (Dearborn, MI)
- …Customer interaction will be accomplished through a combination of inbound /outbound phone, email, and other correspondence.During a Typical Day, ... Provide an exceptional customer experience with a focus on building a relationship of trust and enthusiasm while guiding the customer from website to… more
- Fidelity TalentSource LLC (Madison, WI)
- …point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you ll become a trusted partner for your ... colleagues alike. You will help expand Fidelity s customer base and client relationships by carefully profiling customers needs and positioning investment strategies… more
- Randstad US (Malvern, PA)
- client relationship associate - coo dept. + malvern , pennsylvania + posted may 3, 2024 **job details** summary + $20 - $23 per hour + temp to perm + high ... Malvern, PA for in-office training Working as a Randstad Associate answering and assisting the client 's investors...+ working in a smoke free environment Skills + Client Service + Customer Relationship Management +… more
- Morgan Stanley (Alpharetta, GA)
- …a recommendation that aligns to the client 's financial goals * Deepen the client relationship by conveying the value Morgan Stanley products and services can ... is an important part of our culture. Advanced Broker; building relationships; client relationship ; client satisfaction; eMoney; Financial Advisor; financial… more
- Vanguard (Dallas, TX)
- …of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) + A desire for stability and ... Client Service Excellence Representative Work Model: This role...In this role, you will connect with clients via inbound phone calls to assist with their account-related inquiries,… more
- ADP (Alpharetta, GA)
- …and workflows to determine root causes and a broad understanding of the client operation helps to gain client / associate effectiveness creating confidence ... **ADP is hiring a Sr. Client Service & Product Support Specialist** In this...and assurance in the ADP Wage Payments relationship . * **Organize.** You adhere to a daily schedule… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer...services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. +… more
- MUFG (New York, NY)
- …of our recruitment team will provide more details. **Role Summary** **The Global Relationship Management Associate is an integral part of the Global Subsidiary ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...Banking team (GSB). The Associate will act in the capacity of key support… more
- Broadridge Financial Solutions (St. Paul, MN)
- …education + Log call notes in Salesforce and JIRA applications Customer Relationship Management + Maintain client relationships focused on customer satisfaction ... is growing! We are actively seeking a remote, contract Client Services Representative to join our dynamic team. In...schedule based on business need. Responsibilities: Call Handling + Inbound calls High call volume (50-70 calls per day)… more
- Janus Henderson Investors (Denver, CO)
- …Strategy and Analytics (DSA) to help support firm initiatives + Use client relationship management (CRM) database software applications and other departmental ... love to hear from you! Your opportunity + Answer inbound calls to our advisor line to respond to... client interactions and the progression of each client relationship + Support sales and … more
- Oriental Bank (San Juan, PR)
- The Associate , Customer Intelligence & Operations (Collections Contact Center) is responsible for executing the strategies implemented for the maximization of ... accounts and offers payment alternatives by phone calls. + Manages all Outbound, Inbound Collection, and Payment Authorization calls to provide the Bank with optimal… more
- RKON (Chicago, IL)
- …business development cycle from prospecting and qualifying to close. + Monitor inbound client requests, coordinate timely responses with multiple internal teams, ... and facilitate completion of client deliverables. + Conduct market and industry research while qualifying potential clients and the decision makers within the … more
- Element Materials Technology (Brooklyn Park, MN)
- **Overview** Element has an opportunity for a **Business Development Associate ** . In this role you will be an inside seller, responsible for establishing and ... customer satisfaction through all stages of the sales process. In addition to client relations, this role will interact with the broader Element Sales Team, General… more
