Description & Requirements The Tax Senior Manager serves as a trusted advisor and member of various client service..., estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients...
upon value creation engagements both pre- transaction and post-close. In addition to client delivery, you will have the... Monroe have three main responsibilities: Client Delivery Manage teams serving Software & High-Tech and Private Equity...
management for core products such as product delivery, client experience, and client communication strategies as well as help the... team prioritize, negotiate, and remove obstacles to achieve business results Execute client value propositions...
-functionally with departments. This is to ensure success in client retention and customer satisfaction. Key Duties: Generate... sales among client accounts with an emphasis on relationship building and utilizing consultative sales techniques Answer...
existing base of revenue, driving the most value within the account. Develops client retention and growth plans and strategies... leadership for an assigned portfolio of strategic client group accounts. Guides operational efforts to meet/exceed financial...
monthly PDMs, monthly projections, PT calendar management, lead and client communication, and oversight of trainers delivering... and execute all operational SOPs including administrative duties associated with client outreach and staff accountabilities...
: We are looking for a Customer Service Representative with 1-2 years experience in a Client-Facing role. We are looking to quickly transition..., Customer Service Associate, Customer Service Representative, Customer Retention, Customer Agent #LI-Onsite Powered...
cards, etc.) referral routines to deepen client relationships. . Responsibilities: Exhibits strong sales and service... about the client’s accounts and business with the bank and uses sound judgment with customers and transactions Energetically...
-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function... opportunities for new products and services based on client’s financial goals Educate clients on digital and self-service...
more about us at cathaybank.com GENERAL SUMMARY Responsible for the acquisition, retention and expansion of new and existing client... frequent client contact to expand relationships and ensure client retention. Refer clients to specialty departments...
routing clients, and fostering client retention Manages business results through formalized management routines and coaching... and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve...
-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function... opportunities for new products and services based on client’s financial goals Educate clients on digital and self-service...
or exceeding annual client objectives Facilitating interdepartmental collaboration Employee retention and staff development... to ensure cleanliness, safety, and compliance with health and safety regulations Coordinate with Client to address any repairs...
-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function... opportunities for new products and services based on client’s financial goals Educate clients on digital and self-service...
and tracks all prospect and client data in our CRM systems. Fosters close working relationships with subcontractors and vendor... Increases customer satisfaction levels and customer retention. Ensures proper customer management throughout the project proc...
routing clients, and fostering client retention Manages business results through formalized management routines and coaching... and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve...
to drive client satisfaction and retention. Key Responsibilities: Client Relationship Management: Build and maintain... Development: Develop and implement account strategies to achieve revenue targets and increase client satisfaction. Sales Growth...
, administration preferred Work on the creation of new item types in IBM content manager using system administration client Work on the... IBM Filenet Records Manager used with CMOD for records retention management Mukesh Singh| SYSMIND, LLC Sr. Resource...
a Commercial Finance Director focused on Growth and Client Retention. The role will work closely with the Sales Leader, Marketing... & Retention, your primary focus will be to drive revenue growth and customer retention through in-depth market analysis, data...
Establish and maintain key relationships to deliver trades to the desk Anticipate client demand in each respective product... and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life...