Client Relationship Coordinator

Innovative Solutions for Clients: Acrisure empowers clients to protect and grow their assets by delivering innovative insurance products and services. As a Personal Lines Account Manager, you will play a critical role in developing and maintaining strong relationships with clients, assessing current coverage needs, and offering bespoke insurance solutions....

We're looking for a seasoned professional to fill the position of Client Relationship Executive at World Insurance Associates LLC. In this role, you'll be responsible for building and maintaining strong relationships with clients, driving growth and retention, and delivering exceptional customer experiences.

Job DescriptionJob DescriptionFirm Summary:Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and...

Job DetailsLevel Experienced Job Location IDX Needham MA Site - NEEDHAM, MA Position Type Full Time Education Level 2 Year Degree Job Category Customer Service DescriptionAbout UsInform Diagnostics, a Fulgent Genetics Company, is a nationally recognized diagnostics laboratory focused on anatomic pathology subspecialties including gastrointestinal pathology,...

About UsWe are a Fortune 500 company that values people over profits. Our purpose is to partner for positive impact to improve the lives of our clients, colleagues, and communities.We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.Job ResponsibilitiesIn this role,...

Job DescriptionJob DescriptionFirm Summary:Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and...

Improve Operational Efficiency\As a Customer Care Center Specialist II, you'll have the opportunity to contribute to process improvements that enhance operational efficiency and customer satisfaction. Your responsibilities will include:\Identifying areas for improvement in our current processes and procedures.Developing and implementing changes to enhance...

Relationship Manager, Middle Market Job Tracking ID : 512272-890040 Job Location : Job Level : Mid Career Level of Education : BA/BS Job Type : Full-Time/Regular Date Updated : 12/13/2024 Years of Experience : Not Applicable Starting Date : Invalid Date Salary : $0 Job Description Source,Evaluate, and...

Relationship Manager, Middle MarketJob Tracking ID : 512272-890040 Job Location : Job Level : Mid Career Level of Education : BA/BS Job Type : Full-Time/Regular Date Updated : 12/13/2024 Years of Experience : Not Applicable Starting Date : Invalid Date Salary : $0 Job Description Source,Evaluate, and recommend for approval C&I loans. Actively manage a C&I...

Client Care ProfessionalWe are seeking a highly skilled Client Care Professional to join our team at Needham Bank. As a key member of our customer care center, you will provide exceptional service and support to our customers, ensuring their banking needs are met with efficiency and professionalism.About the RoleThe Client Care Professional is responsible...

Role DescriptionThe Client Relations Specialist will play a vital role in building and maintaining strong relationships with clients, driving sales growth, and delivering exceptional customer service.Key ResponsibilitiesDevelop and implement targeted sales strategies to achieve financial objectives.Manage daily client interactions to foster trust and...

At The Coyle Company, we are committed to delivering exceptional life insurance planning services to ultra-affluent families. As the Director of Client Experience Strategy, you will play a pivotal role in shaping our client service initiatives and day-to-day operations.Key ResponsibilitiesManage Client Relationships: You will oversee the management of key...

Relationship Manager, Middle Market Job Tracking ID: 512272-890040 Job Location: Job Level: Mid Career Level of Education: BA/BS Job Type: Full-Time/Regular Date Updated: 12/13/2024 Years of Experience: Not Applicable Starting Date: Invalid Date Salary: $0 Job Description Source, Evaluate, and recommend for approval C&I loans. Actively manage a C&I loan...

Seeking the extraordinaryTM! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do. With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives....

Job Description As a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that serve to deliver an energetic banking experience for both customers and colleagues. Each day, you will use your unique skills to expand relationships with our client base by identifying financial needs, efficiently processing...

Job DescriptionThe Wellness Nurse at Maplewood Senior Living is responsible for coordinating and delivering resident care services, supervising care department associates, and maintaining positive relationships with residents and their families. This role involves ensuring compliance with medication administration and participating in resident assessments...

OverviewAs a Registered Branch Associate at Edward Jones, you will play a vital role in creating meaningful relationships with clients and assisting in the management of their accounts. This dynamic position involves problem-solving, client advocacy, and continuous professional development within a collaborative team environment.Key Responsibilities•...

About the Role:The successful candidate will be responsible for:Sourcing and recruiting top talent for various roles.Developing and maintaining strong relationships with clients and contractors.Managing the entire recruitment process, from initial contact to placement.Key skills and qualifications for this position include:A strong background in customer...

Job ResponsibilitiesProvide supervision of the individual receiving services when needed.Read and follow any behavior plan/interaction guidelines set forth by the individual's team.Develop plans to enable the individual to acquire specific required skills and behavior in areas such as executive functioning, employment, relationships, social, etc.Communicate...

Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay...