Client Account

Job Description Job Description SUMMARY Working in close partnership with client executive-champions, the RN, Sr. Account Manager-Client Solutions will gain and maintain a consistent level of support among executive and C-Suite members. The RN, Sr. Account Manager-Client Solutions will identify further opportunities and nurture internal and external team...

Job DescriptionJob DescriptionSUMMARYWorking in close partnership with client executive-champions, the RN, Sr. Account Manager-Client Solutions will gain and maintain a consistent level of support among executive and C-Suite members.The RN, Sr. Account Manager-Client Solutions will identify further opportunities and nurture internal and external team...

SUMMARYUnder minimal supervision, this position provides technical advice and customer service to existing clients, and develops new accounts in accordance with MMA growth initiatives. Assist Client Executives in maintaining Business Insurance insurance policies, in accordance with company objectives and procedures. This requires an understanding of the...

Our firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We function as a multi-family office and are looking the one person that can run our client service and operations. Being a small team, this role is critical to our success! You will be responsible for portfolio...

SummaryThe Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members. In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned...

JOB SUMMARY: Reporting to other Accounting department leadership, the Accounting Supervisor serves as the first tier of department management to help lead the daily finance operations of Rady Children's Hospital and Health Center and other contracted entities. Responsible for the recording and reporting of financial transactions of specific business lines....

Job DescriptionAs a Client Account Manager at Intelligent Technical Solutions, you are expected to have the ability to understand technological solutions for clients while understanding the relationship skills necessary to communicate effectively to a various number of clients.Job ResponsibilitiesGrow existing accounts within the assigned territory.Providing...

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...

Company Overview:RemoteLink Solutions seeks to establish itself as the premier back-office solution for independent financial advisors nationwide. Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee. In some cases, we may be helping advisors who want to grow but are...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...

Job Description Position Summary: The CSR supports the administration and processing of client funding requests and provides customer service levels consistent with the business objectives of the company. Responsibilities include timely communication with clients regarding daily fundings, resolving disputes, verification and risk management in accordance...

Job Description: •Collaborate with FP&A/Client Relationship teams regarding invoicing and/or revenue issues. •Convert and analyze client raw data and respond to issues/inquiries. •Partner with client finance departments to resolve issues relating to billing account reconciliations. •Review/reconcile client's A/R accounts as needed. •Perform...

The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services.Essential Duties & ResponsibilitiesProcess paperwork...

The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business...

The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business...

Join Triumph Business Capital!At Triumph Business Capital, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone...

**Position Summary**: The Account Executive role focuses on developing new business development opportunities for service offerings available through First Legal Depositions. The position will focus on actively and successfully pursuing new clients and growing the existing book of business. The Account Executive will also be responsible for client...

We are currently looking for a Digital Account Manager with a minimum of 2 years of digital marketing agency experience. The right person for this job is great at client communication, has a solid understanding digital marketing and is passionate about helping clients to succeed.Job DescriptionThe Digital Account Manager is the primary contact and point of...

Our firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We function as a multi-family office and are looking the one person that can run our client service and operations. Being a small team, this role is critical to our success!You will be responsible for portfolio...

About Persistent: We are a trusted Digital Engineering and Enterprise Modernization partner, combining deep technical expertise and industry experience to help our clients anticipate whats next. Our offerings and proven solutions create a unique competitive advantage for our clients by giving them the power to see beyond and rise above. We work with many...