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Manager of Strategic Accounts (Client Services) Develop and nurture robust relationships with senior client stakeholders by showcasing deep industry knowledge and expertise in the influencer marketing space.
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This includes client needs assessment, meeting quality standards for services, and evaluation of client satisfaction. 1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions.
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The Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics. The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios.
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The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service. Updates relevant information in portfolio management accounting systems and Client Relationship Management (CRM) system.
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1919 Investment Counsel manages more than $22.6 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. Assists with all client administrative functions which includes but is not limited to: account openings, account terminations, receiving assets, obtaining and adjusting cost basis, distributing assets, handling disbursements, processing cash, delivering in-kind charitable contributions, determining appropriate paperwork and governing documents, and ensuring correct client billing.
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Demonstrated experience leading complex Value 360 Advisory services sales processes with multiple team members and decision makers (C-suite level - accounting and finance executives including CFO, CIO, CTO, CDO, VP of Finance, Head of FP&A.
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Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow-up.
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Experience in client services or similar role – 6 years, or 5 years with an Associate Degree, or 3 years with a Bachelor’s degree. Identify relevant data and partner with Client Relationship Manager to create cohesive support unit.
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We work diligently to provide the best programming and evidence-based services to each client and their families. Services provided are individualized and based upon a detailed client needs assessment.
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The Client Services Representative is responsible for managing the life of a client ticket for service or repair. The role encompasses a range of duties including project coordination to support the National Client Services Department, customers, and colleagues.
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May evaluates and provides case management needs for client and family, including Dept. of Children & Family Services (DCFS), Regional Center, etc. Clinical social work in community mental health, homeless services, or healthcare strongly preferred.
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Responsible for providing outstanding technology user support for approximately 22,000 employees and 155,000 students of Dallas ISD.Responsible for professional development efforts for the Educational Technology Desktop Support Services teams and creating/maintaining a culture of outstanding customer service and end-user experience.
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THE JOB / Account Director, Client Services (LAC Sponsorship Marketing) (Payment Services Client) Account Director, Client Services (LAC Sponsorship Marketing) (Payment Services Client) Miami, Florida, United States.
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The selected PSM/RMP STL will work collaboratively with other PSM/RMP STLs and the National Director of EHS Services to lead the technical development, work practices/standards/tools, strategic growth, marketing materials, key client account expansion, and execution of PSM - RMP Services.
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Detailed execution of all banquet event orders generated by the Convention Services Department. Consistently participate in the re-booking of repeat business by having a track record of long term client relationships.
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client services jobs Title: senior client services manager Company: Ibm
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