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Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
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You’ll be part of our State, Local and Education (SLED) Public Sector sales team, building our client-base and making our current customers even happier. The client experience will be in your hands as you interact with customers and prospect to drive revenue growth and business success while ensuring outstanding customer service.
Part-timeExpandUpdated 19 days ago - UpvoteDownvoteShare Job
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To succeed, the Account Specialist will need to be a highly motivated individual willing to work. Provide day-to-day support with routine inquires and transactions concerning client.
Full-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Review documents for client pre-renewal meetings prepared by the Account Specialist. Coordinate all pre-renewal work completed by other team members such as the renewal information kit prepared by the Account Specialist and Account Administrator.
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Our client, the 15th largest broker in the US, is looking for an experienced Account Specialist to join their team and help support a growing book of business. Support broker and client executive with providing day-to-day client service.
Full-timeExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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This Onboarding Specialist will work closely with the Revenue Cycle Management and Implementation teams to understand client use case nuances and complexities and to ensure proper setup and deployment of the service.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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The Account Specialist II is responsible to manage the operational relationship with clients, including managing the client’s expectations of LeasePlan service levels. Support Client Success with Business Reviews to clients, including service goals, costs, cost reduction achieved, daily maintenance, including overall relationship management.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Demonstrates extensive abilities and/or a proven record of success utilizing the following when managing and producing deliverables for client engagements related to managing successful enterprise scale implementations within Information Security utilizing the Privileged Identity Management suite of products specifically design and implementation of CyberArk.
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Be a knowledgeable resource for client questions regarding their account, billing inquires, and general factoring information. As a Bilingual Account Coordinator , you will be responsible for growing and sustaining our business primarily through handling the operational aspects of client payables.
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Digital Media Nation is currently seeking a talented and driven Client Success Specialist to add to our Account Management team. The Client Success Specialist is continuously prospecting for new business in their Book by identifying Marketing Needs of the Clients and offering solutions (cross sell and upsell.
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Client Success Specialists are to be “the voice of the client” within the walls of Digital Media Nation and consistently represent the client’s best interest while constantly striving to align the goals and aspirations set by the client and the Client Success Specialist collectively.
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In coordination with the Account Specialist, review all renewal documents including: Binders, Confirmation of Coverage, Insurance program chart, Sagitta input, and Master Certificates including endorsements Throughout process, Broker is responsible for maintaining all files and electronic records per company policy.
Full-timeExpandUpdated 7 days ago - UpvoteDownvoteShare Job
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Support account strategy with sales. Drive and train online self-service, My Business, adoption of features and users to SLED customers. You’ll have responsibility for prospecting, sales support, and problem resolution for SLED accounts in your area.
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As a fully remote Digital Engagement Specialist , in Georgia , you'll be a part of creating and delivering amazing customer experiences, while also enjoying the satisfaction of being part of a unique culture.
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Overview The Technology Solutions Sales Specialist (TSS) is a specialized sales professional, entirely focused on Sharp Business Systems’ IT Services and Software Solutions offering in the SMB (small, medium business) market segment.
$37,950 - $66,700 a yearFull-timeExpandUpdated 6 days ago
account specialist client jobs in Alpharetta, GA
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