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A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships. There is absolutely no cold calling/prospecting in this role and the firm prefers that you just focus on closing the client leads that the firm provides.
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Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition TeamDevelop new HNW client relationships through Savvy's marketing and lead generation programsProvide comprehensive financial planning and investment management advice to clientsCollaborate with our product team in weekly workshops to provide feedback and shape the product roadmapPartner with our user research and design teams to optimize the client experience and platform UI/UXWho You Are.
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EDUCATION and/or EXPERIENCE - This is a great role to transition into Medical / Pharma sales• Bachelor’s degree from four-year College or university required. Account Manager, Pharmaceutical, Medical Sales, Diagnostic Testing, NortheastOur Client is a leader in the medical diagnostic testing space.
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Design and support Privilege Cloud Connector, Secure tunnel Client installer, PSM and CPM Hardening. Transition CyberArk from implementation to operational status including training operational personnel and writing run-books for the solution.
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Customer Relationship development – Cultivate client level relationships from business development through successful onboarding and transition to the Account Management team. Monitoring onboarding progress – Track and manage assigned new sales client portfolios through onboarding milestones and spend ramp targets.
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Our client in the chemical manufacturing industry is seeking a Business Development Associate to join their team in Baltimore, MD. This opportunity is perfect for individuals with customer-facing experience in the pharmaceutical industry or a background in chemistry or chemicals who are interested in sales.
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CFS is partnering with a new client who is looking to hire a seasoned Executive Assistant to support a busy executive This position will begin immediately after an interview on a contractual basis and transition into a permanent role for the right candidate Company offers great benefits once permanent.
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Identify and troubleshoot issues to completion, providing status updates to the client and Business Development team. Excellent communication and client management skills. The Customer Implementation Specialist is responsible for successful enrollment and concurrent implementation of assigned new customers, effectively monitoring onboarding milestones, troubleshooting issues, and coordinating internal and external efforts to ensure new customers receive timely training, engage with suppliers and successfully ramp up purchasing through Avendra s programs.
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Drive market-based competitive intelligence, market assessments, client assessments, and strategic planning efforts in support of expanding specific client-based opportunity portfolios and pipeline.
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Extensive SME level knowledge of network engineering and operations, integration, test and evaluation activities, as well as implementation and transition to Network Operations processes and concepts.
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In this role, you will be responsible for ensuring the transition of CyberArk from implementation to operational status. Client is recruiting for a CyberArk Engineer Consultant role. Skills: CyberArk, PAM, password vault, SSO, powershell, azure.
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Experience in intelligence analysis, data interpretation, and research can transition into analyst roles at CBRE. They can apply their skills in market research, financial analysis, and data analytics to support real estate investment decisions.
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The position is responsible for servicing institutional clients, acting as a liaison between multiple Sales Trading Desks, including Programs trading, Electronic, Core, Syndicates, Converts, Transition, and Special Situations.
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Our client is a global sports equipment manufacturer based in Baltimore, Maryland, US. They make lacrosse equipment, field hockey equipment, and ice hockey equipment, but its main business is in manufacturing of men's and women's lacrosse sticks and protective gear, including gloves, pads, and women's eyewear.
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Identify client skills related to independence, self-advocacy, self-direction and employment options. Trellis Services is hiring abd Adult Life Planner who will provide information and resources to support an individual accessing Autism Waiver Services and their family with transition planning as a means to successfully transition from In- Home Support Services/School Services into Adult Services.
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transition client jobs in Lutherville Timonium, MD
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