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Partner closely with a Client Success Manager (CSM) to develop a Member Value Plan (MVP) and deliver the customer servicing strategy with each client, adapting appropriately to each client’s strategic objectives.
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The Client Success Manager (CSM) is the primary owner for a portfolio of accounts using the Get Well 360 consumer digital platform. Client Success Manager. VP, Client Success.
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Maintain client eMoney connections and data and troubleshoot with clients as needed. Divergent Planning is a fee-only wealth management in Bethesda, MD. We have been steadily growing our practice for 21 years by focusing on excellent client experience as a small ensemble.
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Client Services Security Director - Hybrid/Telework. Westat is seeking a Director, Information Systems Security Officer (ISSO) to lead our Client Security Services (CSS) team. Monitor and report on client facing security activities that include security authorization documentation creation, security control evidence gathering, risk remediation, and security assessment coordination.
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If you are interested in working for the Montgomery County Department of Health and Human Services, we invite qualified candidates to apply for our Client Assistance Specialist positions. Three or more years of experience in human services that involve client contact and service delivery through direct assistance or referral.
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The Customer Success Manager is ultimately responsible for enterprise customers' post-sale experience through customer onboarding, utilization, adoption, engagement, churn, retention, expansion, and advocacy.
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Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. The Trust Officer, Client Services Associate will assist and support Senior Trust Officers in the daily performance of duties and servicing of client relationships.
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The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning services to partnerships, heads of families, family businesses, private equity fund owners, as well as high net worth individuals.
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The Client Solutions Architect, CMS, serves as a senior expert in a specific client set, client operating environment, or market area supporting client delivery, client development, demand generation, capture, and proposal activities.
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We have an exciting opportunity for a success driven Sales Leader to fulfill the role of a Client Director within our growing Federal business unit. The Federal Sales Client Director position will be aligned to our DoD practice with a focus on developing the US Air Force.
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The Client Accounting Controller also serves as the primary liaison between the client and the clients' tax preparer and other professional service providers. The Client Accounting Controller position is responsible for managing the ongoing financial reporting operations of the firm on behalf of each CAAS client.
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Sr Client Executive must also evaluate and educate clients on missing or newly available coverage options. Provides training and mentorship to the Client Executive Team to assigned book of business.
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Assist and Support Senior Trust Officers in the daily performance of duties and servicing of client relationships. 1-2 years of experience in client services. Work with Senior Trust Officer to monitor cash positions in accounts on a daily basis and resolve any overdrafts.
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This role is responsible for the day-to-day management of all Entegra Procurement Services client relationships within our HOSPITALITY AND LODGING SEGMENT. Responsible for the day-to-day management and overall strategy of Entegra Procurement Services client relationships within a segment.
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Confidential Client | Executive Assistant to President/CEO. If candidates are selected for interview, additional information regarding the client will be shared during the interviewing process.
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Title: client success Company: Referwell in Rockville, MD
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