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Sales & Client Service Coordinate with Relationship Manager and AML/Compliance and/or OFAC Sanctions Team for any BSA or sanctions related cases follow-up. Coordinate account opening process: gather KYC documentation; submit account application; draft account opening form for Account Servicing Group Draft client agreements for new account documentation Maintain client contact list Analyze customer activity variance related to GTB customer independent review and reach out to customer for justification Act as back up to RM while SHE/HE is travelling for business and/or out of the office on vacation to ensure proper follow up on incoming inquiries.
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Work on daily reports from platform partners to ensure onboarding data accurate and solve for discrepancies in data; troubleshoot issues and follow up with developers on tech problems Open new accounts and process daily Outstanding Actions Report and review KYC/AML for proper onboarding Maintain database that houses all client, Financial Advisor, and partner firm contact information including the processing of all changes partner’s broker dealer and/or RIA changes.
$40.35 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Each lead that you add to your account will be assigned to a sales manager to call and follow up with the customers via phone calls. Once a shipping container exceeds its cargo life, it can be used for other purposes such as on-site storage, Container homes, Pop-up shops, Portable offices, Emergency shelters, Garden sheds, and more.
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Assists the HR Manager with the administration of the company's management training program; assist with scheduling and follow up as needed. Support operations in the LMS, including account provisioning and user permissions.
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Ability to identify net-new business and acquisition·Manage account services through quality checks and other follow-up. ·Follow up on new leads and referrals resulting from field activity and lead generation sources.
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Follow up calls with customers to show value and to improve customers’ performance using ToonimoDesired Skills & Experience:Native English, including superior written skills. Job brief:We are looking for a talented professional services manager to join our growing customer success team.
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ResponsibilitiesEstablish customer relationships and follow up with customers, as needed. If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you.
$70,000 a monthFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Use a customer-focused, needs-based review process to educate customers about insurance options. State Farm agents market only State Farm insurance and financial service products. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
$62,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Work with the discharge coordinator to understand patient follow-up treatment and transitions of care. If you have trouble accessing your EC account, please contact your local HR/IT partner.
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The Account Manager will conduct sales and networking to drive Program of All-inclusive Care for the Elderly (PACE) growth through referral source network building; developing lead-optimization strategies, plan education; and by helping develop community engagement events to proliferate increased awareness, advocacy, and strategic partnerships with referral sources.
Full-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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The ideal candidate will bring a demonstrated history of success as a project manager or client advisor in a high growth and dynamic environment; possessing a hands-on proactive style with attention to detail and follow up.
$113,712 a yearFull-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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This position is fully remote, and all you need is a strong internet connection and a phone or a laptop to be able to chat with customers and use the company's software. You can close the sale directly on the chat and by sending an invoice using the company's system.
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The Regional Sales Manager will have ownership of all elements of bookings growth and account development within their targeted regions. Maintain an organized and up-to-date sales pipeline using CRM tools, ensuring accurate forecasting and effective follow-up with prospects and clients.
$400,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Join one of the top 10 largest commercial brokers as a Senior Account Manager/Real Estate. Complete and submit applications to marketing and/or carriers; follow up to ensure timely receipt of quotations and policies in accordance with renewal/expiration list procedures.
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Process sample requests and follow up on shipments to maximize opportunities for product trial and adoption. We are looking for a motivated and enthusiastic Account Manager to join our team at Brooklyn Cured.
$95,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
account manager follow up jobs in New York, NY
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