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The VP, Client Manager is responsible for owning all aspects of client retention for an assigned group of borrowers, generating value for Banc of California by leveraging the Bank's services and products to deepen relationships through expertise in financing options and service offerings, and delivering an outstanding client experience.
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While in this role, the AVP, Client Services Manager should liaise between the Producers and Account Management team to ensure a seamless renewal process for clients, assist the Producers in bringing in and marketing new business, and effectively deliver the resources of NFP to our clients.
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Engage with clients to facilitate sales closures, ensuring solutions effectively address client needs and maximize the value of Capgemini Communications services. Must have product design or product engineering services experience in selling to accounts like Cisco, ZTE, CommScope, Amphenol, Juniper Networks, Palo Alto Networks etc.
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Provide KYC/AML on-boarding support, collect client-related documentation from front office and coordinate with KYC Utility teams. Interface with Lenders on client onboarding, billing and loan reconciliation and issue resolution.
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They are also responsible for overseeing the central reservations function, all aspects of conference and client center planning and extensive Workplace Services at all TIAA locations. Owning the FLIK Quality Assurance process within the three areas of responsibility (Workplace Services, Reservations, and Conference Planning.
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The Client Accounting Advisory Team is a rapidly growing division of CohnReznick, where we partner with our clients to perform accounting, advisory and technology services. Our services include maintaining of books and records, financial statement close management reporting, assistance with state and local tax filings, virtual controller/CFO services, as well as accounting technology solution development.
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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Swayable is looking for a high-performing, fast-learning, and energetic Client Strategy Director to support our enterprise clients, lead the development of strategic pre-testing programs for major accounts, and drive upsell and expansion together with our sales team.
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Client Services Learning & Development Manager Location: NYC (3-day in-office requirement) The Client Services Learning and Development Manager operates within the Knowledge Management team, has exceptional leadership skills, and a proven ability to drive learning strategies forward.
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Join our dynamic team supporting our global streaming and Media entertainment client as a. Strong knowledge of media streaming services and devices are a plus. Assist in various technical projects and maintenance that may be required (this includes desktop, directory services, telecom, and networking.
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Our client is looking for a Senior Machinery Engineer/Rotating Equipment Engineer who has ideally worked in the industrial gas sector. Responsibilities with other equipment includes pumping services with cryogenic liquids and high-pressure Boiler Feed Water.
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About Us: The Pier Sixty Collection, renowned for its breathtaking waterfront venues, is seeking an enthusiastic and experienced Conference Services Manager to join our dynamic team. Role Overview: The Conference Services Manager plays a crucial role in planning and executing corporate and non-profit events once the sales process is complete.
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O Conduct client meetings and presentations to articulate the value proposition of our data analytics services in addressing the unique challenges faced by the BSFI sector. We are seeking an experienced Data Analytics Director focused on the BSFI vertical, you will assume a pivotal role in leading our data analytics initiatives, providing pre-sales support, and delivering technical advisory services customized to the unique needs of our BSFI clients.
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Assists in developing and implementing property-wide initiatives that deliver products and services that create owner engagement while remaining in-line with the condominium documents. Provides homeowners with at least 3 options for vendors or in-house services that can aid in home or unit maintenance.
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As a Mental Health Clinician with our client, your role will be pivotal in shaping the future of youth mental health services. Provide comprehensive mental health services in school settings, clinics, client homes, and via telehealth, ensuring accessible and continuous care.
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client services jobs Title: exec in New York, NY
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