NATIONAL ACCOUNTS CLIENT SERVICES jobs in PENNSYLVANIA, United Kingdom #3

. Monitors transactions and various other client needs and wants on investment accounts, as well as other financial planning... FUNCTIONS RELATED TO CLIENT'S ACCOUNTS. Processes additional funds into existing accounts as instructed. Provides delivery...

. Monitors transactions and various other client needs and wants on investment accounts, as well as other financial planning... FUNCTIONS RELATED TO CLIENT'S ACCOUNTS. Processes additional funds into existing accounts as instructed. Provides delivery...

for this role is $65,000 annually. Key Responsibilities Manage an assigned portfolio of accounts by overseeing the client..., including upgrading their services to higher tiers. Coordinate and execute monthly reporting calls with the client . Over...

to LinkedIn Learning, and other voluntary benefit programs (e.g. accident insurance, identify theft insurance, flexible spending accounts... Patient Safety Organization by the U.S. Department of Health and Human Services. At ECRI, our passion for the truth drives...

and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs... (required) Tactical Skills Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers...

Job Responsibilities and Requirements Assume overall responsibility for managing dedicated client accounts ranging..., and procedures, including web-site services and navigation. Keep client and broker/consultants apprised of product and service...

through an advice-based approach, ensuring each client receives the best products and services for their needs Partners... financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships...

, estate, and gift tax returns Advise clients on a full spectrum of tax services, including planning, research, compliance... and prepare memorandums to support conclusions Review and confirm assignment objectives, scope and work plan with client...

through an advice-based approach, ensuring each client receives the best products and services for their needs Partners... financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships...

and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs... (required) Tactical Skills Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers...

About the job The Client Manager (CM) will support the Benefits Consultant (BC) as the day-to-day contact in... providing strategic brokerage and consulting services to assigned health and welfare benefit plan (EB) clients, having the...

. Maintain client relationships and retention of accounts through agency’s renewal workflows. Our Client Advisors bring...Summary World Insurance Associates is a unique insurance organization offering top products and services from major...

our lifesaving strategic goals in a rapidly changing environment, and expand our impact on the local, national, and global... communities we serve. Responsibilities This Client Relation Manager will be responsible for implementing NYBCe customer...

, group accounts, providers, agent plans, and brokers. Other duties as assigned or requested. EDUCATION..., color, age, religion, sex, national origin, sexual orientation/gender identity or any other category protected by applicable...

Lines Client Services or Manager of Client Services Position Overview: The Account Executive's main role is to ensure... customer satisfaction and client retention by delivering timely, consistent and exceptional service for a large/complex book...

Overview Healthcare Services Group (HCSG) is currently seeking to fill the position of Accounts Payable Administrator... to join our growing Corporate Team in Bensalem, PA! As a member of our Accounts Receivable team, the Accounts Receivable Administrator...

for payment of all patient related charges and following up on accounts within 30 days. This position is also responsible... for secondary billing, processing refunds, requesting allowances, recommending accounts for bad debt, write offs and referring...