Client relationship jobs in North Bergen, NJ - Page 6Create job alerts

... client inquiries, policy changes, and claims support. * Identify opportunities for upselling or cross-selling insurance products to existing clients. * Build and maintain strong relationships with ...

Our client provides investment management and financial planning services to high-net-worth clients ... Advanced Excel skills. * CRM experience; Junxure Cloud/AdvisorEngine CRM experience is a plus

This role involves managing our global CRM, analyzing client and prospect data to drive business development strategies, and ensuring effective governance and usage of our data assets. The ideal ...

Data Entry and CRM Management: Accurately input client data into CRM systems, keeping track of appointments, client notes, and communication history. Ensure all client information is up-to-date and ...

Existing relationships with key Financial Services customers is a strong advantage. * Experience positioning complex solutions. * Ability to work in a fast-paced and complex environment while driving ...

Annotate thorough and accurate documentation of client treatment records * Provide world class customer service to establish and maintain relationships with clients to ensure overall satisfaction ...

... client's needs and goals based on the client's products, services, and promotions within the ... maintaining relationships with existing customers and developing new relationships. Duties and ...

As the Entry Level Client Service Specialist your primary role is to engage with potential ... You will be the face of our clients, building relationships and creating a positive brand ...

Demonstrate an understanding of the role medical education plays in the client's business environment Relationship Building * Build professional relationships with external suppliers * Build ...

JOB SUMMARY The Senior Account Executive (SAE) is responsible for developing and maintaining relationships with client and agency. He/she mentors junior account management staff; works directly and ...

Client centric leader; exceptional clientele, customer relationship building skills with the ability to lead a luxury service culture * Work Experience: 5+ years retail sales management experience in ...

Leverage CRM tools to improve data analysis and enhance intelligence on key contacts. * Support the preparation of client presentations, including pitch books, brochures, and deal sheets, while ...

Maintaining an accurate log of client data in CRM * Creating CRM Tickets for clients requests * Send out reservation reminders via Zingle and emails * Double confirming all reservations and making ...

Your role will involve supporting various administrative and client service aspects of the clients' relationship with the firm. You will report to the Executive Vice President of Employee Benefits ...

Client Walkthroughs: Meet with clients and event planners to understand their event visions and ... Relationship Building: Build and maintain strong, long-lasting relationships with clients to ...

Client, Customer and Stakeholder Focus: * Able to build relationships with a mix of colleagues and clients. * Interacts regularly with management and department leaders. * Demonstrates the ability to ...

You are passionate about the space from innovative, data-driven digital, platform, and CRM programs ... Understands the scope of client requests and implications. Able to translate requests into tight ...

The ideal candidate will be highly motivated, relationship-oriented, and focused on driving the ... client needs to ensure long-term retention of clients. * Maintain accurate records of all sales ...

... professional relationships with internal agency members and client counterparts - Understands the client's needs and appropriately communicate to the internal team - Takes a positive and ...

Track and analyze firm-wide data for client and prospect deliverables. * Prepare presentations, reports, and fact sheets for investor meetings. * Maintain and improve CRM databases for investor ...

Manage and nurture existing client and partner relationships while creating new account relationships. * Oversee the entire sales cycle from prospect identification to customer relationship ...

... on client needs, pain points, and industry trends to inform product roadmap and marketing efforts. Pipeline and Forecast Management * Maintain an accurate and up-to-date pipeline within our CRM ...

Works with the Sales Team during initial client site visits and inquiry pipeline to address ... Responsible for updating and managing event profiles in Resonance (AES's CRM software). We are ...

Accurately recording client information in our CRM system and developing the ability to navigate the CRM system fluently. SKILLS REQUIRED * Some previous customer service and administrative ...

Grow a strong relationship with clients and client agencies - through a demonstration of industry knowledge and of the client's basic business issues * Assist in the on-going monthly actualization ...

Pride Health is hiring a Certified Nurse Assistant to support our client's medical facility based ... Model Relationship Centered Care, respect patient preferences and values, address concerns, and ...

... client roster and subject to Thalēs' stringent selection process * Partner with Thalēs' internal team to ensure seamless execution of fundraising strategies. * Cultivate long-term relationships ...

Develop and maintain strategic relationships: Identify, cultivate trust and build rapport with key decision-makers within the client organization to increase brand awareness across all relevant bank ...

Identify new business opportunities and actively pursue relationships with prospective clients within the target market. * Serve as the primary point of contact for national accounts, ensuring client ...

Develop and maintain relationships with high-profile clients, stylists, and VIPs to foster long-term business. * Drive and exceed sales targets through exceptional client service, strategic sales ...

... Client Our client is a prestigious, global investment management firm with a long-standing ... Approve and maintain the approved counterparty list, ensuring all trading relationships align with ...

Demonstrated mastery in: estimating, scheduling, budgeting/cost control, construction observation, client relationship, interpersonal skills. * Strong interpersonal communication, organization and ...

THE ROLE This is an Executive and Business Assistant role to support two relationship managers on the sales team. It is a dynamic, multi faceted and client facing role where the individual will be ...

... client team as appropriate • Develop good working relationships with agency team members, and client departments (i.e., regulatory, production, editorial). • Begin to mentor junior account staff ...

... expanding relationships by: * Overseeing a team of IR professionals responsible for maintaining comprehensive account coverage throughout the life cycle of the client * Ensuring the seamless ...

... client-centric approach * Experience working across different cultures and geographic locations, enhancing a global perspective on financial services * Ability to transform relationships into ...

... client's medication. * Advise Providers in advance when there is no refill orders left on ... Establish and maintain professional relationship with non-medical staff to ensure execution of ...

... client satisfaction. Core Responsibilities 1. Sales Management • Build and maintain strategic relationships with wholesale partners, focusing on sales performance, profitability, and growth. • ...

... client services. This person is an expert in live event production with extensive and impressive ... relationships to ensure the best available talent and pricing for the project. · 10+ years ...

Relationship Building: Develop and maintain strong relationships with subcontractors, suppliers ... Client Communication: Professional presence suited for interacting with clients is a must

... M tools. * You will collaborate closely with various internal teams, including sales leadership, marketing, and client services, to align strategies and optimize client experiences. * You will ...

Relationship Management: * Strong interpersonal skills, including presenting work effectively and maintaining positive client and team relationships. Software Proficiency: * Proficient in Adobe ...

The three locations serve a diverse client base that spans around the globe. No matter the office ... Role model the use of the CRM tool for individual attorney and practice group business development

S. and international companies, including client-side marketers, nonprofits, universities, and ... We build and maintain relationships with all members, guiding them with personalized strategies and ...

The agency boasts a diverse, global client portfolio that includes top museums, art fairs ... relationships. * Provide strategic leadership to secure new business, boost revenue growth, and ...

Develop plans and work with vendors in order to meet client goals and expectations are exceeded. * Trafficking: Ensure the ESM internal CRM system is consistently updated with vendor contacts ...

Support Territory Sales Managers in identifying key accounts, developing client relationships, and closing significant sales opportunities. * Facilitate communication between Territory Sales Managers ...