Client relationship jobs in Plainview, NY - Page 2Create job alerts

Complete required Customer KPI expectations, CRM-Service Titian entries, reports and other ... Our client acknowledges that equal opportunity for all persons is a fundamental human value. Each ...

Build strong relationships with stakeholders to provide high-quality, responsive client service. * Mentor and develop department heads and managers to foster a growth-oriented environment. * Serve as ...

The Tax Senior Accountant serves to maintain client relationships and act as a liaison between overseeing the work of internal staff and working closely with internal leaders, to ensure high-quality ...

Relationship Building: * Support senior team members in cultivating and maintaining strong client relationships. * Attend client meetings and networking events to represent Rockline Wealth Management ...

The Market Manager is responsible for enhancing client relationships and managing the staff and operational functions of the branches in order to meet the financial needs of the Bank's customers and ...

Less back office - focus more of your time on what you do best -maintaining your client relationships and developing new clients. Our financial planning, Investment, client service, and business ...

Ability to build and maintain strong client relationships * Strong problem-solving and negotiation skills * Proven track record of meeting sales targets * Experience in the financing industry is a ...

... client relationships by delivering outstanding customer support through regular, value-add communication, sharing market insights, and offering solutions that help our clients achieve their goals

You'll assess client exposures, craft tailored insurance strategies, and nurture lasting relationships through proactive service and annual reviews. Key Responsibilities: * Develop leads through ...

Establish and maintain existing client relationships that ensure retention and increase business * Maintain product/service knowledge, attend trainings as needed * Travel to client sites Requirements

The ideal candidate will play a crucial role in maintaining and enhancing client relationships through expert management of their accounts. Responsibilities: * Maintain a working knowledge of ...

Demonstrated ability to develop and maintain and client relationships * Ethical and professional conduct with a commitment to clients' best interests Investor Relations Associates TSG Investor ...

Client relationships skills with effective interaction. * AE must work well in a team environment, while having the ability to work independently. * Driver's license and insured automobile * Bachelor ...

Your skills garnered toward managing target accounts and maintaining client relationships. * Your history: 4+ years of successful sales or related experience * Your commitment to high-quality, top ...

Establish a client base by making new connections, maintaining a strong referral network, and providing a great client experience * Grow relationships with clients to support them through every stage ...

New York Metro Dealer Relationship Manager Territory: Five Boroughs of New York City and the Hudson ... client offers credit union members an industry-leading auto buying resource, providing vehicle ...

You will be essential to increasing sales and creating enduring client relationships as a moving sales representative. From the first inquiry to the move's completion, your duties will involve ...

... client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from ...

Develop and maintain strong client relationships, ensuring timely updates and managing expectations regarding case progress. Benefits & Compensation: 💰 Base salary up to $200K, with additional ...

Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and * Built and presented client "pitch decks" / presentations

This is an entry-level position perfect for candidates with a passion for developing excellent client relationships and a strong desire to thrive within a competitive, team-oriented, and ...

Your Job Responsibilities: • Contact the leads we provide to schedule virtual meetings with clients. • Present benefit programs to enroll new clients and cultivate relationships with them. • ...

Develop and maintain client relationships * Answer accounting and financial questions by researching and interpreting data Requirements * Bachelor's degree with a focus in Accounting - CPA required

Maintain client relationships and act as a liaison between overseeing the work of internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to ...