Build and maintain strong relationships with clients, vendors, manufacturers, and internal partners.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make them stronger and well-positioned for success.
Engaging with customers via inbound calls and responding to their inquiries.
Processing customer requests, including options, equities, and mutual fund trades.
Enhancing relationships with high-net-worth clients with complex service needs.
Fidelity is passionate about making financial expertise broadly accessible and effective in helping people live the lives they want. They are a privately held company that values creating a work environment that attracts top talent and reflects their commitment to their associates.
Assist with overall monthly project accounting efforts and project updates.
Prepare client invoicing and follows up on past due invoices.
Track project costs compared to contracted amounts.
Precision Medicine Group is a company making employment decisions without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law. They are an equal opportunity employer.
Ensure client teams meet or exceed client service level agreements (SLAs) and to grow accounts.
Provide operational oversight to ensure smooth day-to-day performance while escalating matters of concern.
Partner with the Managing Director to develop strategies and foster relationships to drive growth within assigned accounts.
Williams Lea by RRD provides global business support services with over 200 years of experience. They specialize in administrative support, document production, presentation design, and marketing and communications services, helping clients operate efficiently.
Manage workflow, cycle time, and resource allocation statewide.
Jobgether is a platform helping candidates to get matched to the job. They use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.
Build and manage a pipeline of 3-4x quota focused entirely on net-new FSI accounts.
Conduct deep account research and territory mapping to target high-potential accounts.
Lead complex sales cycles from first contact through to contract execution.
Jobgether is a platform that uses AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They foster a culture of teaching and continuous improvement.