דרושים United States, Philadelphia

Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Performs...

Answer phone calls and emails from customers in a professional and courteous manner. Resolve technical customer issues in an effective and expedient manner. Create and maintain case documentation in InstaMed’s...

Leadership of overall account strategy for the pursuit of both traditional and transformational opportunities. Account planning with core account teams, incorporating overall account strategy, identification of transformational pursuits, stakeholder mapping,...

Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required. Manages a...

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...

Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store. Conducts needs-based conversations and offers financial solutions to meet our Customers' needs. Makes quality referrals to appropriate...

Present to customers as our expert at all levels in the customer hierarchy from technician to manager. Lead Proof of Concept (PoC) projects for prospective customers and partners. Help our...