29 customer relationship manager jobs found

Provides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. Assists in preparing new business proposals or presentations to clients / prospects based upon their needs. Assists Wealth Advisors in market research of client and prospects. Assists Wealth Advisors in identifying prospective clients. Acts as the key service contact for clients. Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. Liaises with external advisors of clients on behalf of the wealth advisor / relationship manager. Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects. Make...

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Under broad supervision, responsible for handling variety of moderate to complex billing activities under broad supervision. Areas of focus include, but are not limited to, premium invoicing, loss reimbursement billing, retrospective endorsement/rating, and cash flow reconciliation alternatives. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Manages and coordinates all activities by performing moderate to complex billings and manages service delivery with excellent customer satisfaction. Provides desk level training of peers. Assists with creation and updates of team procedures/training documents....

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Provides input to the market business development plan. Support...

Job Description As a Customer Success Manager, your focus is on advocating for customer needs and facilitating positive interactions between customers and resources across Oracle. This involves resolving post-sales non-technical customer issues and tracking our customers' overall health, success, and satisfaction. In this role, you will serve as the lead customer liaison for an assigned group of Customer accounts and facilitate one-on-one meetings with representatives from strategic accounts. You will be responsible for managing internal projects, such as creating internal training curricula and schedules, presenting across lines of business, identifying and driving productivity improvement opportunities, coordinating, preparing, and qualifying Reference referrals to support Sales efforts. In addition, you will drive the contract renewal process for Oracle Customers by ensuring their ongoing satisfaction. Contributing individually and as a team member, providing...

Job Description As a member of the Support organization, your focus is to deliver post-sales support and solutions to the Oracle customer base while serving as an advocate for customer needs. This involves resolving post-sales non-technical customer inquiries via phone and electronic means, as well as, technical questions regarding the use of and troubleshooting for our Electronic Support Services. A primary point of contact for customers, you are responsible for facilitating customer relationships with Support and providing advice and assistance to internal Oracle employees on diverse customer situations and escalated issues. Qualifications: Bachelor's degree in Computer Science, Engineering, or a related technical field. 5+ years of proven experience supporting Oracle Analytics platforms including Oracle Analytics Cloud, Fusion Data Intelligence, Oracle's Big Data Service (BDS), DFS, DIS, Data Catalog, and Oracle Cloud Infrastructure (OCI). Strong expertise in Hadoop...

Work Environment The role requires onsite work for 5 days a week during the training period, which lasts 1-2 weeks or until the necessary skills are grasped. After training, the role becomes hybrid with work from home on Mondays and Fridays, and onsite presence from Tuesday to Thursday. This is a full-time position with a 40-hour work week, Monday through Friday, between 8 am and 5 pm. The initial contract is for 6 months with the potential for extension or conversion to full-time employment. The work environment includes an open cubicle setting with individual workspaces. Job Description We are seeking a detail-oriented and experienced Contracts Analyst to join our team. In this role, you will create and manage customer agreements for complex key accounts, working cross-functionally with Commercial, Finance, and Legal teams. You will also develop, implement, and maintain key contracts, ensuring compliance and accurate pricing. Responsibilities Create and manage...

Who We Are We're powering a cleaner, brighter future. Exelon is leading the energy transformation, and we're calling all problem solvers, innovators, community builders and change makers. Work with us to deliver solutions that make our diverse cities and communities stronger, healthier and more resilient. We're powered by purpose-driven people like you who believe in being inclusive and creative, and value safety, innovation, integrity and community service. We are a Fortune 200 company, 20,000 colleagues strong serving more than 10.7 million customers at six energy companies -- Atlantic City Electric (ACE), Baltimore Gas and Electric (BGE), Commonwealth Edison (ComEd), Delmarva Power & Light (DPL), PECO Energy Company (PECO), and Potomac Electric Power Company (Pepco). We're committed to creating an environment where every person can thrive. Our employee experience is grounded in four tenets that guide how we support our people: purposeful careers, growth...

Job Description The Role: The HR Solutions Enablement Team builds effective, scalable, cohesive HR solutions that minimize redundancy and deliver seamless data and insights for a better end-user experience. You will be part of a team that is responsible for implementing HR Technology solutions, through Workday as well as integrated third party technologies embedded throughout the Talent Acquisition process that drive our operations forward and remove friction. Additionally, this team also provides tier-2 support for our business facing end users. We are looking to hire a Sr. HR Technology Analyst with deep expertise in Talent Acquisition technology configuration and implementation. The ideal candidate will have extensive hands-on experience with Workday Recruiting, third party Talent Acquisition technologies, and working knowledge of other Workday modules. They should be eager to learn and apply new technologies, including emerging AI-powered tools, and bring a...

The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers. We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a...

Chamberlain Group (CG) is a global leader in intelligent access and Blackstone portfolio company. Powered by our myQ technology, we make access simple and secure for millions of homeowners, businesses, and communities worldwide. Our flagship brands, LiftMaster® and Chamberlain® , are found in 51+ million homes, and 14 million+ people rely on the myQ® app daily. Job Summary The Lead Decision Science Analyst translates data into strategic insights that directly influence product, marketing, and business decisions. This role focuses on causal inference, experimentation, and deep exploratory analytics to answer complex business questions. The Lead Decision Science Analyst will partner closely with cross functional leaders from Product, Engineering, Marketing, and Finance to design experiments, evaluate impact, uncover growth opportunities, and provide recommendations that drive measurable business outcomes. Success requires strong business acumen, statistical rigor, and...

Analyst Relations SpecialistRemote - United StatesJR012721 At Ensono, our Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things! We enable our clients to achieve key business outcomes that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up with continuous change and embrace innovation. We can Do Great Things because we have great Associates. The Ensono Core Values unify our diverse talents and are woven into how we do business. These five traits are the key to achieving our purpose. HONESTY, RELIABILITY, COLLABORATION, CURIOSITY, PASSION About the role and what you'll be doing: We are looking for an Analyst Relations Specialist to join our growing corporate communications team. In this role, you'll help shape Ensono's reputation and visibility with leading industry analyst firms such as Gartner, IDC,...

About Flywheel Flywheel's suite of digital commerce solutions accelerate growth across all major digital marketplaces for the world's leading brands. We give clients access to near real-time performance measurement and improve sales, share, and profit. With teams across the Americas, Europe and APAC, we offer a career with real impact, endless growth opportunities and the support you need to be the best you can be. Opportunity We are seeking a detail-oriented and data-driven Client Data Analyst to join our team. In this role, you will use your analytical expertise to help us extract insights from large data sets, identify trends, and support the organization in making data-backed decisions. Your contributions will drive improvements in product development, marketing effectiveness, operational efficiency, and customer satisfaction. What you'll do: Data Collection, Cleaning & Platform Management Responsible for Flywheel’s participation in data platforms such as...

About Flywheel Flywheel's suite of digital commerce solutions accelerate growth across all major digital marketplaces for the world's leading brands. We give clients access to near real-time performance measurement and improve sales, share, and profit. With teams across the Americas, Europe and APAC, we offer a career with real impact, endless growth opportunities and the support you need to be the best you can be. Opportunity We are seeking a detail-oriented and data-driven Client Data Analyst to join our team. In this role, you will use your analytical expertise to help us extract insights from large data sets, identify trends, and support the organization in making data-backed decisions. Your contributions will drive improvements in product development, marketing effectiveness, operational efficiency, and customer satisfaction. What you'll do: Data Collection, Cleaning & Platform Management Responsible for Flywheel’s participation in data platforms such as...

Senior M&A Analyst, Financial Lines Support of underwriting team specializing in underwriting of insurable risks as they relate to corporate M&A transactions (including preparation of deal documents) and development of relationships with M&A source producers (brokers, lawyers and private equity fund principals). How you will create an impact Conduct background research on the parties to a particular transaction and the industries in which they operate. Review and understand the client's motivation for requesting the insurance coverage, the role the insurance is playing in the transaction, and the value of the insurance to the transaction. Review and understand documentation relevant to the analysis and assessment of the risk. Analyze and assess the underlying risk in accordance with the relevant product line policies and procedures. Prepare non-binding indication letters, insurance policies and binder agreements. Interact with clients, client’s...

Provides loan servicing and monitoring support for corporate and commercial lending portfolios in a professional and timely manner. Delivers agreed lending/financing services as specified in the credit agreement/approval and ensures all required policies, guidelines and standards are met. Addresses more complex escalated customer requests and transactions or escalates with recommendations. Provides advice and guidance to assigned business/group on implementation of solutions. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and...

Provides loan servicing and monitoring support for corporate and commercial lending portfolios in a professional and timely manner. Delivers agreed lending/financing services as specified in the credit agreement/approval and ensures all required policies, guidelines and standards are met. Addresses more complex escalated customer requests and transactions or escalates with recommendations. Provides advice and guidance to assigned business/group on implementation of solutions. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Participates in defining the communication plan designed to positively influence or change behaviour; develops...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for BMO Financial Group. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Additional Job Description The ideal candidate will have strong knowledge of Python, SQL, Power BI Advanced Excel knowledge required Machine Learning experience an asset Supports the execution of accurate and efficient reporting solutions for risk, regulatory and management information to internal and external stakeholders including regulatory bodies. Supports an efficient and effective risk management function which uses common information sources and practices,...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary Under general administrative direction, the Compliance Analyst uses knowledge and skills obtained through training, experience, and/or specialized education to conduct onsite branch inspections and related compliance reviews. This role requires regular travel and focuses primarily on evaluating supervisory systems, physical office settings, records and documentation, and conducting employee interviews to assess adherence to firm policies and procedures, as well as applicable federal and state regulations. The Compliance Analyst is responsible for thorough documentation of inspection activities and clear communication of results to business and compliance stakeholders. About Key Investment Services LLC KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered bank...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 700 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Position Summary: HUB International is seeking an...

Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio. Develops written internal and external marketing pitch material. Supports deal teams in development, presentation, and winning mandates. Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and...

Achieving our goals starts with supporting yours. Grow your career, access top-tier health and wellness benefits, build lasting connections with your team and our customers, and travel the world using our extensive route network. Come join us to create what’s next. Let’s define tomorrow, together. Description In the analyst role, you will be performing detailed requirements analysis, document processes, craft user stories, triage issues, facilitate meetings, analyze data and/or support functional/user acceptance testing. To succeed in this role, you should be familiar with Agile scrum software development methodologies, have the ability to write great user stories and have a natural analytical way of thinking/problem solving and be able to explain difficult concepts to both technical and non-technical users. Works on one or more projects both moderate to complex projects and manages projects of a limited scope Requires moderate guidance to manage work...

Who We Are We're powering a cleaner, brighter future. Exelon is leading the energy transformation, and we're calling all problem solvers, innovators, community builders and change makers. Work with us to deliver solutions that make our diverse cities and communities stronger, healthier and more resilient. We're powered by purpose-driven people like you who believe in being inclusive and creative, and value safety, innovation, integrity and community service. We are a Fortune 200 company, 19,000 colleagues strong serving more than 10 million customers at six energy companies -- Atlantic City Electric (ACE), Baltimore Gas and Electric (BGE), Commonwealth Edison (ComEd), Delmarva Power & Light (DPL), PECO Energy Company (PECO), and Potomac Electric Power Company (Pepco). In our relentless pursuit of excellence, we elevate diverse voices, fresh perspectives and bold thinking. And since we know transforming the future of energy is hard work, we provide competitive...

Job Description Job Requirements and Key Responsibilities: Partners with Consulting management to maximize revenue opportunities, achieve the highest utilization, and increase customer satisfaction. Responsible for the collection, management, and communication of detailed resource specifications for assigned practice. Proactively identifies available resources, using a variety of methods, or open specifications. Facilitates resource meetings with Consulting Managers regarding weekly billable utilization and open request. Escalate urgent requests on priority staffing calls. Partner with management to understand assigned consultants' skill levels and experience. Actively monitor the selection/acceptance process for assigned resources. Offer creative solutions when no resources with necessary skill sets are available. Recommend creative ways to utilize consultants who lack high demand skill sets. Identify resourcing...

320 S Canal Street Chicago Illinois,60606 Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio. Develops written internal and external marketing pitch material. Supports deal teams in development, presentation, and winning mandates. Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda,...