In this role, you will oversee the accurate completion of client questionnaires, RFPs, and consultant databases, and produces client meeting presentations, market research and other ad hoc responses to client requests.
In this role, you will monitor metrics including referrals, admissions, and discharges.Assist in the recruitment and supervision of field employees.Partner with Clinical Managers to provide supervision and support to field employees.
In this role, the selected candidate will generate referrals for other Global Businesses, e.g. Private Banking (PB), Global Banking and Markets (GBM), Retail Banking and Wealth Management (RBWM), as appropriate.
In this role, the selected candidate will serve as liaison between company and the client, interacting with client representatives at all levels, including senior management; manage client programs including budget responsibility and incremental sales.
The Client Service Representative (CSR) is responsible for the tangible day-to-day client support for all services and products delivered to clients in order to align with the strategic vision of our partnership.
In this role, you will create and socialize the business case for investments in the people, process, and technology to utilize client analytics to serve up relevant experiences at the individual client level.