In this role, you will work with the branch team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies while meeting your asset and revenue targets.
Develop advanced account strategies that drive success through delivering value and insight relevant and unique to each customer; facilitate executive meetings that measure progress and business impact.
Provides general administrative support to an office or group of sales professionals. Responsible for preparing proposal, presentation and communication materials. Coordinates the distribution of internal and external marketing information.
The Client Sales and Service Officer II has primary responsibility for supporting all client post sales activities for the most complex clients by leveraging experience and product knowledge to monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client.
In this role, the selected candidate will be responsible for orchestrating company resources, in the response and delivery of Innodata services, to information services companies and data-driven enterprises.
This position is responsible for the design, development, implementation and performance support of client service learning technology initiatives. This position partners closely with asset management training partners and subject matter experts to provide high quality customized training solutions and course development.
In this role, it's all about enabling our customers to be more effective employers. Our customer service team makes it happen by collaborating with customers and other ADP colleagues to ensure our products and services deliver winning results.
In this role, you will provide proactive sales and service support to current clients and future prospects.This involves extensive telephone (both inbound and outbound calls) contact and documentation of activities in the client management database.
This Position in this function perform and administer internal financial audits to ensure the existence of and adherence to the established controls of a particular portion of the organization's operations.
In this role, you will maintain retention, margin and cross sale goals within the existing client portfolio by proactively evaluating client business needs against our ability to solution for those needs.