Client Success Advisor

Sales ResponsibilitiesThe role holder has a responsibility to acquire, cross-sell and retain a portfolio of Wealth clients, working with the HSBC branches and direct teams to ensure achievement of the business performance measures and plan (as defined by WPB and HIIB). This will be achieved by helping clients actively manage their investment portfolios and...

As a Client Advisor at CELINE, you will report to the Store Manager / Team Manager and play a key role in driving sales and delivering an exceptional client experience. Your passion for our collections and commitment to excellence will enable you to build meaningful connections with clients, embodying the sophistication and timelessness of the Maison....

We are seeking a talented Client Success Associate to join our team at Concepts Marketing Services Events Partner Inc. As a Client Success Associate, you will play a critical role in ensuring the success of our clients by identifying their needs and developing strategies to meet those needs.The ideal candidate will have excellent communication skills and the...

We are seeking a skilled Client Success Coordinator to join our team and help us deliver exceptional client experiences.Responsibilities:Develop and implement client onboarding and offboarding processes to ensure seamless transitions.Built strong relationships with clients to ensure long-term partnerships and loyalty.Collaborate with cross-functional teams...

Cubed Technologies Solutions Phils Inc. is seeking a highly skilled Client Success Advocate to join our team. As a Client Success Advocate, you will be responsible for ensuring that clients receive exceptional service and support throughout their journey with our company.About the Role:This is an excellent opportunity for individuals who are passionate about...

Job Overview:The Client Success Strategist is responsible for driving client success by delivering tailored onboarding processes, seamless integration into existing systems and workflows, and monitoring service delivery performance in accordance with agreed service level agreements (SLAs) and key performance indicators (KPIs).This role involves collaborating...

About the JobTahche Outsourcing Services Inc is seeking a Client Success Manager to join our team. As a Client Success Manager, you will be responsible for overseeing the success of our clients, ensuring they receive the highest level of service from our organization.You will serve as the primary point of contact for assigned multiple accounts, answering...

2 days ago Be among the first 25 applicantsDirect message the job poster from Sun Life PhilippinesMulti-Awarded Licensed Financial Advisor & Unit Manager | Former Social Media SpecialistThe Management Team of Sun Life Financial's Top 1 Unit is still open for Full-time and Part-time Financial AdvisorsRole DescriptionAs a Financial Advisor, you will be...

Position Overview:A Financial Advisor is a professional who provides personalized financial guidance to clients to help them achieve their short- and long-term financial goals. This includes advising on investments, savings, retirement planning, tax strategies, and insurance products. They build strong relationships with clients to understand their needs,...

BOLDR PH, INC. is a global B-Corp dedicated to delivering world-class client experiences while creating access to dignified, meaningful work in communities around the world.We are a global team, united by our desire to connect diverse people with common values for bolder impact.Our client-facing team members are responsible for maintaining and nurturing our...

About the Team:We are a dynamic team at SUMO Services Corporation dedicated to delivering exceptional client experiences through our Asana service packages. As a Client Success Advocate, you will play a vital role in ensuring client satisfaction and loyalty.Key Responsibilities:Develop and implement client success strategies to drive long-term relationships...

2 days ago Be among the first 25 applicantsDirect message the job poster from 153 Life Insurance AgencyWealth Management Consultant at Prulife UKCompany DescriptionPru Life UK, with 26 years of operations in the Philippines, is a leading life insurance company committed to providing accessible and affordable health and wealth protection solutions to...

We require a Client Success Advocate to oversee the maintenance of our client relationships, ensuring they receive exceptional service and support throughout their engagement with Macrologic.Your duties will involve resolving client complaints, providing regular updates on project progress, and collaborating with internal stakeholders to address client...

The Client Success Representative role at RealPage, Inc. involves partnering with clients to understand their business goals and objectives.You will work closely with internal stakeholders to develop and implement effective strategies to meet client needs.Main ResponsibilitiesPartner with clients to understand their business goals and objectivesDevelop and...

About Us:\Kroll is a global company with a rich history of providing innovative solutions to complex problems. We have a team of experienced professionals who support clients across various industries.\Job Description:\We are seeking a highly-motivated and detail-oriented individual with excellent communication skills to join our team as a Business...

Customer Success Manager Job Description:We are seeking a highly motivated and experienced Customer Success Manager to join our team at EURONET TECHNOLOGY SERVICES, INC. The ideal candidate will have a proven track record of success in customer-facing roles and a strong understanding of customer success principles.Main Responsibilities:Develop and execute...

Position OverviewEast West Banking Corporation is looking for a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for building and maintaining relationships with high-net-worth clients, identifying their financial needs, and providing tailored solutions. Your primary responsibility will be to...

About the RoleWe're seeking a Client Success Specialist to join our team as an English and Spanish Customer Solutions Analyst.In this role, you will be responsible for providing frontline technical assistance and support to SiteMinder customers globally.As a Client Success Specialist, you will be the first point of contact for our customers and will play a...

The Management Team of Sun Life Financial's Top 1 Unit is still open for Full-time and Part-time Financial AdvisorsRole DescriptionAs a Financial Advisor, you will be responsible for providing financial guidance to clients and helping them make informed decisions to achieve their financial goals. Additionally, this role requires building and maintaining...

Gur Lavi Corp. is a thriving organization dedicated to delivering exceptional technology solutions to our clients.Why Work with Us?As a Presales Engineer at Gur Lavi Corp., you will have the opportunity to work with a passionate team, contribute to the growth and success of our organization, and develop your skills and expertise in the telecommunications/ICT...