Serve Advice & Wealth Management clients via phone and chat during non-traditional hours to resolve complex trading and service needs. Educate clients on Vanguard's product offerings while maintaining up-to-date knowledge of market factors and funds.
Remote Client Experience Jobs (624)
Tags = client-experience
Serve Advice & Wealth Management clients via phone and chat during non-traditional hours to resolve complex trading and service needs. Educate clients on Vanguard's products and maintain up-to-date knowledge of market factors and fund offerings.
Serve Advice & Wealth Management clients via phone and chat during non-traditional hours to resolve complex trading and service needs. Educate clients on Vanguard's products and maintain up-to-date knowledge of market factors and fund offerings.
Serve Advice & Wealth Management clients via phone and chat during non-traditional hours to resolve complex trading and service needs. Educate clients on Vanguard's products and maintain up-to-date knowledge of market factors and fund offerings.
EAP Consultant Full-Time Remote (Licensed in Texas)
Acentra Health, LLC
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Full Time
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3 Weeks Ago
Acentra Health, LLC
Provide comprehensive tele-mental health EAP services, including direct counseling and outreach to employees and their families. Manage a clinical caseload while collaborating with stakeholders to optimize product enhancement and ensure high-quality client care.
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Serve clients via phone and chat during non-traditional hours to resolve complex trading and service needs. Educate clients on Vanguard's products and maintain up-to-date knowledge of market factors and funds.
Serve Advice & Wealth Management clients via phone and chat during non-traditional hours to resolve complex investment situations. Educate clients on Vanguard's products and services while maintaining up-to-date knowledge of market factors.
Serve Advice & Wealth Management clients via phone and chat during non-traditional hours to resolve complex trading and service needs. Educate clients on Vanguard's products and maintain up-to-date knowledge of market factors and fund offerings.
Serve Advice & Wealth Management clients via phone and chat during non-traditional hours to resolve complex trading and service needs. Educate clients on Vanguard's products and maintain up-to-date knowledge of market factors and fund offerings.
Serve as the first point of contact for prospective clients by handling inquiries, qualifying leads, and scheduling appointments. Maintain accurate client records and support the legal team with administrative communication tasks.
Identify and cultivate plant health care clients among commercial tree care companies, landscape maintenance firms, and municipalities. Deliver sales demonstrations, manage the sales pipeline via CRM, and provide consultative support to grow accounts within the Carolinas territory.
Manage and grow a portfolio of existing pharmaceutical and biotech clients by ensuring successful renewals and identifying expansion opportunities. Serve as a trusted advisor to maximize client value through close collaboration with support and professional services teams.
Manage non-licensed aspects of real estate transactions from contract to close to ensure a seamless experience for all parties. This includes managing deadlines, processing commission payments, and serving as the primary point of contact for stakeholders.
Lead day-to-day billing operations, including accounts receivable, collections, and dispute resolution, while managing a team of billing support and QA analysts. Partner with GTM and Finance teams to build a scalable, AI-powered order-to-cash process and ensure financial reporting integrity.
Travel Concierge (Latin America) - Based in Costa Rica, Belize, or Guatemala
Jacada Travel
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Full Time
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3 Weeks Ago
Jacada Travel
Act as the primary point of contact for luxury travel clients in Latin America, managing pre, during, and post-trip requests. Responsible for administrative tasks, payment collection, and creating unique 'Magic Moments' to enhance the client experience.
Manage a defined geographic territory in LATAM to drive revenue growth through client retention and new business development. Own the full sales cycle from prospecting to contract execution while collaborating with internal stakeholders to ensure service delivery.
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Partner with university leadership to translate business questions into data-driven analyses and predictive models. Design datasets, build interactive dashboards, and deploy machine learning models to support institutional decision-making.
The role focuses on originating new business opportunities and managing a portfolio of Fortune 500 clients to drive account growth. It involves consulting with C-level executives to provide innovative legal service solutions and collaborating with cross-functional teams.
Client Success / Customer Experience Lead (remote from LATAM)
Scalesource
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Full Time
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3 Weeks Ago
Scalesource
The Implementation Manager provides leadership and project governance to ensure high-quality Sage Intacct delivery and client satisfaction. They are responsible for managing Implementation Leads, overseeing project health in Certinia, and coordinating resources across the implementation lifecycle.
Lead the strategy, evolution, and technology roadmap for the Regis platform serving ultra-high-net-worth clients. Translate complex business needs into actionable product requirements and scalable workflows while aligning cross-functional stakeholders.
Act as the Single Threaded Leader for Client Experience, overseeing the Developer Platform, Client Identity, and Checkout domains. You will define the technical strategy and roadmap to scale developer experience and AI-driven onboarding while ensuring bank-grade stability.
The role involves developing and executing strategic account plans to secure new accounts and expand revenue within pharmaceutical and biotech companies. The Director will manage a sales pipeline, meet targets, and partner with internal teams to ensure a high-quality end-to-end client experience.
Mechanical Engineering Consultant 2 - Nuclear
Sargent & Lundy
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Full Time
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3 Weeks Ago
Sargent & Lundy
Manage multi-disciplinary teams in the design, modification, and analysis of nuclear power plant projects. Oversee the entire project lifecycle, ensuring safety, budget adherence, and high client satisfaction.
Manage and grow key network relationships across the Americas region, specifically focusing on expanding revenue across travel, loyalty, and insurance product lines. Act as a trusted advisor to senior decision makers while coordinating with cross-functional teams to ensure client satisfaction and contract compliance.
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Large Group Employee Benefits Account Manager
LIBERTY COMPANY INSURANCE BROKERS LLC
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Full Time
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3 Weeks Ago
LIBERTY COMPANY INSURANCE BROKERS LLC
The Account Manager supports the delivery of employee benefits programs for large group clients by collaborating with Account Executives and Producers. Key duties include managing client relationships, ensuring ERISA compliance, and resolving complex benefit inquiries.
Executive I, Sales
DISA Global Solutions, Inc.
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Full Time
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3 Weeks Ago
DISA Global Solutions, Inc.
Generate new business revenue by identifying opportunities, prospecting, and guiding clients through the full sales cycle to closure. Build long-term client relationships and execute outreach strategies to achieve revenue and booking targets.
Global Intake & Executive Administrative Assistant
Crisp Recruit
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Full Time
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3 Weeks Ago
Crisp Recruit
Provide executive administrative support to the lead attorney, including calendar and email management. Handle initial client intake, screening calls, and managing case data within the Clio platform.
Lead and mentor a regional team of Account Managers to ensure flawless campaign execution and exceed client KPIs. Partner with Sales and Operations teams to drive incremental revenue and deliver a high-end client experience.
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