3 engagement manager jobs found

Location: For Those Who Work At Home, Pennsylvania ***FOR CONSIDERATION, APPLICANTS SHOULD BE LOCATED IN EASTERN PENNSYLVANIA*** Job Summary The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. They develop strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. The Business Banking Virtual RM actively engages partners to mitigate client run off within portfolio. Essential Functions Maintain and manage an assigned client portfolio of...

Location: 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk.  For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day services and team interactions, in such cases, the role is responsible for the coordination and delivery of all Family Wealth services and ensures the...

Job Classification: Sales - Sales At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you will unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions!     Prudential is seeking a dynamic and customer-focused Senior Customer Excellence Specialist to join our Group Insurance Customer Excellence Team. This role is pivotal in delivering an exceptional service experience to our Premier clients by serving as the primary point of contact for resolving service inquiries and fostering strong client relationships.     As a Senior Customer Excellence Specialist , you will take ownership of client issues—ranging from billing and eligibility to disability claims and voluntary benefits—and drive resolution through collaboration across business units. You’ll proactively identify trends, uncover educational...