Salários de Client Specialist em Porto, P13

Speaking with clients who have expressed interest in wills and estate planning and prospecting clients. Building trusted relationships with clients.

Identificar clientes em risco com base em sinais como baixa utilização, inatividade ou contactos repetidos, atuando preventivamente.

Our approach is built around the framework and capabilities of a large company with the heart and soul of a small business, fostering high quality and…

Há 10 dias

You will manage a portfolio of accounts, provide product expertise, and proactively identify new business opportunities for clients. What We’re Looking For.

Há 3 dias

Prepare and provide reports to clients as required. Maintain client tax compliance across all relevant jurisdictions. Job Types: Full-time, Permanent.

1 300 € por mês

Há 20 horas

Provides input on policy modifications/enhancements as it relates to manual cash applications to increase auto match ratio and improve overall client journey.