Claire Wirth Email & Phone Number

Remote

Manage incentive file setups, marketing campaigns, client benefit fairs, and references for Chronic Condition Management clientsAssist with coordination and presentation of client business reviews. Work collectively with the Client Management team to assist in client strategy, sales efforts, and client retention.Work with appropriate internal partners to.

Boca Raton, Florida

Managing the sales cycle from a prospective client to a closed client as well as account management thereafter. Our main goal was helping physicians and medical professionals enhance their practice of medicine through advanced education. At A4M we provide training through various fellowships, certifications, hands on aesthetics training, & workshops. All.

Chicago, Illinois

Perform daily operations, client service, and Financial Advisor support. Provide account information and maintain a positive relationship with our high net worth clients and Financial Advisors. Learn the business and financial products offered in order to assist Financial Advisors guide their clients appropriately. Prepare quarterly reports for client.

Chicago, Illinois

Prospect new clients for the Hoffmann-Easom-Lannan group at Morgan Stanley. Daily cold calling to extend information on our group or invitations to quarterly retirement planning workshops.