- Merck & Co. (North Wales, PA)
- …to ask for assistance from managers and peers when neededDemonstrated dedication to client service and client relationship managementStrong communication and ... and annual R&D business planning cycles. We also own pipeline and project portfolio information for the R&D division and provide R&D Executives, Functional Managers… more
- Merck & Co. (North Wales, PA)
- …Business Process Improvements, Business Strategies, Business Technology, Caregiving, Client Communication, Clinical Testing, Governance Management, Portfolio ... Portfolio Management, Product Strategies, Program Management, Stakeholder Relationship Management, Strategic Planning, Workforce Planning-Preferred Skills:Job Posting End… more
- Cushman & Wakefield (St. Louis, MO)
- **Job Title** Portfolio Administration , Client Relationship Manager (CRM), West Region **Job Description Summary** Responsible for driving profitability, ... overall client satisfaction and exceptional service delivery for all assigned Portfolio Administration accounts within the assigned region. Provide… more
- TD Bank (Burlington, VT)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Portfolio Advisor I is a role within the Centralized Investment ... to provide investment services to HNW clients. The Private Client Portfolio Advisor I will utilize technical...with Private Client Trust Advisors & Private Client Relationship Managers to ascertain investment needs… more
- AeroVironment (Simi Valley, CA)
- …as a BU expert, showcasing digital possibilities. The role involves understanding client requirements, mapping them to Oracle PPM Cloud, Oracle Project-Driven Supply ... and address functionality gaps. + Configure Oracle Applications to meet client requirements and document set-ups. + Create business requirement documents for… more
- JPMorgan Chase (Tempe, AZ)
- …the use of our complex treasury and cash management products and services. As a Client Relationship Manager (CRM) within the Commercial Bank, you will serve as ... the primary point of contact for each client assigned to your portfolio within Commercial...solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews… more
- KeyBank (Cleveland, OH)
- …growth goals which can include qualified lead development, expanding existing client relationship revenue, and contributing significantly to attaining team ... investment strategy needs of clients. + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment… more
- Citizens (Boston, MA)
- …to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and client support for an assigned ... compliance with credit and risk policies. + Provide client management support for assigned portfolio . Regular...the most complex issues related to credit monitoring and administration with client directly. Understand and stay… more
- Truist (Columbia, SC)
- …or Ultra High Net Worth clients within the Truist Wealth Advisory segment (average client relationship in excess of $25MM AUM) or Specialty business clients, ... issues early and following through for remediation. Coordinate credit and loan portfolio administration activities such as loan renewals and modifications,… more
- Truist (Atlanta, GA)
- …in a collaborative team environment. **Preferred Qualifications:** + 10+ Years of portfolio management and client relationship experience. + Intermediate ... credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support. Supplements analysis… more
- Fifth Third Bank, NA (Chicago, IL)
- …skills. + Professional presence ( client -facing). + Experience managing a commercial client portfolio . + Ability to partner with all deal stakeholders ... Third Commercial Bank's Asset Based Lending (ABL) strategic initiatives through day-to-day relationship management of a basic portfolio of ABL customers. The… more
- Fifth Third Bank, NA (Rosemont, IL)
- …+ Professional presence ( client -facing). + Experience managing an advanced commercial client portfolio with some degree of complexity. + Ability to partner ... Third Commercial Bank's Asset Based Lending (ABL) strategic initiatives through day-to-day relationship management of the most complex portfolio of ABL customers… more
- Tompkins Community Bank (Mount Kisco, NY)
- …Minimum of ten (10) years' investment management experience covering client relationship management as well as portfolio development and implementation. + ... and take ownership of conversations with clients to ensure understanding of their portfolio 's performance. + Participate in client meetings, upon request, to… more
- Cambridge Savings Bank (Waltham, MA)
- …review and underwriting of new prospective loan opportunities and existing portfolio administration issues including regular customer contact. In addition, ... well-being. We are committed to exceeding expectations, embracing a relationship centric mindset, and having a strong commitment to...to all participant banks. Interface when needed with Credit Administration in support of CRE portfolio audits… more
- UMB Bank (Fort Worth, TX)
- …existing commercial loan relationships. They collaborate closely with the Commercial Relationship Manager/Sales Officer to better understand the client needs, ... data to qualify the commercial clients loan requests. The Portfolio Managers helps to facilitate the administration ...it is staying credit focused or moving into a client facing role. Playing the role of problem solver… more
- Huntington National Bank (Charlotte, NC)
- …Specialty and Government Banking division. Primary responsibilities include underwriting quality, portfolio monitoring and portfolio administration for an ... concerns as appropriate, and maintaining accurate risk ratings. + Portfolio administration , including management of delinquencies, collateral exceptions,… more
- Citizens (Boston, MA)
- …to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support for an assigned ... understanding, and applying credit policy, and credit monitoring and risk administration practices. + Prior portfolio management experience to include… more
- CIBC (Chicago, IL)
- …technical skills to support portfolio management and reporting. + Exceptional client service and relationship management skills. + A commitment to ... Bring **10+** **years of financial services experience** , ideally with exposure to client relationship management, and must hold a **Certified Financial Planner… more
- KeyBank (Newport Beach, CA)
- **Location:** 2390 East Camelback Road - Phoenix, Arizona 85016 The Portfolio Manager provides relationship management support for assigned portfolio of ... who are primarily active commercial real estate owners, investors and developers. Portfolio Managers work in strong partnership with Relationship Managers to… more
- Enterprise Bank & Trust (Phoenix, AZ)
- …relationships with proactive calling activity and identifying bank products to deepen the client relationship while providing superior client service. + ... and related commercial deposit accounts along with delivering superior client services to retain and grow the portfolio...with the RM/BDOs, Underwriters and others within the Credit Administration team. + Assist the RM team with timely… more
