- Raymond James Financial, Inc. (Deerfield, IL)
- **Job Summary** We are seeking to add a ** Senior ** **R** **egistered Client Relationship Associate** to join our growing, high-performing financial services ... markets, products and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management… more
- Raymond James Financial, Inc. (San Jose, CA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... markets, products and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management… more
- City National Bank (Beverly Hills, CA)
- * RELATIONSHIP MANAGER SENIOR ENT* WHAT IS THE OPPORTUNITY? Develops and manages relationships with clients in the assigned business segment and/or geographic ... Licensing Act of 2008" (Safe Act) and must be registered /licensed with the "Nationwide Mortgage Licensing System and Registry";...and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client… more
- PNC (Raleigh, NC)
- …an opportunity to contribute to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will ... and may mentor others. + Manages effective network of senior internal and external relationships, such as community and...needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building,… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER SENIOR * *Manhattan West Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... Licensing Act of 2008" (Safe Act) and must be registered /licensed with the "Nationwide Mortgage Licensing System and Registry";...Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to… more
- PNC (Columbus, OH)
- …valued and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be ... communication after initial introduction. + Maintains timely, accurate and complete sales/ client relationship management administration tasks as determined by… more
- City National Bank (Los Angeles, CA)
- * RELATIONSHIP BANKER SENIOR PREFERRED BANKING* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall Preferred Banking sales efforts, maintaining best ... Licensing Act of 2008" (Safe Act) and must be registered /licensed with the "Nationwide Mortgage Licensing System and Registry";...Degree or equivalent * Minimum 8 years' experience in client service, banking operations or banking relationship … more
- Vanguard (Malvern, PA)
- …to delivering an exceptional client experience. + Proven experience in client relationship management and sales. + Ability to think strategically while ... OverviewThis role is responsible for developing and executing the Registered Investment Adviser (RIA) channel strategy for client engagement and events. The… more
- Vanguard (Scottsdale, AZ)
- …margin trading, options, and fixed income instruments. + Strong interpersonal and client relationship management skills. + Customer-facing and/or inbound phone ... them the best chance for investment success." As a Client Representative, Senior Associate within our Brokerage...+ New hires may need to be full jurisdiction registered in all US states and territories. Special Factors… more
- Vanguard (Malvern, PA)
- …providing investment guidance. + Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. + Deliver ... high-quality, efficient service while anticipating client needs and offering proactive solutions. + Collaborate across...period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving… more
- PNC (Portland, OR)
- …certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk ... Building, Relationship Management **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making… more
- PNC (Minneapolis, MN)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision ... Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision… more
- Wells Fargo (Chicago, IL)
- …to provide comprehensive coverage of Corporate Banking clients in EMEA. As a senior coverage banker, the Relationship Manager will be responsible for guidance ... client retention efforts + Partner with mid-level bankers providing guidance on relationship management and client coverage efforts + Provide coaching and… more
- PNC (Chicago, IL)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision ... Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision… more
- PNC (Phoenix, AZ)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision ... Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision… more
- Ventura County (Ventura, CA)
- …below: CNA_MOA_2023-2028.pdf (ventura.org) (https://vcportal.ventura.org/CEO/HR/MOA/docs/CNA\_MOA\_2023-2028.pdf) PAYROLL TITLE: Senior Registered Nurse - ... Ambulatory Care DISTINGUISHING CHARACTERISTICS: The Senior Registered Nurse-Ambulatory Care series is distinguished from other nursing classifications in that… more
- The County of Los Angeles (Los Angeles, CA)
- SENIOR MENTAL HEALTH COUNSELOR, RN Print (https://www.governmentjobs.com/careers/lacounty/jobs/newprint/2880777) Apply SENIOR MENTAL HEALTH COUNSELOR, RN ... evaluations for subordinate staff, and counseling multi-disciplinary staff with respect to client services and/or agency problems. Participates as a member of the… more
- City National Bank (New York, NY)
- …Officers to support existing clients and develop new CNB relationships. Coordinates client /prospect calling activities with Relationship Managers and serves as ... * SENIOR MORTGAGE LOAN OFFICER - ENTERPRISE* WHAT IS...and high net worth clients. By partnering with CNB's Relationship Managers, the position will support business development activities… more
- Jacobs (Naples, FL)
- …with your client , working closely with the project team for overall client satisfaction from the client relationship through final project delivery. ... with key municipal clients in South Florida. As a Senior PM, you will need to understand client...* Lead the development, maintenance, and advancement of your client 's relationship . This will include developing the… more
- Robert Half (Chicago, IL)
- …our projects and client requests and commitments. #LI-Hybrid Protiviti is not registered to hire or employ personnel in the following states - West Virginia, ... JOB REQUISITION Workday Financials Senior Manager LOCATION CHICAGO ADDITIONAL LOCATION(S) ATLANTA -...latest tools and methods. You'll develop lasting relationships with client personnel and further these relationships through quality product… more