- HarbourVest Partners, LLC (Boston, MA)
- …firm HarbourVest is an equal opportunity employer. HarbourVest is seeking a proactive and relationship -focused Client Service Associate to join our Client ... legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be the face...to clients and will be required to demonstrate strong relationship building and client management skills. This… more
- NFP (New York, NY)
- …Careers Page at https://careers.nfp.com and search for roles NOT labeled (future). The Client Service Associate supports the Relationship Manager by ... new policy and client service processes. The Client Services Associate must provide superior ...be proficient in Microsoft Office Suite. Experience utilizing a Client Relationship Management (CRM) system is preferred… more
- Novo Nordisk Inc. (Plainsboro, NJ)
- …Managed Markets Strategy, Market Access Leadership Teams, Marketing, HEOR, and the Associate Director of Market Access Insights to identify market and customer ... make business critical decisions. Relationships This role reports to the Associate Director, Market Access Insights, Diabetes. Works closely with Commercial… more
- US Bank (Denver, CO)
- … client relationships and portfolio credit quality with a Relationship Manager to manage assigned relationships and loan portfolio(s). Basic Qualifications ... discover what you excel at-all from Day One. Job Description Works with Relationship Managers and coverage team members on the day-to-day management of Global… more
- Raymond James Financial, Inc. (Duluth, MN)
- …of the Financial Advisors. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with ... securities industry. Financial markets, products and industry regulations. Trading terminology. Client Relationship Management (CRM) software, or similar contact… more
- Raymond James Financial, Inc. (Memphis, TN)
- …by the financial advisor. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with ... securities industry. Financial markets, products and industry regulations. Skill in Client Relationship Management (CRM) software, or similar contact management… more
- NFP (Los Angeles, CA)
- …based on medical history. Schedules medical insurance exams. Follows up with the client and Relationship Manager during the underwriting process, keeps notes on ... as the system of record for status/notes/tasks and communicating with RM and client as necessary. Participates in Relationship Manager/Partner New Business case… more
- Wealth Enhancement Group (Naples, FL)
- …part-time Client Service Associate to develop and manage the new client team, client relationship management, team and corporate support, stay ... with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Our… more
- Raymond James Financial, Inc. (Hanover, NH)
- …of the Financial Advisors. *Creates and maintains records and files utilizing Client Relationship Management (CRM) software. *Assists Financial Advisors with ... industry. *Financial markets, products and industry regulations. *Trading terminology. * Client Relationship Management (CRM) software, or similar contact… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …*Financial markets, products and industry regulations. *Trading terminology. Skill in * Client Relationship Management (CRM) software, or similar contact ... Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Bank of China Limited, New York Branch (New York, NY)
- …sensitivity test and scenario analysis Able to engage with marketing and client relationship management Accounting knowledge, corporate finance, credit analysis ... Institutions and Global Markets lines of business. Overview The AVP, Customer Relationship Manager is responsible for soliciting and originating new businesses and… more
- Bank of America (Boston, MA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... personal relationship with their advisory team committed to their needs....effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).… more
- CIM Group, LP (Phoenix, AZ)
- …the years to come. Join us and make an impact today! POSITION PURPOSE: The Client Engagement Group (CEG) is seeking an Associate to manage, administer and ... and will report to the 1st Vice President of Client Engagement Group. The Associate will own...across CIM. Define project scopes in collaboration with the Relationship Manager and management. Ensure timely delivery of project… more
- EPIC Brokers (Needham Heights, MA)
- …Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. ... RESPONSIBILITIES *Work as a team with Private Client Relationship Managers, producers, sales support, and other team members to meet the needs of our Private … more
- columbiabank (Poulsbo, WA)
- …we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting ... About the Role: As the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in delivering on the bank's Breakthrough… more
- Brookfield Asset Management, Inc. (New York, NY)
- …challenging work assignments and exposure to diverse businesses. Job Description The Associate plays a pivotal role in the Diligence Management team, partnering ... all diligence deliverables during fundraising (RFPs, DDQs, etc.) and coordinating client calls, meetings, asset tours, on-sites to advance investor due diligence… more
- Bank of America (Braintree, MA)
- …Communications *Problem Solving *Account Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building ... center traffic, appointments, and outbound calls effectively *Drives the client experience *Manages cash responsibilities Required Qualifications: *Is an… more
- ING Group (New York, NY)
- Lending | Administrative Agency - Agency Middle Office | Associate | New York, NY About ING : In Americas, ING's Wholesale Banking division offers a broad range of ... is a newly formed team that will provide critical client services when ING serves as Administrative Agent in...Agent in a financing. About the position: As an Associate , your primary responsibility will be to manage all… more
- Restaurant Associates (New York, NY)
- Position Title: Director of Business Strategy & Client Relations Pay 17 Reports To: Salary: $150,000 - $200,000 Other Forms of Compensation: Become part of ... background in contract services hospitality management with proven ability in cultivating client Engagement and retention. Reporting to the COO, from R/As NYC… more
- First Financial Bank (West Chester, OH)
- …and various internal departments to deliver unparalleled service and optimize client satisfaction. Essential Functions/Responsibilities Client Relationship ... this role, we invite you to apply. The Wealth Associate will provide capacity for Wealth Advisors and Private...can focus on increasing sales revenues and providing outstanding client service. This role demands a combination of financial… more
