- City National Bank (Beverly Hills, CA)
- * RELATIONSHIP ASSOCIATE SENIOR -...on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in ... all aspects of providing exemplary client service and assisting clients with any branch transaction....with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely… more
- BlackRock (Wilmington, DE)
- **About this role** **Technical Relationship Manager, Aladdin - Associate ** Aladdin(R) is an operating system for investment managers that seeks to connect the ... take full advantage of Aladdin. **Key responsibilities include:** + Own relationships with client teams including senior management to understand their needs &… more
- Context Travel (Philadelphia, PA)
- Senior Client Associate , UK, Ireland,... experience + Build and maintain a strong co-working relationship with Global Client Support and OTG teams ... in 2003. We have been backed by growth equity since 2017. ROLE: Senior Client Associate , UK, Ireland, Iberia, Americas LOCATION: US remote Context Travel… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... committed to delivering exceptional client service. The Senior Client Service Associate reports...Conduct performance evaluations and provide timely feedback to staff. Client Service & Relationship Management + Serve… more
- WTW (Philadelphia, PA)
- **Description** As a Senior Associate , you will be the primary point of contact for your clients, building strong relationships and understanding their ... growth + Client Satisfaction **Top Competencies Required** + Client relationship management + Excellent written and verbal communication + Financial services… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more ... We're building a relationship -oriented bank for the modern world. We need...role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed**… more
- Aristotle Capital Management (Newport Beach, CA)
- …on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior ... for RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc… more
- JPMorgan Chase (Plano, TX)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews...to drive client satisfaction + Conduct annual relationship reviews with clients to identify potential customer-level fraud… more
- WTW (Chicago, IL)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... acumen as well as your financial, project management and client relationship skills by working on cutting...and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred… more
- Raymond James Financial, Inc. (Dallas, TX)
- …markets, products and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management ... Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (Westlake, OH)
- …markets, products and industry regulations. * Trading terminology. **Skill in** * Client Relationship Management (CRM) software, or similar contact management ... Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (Charleston, SC)
- …+ Performs other duties and responsibilities as assigned. **Skills:** + Client Relationship Management (CRM) software, or similar contact management ... Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- WTW (Brookfield, WI)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in… more
- JPMorgan Chase (Charlotte, NC)
- …product implementations for JP Morgan Chase Clients from around the world. As a Client Onboarding Associate within the Commercial & Investment Bank, you will ... Own our Client 's Onboarding experience end to end! Use your...Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management +… more
- JPMorgan Chase (Plano, TX)
- …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 ... solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews...to drive client satisfaction + Conduct annual relationship reviews with clients to identify potential customer-level fraud… more
- CIBC (Chicago, IL)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As an ** Associate Relationship Manager** with CIBC Wealth Management's Chicago ... office, you'll support a Senior Relationship Manager in delivering financial planning...of financial services experience** , ideally with exposure to client relationship management, and must hold a… more
- Truist (Taneytown, MD)
- …experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, ... following job description:** Responsible for providing an industry leading client service experience both in person and on the...The annual base salary for this position is $45,760-$56,000 ** Senior Relationship Banker** . The annual base… more
- T. Rowe Price (Baltimore, MD)
- …the Americas sales executives on sales and revenue generation and/or client relationship management for larger/more complex accounts. Responsibilities include ... relationship , and helps them find solutions to address client needs. Evaluates the potential of prospects; develops and...contacts (internally and externally) to coordinate services to the client . Escalates relevant issues to senior team… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …along the way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team in the El Dorado Hills, CA ... liaison for high complexity clients. You will solicit senior management input from the client on...setting and controlling the customer experience. We encourage our Client Relationship Managers to "own" their accounts… more
- Bank of America (New York, NY)
- …process. To be successful in this role, you will need to provide client relationship management services within Integration for clients across multiple products ... Sr Relationship Manager II - Global Markets Client...markets product knowledge and has KYC background. The onboarding associate will manage client pipeline and will… more
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