- Bank of America (Houston, TX)
- …while minimizing regulatory, financial , operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the… more
- Citizens Bank (Norwood, MA)
- …mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice ... and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM) , you will...next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified… more
- Newfront (New York, NY)
- …and more productive employees, and more successful clients. The Total Rewards Client Manager is responsible for assisting Newfront employee benefits clients ... team you'd join is fast-paced, technology-driven, and service-oriented. We partner with mid-sized to large clients concentrated in the...client . May train the next level down (ie Client Manager may train Sr. Client… more
- Vestwell (New York, NY)
- …learn more, visit vestwell.com Who Are We Looking For? We are seeking a seasoned, client -facing Project Manager with 4-6 years of experience in the FinTech or ... plays an instrumental role in driving key initiatives including enterprise level client and partner implementations, new product rollouts and varied strategic… more
- TD Bank Group (Greenville, SC)
- …specific details for this role. Line of Business: TD Wealth Job Description: The Private Client Relationship Manager II (RM) is a high-touch point of client ... clients in the high net worth segment. The Private Client Relationship Manager II will serve as...by providing day-to-day account management, wealth management solutions (via partner referrals) and complex credit solutions for client… more
- Higginbotham Insurance Agency (Gardendale, AL)
- …within the top 20 nationwide, has an immediate opening for a Commercial Insurance Client Service Manager for our Gardendale, AL office. Position Summary: The ... Commercial Lines Client Service Manageris responsible for assisting producers and clients...other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact… more
- Cognizant Technology Solutions (Detroit, MI)
- Client Relationship Manager - Director -...of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners ... to specific industries and the outstanding needs of the organizations we serve. Overview Client Relationship Managers are key contributors to commercial side… more
- Simmons Bank (Maryville, TN)
- …and understand they desire and deserve choices on how they wish to bank. As a Financial Center Manager (FCM), you will be responsible for leading a team to meet ... the business Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in… more
- CoreLogic, Inc. (San Diego, CA)
- …If so, we invite you to explore an exciting opportunity to join Cotality as a Client Account Manager (Credit) . In this role, you'll be the primary liaison for ... the property industry. Job Description: Are you passionate about building strong client relationships and delivering exceptional service? Do you thrive in a dynamic,… more
- MCI Careers (Dallas, TX)
- … partner in the industry. Looking to add an experienced Call Center Client Account Manager III to support complex business process outsourcing accounts. This ... role will oversee enterprise and public sector client relationships and service delivery. This is a senior-level...MCI operations and shared services team. Our Enterprise Account Manager 's are responsible for the following tasks: Develop a… more
- TradeStation (Chicago, IL)
- …of the affiliated entities in compliance with all applicable rules. Reporting to the Manager of Client Risk, this individual will be responsible for partnering ... self-directed investors and traders, empowering them to claim their individual financial edge. At TradeStation, we're continuously pushing the boundaries of what's… more
- Highmark Health (Pittsburgh, PA)
- …and complex, involving multiple, custom products and benefit designs. ESSENTIAL RESPONSIBILITIES Partner with assigned Client Manager (s) to maintain and ... Description : JOB SUMMARY This job partners with assigned Client Managers to maintain and grow existing business and...benefit design analysis for specialized proposals and quotes. Run financial reports or performs basic financial analysis… more
- Umpqua Bank (Greenacres, WA)
- …the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager , the Client Service Specialist ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...and referring basic bank products to the appropriate business partner . Provides an extraordinary client experience during… more
- Devita Hancock Hospitality (Clinton, SC)
- About the job Restaurant Managing Partner Our Client is seeking Managing Partners for their KFC locations in South Carolina. This franchise group has been ... the industry norm and is seeking motivated, hungry individuals to join their team. Managing Partner The Restaurant General Manager will play a key role in the… more
- Bodhi Animal Hospital (San Diego, CA)
- …managing the front desk team at the practice and works directly with the Practice Manager to ensure the hospital provides exceptional client service. As a ... Uses and modifies related computer programs to meet hospital needs. Resolves financial problems with clients. Facilitates resolution of client problems and… more
- NFP (San Rafael, CA)
- …most important to each client . Wealthspire Advisors acts as a wealth manager , investment Advisor, consultant, and constant partner in helping clients achieve ... business model, the firm believes in connecting all aspects of a client 's financial life to deliver thoughtful, collaborative strategies that focus on what is… more
- JPMorgan Chase & Co. (St. Louis, MO)
- …banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, ... your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ...and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to… more
- State Street Corporation (Boston, MA)
- The Client Service Assistant Vice President is a ...acts as the key contact point for our asset manager clients with respect to Daily servicing of the ... Standard KPI and Service Level Meetings Acting as the client 's sponsor when working with internal State Street teams...clients. Join us if making your mark in the financial services industry from day one is a challenge… more
- Alvarez & Marsal (Troy, MI)
- …data scientists, to financial , operating and industry executives, making A&M the partner of choice when a generic approach to problem solving is simply not ... Description Alvarez & Marsal Private Equity Performance Improvement Manager : Operations Group-Aerospace & Defense (OPEN TO ALL US LOCATIONS) About Alvarez & Marsal… more
- Emerald Resource Group (Buffalo, NY)
- …timelines. Manage day-to-day client relationships, ensuring high-quality client service and satisfaction. Understand engagement partner expectations, ... Job Title: Assurance Manager - Registered Funds Position Overview: We are...you will be instrumental in leading audit engagements for financial industry clients, specifically focusing on mutual funds, exchange-traded… more
