- BOOZ, ALLEN & HAMILTON, INC. (Alexandria, VA)
- Portfolio Management Specialist The Opportunity: As...serve as a portfolio lead for a DoD client and be responsible for the day-to-day management ... a portfolio management specialist , knowing the complexities of supporting a project from...and processes to identify organizational improvements that streamline the client 's portfolio . The work performed in support… more
- Robert Half Finance & Accounting (New York, NY)
- Description We are looking for a skilled Portfolio Management Specialist to join our team in New York, New York. This role involves collaborating closely ... * Provide detailed reporting and updates to clients and stakeholders regarding portfolio management activities. Requirements * Minimum of 3 years of… more
- City National Bank (New York, NY)
- …THE OPPORTUNITY? This position serves as a senior strategist within our equity portfolio management team, responsible for developing and implementing advanced ... from large equity datasets * Maintain and enhance Python-based analytical tools for portfolio management and investment decision support * Performance Analysis &… more
- Wells Fargo (Weston, FL)
- **About this role:** Wells Fargo is seeking a Credit Product Portfolio Specialist for our Supply Chain - Channel Finance Group. As a crucial member of our team, ... across Wells Fargo entities. Your responsibilities will span from client funding management and capacity communication to...+ 2+ years of secured or specialized lending relationship management or portfolio management experience,… more
- BlackRock (San Francisco, CA)
- …is to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an Associate/VP eligible role in US ... role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment...+ Consult with top advisory teams on improving their portfolio construction process, helping them create new models, improve… more
- Bloomberg (San Francisco, CA)
- Portfolio & Risk Analytics Implementation Specialist , Enterprise Services, Bloomberg Financial Solutions Location San Francisco Business Area Sales and Client ... for fully onboarding new and existing customers to PORT Enterprise, Bloomberg's Portfolio and Risk Management . Main responsibilities will include Pre-Sales… more
- BlackRock (New York, NY)
- …which contributes more generally to the production of analytics and models to portfolio and risk management professionals both within and outside BlackRock. ... production, enhancing the infrastructure platform and delivering analytics content to portfolio and risk management professionals (both within BlackRock and… more
- Citizens (Riverside, RI)
- …training to their portfolio of clients as they onboard new cash management products. The CPS Specialist will focus on establishing and fostering ... responsible for ensuring best in class customer service experience for a designated portfolio of Commercial Banking clients. The CPS Specialist is responsible… more
- First Horizon Bank (Germantown, TN)
- …is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist . The Mortgage ... of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse...closely with the Warehouse Lending Relationship Managers (RM) and Portfolio Managers to service the client 's daily… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... complex clients + May act as primary contact for client relationships with regards to portfolio information...Guides and directs others as necessary; acts as a specialist resource to support all wealth management … more
- First Horizon Bank (Memphis, TN)
- **Description** **Location:** On site in Memphis, TN **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service and ... the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between...management and serving needs for teams and their portfolio of clients. **ESSENTIAL DUTIES AND RESPONSIBILITIES** * Open… more
- CIBC (Chicago, IL)
- …money movement, authenticate transactions, account maintenance, etc. Strong organizational and time- management skills to handle multiple client accounts and ... by understanding their needs. You will service a dedicated portfolio of Healthcare clients. Service will include but not...+ **Relationship Building -** As a project manager the Client Solutions Specialist will lead and manage… more
- First Horizon Bank (Charlotte, NC)
- **Description** **Location:** On site at location listed in job posting. **Summary:** The Client Specialist role supports the line of business by providing ... the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between...management and serving needs for teams and their portfolio of clients. **Essential Duties and Responsibilities** + Open… more
- Eurasia Group (Washington, DC)
- Client Relationship Specialist - Energy Climate and Resources About Eurasia Group and GZERO Media Eurasia Group is the world's leading global research and ... with at least four years of business development and client account management experience to join our...be specifically focused on managing and growing our ECR portfolio by delivering excellent service and solutions to our… more
- JPMorgan Chase (San Francisco, CA)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or ... more Client Managers and serve as a contact point for...our clients, helping them build their commercial real estate portfolio for long term success. We pride ourselves on… more
- HP Inc. (Austin, TX)
- …basis. + Establish a professional, working, and consultative, relationship with the client , including the C- level for mid-to-large accounts by developing a core ... understanding of the unique business needs of the client within their industry. + Maintain and use overall... within their industry. + Maintain and use overall cross- portfolio knowledge to support account leads with integration of… more
- Public Storage (Plano, TX)
- …to hire for a client service-oriented Client Success Specialist , Public Storage Advantage(R) (Third Party Property Management ). This non-exempt, ... a fast pace environment + Requires 5+ years of business-to-business customer service, client support and/or account management experience + College courses or… more
- Truist (Atlanta, GA)
- …general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account ... Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Bank of America (Iselin, NJ)
- Wealth Management Specialist - NPD Iselin, New...Business Acumen + Customer Service Management + Client Management + Portfolio ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Northbrook, IL)
- Wealth Management Specialist Northbrook, Illinois **To proceed...Business Acumen + Customer Service Management + Client Management + Portfolio ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
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