- Bank of America (New York, NY)
- Merrill Market Client Relationship Manager New York, New York **Job Description:** This job is responsible for leading the overall service delivery model to ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the… more
- Broadridge Financial Solutions (Edgewood, NY)
- …others along the way, come join the Broadridge team. Broadridge is seeking a Client Relationship Manager to oversee the delivery of contracted services ... Minimum of 3 years of experience as a Relationship Manager or in a related client -facing role. + Strong understanding of service delivery, client … more
- Raymond James Financial, Inc. (Greenwich, CT)
- **Job Description** Tempus Advisors is seeking a growth-focused Client Relationship Manager to join our team. Our practice is dedicated to delivering ... and results driven. Able to take initiative and manage the client onboarding process. Demonstrates commitment to maintaining strict confidentiality. Strong… more
- JPMorgan Chase (Jersey City, NJ)
- …ensuring business retention and growth in a dynamic, global environment. As a Payments Client Manager (PCM) in Global Payments Corporate Sales, you will manage a ... Prepare and deliver periodic business reviews and analysis on strategic client relationship ; monitor and maintain client health indicators, proactively… more
- BlackRock (New York, NY)
- **About this role** **Veterans Transition Program- Relationship Manager , Aladdin Client Engagement** We recognize that veterans bring a unique and valued ... the opportunity to work at the world's largest asset manager for six months. On completion of the Program,...solve problems. We are seeking someone to bridge institutional client relationship management with expertise in … more
- Charles Schwab (Stamford, CT)
- …role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you ... the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for… more
- OTC Markets Group Inc (New York, NY)
- OTC Markets Group Inc VP, Customer Success Manager - Corporate Services OTC Markets Group - New York, NY - Full Time OTC Markets Group Inc., operator of premier US ... financial marketplaces, is seeking a VP, Customer Success Manager to join our Corporate Services team. Since this...strong, trusted relationships and develop a deep understanding of client needs. + Develop and execute strategic plans for… more
- Neuberger Berman (New York, NY)
- …team-oriented and flexible to work with other Client Associates, PMs as well as Client Relationship Manager + Candidate must be comfortable working in an ... follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through...environment with a seeing eye dog, as the portfolio manager relies on a guide dog for assistance Compensation… more
- Bank of America (White Plains, NY)
- …** (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) ... Merrill Market Supervision Manager White Plains, New York **Job Description:** Merrill...+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client… more
- JPMorgan Chase (Jersey City, NJ)
- …Services team! As a key member of the team, you will drive the end-to-end client experience. As a Relationship Manager within Merchant Services, you will ... bank coverage team, JPMorgan Payments Treasury Services. As a Relationship Manager , you will be accountable for...internal partners, and as the primary contact for the client relationship on behalf of Merchant Services… more
- Raymond James Financial, Inc. (New York, NY)
- …structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software ... Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial... service. + Manages the full scope of a client relationship by evaluating the client… more
- Citigroup (Eastchester, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Manager SAFE Act is a...The Wealth Relationship Manager SAFE Act is a seasoned professional role....skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (New York, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through...workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a… more
- Citigroup (New York, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- City National Bank (New York, NY)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Manager , Team Lead, ... financial materials and resources. * Provides balanced and appropriate credit guidance to Relationship Manager , Team Lead, and/or Manager and collaborates in… more
- City National Bank (New York, NY)
- …loan structure, collateral analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager , Team Manager ... determining appropriate credit strategy. * Provides input to the Relationship Manager and Team Manager ...based on information provided by the Relationship Manager . * Performs quarterly financial reviews of client… more
- Bank of America (New York, NY)
- Sr Relationship Manager II - Global Markets Client Onboarding New York, New York **Job Description:** At Bank of America, we are guided by a common purpose ... successful in this role, you will need to provide client relationship management services within Integration for...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Pfizer (New York, NY)
- …the team's use of technology, especially AI, and company tools/resources. + Serve as client relationship manager for some large and essential contracts and ... relationships, including Business Wire and Cision, along with some public relations agency management responsibilities. + Manage the operations of the team, including incoming calls and emails, events and press release calendars, news + monitoring and… more
- WTW (New York, NY)
- …seasoned Financial Lines professional to join the FINMAR team as a Senior Carrier Relationship Manager . This position is ideal for a someone with substantial ... FINMAR** The FINMAR team provides analytics, pipeline management, consultancy, and relationship management services to Financial Lines carriers. We aim to help… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic ... demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit… more