- TD Bank (New York, NY)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The CRE Relationship Associate I assists in managing a portfolio and in growing ... alternatives, cross-selling ancillary products, and providing market updates. The CRE Relationship Associate I is the primary and in some instances secondary… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in ... Excellent verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires 3 days per week in the midtown Manhattan… more
- OceanFirst Bank (Melville, NY)
- …+ 5-7 years' experience in banking or financial services industry, with a minimum of 2 years' experience in commercial lending/ environment. + High school diploma or ... **WHAT WE EXPECT OF YOU** + Sound understanding of the Bank's commercial lending process. + Working knowledge of loan closing process, from interim sheet through to closing. + Understanding of general lending compliance specifically as related to commercial… more
- BlackRock (New York, NY)
- **About this role** ** Relationship Manager, Aladdin Client Engagement** **BlackRock Solutions (BRS)** supports the investment process through the development, ... and solve problems. We are seeking someone to bridge institutional client relationship management with expertise in client industry, financial markets, and the… more
- BlackRock (New York, NY)
- …company assets, and our insurance practice is a strategic focus of the firm. As an Associate on the FIG team, you will work as part of a team of client-facing ... relationship management professionals with a deep understanding of industry trends, client needs, and BlackRock's capabilities across investment management, risk, and… more
- Capital One (Melville, NY)
- …Does being a strategic thinker strike a chord with you? Look no further; a Relationship Manager Associate at Capital One is the opportunity for both! This role ... Relationship Manager Are you a natural born people...with them while supporting the outside sales managers. A Relationship Manager will also be the first line of… more
- Citigroup (New York, NY)
- …teams at key clients + Coordinating with Banking on issuer client coverage and relationship matters The Associate role is focused on client coverage and ... to seven years of experience as an Analyst or Associate in capital markets or banking + Proven success...the documentation process in fixed income products + Strong relationship building and sales skills + High levels of… more
- WTW (New York, NY)
- …FINMAR** The FINMAR team provides analytics, pipeline management, consultancy, and relationship management services to Financial Lines carriers. We aim to help ... Financial Lines professional to join the FINMAR team as a Senior Carrier Relationship Manager. This position is ideal for a someone with substantial Financial Lines… more
- Grameen America, Inc (New York, NY)
- …creating a pipeline for the intake process. + Works collaboratively with the Relationship Associate by providing potential clients. + Schedules and manages ... intake process from the initial communication through membership approval. + Assists Relationship Manager and Branch Manager on client assessment in terms of… more
- Grameen America, Inc (New York, NY)
- …and compliance with delivering required notifications, etc. + Decision-making or helping Relationship Associate / Relationship Manager decide the best way to ... and microloan related activities across all centers are within the guidelines Relationship Management: The Deputy Branch Manager will be responsible for building and… more
- MUFG (New York, NY)
- …of our recruitment team will provide more details. We are seeking a seasoned Associate to join the Semiconductors & Electronics Industry coverage, part of TMT Global ... Relationship Management Team for MUFG's Global Corporate & Investment...in San Francisco, CA or New York, NY. The Associate will play a meaningful role in the bank's… 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 to help ... Client facing experience, markets product knowledge and has KYC background. The onboarding associate will manage client pipeline and will be facing off with Senior… more
- Bank of America (Oyster Bay, NY)
- Relationship Banker - Oyster Bay Financial Center *Bilingual Spanish required Oyster Bay, New York **Job Description:** At Bank of America, we are guided by a common ... months of cash handling experience. * Bachelor's Degree or business-relevant Associate 's Degree such as business management, business administration or finance… more
- Bank of America (Massapequa Park, NY)
- Relationship Banker - Massapequa Park Financial Center Massapequa Park, New York **Job Description:** At Bank of America, we are guided by a common purpose to help ... months of cash handling experience. * Bachelor's Degree or business-relevant Associate 's Degree such as business management, business administration or finance… more
- Broadridge Financial Solutions (Edgewood, NY)
- …the way, come join the Broadridge team. Broadridge is seeking a Client Relationship Manager to oversee the delivery of contracted services to our clients, ensuring ... + Minimum of 3 years of experience as a Relationship Manager or in a related client-facing role. +...understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and… more
- TD Bank (New York, NY)
- …Business:** Personal & Commercial Banking **Job Description:** The Commercial Sales Associate II provides ongoing Commercial Customer service documentation and loan ... system support as the Relationship Teams liaison on assigned accounts. **Depth & Scope:**...Provides Customer service functions + Provides administrative support to Relationship Managers + Assists the Relationship Manager(s)… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing:** The Associate will be responsible for managing and monitoring a portfolio… more
- Citizens (New York, NY)
- Description The Private Bank, Sr. Private Equity Lending Associate (Fund Finance) supports the Relationship Manager with their loan portfolio with extraordinary ... from initial client contact through the closing process. The Private Equity Lending Associate is expected to lead loan pipeline oversight, and is experienced in… more
- Zurich NA (New York, NY)
- E&S Casualty Underwriting Account Service Associate 121062 Zurich North America is currently hiring an E&S Casualty Underwriting Account Service Associate or ... the Excess & Surplus team! As an E&S Casualty Underwriting Account Service Associate , you will support and work closely with experienced Underwriters in the review… more