- Wellington (New York, NY)
- …This role will focus on clients invested with Wellington Trust Company, NA. The Fund Relationship Analyst will work as part of a team responsible for but not limited ... between the sales team and the Funds Group, coordination of client account openings and closings, client reporting requirements with fund reporting team, responsible… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class Investments platform, as a part… more
- JPMorgan Chase (Brooklyn, NY)
- …and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client ... Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on… more
- Wells Fargo (Purchase, NY)
- **About this role:** Wells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank. Learn more about the career areas and business ... and compliance requirements **Required Qualifications:** + 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a… more
- S&P Global (New York, NY)
- **About the Role:** **Sales & Relationship Management, Investment Management Community** **Role Summary:** As a Sales and Relationship Management Representative, ... business objectives. + **Client-Specific Strategies:** Develop and implement tailored account plans that address the unique challenges and opportunities within… more
- M&T Bank (Peekskill, NY)
- … Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call ... profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals + Identify… more
- JPMorgan Chase (Brooklyn, NY)
- Join the Commercial Card team! As a Relationship Manager within Commercial Card, you will oversee a portfolio of Global Corporate Bank Commercial Card clients, each ... growth and expansion through strategic payables solutions, cross-sell products, and ensure account retention. In this role, you will build and maintain strong… more
- Bank of America (Southampton, NY)
- Relationship Banker - Southampton Financial Center - Spanish Required Southampton, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Southampton/ Relationship -Banker Southampton-Financial-Center Spanish-Required\_25048254) **Job Description:** At Bank of America,… more
- Aston Carter (Colonie, NY)
- Join Our Team as a Relationship Bank Associate! Albany, NY Market - Multiple offices in the Albany and surrounding area available. Employment Type: Full-time, ... - Clear paths for advancement and professional development Your Impact As a Relationship Bank Associate, you'll be the face of exceptional member service. From… more
- Bank of America (Howard Beach, NY)
- Relationship Banker - Brooklyn Queens West NY Area *Bilingual Spanish required Ridgewood, New York;Maspeth, New York; Howard Beach, New York; Brooklyn, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Ridgewood/ Relationship -Banker Brooklyn-Queens-West-NY-Area--Bilingual-Spanish-required\_25040362-1) **Job Description:** At Bank of America, we… more