- KeyBank (NY)
- …needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of ... engages the Market Leader or other Relationship Manager based upon complexity of the client relationship . + Develops a comprehensive understanding of… 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
- 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 ... markets product knowledge and has KYC background. The onboarding associate will manage client pipeline and will...successful in this role, you will need to provide client relationship management services within Integration for… more
- UMB Bank (Albany, NY)
- …not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate ... client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping, coordinating… more
- JPMorgan Chase (New York, NY)
- …Qualifications, Capabilities, and Skills:** + Proven leadership experience in a relationship management or client -facing function, with a strong understanding ... As an associate in the ICAM team, you will play...Services. Your strategic insights and leadership will support Senior Relationship Managers (SRMs) in delivering value to our priority… more
- Robert Half Finance & Accounting (New York, NY)
- …partnering with a leading financial services firm is seeking a talented and motivated Relationship Manager ( Associate Director) to join our Portfolio team. ... financial statement analysis and Excel-based modeling. + Excellent interpersonal and relationship management skills with a client -centric approach. + Bachelor's… more
- UMB Bank (Albany, NY)
- …time that might create a change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists and they ... and lead other team members to determine what other products and services the client might benefit from. + You will collaborate with commercial clients to better… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Neuberger Berman (New York, NY)
- …a member of the North American Intermediary sales team, the primary responsibility of the Client Associate (CA) is to partner with the Client Advisor ... to resolve client issues and problems + Maintain the contact relationship management database (Salesforce) to effectively manage the territory + Some limited… more