• Client Associate

    Neuberger Berman (New York, NY)
    …a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service, ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis....in professional organizations. **Qualifications:** + 2+ years of proven client service/support or related experience in the… more
    Neuberger Berman (04/18/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …responsibility of the Client Associate (CA) is to partner with the Client Advisor (external wholesaler) to promote and sell Neuberger Berman investment ... Reporting to the Sales Manager and serving as a member of the...within a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger… more
    Neuberger Berman (03/12/25)
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  • Client Relationship Executive, DISC

    Deloitte (Williamsville, NY)
    …As the Client Relationship Executive, you will: + Build trusted advisor relationships with key client executives through content-driven discussions aligned ... the Government marketplace. Required Qualifications: + At least 10 years' experience as a relationship and/or business development manager (specifically… more
    Deloitte (05/04/25)
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  • Registered Wealth Management Client…

    Bank of America (New York, NY)
    …responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client ... client materials and follows up on all client and Financial Advisor (FA) requests +...with sensitive information + Microsoft Word, Excel and PowerPoint experience with Salesforce a plus + Professional verbal and… more
    Bank of America (05/10/25)
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  • Wealth Management Client Associate

    Bank of America (Clifton Park, NY)
    …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Series 7 & 66 preferred + Previous wealth management experience preferred **Skills:** + Account Management + Client...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (05/03/25)
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  • Merrill Market Supervision Manager

    Bank of America (White Plains, NY)
    …to prioritize appropriately **Desired Qualifications:** + Bachelor's degree or equivalent work experience + Market Supervision Manager experience , or ... of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision...the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions… more
    Bank of America (04/25/25)
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  • JP Morgan Advisors - Relationship Manager

    JPMorgan Chase (New York, NY)
    …allow us to customize solutions tailored to clients' specific needs. As a Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial ... Advisor 's team. Your role will involve close collaboration with...Act as the primary point of contact for assigned client relationships, deepen client relationships through getting… more
    JPMorgan Chase (04/10/25)
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  • Data Manager , Senior Consultant

    Cognizant (Albany, NY)
    …, with at least 3 years in leadership or managerial role. + Consulting or client -facing experience is strongly preferred. + Experience with data engineering ... **Data Manager Senior Consultant** **Technology Modernization** **ABOUT US** Cognizant...a high performing organization that is continually expanding our client base and increasingly being recommended by analysts such… more
    Cognizant (03/25/25)
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  • Business Banking Relationship Manager

    KeyBank (Buffalo, NY)
    …New York 14210 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of ... Skills** + Trusted Advisor : Ability to build trust by taking a client centric approach + Strategic Thinking: Deploys a long-term, innovative approach to problem… more
    KeyBank (04/25/25)
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  • Senior Lead Commercial Banking Relationship…

    Wells Fargo (New York, NY)
    …to deliver the organization to clients and prospects + Demonstrated experience generating new client relationships, building and retaining long-term ... Fargo is seeking a Senior Lead Commercial Banking Relationship Manager supporting the Brooklyn Market. Learn more about the... client relationships + Experience developing and maintaining external and… more
    Wells Fargo (05/03/25)
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