- JPMorgan Chase (Staten Island, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and… more
- Neuberger Berman (New York, NY)
- …to detail; ability to prioritize projects and create and utilize a robust client management process + Strong commercial and analytical skills; ability to ... As part of the newly created Client Advisory Team, the Client Advisory...with leadership, investment teams, national accounts, specialists, marketing, product management , and data/analytics teams to deliver the breadth of… more
- Banc of California (New York, NY)
- …member of our fast-growing Fund Finance practice responsible for owning aspects of client management , retention, and expansion for our Venture Capital and ... Accounting or related field. Preferred: + 3+ years of client relationship or portfolio management experience, ideally...3+ years of client relationship or portfolio management experience, ideally in a lending/credit environment. + Ability… more
- Citizens (Poughkeepsie, NY)
- …key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow ... existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize...referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and… more
- SMBC (New York, NY)
- …origination team to meet the scheduled closing date. + Collaborate with the KYC Client Management team to ensure full onboarding of entities before closing. + ... corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive...focused but sits within the front office Credit Product Management team. The ideal candidate will be the primary… more
- SMBC (New York, NY)
- …team to address and resolve any closing-related challenges. + Partner with the KYC Client Management team to ensure full onboarding of all entities prior to ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Bank of America (Patchogue, NY)
- …Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Advisory Account Management Client Experience Branding Customer and Client ... Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures,… more
- Accenture (Albany, NY)
- …enhance the delivery. Provide regular updates on the progress to the internal management and client stakeholders. Building knowledge capital through research and ... technologies, we create integrated, turnkey solutions tailored to our client 's needs across their entire value chain. Whether we're...we'd love to discuss our open Identity and Access Management (I&AM) Security role with you You Are A… more
- HSBC (New York, NY)
- …jointly formulate client engagement strategy to deepen HSBC's global cash management wallet share and grow revenues, with an industry focus on corporates in ... and strategies + Trusted experience in managing large complex corporate relationships in client facing management roles, demonstrating an understanding of risk … more
- Oracle (Albany, NY)
- …1 year of healthcare information technology (HCIT) consulting, HCIT support, project/program management , client relationship management and/or other ... to the right place. As an Engagement Owner you will: Cultivate external client relationships to achieve business objectives Direct and support a team of associates… more
