- Charles Schwab (New York, NY)
- …Qualifications** + Excellent oral and written communication skills. + Excellent client relationship management and marketing/sales skills. + Comfortable and ... and transform the finance industry together. **Regional Director, Wealth and Asset Management Solutions** The Wealth & Asset Management Solutions (WAMS) team… more
- Citigroup (New York, NY)
- …client experience and ensuring efficient, scalable operational processes specific to client onboarding and ongoing account management . The role requires ... core function of this roles revolves around overseeing operational processes for client onboarding and account management across various products and platforms.… more
- Hagerty Consulting, Inc. (NY)
- …lodging resources and expertise for project implementation, ensuring alignment with client emergency management priorities and goals. **Qualifications for the ... Emergency Management - Individual Assistance (IA) / Housing Specialist...with Stafford Act / FEMA regulations. + Develop strong client relationships and serve as a daily, hands-on, programmatic… more
- NBC Universal (New York, NY)
- …culture of collaboration, accountability, and continuous development for your team + Client Relationship Management : + Possess expert understanding of linear and ... dynamic and growing business Eligibility requirements: + 5+ years of proven client service management experience + 2+ years of people management + Bachelor's… more
- American Express Global Business Travel (Albany, NY)
- …services firms. Reporting to the Client Solutions Vice President. The Client Solutions Manager is responsible for strategic management of a select ... Amex GBT's performance in managing the clients travel program. + Effective management of client -specific billing, settlement, Accounts Receivable and P&L +… more
- TIAA (New York, NY)
- … and impact measurements + Master's degree Related Skills Business Development, Client Relationship Management , Due Diligence, Financial Analysis, Financial Risk ... **RE Portfolio Manager** The Real Estate Portfolio Management job manages large funds or multiple funds...are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win… more
- TD Bank (New York, NY)
- …a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on ... for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers… more
- ADP (NY)
- … client and support center documentation are maintained. + Deliver effective client communications and ticket management /resolution via CRM. + Ensure that ... services. + Liaise with Service Delivery Coordinators / Account Management . + Attend client facing meetings as required. + Apply specialist knowledge in… more
- JPMorgan Chase (New York, NY)
- …platform to maximize revenue growth and retention. If you have account management experience, client centric mindset, excellent organization and communication ... of the digital media landscape and the role of account management to deliver successful client solutions + Proactive, sense of ownership to deliver for clients… more
- Capital One (Albany, NY)
- …wireless cellular or home internet) + At least 12 years of experience in a strategic client facing sales or account management roles + At least 8 years of ... Director, Client Development, Capital One Ad Solutions - Telecom...for an individual with product, data, and strategic account management experience to help integrate and create bespoke solutions… more