- Bank of America (New York, NY)
- …goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... and client impact. Analytics, Reporting & Governance Oversee enterprise Client Relationship Management (CRM) and pipeline reporting for referrals, ensuring… more
- CBRE (New York, NY)
- …role, you will be responsible for the strategic planning, implementation, and ongoing management of our client 's asset lifecycle programs for MEP infrastructure ... cost-effectiveness, and compliance. Collaborate with Operations, Engineering, Projects, and the client 's Property Management team to develop a detailed asset… more
- PwC (Melville, NY)
- …in large Scale Transformation Management Deployments Proficiency in Sales Lifecycle Management and Client Relationship Management Proven abilities in ... applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support… 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
- 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 (New York, NY)
- …skills including MS applications and previous experience utilizing laptop technology. Skills: Client Management Client Solutions Advisory Customer and ... Client Focus Referral Identification Risk Management Client Experience Branding Credit Documentation Requirements Credit and Risk Assessment Pipeline … more
- Bank of America (Brooklyn, NY)
- …A working knowledge of small business products and services. Bilingual Georgian. Skills: Client Management Client Solutions Advisory Customer and Client ... full spectrum of borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and deepening existing client… more
- Bank of America (Yorktown Heights, NY)
- …licenses. Schedule: Monday - Fridays and rotating Saturdays Skills: Advisory Account Management Client Experience Branding Customer and Client Focus ... Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures,… more
- Bank of America (Staten Island, NY)
- …Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management ... Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum… more
