- Highmark Health (Albany, NY)
- …SUMMARY** This job implements and administers strategic activities related to client retention, growth, and profitability of existing accounts within the assigned ... team members to achieve and/or exceed upselling opportunities. Responsible for market management (ie, awareness and management of external distribution channel… more
- American Express (New York, NY)
- …help us define the future of American Express. The Global Merchant Services Global Client Group (GCG) is responsible for a portfolio of our most significant global ... business. As a Senior Manager in the Global Merchant Services- Global Client Group, you will be responsible for both managing day-to-day merchant relationships… more
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... JPMorgan Asset Management helps institutional and individual clients from all...and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate… more
- 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 ... the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates… more
- JPMorgan Chase (New York, NY)
- …and post trade requirements and opportunities. + Connect and partner with Investor Client Management Senior Relationship Managers and Sales leads to support ... transactions, troubleshooting problems, and handling complaints, utilizing your advanced conflict management skills to ensure client satisfaction. + Develop and… more
- Bank of America (New York, NY)
- …and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide ... * CFP, CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Client Management + Client Solutions Advisory + Loan Structuring + Relationship Building +… more
- KeyBank (Buffalo, NY)
- …client needs. + Generate cross-sell leads to sales teams and participate in regular Client Management sales initiatives _In some cases and on some teams the ... with internal partners to support business growth. + Contract management : Prepares, delivers, and reviews client agreements....+ Contract management : Prepares, delivers, and reviews client agreements. + Time management : Sets priorities… more
- JPMorgan Chase (New York, NY)
- …in the affluent wealth market + Knowledge of affluent market and key drivers of client management success + At least 5 years financial services experience with ... and new RM onboarding. In addition, you will support training for Client Experience Specialists. **Job Responsibilities** + Supporting management and execution… more
- Coinbase (Albany, NY)
- …platform. * Navigate and execute complex workflows, including analytics, account maintenance, client management , incident and escalation management , billing, ... audit processes, reporting, allocations, cold storage, and wallet management . * Deliver direct client service and...storage, and wallet management . * Deliver direct client service and support to institutional clients through phone,… more
- Public Consulting Group (Albany, NY)
- …as collaboration with Regional Teams. This role must effectively integrate capabilities in client management and project management in addition to promote ... and drive satisfaction . Model best practices in terms of client , project, and change management . Lead client engagements/interactions (eg, status update… more