- Bank of America (New York, NY)
- … Management * Relationship Building * Active Listening * Analytical Thinking * Client Management * Customer and Client Focus * Profitability Analysis ... Credit Product Specialist, Global Wealth & Investment Management New York, New York **To proceed with...the flawless delivery of these solutions through a high-touch advisor/ client experience. The primary mission of the Credit Product… more
- Neuberger Berman (New York, NY)
- …specific to client / prospect interests + Support the team with client and prospect contact management , including CRM maintenance. + Assist with new ... investment manager with c. $508 billion in assets under management as of December 31, 2024. The firm manages...Business Development Analyst will work closely with two senior Client Advisors ("CA") within the Institutional Client … more
- Bank of America (New York, NY)
- …registration may result in disciplinary action up to and including termination. The Client and Investment Management Specialist is responsible for supporting the ... Financial Advisor(s) and/or Advisor Team(s) overall client and investment management philosophy. The position will focus on client service and detailed… more
- Capital One (New York, NY)
- …services (and potentially deposit products), along with assisting TM Sales with ongoing client relationship management activities. The goal of the position is to ... Treasury Management Associates regularly identify opportunities to improve the client experience and enhance Capital One's brand in the marketplace. The… more
- CBRE (New York, NY)
- …proven leader with the ability to build and maintain high-performing teams. Responsibilities: Client Success & Relationship Management : + Serve as the senior ... year-over-year growth using positive leverage. Operational Excellence & Risk Management : + Ensure all CBRE and client ...Risk Management : + Ensure all CBRE and client requirements are met, from operational excellence and technical… more
- MediaRadar (New York, NY)
- …Requirements Qualifications: What You've Done: + 8+ years of experience in client -facing roles such as Account Management , Customer Success, or Strategic ... Partnerships, with at least 3-4 years of people management experience. + Proven success leading client ...people management experience. + Proven success leading client teams focused on account retention, revenue expansion, and… more
- Paylocity (Rochester, NY)
- …process improvements and (5) coordinating work across the team, including workload management and client assignments. The Lead exercises independent judgment in ... call center experience + Successful experience in handling escalations and at-risk client retention efforts + Project management experience + Proficient in… more
- Guardian Life (Albany, NY)
- … Executive who will be the main contact for their clients' ongoing relationship management . The Client Executive is directly accountable for client ... **You will:** + Assume overall responsibility for managing sophisticated Plan Holder/ client accountswith the objective of ensuring that client satisfaction,… more
- CBRE (Yonkers, NY)
- …the field accordingly. + Conduct regular status and strategy meetings with the client 's management to understand needs. + Evaluate industry and business trends ... Alliance Director, Healthcare Facilities Management - Talent Community Job ID 197306 Posted 10-Dec-2024 Role type Full-time Areas of Interest Facilities … more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... team on a regular or ad hoc basis. + **Data Management ** : Maintain accurate and detailed client files, account information, and new business pipeline in the… more