- 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
- 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
- Lotte Biologics USA LLC (Syracuse, NY)
- …improvement through lessons learned, KPI tracking, and implementation of global PMO initiatives. Client Relationship Management + Act as a senior point of ... contact for strategic or high-priority client accounts. + Oversee client communication, project scope definition, change order management , and performance… more
- CBRE (New York, NY)
- …training staff to support client needs while reporting project statuses to client senior management . . Identify and solve complex operational problems using ... to support client needs. Report global projects statuses to client senior management . . Foster a culture of continuous improvement and innovation, bring best… more
- Citigroup (New York, NY)
- …issues with transparency. **Qualifications:** + 5-8 years of prior operations management / client onboarding experience + Strong communication skills both written ... The Client Onboarding Sr Analyst is a seasoned professional...delivery of end results and contribution to planning, budget management and formulation of procedures; influences resource planning. +… more
- CBRE (Manhattan, 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
- Capital One (New York, NY)
- …associate-level consultants, focusing on building their sales skills, product knowledge, and client relationship management capabilities + Develop & execute a ... design of effective sales collateral that supports the team's objectives ** Client & Portfolio Management :** + Oversee the team's portfolio of new and existing… more
- Deloitte (Jericho, NY)
- …securitizations, derivatives, SFTs, deposits). + Experience in business development, client service management , and executive-level communication. + Advanced ... Regulatory Reporting Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into… more
- JPMorgan Chase (New York, NY)
- …acquisition agency + Experience sourcing and pipelining talent + Demonstrate excellent client management skills + Demonstrated ability to build relationships and ... candidate calls and take ownership of offer negotiation and management + Liaise with hiring managers, human resources, and...are in place + Present to and update senior client groups on recruiting activity and manage escalations effectively… more
- JPMorgan Chase (New York, NY)
- …career growth and the chance to work with industry leaders in wealth management . Develop your skills in client engagement and business generation while ... It also includes skills development sessions in markets, sales, and client relationship management . You'll gain exposure to every facet of wealth management… more