- Scotiabank (New York, NY)
- …related occupation: executing transactions through lifecycle of the deal from inception, onboarding , to closing with client primacy at the forefront; calculating ... for supporting deal origination efforts from inception to closing, creating client and prospect pitchbooks, presentations, financial modeling and research, credit… more
- Fluent (New York, NY)
- …voice of the partner internally while proactively managing each relationship from onboarding to optimization, ensuring each partner is maximizing value from the ... cross-functional role that sits at the intersection of Media Supply, Client Success, and Product. Fluent delivers personalized post-transaction offers to consumers… more
- MUFG (New York, NY)
- …of typical client expectations, documentation requirements, signer management and when onboarding in cash management + This position requires a degree from a ... the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- TD Bank (Brooklyn, NY)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding … more
- TD Bank (New York, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact ... who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the central...you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding … more
- TD Bank (Middle Village, NY)
- …clients by reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding … more
- Citigroup (New York, NY)
- …a consistent and highly effective TTS model to focus on 1) New Client Conversion, 2) Incoming Subsidiary and Corridor Flow Capture and 3) Technical Expertise ... to directionally support North America deliver on the ambitious client growth goals. Citi's Services division offers the industry's...with the CCB Bankers and wider NAM leadership from Onboarding , Product, Services and Marketing. Core goal is to… more
- Storyful (New York, NY)
- …Director who thrives at the intersection of journalism, strategy, and client partnership. You'll work closely with editorial leaders and social/video teams ... editorially savvy, analytically minded, and customer-obsessed.** **Key Responsibilities** + ** Client Partnership & Retention** **Build deep relationships with key… more
- Capital One (New York, NY)
- …relationships with clients. They focus on building and maintaining strong client relationships with businesses in the $2mm-$200mm space within their assigned ... including any negotiated pricing + Sets expectations with customers about the onboarding experience, including any requirements and testing + Prepares and executes… more
- Akin Gump Strauss Hauer & Feld LLP (New York, NY)
- …Middle East. We are currently seeking a Corporate Practice Manager in our Client Value & Practice Management department, reporting directly to the Director of ... periodic meetings, calls and other practice events. Liaise with Marketing, Client Value and other administrative departments on updates and practice-specific… more