- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …of the Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with ... + Financial markets, products and industry regulations. + Trading terminology. + Client Relationship Management (CRM) software, or similar contact management… more
- Public Consulting Group (Albany, NY)
- …and operations for clients: + Responsible for initiative planning and ongoing client relationship management + collaborates with external vendors, external ... the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client … more
- Neuberger Berman (New York, NY)
- …able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Compensation Details This position is paid based ... point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account… more
- Robert Half-Robert Half Corporate (New York, NY)
- …locally and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed. ... **JOB REQUISITION** Client Solutions Manager (Technology) **LOCATION** NY MIDTOWN NEW...MIDTOWN NEW YORK **JOB DESCRIPTION** **Job Summary** As a Client Solutions Manager, your responsibilities will include: + **Business… more
- Cengage Group (New York, NY)
- …talent pipeline and upskilling services to our corporate clients, help grow the client relationship , and demonstrate the performance vital for the sales team ... every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/ **The Client Operations Manager will:** This role will work to… more
- WTW (New York, NY)
- …+ I would delete this one for GDPs: In collaboration with the lead client relationship manager, actively expands existing client relationships and supports ... having the opportunity to deep dive within their respective business area. ** Client Advocacy Commercial Lines Overview** Colleagues in this role will support… more
- Neuberger Berman (New York, NY)
- …able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Compensation Details This position is paid based ... desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all… more
- JPMorgan Chase (New York, NY)
- …firm has to offer. As a Field Incentive Support Associate within the Private Client Relationship Management team, you will oversee and execute our incentive ... At JPMorgan Chase, we are committed to extraordinary client service, taking care of our employees, and...our business strategy and encouraging the desired behaviors in Relationship Managers through our incentive program. Your work in… more
- BlackRock (New York, NY)
- …growth strategies across our comprehensive product suite. **Key Responsibilities:** + ** Client Relationship Management:** Build and maintain strong relationships ... hiring for Client Business, Wealthor Sales areas. + Exceptional client relationship management skills, with a proven ability to influence stakeholders and… more
- CDM Smith (Syracuse, NY)
- …Qualifications:** * EPC business development experience in industrial markets with demonstrated client relationship building in at least one of the following ... based in any of our CDM Smith offices CDM Smith is seeking an Industrial Client Service Leader to help further accelerate the growth of our Industrial business unit… more