- 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 ... account schematics, pricing proformas, proposal documentation and provides inputs into sales/ relationship review presentations + Assist with client acquisition… more
- Bank of America (White Plains, NY)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... + Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client... Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + Talent Development +… more
- Bank of America (New York, NY)
- …toward goals. + Delivery of an appropriate level of service over the lifetime of the client relationship based on the needs and level of sophistication of the ... + Proven relationship building and business partnering skills. + Strong client service experience **Desired Skills:** + Experience with manager of client … more
- Bank of America (New York, NY)
- …strategies + Delivery of an appropriate level of service over the lifetime of the client relationship based on the needs and level of sophistication of the ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Tompkins Community Bank (Mount Kisco, NY)
- …requirements and reflect the company's values of integrity, professionalism, and client -centric service. Responsibilities + Client Relationship Management ... Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial… more
- UL, LLC (Albany, NY)
- …in client -facing delivery, including proposal support, contract negotiation, and client relationship management. + Strong commercial acumen and familiarity ... high-quality, on-time, and on-budget results. The Project Manager is also client -facing, contributing directly to proposal development, relationship management,… more
- Coinbase (Albany, NY)
- …an Institutional Account Manager, you will work independently to manage key client relationship needs. Collaborate closely with sales, operations, onboarding, ... and other institutional teams. * Address client escalations: Respond to client escalations promptly and communicate important updates to Account Management… more
- M&T Bank (Hauppauge, NY)
- …for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring ... sales cycle to meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and review the … more
- PNC (New York, NY)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision ... Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management, Decision… more
- Publicis Groupe (New York, NY)
- …the team along the way. As the Group Account Director, you will deepen the client relationship and grow their business in a meaningful way. Your day-to-day work ... agency who touches every aspect of a project in some way: from the relationship with the client , to the relationship with the team, from strategy to finance… more