- Bank of America (New York, NY)
- …global treasury management products, services and trends + Proven business development and relationship management skills with a corporate client set + Excellent ... enterprise to present customized working capital & treasury solutions that meet client objectives. The TSO will be responsible for managing and aggressively growing… more
- Citigroup (New York, NY)
- …all portfolio clients and select new to bank opportunities in partnership with the Relationship Manager + Develop and maintain an extensive knowledge in the ... global target market approach. CLM plays a critical role of the client delivery model for the CCB, translating thought-leadership, industry and product expertise,… more
- JPMorgan Chase (New York, NY)
- …are a plus + Demonstrated aptitude for sales, marketing, advertising, and client relationship management + Superior multi-tasking; strong organizational skills ... Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global...with fixed income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources… more
- Bank of America (New York, NY)
- …and team members help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes ... development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products… more
- Acxiom (Albany, NY)
- …MS Office, Excel, PowerPoint, MS Project, Visio). * Strong facilitation and client relationship management capabilities. * Collaborative and inclusive team ... digital marketing impact. They will work as an integral extension of the client 's marketing team, contributing to the client organization's vision and success.… more
- MUFG (New York, NY)
- …the client to brief on the legal documents and support the relationship manager to ensure the completeness of the various forms. **Inter-department ... 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
- Bank of America (Rochester, NY)
- …through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...strong referral base from across the business through our relationship with one in every two households. * Managing… more
- Truist (New York, NY)
- …solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist… more
- MUFG (New York, NY)
- …Maintain direct communication with assigned customers, if needed by RM ( relationship manager ). + Coordinate and communicate critical account information ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...deals and covenant in line with policies and procedures. Manager will periodically check in, however, associates can also… more
- MUFG (New York, NY)
- …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 ... selected colleague will work at an MUFG office or client sites four days per week and work remotely.../ policies and guidelines with support from senior portfolio manager . + Responsible for active credit management of a… more