- Citigroup (New York, NY)
- …cross-selling opportunities for other bank products and services within the assigned client portfolio. + Collaborate with the sales team on new business ... internal teams (operations, legal, compliance, finance, sales, marketing) to ensure seamless service delivery and execution of client directives. + Monitor and… more
- Bank of America (New York, NY)
- …effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... Senior Business Manager to develop, implement, and monitor the team 's client service model. This...time sensitive updates + Execute on team service model + Assist the Financial Advisor … more
- Kyndryl (Albany, NY)
- …role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role ... + Leverage a proven track record of consulting and selling digital workplace services , managing large client portfolios and driving revenue growth. ** Client… more
- EPAM Systems (New York, NY)
- …software Engineering Services provider. You'll serve as a trusted advisor to clients, designing future-ready service landscapes that leverage GenAI, ... Managed Services ** at EPAM Systems, you will revolutionize our service delivery model by implementing AI-first strategies while leading multiple strategic … more
- Edward Jones (Chappaqua, NY)
- …Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + ** Client Service :** Provide exceptional service to clients via inbound and ... of that team along with the financial advisor . You are the first voice a client...**Can you see yourself ** + Delivering exceptional personalized service to ensure clients feel understood and informed +… more
- Neuberger Berman (New York, NY)
- …the digital and client -centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the ... position NB's Private Wealth business as an innovator in client and advisor experience. + Own and...tools, including the design, enhancement, and implementation of the client portal, mobile app, and emerging self- service … more
- JPMorgan Chase (New York, NY)
- …a diverse suite of products and applications including, but not limited to; Advisor Services , Wealth Planning & Advice, Goal Based planning, liabilities ... Relationship Manager is an essential member of the Financial Advisor 's team . A Relationship Manager works in...service requests as needed on behalf of the team /clients. **Required qualifications, capabilities, and skills:** + 5 plus… more
- Capgemini (New York, NY)
- …■ Design bid organization, recruit internally for bid organization and account management team and other Salespeople connected to the client **Measures of ... team to negotiate new deals, extensions and ad-hoc service aspects** + **Builds productive relationships externally** + **Live...Services Markets o Track record of success in client pursuits pivoted on analytics, automation and AI o… more
- Bank of America (New York, NY)
- …while supporting relationship management activities and developing, implementing, and monitoring the team 's client service model. Job expectations include ... responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client...+ Relationship Building + Administrative Services + Client Investments Management + Customer Service Management… more
- Deloitte (New York, NY)
- …organizations to analyze their contract portfolios and process. Bring your expertise and client service skills to Deloitte and click "apply" now! Work you'll ... Legal Managed Services Would you enjoy being part of a team that helps multinational organizations transform their contract lifecycle management processes by… more
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