• Portfolio Management Client Care…

    City National Bank (New York, NY)
    …it relates to operational and logistical inquiries. Acts as the primary Portfolio Management team liaison with all Client Service teams including New ... client /business partner experience. Assist the Portfolio Management Team to solve client and advisor...logistical inquires. * Act as the primary Portfolio Management team liaison with all Client Service… more
    City National Bank (09/10/25)
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  • Client Solutions Team Lead

    HSBC (New York, NY)
    …and the planet we all share. The Client Solutions function within Global Client Connectivity Team plays a critical role in bridging the gap between sales ... with exceptional client facing skills. As our Client Solutions Team Lead you will: +...and individual objectives. Provide feedback and coaching to underperforming team members + Become a trusted advisor … more
    HSBC (10/03/25)
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  • Vice President - Enterprise Client…

    AON (NY)
    …Experience delivering B2B2C or embedded insurance solutions (eg travel insurance, warranty, service contracts, ticket protection, etc.). + Global client exposure ... Experience delivering B2B2C or embedded insurance solutions (eg travel insurance, warranty, service contracts, ticket protection, etc.). + Global client exposure… more
    AON (09/26/25)
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  • JP Morgan Advisors - Senior Client…

    JPMorgan Chase (New York, NY)
    …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal...meetings + Serve as a liaison between the Financial Advisor team , branch management, compliance and various… more
    JPMorgan Chase (09/13/25)
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  • Adobe - Partner / Client Lead

    Acxiom (Albany, NY)
    …and primary point of contact, championing Adobe's success with Acxiom's innovative products and services . The Partner / Client Lead serves as the account owner ... team 2) Adobe Global Marketing 3) Adobe Consulting Services / Sales Operations Services . **Core Responsibilities**...adoption of best practices for all Acxiom products and services to maximize client value. + Lead… more
    Acxiom (09/13/25)
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  • OTC Derivatives Client Solutions Lead…

    Citigroup (Getzville, NY)
    …metrics and service level requirements to achieve business goals** **Acts as client advisor in the client 's interest while driving cross-regional & ... and the upstream and downstream influences** **Demonstrated ability to provide outstanding client service at a senior level** **Exceptional written and oral… more
    Citigroup (09/25/25)
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  • Private Equity Client Relationship…

    Grant Thornton (New York, NY)
    …is seeking a Private Equity Client Relationship Executive (Director) to join the team in New York, NY. About the Role : Private Equity client relationship ... Grant Thornton to partner. Develop account plans to broaden client relationships and services . + Participate in...manage the pursuit process and act as a key advisor to the pursuit team throughout the… more
    Grant Thornton (09/09/25)
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  • Private Wealth Client Associate

    Bank of America (New York, NY)
    …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
    Bank of America (10/02/25)
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  • Banking Client Partner - Tri State Area

    NTT America, Inc. (NY)
    …and strategic _IT Services Client Executive_ to join our Financial Services team . This individual will serve as a trusted partner to our banking ... Partner - Tri State Area to join our team in New York, New York (US-NY), United States...ideal candidate has a strong track record in IT services and client leadership, deep domain knowledge… more
    NTT America, Inc. (10/03/25)
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  • Key Private Bank Client Relationship…

    KeyBank (Syracuse, NY)
    …an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service . The CRA identifies ... and advisor support in leveraging WD in client activities. + Coordinate officer transitions when team...and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client… more
    KeyBank (09/04/25)
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