- City National Bank (New York, NY)
- …management of the client relationship after the sale to support client success within our SaaS products and services * Active ownership of the ... score * Collaborate with other departments as needed to service client needs or act as SME...technology environment * Minimum of 6 years providing direct client services *Additional Qualifications* * Bachelors degree… more
- Bank of America (New York, NY)
- …ACRM partners with the Market Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions ... Team (OMT) + Participate in the management and training & development of the Market's Client Associates and Service Support Staff + Develop an understanding… more
- KeyBank (Syracuse, NY)
- … services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and Center of ... active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service...adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD… more
- US Bank (New York, NY)
- …Bank's lending philosophy. + Contribute to live credit transactions and portfolio reviews that support client and business decisions. + Learn how we build and ... to identify sector trends, risks, and opportunities. + Analyze financial disclosures to support credit assessments and client evaluations. + Monitor client … more
- City National Bank (New York, NY)
- …Assists the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. * Monitors and ... * Functions as part of a cohesive unit to service client transactions and is responsible for...CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes… more
- Citigroup (New York, NY)
- …team. + ** Client Tax Services :** Oversee and manage client tax services , including client , banking team support in tax matters, tax form expiry, ... excellence across global wealth management markets, safeguarding the integrity of our client experience, relationships, and services . + **Career Growth:** Lead… more
- US Bank (New York, NY)
- …and trade queries. + Analyze global FX markets and macroeconomic trends to support client decision-making. + Develop presentations and risk mitigation strategies ... and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes...of small, medium, and large corporate clients. In this client -facing role, you will collaborate with traders, portfolio managers,… more
- BlackRock (New York, NY)
- …this role** At BlackRock, we are seeking a dynamic and experienced Talent Acquisition Client Lead to support the Americas Client Business, Insurance & ... role is integral to our mission of aligning BlackRock's client businesses across the US, Latin America, and Canada,...with a strong preference for experience within the financial services industry. + Experience in Executive and Lateral hiring… more
- BriteLife Recovery (West Kill, NY)
- …is responsible for overseeing the Client Care Coordinator team in the services of providing education and support to clients, families, and the community. ... be doing? Under the supervision of the Director of Client Services , the Client Care...cannot be met by counselor or agency and assists client to utilize the support systems and… more
- AON (NY)
- …contractual scope with existing clients. Find opportunities to work across Aon businesses in support of client expansion as part of our 3x3 strategy. + ... B2B2C or embedded insurance solutions (eg travel insurance, warranty, service contracts, ticket protection, etc.). + Global client...clients. Find opportunities to work across Aon businesses in support of client expansion as part of… more