- HSBC (New York, NY)
- …in cross functional activities including RFP process, implementation/project management, integration, client support , operations, sales & product management is ... and the planet we all share The GTS Senior Client Implementation Manager you would be responsible for driving...this role As our GTS (Global Trade Solutions) Senior Client Implementation Manager you will: + Partner with Structured… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 07 **The Team:** The Visible Alpha Client Support team is a global team based in New York and Mumbai that ... Serve as an integral member of our global Commercial team by providing client support throughout the client lifecycle, beginning with the onboarding process.… more
- Evolent (Albany, NY)
- …Derive and synthesize key insights for internal stakeholders in pursuit of better client financial support and management + Support cross-functional ... supporting various aspects of financial performance + Lead or support special ad hoc client -specific projects as...+ Lead or support special ad hoc client -specific projects as needed + Develop strong understanding of… more
- 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 ... Private Wealth Client Associate New York, New York **To proceed...in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage… more
- KeyBank (Red Hook, NY)
- …risk, security and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations including assisting ... advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will… more
- MUFG (New York, NY)
- …expert for digital solutions with ability to interpret, recreate, and troubleshoot client technical support requests. + Adherence to policies and procedures ... 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
- Atlas Technica (New York, NY)
- … strategy, and drive team and individual performance through metrics, reporting, and client feedback + Support the team's initiatives for structured career ... Position Name: Client Technology Manager Reports to: Director Location/Type: New...Atlas Technica's mission is to shoulder IT management, user support , and cybersecurity for our clients, who are hedge… more
- Bank of America (New York, NY)
- …a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The ... market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the...the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice… more
- Neuberger Berman (New York, NY)
- …development goals, client servicing needs as well as internal administrative support and projects. This position will provide the individual with a perspective ... and assisting with the generation of new materials specific to client / prospect interests + Support the team with client and prospect contact management,… more
- KeyBank (Tarrytown, NY)
- … onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. ... 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and… more