- Bank of America (New York, NY)
- …develop and enhance existing client relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles ... of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance,… more
- TD Bank (New York, NY)
- …(GPDS) builds and transforms the operating model and infrastructure capabilities that support the Payments and Deposit Services of TD Securities. Our mission is ... business services, data models, and best in class technology infrastructures that support over $5 Trillion (and rapidly growing) worth of payments daily. **Position… more
- Mastercard (New York, NY)
- …is driven throughout the organization and with our customers and prospects. Support client -facing negotiations, leading or co-leading key SMB deals, ensuring ... build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making...We are looking for a Director, Small Business Sales Specialist for the North American market to help drive… more
- Neuberger Berman (New York, NY)
- **_Job Description:_** We are seeking a Separately Managed Account (SMA) Product Manager to support the firm's taxable and tax-exempt fixed income SMA products. ... and both internal and external constituents on product-specific matters, including providing analytical support for client needs. The individual also acts as a… more
- Wellington (New York, NY)
- …join our Client Advisory Legal team as Counsel. This role will support legal coverage for client -facing activities across institutional and wealth channels, ... client initiatives. The successful candidate will join a specialist legal team that collaborates closely with our business...including SEC, CFTC, MiFID II, and marketing rules. + Support negotiation and documentation of complex client … more
- Deloitte (Rochester, NY)
- …you'll have the opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, ... AML Project Delivery Specialist -Project Delivery Specialist - Regulatory,...talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities In this interesting… more
- Bank of America (Staten Island, NY)
- …as opening accounts, account maintenance, and Digital Assisted Shopping * Manages client interactions by taking the best course of action for the bank and its ... Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum... Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding *… more
- BMO Financial Group (New York, NY)
- …and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. + Defines problems, collects data, ... to cross-sell and to grow share of clients' wallet. + Provides comprehensive account coverage and client development as well as actively prospects new… more
- City National Bank (New York, NY)
- …and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- City National Bank (New York, NY)
- …and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more