- Wolters Kluwer (Albany, NY)
- …Advanced analytical skills for strategic planning and performance tracking. + Relationship Management : Exceptional ability to maintain and enhance long-term ... here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **What We Offer: ** The Account & Relationship Manager role offers growth potential opportunities, professional development,… more
- UMB Bank (Albany, NY)
- …responding to client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping, ... and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate Trust team by partnering with… more
- Citizens (Rochester, NY)
- …sales, customer service and satisfaction + Proficiency with portfolio/account management preferred. + Ability to understand core business products and services. ... financial goals. Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex portfolios, and… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Client Relationship Executive (CRE) to join the team in New York, NY. The Client Relationship Executive (CRE) initiates, qualifies ... organizations to meet or exceed pre-agreed-upon sales goals. As a relationship -oriented sales executive, this position is responsible for generating new business… more
- Citigroup (Queens, NY)
- …Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, ... growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients. Individuals in this role are… more
- Charles Schwab (New York, NY)
- …the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for ... customer service to a role and a firm that...local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you… more
- US Bank (New York, NY)
- …at least 5+ years of covering insurance clients preferred + Strong relationship management and business development/sales skills + Well-developed analytical and ... Institutional Client Group (ICG), which services our largest clients. The Relationship Manager (RM) manages relationships with Corporate Banking customers within our… more
- Citizens (New York, NY)
- …is continuing to grow in the region. We are currently recruiting for a Relationship Manager II in the Northern NJ/Metro NYC Market. At Citizens, tailored advice, ... comprehensive solutions in areas such as credit, liquidity, interest rate management , treasury solutions, and Wealth Management . Primary responsibilities include… more
- JPMorgan Chase (New York, NY)
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a ... all our solutions including Investment Banking, Capital Markets, Risk Management , and Payments + Champion a culture of innovation...Payments + Champion a culture of innovation and a customer centric mindset balanced with the ability to manage… more
- Wolters Kluwer (New York, NY)
- …renewal and growth responsibilities. + Proven experience in sales, account management , or business development. + Negotiation and relationship -building skills. ... + Collaborate with cross-functional teams, including the UTD PE new business, Customer Success, and Generalist teams to address client concerns and deliver… more