- US Tech Solutions (Brentwood, NY)
- …effective delivery of clients' monthly reports. + Works independently or with the Relationship Manager to ensure proper follow-through on client requests. + ... client expectations are met and exceeded. + Works alongside relationship managers to prepare business reviews and service...clients are satisfied with their Transfer Agency products and services . + Prepares and issues service instructions… more
- JPMorgan Chase (New York, NY)
- …opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum ... services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred Qualifications, Capabilities, and… more
- B&H Photo (New York, NY)
- …to institutions nationwide. Job Summary: We are seeking a highly motivated and relationship -driven Account Manager to manage and grow our education and ... education and government-by offering industry-leading products, expert guidance, and dedicated service . Our commitment to excellence makes us a trusted technology… more
- Bank of America (Staten Island, NY)
- …lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor ... specialists. Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional...(CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at… more
- JPMorgan Chase (New York, NY)
- …Practice Management to ensure dynamic and consistent performance at both the Relationship Manager and market levels. **Job responsibilities** + Recruit, lead, ... + 10 Years in banking, wealth management, or financial services , with a focus on serving affluent clients +...capability to cultivate a client-centric culture that prioritizes personalized service and long-term relationship building + Strong… more
- UMB Bank (Albany, NY)
- …+ Complete all of or portions of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new business and ... Estate Underwriter II-Arizona Remote** This role is responsible for assisting UMB relationship managers in the assessment and underwriting of new SBCRE (Small… more
- NBT Bank (Vestal, NY)
- …ongoing customer service and documentation support acting as the Relationship Manager 's liaison on assigned commercial accounts, providing professional and ... superior service to external and internal customers to ensure data...Excel, Outlook, PowerPoint, Teams). Tasks Performed: + 20% Assist Relationship Manager (s) with requests for both new… more
- JPMorgan Chase (New York, NY)
- …and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager . JP Morgan Private Client is growing amid the ... JP Morgan Private Client is more than a financial services provider, it is an advice-based relationship ...client experience success + At least 5 years financial services experience with direct service training and… more
- Mount Sinai Health System (New York, NY)
- …work is done. + Collaborates with PFS management, department administrators and billing manager in relationship -building and works to achieve a high degree of ... Description** **Senior Reporting Analyst (Revenue Cycle Operations) Patient Financial Services - Corporate 42nd Street-Full-Time Days (Hybrid)** The Senior Reporting… more
- Grameen America, Inc (New York, NY)
- …client intake process from the initial communication through membership approval. + Assists Relationship Manager and Branch Manager on client assessment in ... will provide educational opportunities, and assist women in need of financial services . You will need to be self-motivated, enthusiastic and community-driven to take… more