- Citigroup (Hewlett, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more
- Citigroup (New Hyde Park, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more
- Citigroup (New York, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more
- KeyBank (New York, NY)
- …of the Americas - New York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a ... capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor's team. A Relationship Manager works in close partnership with the Financial ... milestones are appropriately recognized. + Create and implement a proactive service model, ensure central engagement through proper communications, documentation and… more
- SMBC (New York, NY)
- …portfolio of benefits to its employees. **Role Description** The Third-Party Vendor Relationship Manager plays a role in supporting the CISO Organization ... a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. The Group… more
- US Bank (New York, NY)
- …discover what you excel at-all from Day One. **Job Description** The Assistant Relationship Manager will be managing the Cash Management Agreement ("CMA") ... with various Bank departments - Analyze financial data - Assist Deposit Relationship Manager in preparing proposals, identifying customer needs and making… more
- Wolters Kluwer (Albany, NY)
- **Senior Account & Relationship Manager - Remote R0051782 | CP/ESG TeamMate | WK Audit & Assurance | WK Financial Services , Inc.** **About the Role:** As an ... Senior **Account & Relationship Manager ** , you will be responsible...TeamMate | WK Audit & Assurance | WK Financial Services , Inc. **Division/BU About Us** : https://www.wolterskluwer.com/en/solutions/teammate/esg **Required Job… more
- Bloomberg (New York, NY)
- Electronic Trading Solutions (ETS) - FX Sell-side Relationship Manager , Bloomberg Financial Solutions Location New York Business Area Sales and Client Service ... key players in the markets. As an eFX Account Manager you will be tasked to build deep, value-focused...with FX traders + Established track record of both relationship management and client support + Knowledge of Electronic… more
- US Bank (New York, NY)
- …Client Group (ICG), which services our largest clients. The Relationship Manager (RM) manages relationships with Corporate Banking customers within ... Description** US Bank's Institutional Client Group cultivates clients' trust through customized service and access to the bank's resources and expertise. This One US… more
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