- Citigroup (New York, NY)
- …** Client Focus - Value Add and Driving Revenue** + Act as a senior client relationship manager for the Futures, OTC Clearing and FX Prime Brokerage (FDC) ... Sales group within Prime Services is responsible for the overall client experience. The Relationship Sales role encompasses the following primary components:… more
- Citigroup (Brooklyn, NY)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- BMO Financial Group (New York, NY)
- …as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing ... to financial solutions and participate in their presentation to clients. + Monitors client , client industry and regulatory agencies for potential changes which… more
- IBM (Yorktown Heights, NY)
- …and Talent Acquisition operations and IBM's advanced technologies to develop compelling, client -centric solutions. You will work closely with our BoP delivery team ... advanced AI capabilities to create meaningful business impact and client value. Your ability to communicate complex ideas clearly...this work arrangement must be pre approved by your manager before any changes are made. This Job can… more
- BMO Financial Group (New York, NY)
- …and returns. + Institutes cross-selling initiatives to increase ranking with client . + Uses expertise in financial markets to cultivate relationships with ... new and existing clients and develop new client relationships. + Manages a client book...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- Bank of America (Niagara Falls, NY)
- …solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended ... solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on … more
- Bank of America (Brooklyn, NY)
- …full spectrum of borrowing and banking offerings at each stage of the client 's life plan. Key responsibilities include acquiring new and deepening existing client ... expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. **Responsibilities:** +… more
- SitusAMC (Albany, NY)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... team for execution + Owns the process of prioritizing and troubleshooting client questions, including communicating status clearly and proactively keeping the … more
- Bank of America (Staten Island, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Neuberger Berman (New York, NY)
- …Berman's Private Wealth business, responsible for shaping and executing the digital and client -centric strategy that will define the future of both client and ... journey for clients and advisors, serving as the business owner for all client -facing digital platforms and internal wealth management tools. This role is pivotal to… more