- Wellington (New York, NY)
- …This role will focus on clients invested with Wellington Trust Company, NA. The Fund Relationship Analyst will work as part of a team responsible for but not limited ... client interactions on servicing items. To accomplish these responsibilities, the Fund Relationship Analyst is expected to partner closely with other parts of the… more
- Wolters Kluwer (Albany, NY)
- **Permanent remote role with travel.** As a Senior Account & Relationship Manager, you will expand your client portfolio, actively identifying and developing new ... to customer satisfaction and revenue growth. Responsibilities: + Identify and develop new business opportunities within assigned market. + Engage with clients to… more
- JPMorgan Chase (New York, NY)
- …years of progressive experience in financial services, product management, relationship management, or client servicing, with demonstrated leadership in ... net worth and ultra-high net worth client segments. + Proven relationship management and stakeholder engagement abilities. + Analytical and problem-solving skills… more
- Storyful (New York, NY)
- …customized proposals leveraging communications and intelligence service offerings.** + ** Relationship Management:** **Nurture and maintain new and long-term ... + **Results-Oriented:** **A track record of meeting and exceeding new business and client relationship KPIs.** **Why...meeting and exceeding new business and client relationship KPIs.** **Why Join Storyful?** + **Innovation at the… more
- MUFG (New York, NY)
- …financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This ... bank's client portfolio within the technology vertical. Coverage areas include Greater New York, Philadelphia and Greater DC. The position strives to up-tier… more
- M&T Bank (Wading River, NY)
- …all retail and business sales interactions. **Primary Responsibilities:** + Develop new customer relationships and expand and retain existing relationships by ... personal sales and/or referral goals. + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size,...Coverage **Job Family:** Client Onboarding **Time Type:** **Primary Location:** New York New York United States **Primary… more
- Acosta Group (New York, NY)
- …participating in the development, design, and presentation of Acosta introduction to new principals. + ** Relationship Building:** Develop and maintain strong ... collaborate with Retail Sales Managers on major retail initiatives such as new product introductions, selling drives, and contests. + **Market Insight:** Coordinate… more
- US Bank (New York, NY)
- …of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day ... professional to join our growing PF platform as a Relationship Manager (PF RM) focused on project finance lending...loan origination and transaction execution while serving existing and new clients across US Bank. This position will be… more
- Aston Carter (Colonie, NY)
- Role Overview As a Relationship Bank Associate, you'll deliver exceptional member service through accurate transaction processing and a consultative, needs-based ... approach. You'll build new relationships while deepening existing ones by offering relevant...a needs-based sales approach to identify opportunities + Open new memberships, accounts, and loans + Ensure compliance with… more