- Neuberger Berman (New York, NY)
- …seeking an experienced and dynamic Head of our Transition Management and Client Experience. The successful candidate will be responsible for overseeing operational ... and change-management aspects of our client lifecycle from onboarding, transition management, offboarding, and overall client experience across all products and… more
- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... perspectives with those of our clients. **About the Role** **Position** The Client Transitions Analysts ("CTA") are members of Global Operations and are responsible… more
- Tiffany & Co. (New York, NY)
- …employees honor our past while dreaming of our future. The Coordinator, Internal Client Services will oversee sales and support functions related to the physical and ... online employee store. This individual will also co-sponsor periodic private and pop-up event opportunities, including preparing the assortment required for these… more
- Neuberger Berman (New York, NY)
- …and Relationship Managers in all aspects of building and maintaining client partnerships with Retirement Clients including: All types of retirement focused ... strong relationships with internal firm groups to articulate, process and resolve client requests and manage deadlines. Ensure a superior client experience… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales ... (eg, FA engagement, home office coverage/support, and/or hybrid or external client coverage) + Process-oriented with a team-first mindset; desire, ability, and… more
- M&T Bank (Buffalo, NY)
- …Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers ... business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with clients to address… more
- Citigroup (New York, NY)
- The Client Data & Returns Attributions Lead Analyst is a VP level position under the Citigroup wide Client Analytics & Lead Finance Officer team. This team is ... focused on enhancing the client management dimension across all of Citi, delivering timely and accurate client financials and providing insight into client … more
- Banc of California (New York, NY)
- …for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our fund managers ... TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP Fund Finance, Client Manager will be a key member of our...credits (largely capital call lines). In this role, the client manager will work closely with our originations and… more
- Coinbase (New York, NY)
- …collaboration, connection, and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase Asset ... engaging prospects and developing them into clients (if appropriate). At CBAM a Client Strategist is a hybrid between a salesperson and an investment strategist. A… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Client Relationship Executive (Director) to join the team in New York, NY. Position Summary: The Client Relationship Executive (CRE) ... and C-Suite executives. + Identify key decision makers at client and prospect organizations at the C-Suite and Board...existing network of Boards of Directors, C-Suite Officers, and private investors. + Over 10 years of business development/sales… more