- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Audit Manager is responsible for the development, execution, and timely… more
- Citizens (New York, NY)
- …while intimately focusing on each client 's unique circumstances. The Partner Lending Relationship Manager (PLRM) is a critical client facing role for ... record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over… more
- BMO Financial Group (New York, NY)
- … development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. + Acts as the ... relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the...with external advisors of clients on behalf of the private wealth advisor / relationship manager… more
- Grant Thornton (Melville, NY)
- …application of AICPA independence standards relating to nonaudit services or business relationship for existing and prospective private audit clients to assist ... independence standard (eg, AICPA, SEC). + Advise teams with Relationship Checking activities (eg, guidance or processing assisting on...engagement teams in clearing private audit client checks, including monitoring and… more
- Bank of America (New York, NY)
- …opportunity for early and direct client facing experience, through participation in client meetings. + They will partner with Private Banking TSOs, ... us! **Job Responsibilities:** This job is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and… more
- KeyBank (Rochester, NY)
- …quality and timely administration of assigned accounts + Retains and deepens the relationship with a client and/or outside counsel, including the next ... delivery of client advice Sales + Works closely with the Relationship Management Team to identify and prioritize opportunities to deepen relationships +… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/Universitydegree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Managed ... a wide range of CPB personnel by applying expertise in product specialty. Help Private Bankers and Investment Counselors to evaluate client profiles in terms of… more
- Citigroup (New York, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as… more
- HSBC (Buffalo, NY)
- …client exits. The main responsibility includes outreach to clients without a named Relationship Manager in support of deepening, growing, and maintaining the ... Center Premier Sales Specialist you will: + Utilize a leads-based approach through HSBC's Client Relationship Management tool to engage with clients + Most of… more
- MUFG (New York, NY)
- …+ Demonstrated ability to manage client relationships jointly with the Relationship Manager . + Proficiency in relevant software including Microsoft Office. ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...our Funds Finance Group, a team dedicated to supporting private equity funds in all sectors including but not… more