- KeyBank (Buffalo, NY)
- …726 Exchange Street - Buffalo, New York 14210 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain ... The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach...clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. +… more
- Robert Half Finance & Accounting (New York, NY)
- …for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years' Client ... Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per… more
- JPMorgan Chase (New York, NY)
- …providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you. As a Business Relationship ... multiple products and services + Serve as a trusted advisor to the client in delivering comprehensive and customized...new clients, looking for ways to cultivate a long-term relationship + Build relationships by calling on existing clients… more
- Bank of America (Melville, NY)
- Senior Relationship Manager Business Banking- Long Island, NY Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Banco Popular Puerto Rico (New York, NY)
- …New York, NY, US, 10004 Company: Popular Workplace Type: Hybrid Commercial Relationship Officer Popular Assoc Multi-state Responsible for developing and growing a ... on the small and medium enterprise client segment. Serves as a "trusted advisor ", developing relationships with clients based on the clients' business objectives and… more
- Tekscape (New York, NY)
- …collaboration. Job Description: The Customer Success Manager (CSM) is a trusted advisor responsible for the relationship -focused management of Tekscape clients. ... to enhance our client's IT experience. + Proactively report on any relationship risks within assigned client base. + During potential service deficiencies, assist… more
- CVS Health (Albany, NY)
- …and corporate leaders. This role is for an advocate, change agent and trusted advisor for the business relationship , driving engagement and adoption. It requires ... a blend of project management, legal contract knowledge, vendor engagement, and technical savvy to lead the implementation of the program. Key goals are to lead the program through key activities related to implementation and adoption, governance and… more
- Anheuser-Busch (Bronx, NY)
- …Responsibilities:** Job responsibilities include, but are not limited to: + Build strong relationship with retailers as trusted Category advisor across all areas ... of the Beer business. + Develop impactful category analyses and consumer insights using a range of syndicated and non-syndicated data sources. + Use space planning software to effectively merchandise the beer department according to category and retailer… more
- KeyBank (Tarrytown, NY)
- …New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a ... with the Family Strategist to develop the annual client relationship plan and coordinates the entire team to ensure...with Family Wealth clients while navigating into the trusted advisor position **Sales** + Works closely with the Family… more
- Raymond James Financial, Inc. (New York, NY)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more