• Expert Consultant - Solution Customer Success…

    Acxiom (Albany, NY)
    …combine deep technical expertise in project management solutions with exceptional relationship management skills to drive client satisfaction, retention, and growth. ... Workfront optimization and best practices. **DUTIES AND RESPONSIBILITIES** **Client Relationship & Success Management** + Develop and execute comprehensive success… more
    Acxiom (08/15/25)
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  • Lead Product Manager - Wealth & Investment…

    Wells Fargo (New York, NY)
    The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization ... seeking a Lead Product Manager to join our Client Relationship Group to define and own requirements for our...experience with the Salesforce ecosystem and related products - Sales , Service, Financial Service, Marketing Cloud, etc. + 3+… more
    Wells Fargo (08/13/25)
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  • Commercial Credit Lead

    M&T Bank (Tarrytown, NY)
    …Commercial Credit Lead manages a transaction team and collaborates closely with relationship managers (RM), risk officers, and other stakeholders to facilitate sound ... that may be contrary to customer's interest. + Partner proactively with relationship managers, and be intimately involved throughout the deal process, from deal… more
    M&T Bank (07/24/25)
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  • Analyst, Corporate Banking, US Financial…

    Scotiabank (New York, NY)
    …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... We work together to drive ambition for every future! **Overview:** * Support relationship managers with all facets of the management and growth of the Financial… more
    Scotiabank (07/23/25)
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  • Wealth Advisor

    Tompkins Community Bank (Mount Kisco, NY)
    …of integrity, professionalism, and client-centric service. Responsibilities + Client Relationship Management + Build and maintain trusted relationships with existing ... Support & Leadership + Provide guidance to teammates on client development and sales strategies. + Promote a collaborative and growth-oriented team culture. + Mentor… more
    Tompkins Community Bank (07/20/25)
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  • Senior Product Specialist - Private Equity…

    Bank of America (New York, NY)
    …product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a ... assets, credit and special situations **Job Responsibilities:** + Working in conjunction with Sales and due Diligence to determine appropriate funds to offer to ML… more
    Bank of America (07/18/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Buffalo, NY)
    …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual… more
    Bank of America (07/11/25)
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  • Group Director, Account Management (Traditional…

    Quad (New York, NY)
    …experience, directing teams on opportunities, needs, standards, and deliverables + Owns relationship with senior marketing leader, ie CMO level + Identify and ... based on client SOW + Ensure client retention by leading robust relationship review program and delivering long term strategic roadmaps + Identifying new… more
    Quad (06/13/25)
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  • Private Client Manager II

    Bank of America (New York, NY)
    …+ Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience ... experience in private banking (ultra high-net-worth space), business development and relationship management + Significant knowledge of banking and credit: general… more
    Bank of America (06/10/25)
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  • Client Service Supervisor

    Canon USA & Affiliates (New York, NY)
    …Responsible for developing and maintaining a partnership and successful working relationship with the Administrator. Responsible for ensuring the highest levels of ... service and client satisfaction. Maximizes customer satisfaction, add-on sales and profitability through structured planning and the management and development of… more
    Canon USA & Affiliates (06/02/25)
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