- Bank of America (New York, NY)
- …Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- Bank of America (New York, NY)
- …of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects ... UHNW Product Specialist (FX & FICC OTC Derivatives) New York,...with financial advisors and clients + Acts as the senior product representative on a client team… more
- Bloomberg (New York, NY)
- New Business Development Specialist , BloombergNEF - Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045460 ... individual to join our North America commercial team as a New Business Relationship Manager. The candidate will lead BNEF's business development efforts across the… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Credit Product Portfolio Specialist to support the Commercial Services portfolio team on customer credit ... a credit mindset to navigate the difficulties of mitigating risk, while satisfying client needs. This role requires a thorough understanding of factoring from a… more
- Teradata (Albany, NY)
- …world operationalize analytics at-scale on the Vantage platform. The AI Industry Specialist (AIS) is an experienced and expert seller comfortable working across ... growth from target customers and prospects. Comfortable with engaging with senior stakeholders they identify, co-lead and co-manage sales motions for opportunities… more
- Guardian Life (New York, NY)
- Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. **You are** + A team player ... to work effectively across functions to deliver successful results + A relationship builder who is comfortable engaging with internal and external partners,… more
- Citigroup (New York, NY)
- …management of CIM portfolios under the guidance of the team's senior portfolio manager(s). **Responsibilities:** + Daily portfolio management of model/custom ... accounts under the guidance of senior portfolio managers + Contribution to overall investment strategy,...and implementation of portfolio and risk guidelines + On-site prospect/ client interactions, client maintenance, and support of… more
- Guidehouse (New York, NY)
- …of the designated project team and support the day to day management of the client relationship . You are expected to effectively develop and manage work plans, ... Work products are expected to be high quality and client ready. In this visible role, you will lead...team meetings and guide, manage, and coach Consultants and Senior Consultants, providing constructive feedback on their project participation… more
- Outreach Development Corporation (Brentwood, NY)
- …with warm handoffs for ongoing care. The Intake Counselor also ensures that client admissions comply with the specific standards of contracting agencies and the ... with the Administrative Coordinator, between program locations to ensure client access to a prescriber within 24 hours for...of in house case management or peers. + Maintains relationship with appropriate outside agencies to stay informed of… more
- Casella Waste Systems Inc. (Clifton Park, NY)
- …in Casella's business products and services as well as customer service and client relationship management\. Can effectively manage assigned customer base, take ... 2\-3 years of progressively complex experience in the customer service and client relationship management field\. Demonstrates knowledge and competence in… more