- 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
- 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
- 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
- Bloomberg (New York, NY)
- …in establishing, developing and maintain key relationships within strategic accounts, including senior client relationships at CxO levels - Ability to work ... Tech Sales Specialist , Enterprise Data Sales - Bloomberg Financial Solutions...Financial Solutions Location New York Business Area Sales and Client Service Ref # 10046812 **Description & Requirements** Bloomberg… more
- 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
- 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
- Bank of America (Flushing, NY)
- …Qualifications: * Has a minimum of one year demonstrated sales experience in a relationship -oriented and client -centric environment * In lieu of one year of ... Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at... Experience Branding * Client Management * Client Solutions Advisory * Relationship Building *… 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
- First Horizon Bank (New York, NY)
- …+ Conduct regular Treasury Management training sessions and product updates for relationship managers and client support personnel. + Regularly manage and ... **Location:** On site at location listed in job posting **Summary:** The Senior Treasury Management Sales Officer is responsible for Treasury Management sales… more