- JPMorgan Chase (New York, NY)
- …reviewing information for underwriting, and collaborating with internal teams to complete onboarding , including Know Your Client ("KYC") due diligence. + Partner ... Management or Banking + A Bachelor's Degree + Demonstrated ability for sales and client relationship management + Strong communication, decision-making and… more
- BMO Financial Group (Chicago, IL)
- …("IR") and Foreign Exchange ("FX") needs. The team provides transactions to facilitate client requests along with identifying client needs and offering bespoke ... + Provides support to both internal and external stakeholders for an outstanding client experience. + Uses good judgement, speaks up with ideas when applicable and… more
- Neuberger Berman (New York, NY)
- …Qualifications:** + 2-5 years of experience in financial services, product operations, client onboarding , or project coordination + Bachelor's degree required; ... Private Wealth products and programs to life. You will own client -facing agreements and product related documentation, coordinate cross-functional tasks, and ensure… more
- Guidehouse (San Antonio, TX)
- …documentation + Perform fit-gap analysis between Salesforce functionality and client requirements + Develop innovative Salesforce solutions, involving declarative ... security clearance; candidates must obtain an approved adjudication of clearance prior to onboarding with Guidehouse + A BA/BS degree is required. + A Minimum of… more
- First Horizon Bank (Memphis, TN)
- …work load of assigned Treasury Management Sales Analyst for efficient onboarding and exceptional client experience + Gather data and prepare reports for ... Services value proposition + Prepare analysis pro forma and sales proposals for client presentations with the... presentations with the support of the Treasury Management Sales Analyst + Demonstrate proficient in knowledge… more
- Publicis Groupe (Chicago, IL)
- …flowcharts) + Responsible for presenting recommendations, soliciting feedback, and directing the Analyst (s) to apply client feedback to campaigns + Actively ... budget, and targeting development + Responsible for final QA before delivery to client and launch + Responsible for Analyst (s) management of campaign budgets,… more
- Janus Henderson Investors (Denver, CO)
- …and written communication skills + Analytical Skills: Ability to analyze market trends, sales trends, and client needs to assist in developing strategic ... for those pursuing a career in account management or analyst relations, providing exposure to the many facets of...of working with both internal stakeholders and wealth intermediary client firms. + Complete client requests both… more
- Publicis Groupe (Chicago, IL)
- …flowcharts) + Responsible for presenting recommendations, soliciting feedback, and directing the Analyst (s) to apply client feedback to campaigns + Actively ... budget, and targeting development + Responsible for final QA before delivery to client and launch + Responsible for Analyst (s) management of campaign budgets,… more
- Publicis Groupe (New York, NY)
- …flowcharts) * Responsible for presenting recommendations, soliciting feedback, and directing the Analyst (s) to apply client feedback to campaigns * Actively ... budget, and targeting development * Responsible for final QA before delivery to client and launch * Responsible for Analyst (s) management of campaign budgets,… more
- US Bank (Los Angeles, CA)
- …and handling trade execution (including pricing negotiation and XVA requirements; completing client onboarding processes; backing up colleagues as it relates to ... and maintaining mutually beneficial relationships at all levels of client organizations (from analyst to CFO), as...sensitive FX transactions + Track record of prospecting and onboarding new client relationships + Well-developed verbal… more