- T. Rowe Price (Baltimore, MD)
- …working with other areas of the firm including, Sales, Distribution, Operations and Client Services. Supports Investment teams through all stages of the account life ... cycle from prospecting, onboarding, and ongoing client and product support. Responsibilities + Serve as a...of the Investment teams throughout all stages of the client account lifecycle-including new account onboarding, account updates, marketing… more
- BMO Financial Group (Barrington, IL)
- …Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. ... + Assist Private Wealth Advisors in market research of client and prospects + Assist Private Wealth Advisors in...key service contact for clients. + Takes ownership of client issues and collaborates with others to resolve or… more
- The Cigna Group (Phoenix, AZ)
- …Dedicated Wellbeing Strategist will partner with a Cigna National Accounts client to support wellbeing strategies. The Dedicated Wellbeing Strategist works closely ... with the client and their stakeholders, the Cigna Organizational Wellbeing Strategy...Tucson, AZ. Reliable transportation required. **General Responsibilities** Partner with client and key matrix partners to develop, implement and… more
- Truist (Charlotte, NC)
- …evaluation, on-going portfolio maintenance activities, data integrity, portfolio reporting and client support. Collaborate with deal team to maintain data integrity ... variety of internal and external sources to develop an assessment of client , competitor, property segment, market and industry risks and trends. **ESSENTIAL DUTIES… more
- BlackRock (New York, NY)
- …this role** The Global Partners Office (GPO) is a newly formed client business group responsible for helping BlackRock deliver differentiated capital and strategic ... creatively with fewer providers. GPO partners cross-functionally to drive client strategy, coordination, and execution of cross-functional partnerships globally for… more
- Cognizant (Boston, MA)
- …a Senior Consulting Manager, you will make an impact by driving client engagement, leading teams, and delivering contextual solutions that address complex business ... role, you will:** + Lead and direct a team of consultants through client engagements, business analysis, and solution development. + Align functional and industry… more
- JPMorgan Chase (New York, NY)
- …to finance their partnership equity purchases. Job Responsibilities: + As the new client 's main point on contact, you will be responsible for introducing the ... with internal teams to complete onboarding, including Know Your Client ("KYC") due diligence. + Partner directly with clients,...manage deal progression and closing ensuring an overall excellent client experience. + Act as primary owner of the… more
- MUFG (Chicago, IL)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...world.)** **Support RMs on administrative tasks and internal or client inquiries, such as regulatory reporting, documentation preparation and… more
- Neuberger Berman (New York, NY)
- …Private Wealth products and programs to life. You will own client -facing agreements and product related documentation, coordinate cross-functional tasks, and ensure ... cutover plans for launches, updates, and sunsets + Own the library of client agreements, and related artifacts; drive version control, accuracy, and timely updates +… more
- M&T Bank (Buffalo, NY)
- …with the goals of department and clients supported. Assists in managing client relations and expectations, as well as business relationships and technology solutions ... Technology Portfolio and Software Development. **Primary Responsibilities:** + Consult with client management in the analysis of short and long-range business… more