- BMO Financial Group (KS)
- …in compliance with bank policies and procedures while maintaining an exceptional client service environment. + Negotiates loan structures and terms and conditions ... that align client requirements with the bank risk appetite and policies....+ Bachelor's degree required, Master's degree preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or… more
- CIBC (TX)
- …the tone and pace for the market by actively participating in new client acquisition and retention, and by identifying business development opportunities for local ... management metrics, ensuring portfolio quality and compliance. You'll organize client acquisition campaigns, collaborate with internal and external partners, and… more
- EPAM Systems (Houston, TX)
- …employee family that comprises EPAM. With an experience-laden team and hyper-focus on the client , we are proud of our record of taking clients From Start to Success ... assist with facilitation in requirements gathering sessions with the client + Assume hands-on project implementation duties including design, documentation… more
- Bank of America (Charlotte, NC)
- …while following established procedures. **Responsibilities:** + Maintains accuracy of client portfolio using internal and external comparison tools + Performs ... methods to enhance processes, further reduce risks, and boost client experience + Partners with colleagues on the trade...Associate's Degree or higher with a major in business, finance , accounting, economics or a related field + Experience… more
- Grant Thornton (Southfield, MI)
- …and related controls + Leverage analytics and automation solutions to deliver client services efficiently and effectively + Maintain a good working relationship with ... clients and work effectively with client management and staff at all levels + Work...technical skills and qualifications: + Bachelor's degree in Accounting, Finance , Information Technology, MIS, or a related field is… more
- Fortive Corporation (New York, NY)
- …construction line-item proposals + Ability to train contractors in Gordian software, client procedure and assist in client contract bidding + Communicate ... multiple accounts; develop positive working relationships with all customers. + Drive client retention, renewals, upsells and client satisfaction. + Work closely… more
- Charles Schwab (Austin, TX)
- **Your opportunity** As a Sr. Full Stack Developer within Client Service & Support (CS&S), you will have the opportunity to develop internal web tools and automation ... solutions that directly enhance the client service experience for Schwab's retail clients. Your work...you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances… more
- Wells Fargo (Chicago, IL)
- …Manager within the FCM team that is dedicated to delivering an exceptional client experience. The Product Relationship Manager plays a critical role in driving ... organic growth, defending existing revenue, and ensuring overall client satisfaction. This individual helps clients maximize the full breadth of the FCM product… more
- Citigroup (New York, NY)
- …North and Latin America for Citi Private Bank and Citigold / Citi Private Client distribution channels. The position will be the key lead to building and growing ... business, owning the platform end to end, improving the internal/external client experience, owning brokerage, trading, execution issues, drive enhancements to our… more
- IBM (Marlton, NJ)
- …Success will be measured by sales pipeline growth, deal signings, new client acquisitions, and broad market adoption of our AI-driven modernization solutions - ... GenAI, agent-based automation) and integrate them into our services to address client challenges. Define client needs and craft compelling modernization… more