- Bank of America (New York, NY)
- …MBA) + Knowledge of private markets **Skills:** + Analytical Thinking + Customer and Client Focus + Financial Management + Presentation Skills + Risk Management ... are guided by a common purpose to help make financial lives better through the power of every connection....Description:** Acts as the senior product representative on a client team and is solely responsible for all product… more
- Jet Aviation (Teterboro, NJ)
- …this full-spectrum advisory role sits at the intersection of aviation expertise, financial stewardship, and client advocacy, while representing a globally ... Client Aviation Director Location: Teterboro, NJ, US, 07608...seemingly flawless execution. Your advice will marry technical and financial insight with a nuanced understanding of private aviation,… more
- US Bank (Harrisburg, PA)
- …are the first line of contact for client service requests. Client Relations Consultants should understand financial markets and how markets impact ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...you excel at-all from Day One. **Job Description** The Client Relations Consultants interact with clients daily, serving their… more
- Bank of America (San Francisco, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily… more
- S&P Global (Boston, MA)
- …communication skills **Additional Preferred Qualifications:** + Previous work experience in a client -facing role + Interest in financial markets, data and ... diverse customer base, including some of the world's largest financial institutions. **The** **Impact:** We are seeking a junior... institutions. **The** **Impact:** We are seeking a junior Client Services Associate to join our dynamic and global… more
- Publicis Groupe (New York, NY)
- …the responsibility of leading a team and providing outstanding leadership to the assigned client while achieving the agency's financial goals for the client . ... more at https://www.marsunited.com/. **Overview** We're looking for a Senior Vice President, Client Leadership to lead several clients across our network. The SVP… more
- Wells Fargo (Mclean, VA)
- …to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information ... client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate Microsoft… more
- Wells Fargo (Danbury, CT)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information ... client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate Microsoft… more
- Compass Group, North America (Costa Mesa, CA)
- …Services. * Assist managers and directors with preparing business reviews and client financial presentations. **Technology & Systems** * Utilize Microsoft Excel, ... and Outlook. * Strong communication skills, including the ability to create client -facing presentations and clearly explain financial information. * Ability to… more
- BrightSpring Health Services (Arlington, TX)
- …and business support functions including Revenue Cycle accounts receivable responsibilities, client financial and benefits record maintenance, accounts payable, ... for the oversight of operational revenue analysis, ensuring verification of client admission, and authorization and/or eligibility of services. The Business Manager… more