- JPMorgan Chase (Jersey City, NJ)
- …you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. As a Client Service Account Manager within the ... Do you love managing a large portfolio of clients? If so,...you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize… more
- American Express (Albany, NY)
- …+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + ... define the future of American Express. The GCS US Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many… more
- Matter Family Office (Denver, CO)
- …payments of income and property taxes, and overall coordination. + Coordinate private client loans by managing promissory notes, tracking loan activity, and ... 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth. Matter associates...status updates. + Manage and maintain the organization of client information within financial planning systems, CRM… more
- TTEC (Austin, TX)
- …smiles is what we do at TTEC for you and the customer. As a VP, Client Success working remotely or at our principal place of business in Austin, Texas, you'll be ... & CPG, this experienced executive will lead a specialized client portfolio across retail clients representing the TTEC Engage...business needs to position TTEC as a value-add strategic partner to best support their objectives. To be successful… more
- Citigroup (New York, NY)
- …and will work closely with the business teams and finance partners to harmonize financial attributions to the client level to ensure alignment of firm down ... return hurdles in conjunction with business partners + Partner with the product teams to improve efficiency, effectiveness,...+ 5+ years of relevant experience + Experience in financial services and Client analytics + Demonstrated… more
- JPMorgan Chase (Chicago, IL)
- …complex client requirements. + Support Sales in solutioning and managing deal stages, including pricing, pipeline planning, and account planning. + Collaborate ... + Define and document development requirements for product design improvements based on client feedback. + Partner with Product Management to ensure effective… more
- Aegon Asset Management (Cedar Rapids, IA)
- …+ Plan and execute internal and external communications with plan sponsors, financial advisors and third-party administrators based on client preferences and ... in a business field or equivalent experience + Two years of financial services industry experience including client management, installations/conversions, or… more
- World Wide Technology (Boston, MA)
- …with an extended team, calling at all levels with customer's organization, and managing partner relationships. The well-being of WWT employees is essential. So, ... the opportunity using available resources such as customer and partner network, WWT Executives. + Learn the client...market selling solutions and a successful sales track record managing accounts in a growing business environment. + Candidate… more
- HUB International (Long Beach, CA)
- …creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud ... a generous 401k plan and more! **THE OPPORTUNITY:** The Client Service Director (CSD) is a critical leadership position...cause issues that are getting in the way of financial health of the accounts and/or books of business.… more
- Walmart (Hoboken, NJ)
- …shopper marketing sales, eCommerce sales, or retail advertising sales. 5 years' experience managing client accounts. 5 years' experience as a strategic advisor ... growth for categories not traditionally sold at Walmart (eg, Auto, Financial Services, Travel, QSR, Insurance). Our full-funnel solutions-backed by in-store and… more