- Turner & Townsend (Byhalia, MS)
- …activities to include assisting the project team with minor projects within the client portfolio while primarily managing a larger TI project. + Monitoring ... of any scale. Our team is dynamic, innovative and client -focused, supported by an inclusive and fun company culture....to work with our team alongside a key technology client . The role will be responsible to manage the… more
- Cushman & Wakefield (Springfield, IL)
- …delivery of the long-term roadmap and final solution * Proactively analyze the client 's portfolio and provide support in identifying risks and opportunities * ... Title** Sr. BI Analyst **Job Description Summary** Cushman & Wakefield's Client Solutions Team seeks to provide technology-enabled solutions supporting increased… more
- Cushman & Wakefield (Maryland Heights, MO)
- …operational coordination to C&W transactions management professionals who are supporting a client 's dispersed portfolio of real estate locations around the ... and understand broker market surveys and deliverables prior to client delivery * Complete Portfolio reporting (eg...deliverables prior to client delivery * Complete Portfolio reporting (eg data manipulation, spreadsheet formatting) for … more
- BMO Financial Group (Chicago, IL)
- …practices. + Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio . + Builds ... + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. + Manages timely and… more
- BMO Financial Group (Brookfield, WI)
- …and risk analysis to make informed credit-granting decisions and assessments of portfolio health + Handles escalated client concerns and service requests, ... portfolio of strong relationships that ensures a superior client experience and drives financial performance. + Leads complex...+ Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client… more
- Cushman & Wakefield (Creve Coeur, MO)
- …a pivotal role in supporting strategic real estate decision-making across a dynamic client portfolio . This role blends data analysis, stakeholder engagement, and ... business case development to drive operational excellence and portfolio strategy. The ideal candidate thrives in a fast-paced, matrixed environment and is passionate… more
- Amalgamated Bank (San Francisco, CA)
- …Essential Job Functions: + Act as day to day relationship manager for assigned client portfolio . + Ensure respective Commercial Bankers are well informed of ... In this role, you will be responsible for providing client servicing and support within the Commercial Banking Division....client issues, request and opportunities for growth. + Serve… more
- City National Bank (Los Angeles, CA)
- …and communicates market developments and trends to salespersons, relationship managers, and assigned client portfolio . * Provides the sales desk with support and ... as well as executing and administering the pricing of retail and captive client transactions. This position is also responsible for assisting the FX advisors as… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …gain clarity on their financial future. Managing $600M in assets with an average client portfolio size of $1.5M, the firm goes beyond traditional financial ... strategic planning, and long-term success, the firm fosters strong client relationships built on trust and guidance. Job Title:...CPA firms for investment management support. + Participate in client meetings, take detailed notes, and follow up on… more
- HUB International (San Diego, CA)
- …to join our dedicated team supporting a top producer with a diverse client portfolio . While restaurant clients represent our primary focus (from white-glove ... escalation point for carrier and TPA concerns, advocating aggressively for client interests + Monitor claim reserves, settlement negotiations, and medical management… more