- Canandaigua National Bank & Trust (Pittsford, NY)
- … Client Risk assessments. + Identifies business development opportunities within client portfolio to assist with attaining cross departmental referrals from ... Services clients. This position is responsible for the day-to-day administration of client accounts including funds transfers, client service and on-going… more
- S&P Global (Dallas, TX)
- …Services Team. S&P's WSO (Wall Street Office) provides real-time access to our client 's portfolio and reporting insights for active asset management and deal ... The Associate Director will manage a dynamic team, responsible for all client -facing operations-related items, data research, and processing functions on the Special… more
- MUFG (New York, NY)
- …numerically and dynamically, focusing on its business culture, external environment, client portfolio , resources, and requests from headquarters. + Formulate ... the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- Citigroup (New York, NY)
- …managers + Contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines + On-site prospect/ client interactions, ... risk of client accounts and utilize quantitative tools to analyze portfolio exposures and risk-factors + Participate in investment meetings and work closely with… more
- KeyBank (ME)
- …**ESSENTIAL JOB FUNCTIONS** **Technical** + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment ... allocation, and portfolio execution + Monitor cash levels including portfolio additions/withdrawals, overdrafts, + Client reporting and book management tools… more
- TIAA (Pasadena, CA)
- …investment portfolios informed by market conditions and economic trends. + Recommends portfolio adjustments to grow client 's net worth based on industry ... ** Portfolio Manager** The TIAA Private Asset Management ...of asset allocation strategies. It requires strong market knowledge, client -facing confidence, and the ability to manage portfolios that… more
- AON (Los Angeles, CA)
- …to the clients which will reduce the Total Cost of Risk (TCOR) of the client 's property portfolio . We are looking for candidates in Southern California and the ... clients which will reduce the Total Cost of Risk (TCOR) of the client 's property portfolio . We are looking for candidates in Southern California and the Mid… more
- Huntington National Bank (Oklahoma City, OK)
- …trends and keep management fully informed on all key factors of the portfolio , client relationships, market trends and the competitive environment. Credit ... will personally originate, manage, service and grow an assigned Commercial Loan Portfolio within the Corporate Mortgage Finance Group and support deal flow, tracking… more
- The Cigna Group (Bloomfield, CT)
- …within HPD and is responsible for all day-to-day activity of his/her assigned HPD client portfolio and account teams while ensuring that all Service Level ... operations leader to our front line Account Managers. This client facing OD will report to a Sr. Operation...(SLA) meet or exceed their contractual obligations; thereby driving client satisfaction and retention. Additionally, this role will be… more
- Flatirons Bank (Longmont, CO)
- …services, and financial regulations. + Proven ability to manage and grow a client portfolio . + Excellent interpersonal, written, and verbal communication skills. ... consumer and business clients. This individual is responsible for deepening client engagement through tailored financial solutions, including deposit services and… more