- JPMorgan Chase (Tampa, FL)
- …leader as trade advisor for complex Letter of Credit transactions. The assigned client portfolio may be comprised of operating transactional accounts and complex ... and resolve customer requests + Manage dedicated Standby Letter of Credit client portfolio having frequent interactions with internal/external clients, working… more
- First Horizon Bank (Key Largo, FL)
- …per policy. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Manage independently a significant client portfolio for the bank and/ or manage multiple Relationship ... Provide mentoring and training to other bank associates, including Private Bankers, Portfolio Managers, and Client Relationship Assistants. + Maintain proper… more
- Truist (Atlanta, GA)
- …for Wholesale Banking clients and actively manages a Middle Market or CML portfolio . Includes day-to-day client interaction, managing portfolio risk and ... externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes… more
- RGP (San Francisco, CA)
- … Client Development will have the opportunity to build and manage a client portfolio while collaborating with teammates to achieve key business objectives. + ... We are seeking a Director, Client Development, who will play a key role...the sales activity and results within a defined business portfolio , achieving established KPIs and performance metrics + Develops… more
- Robert Half Finance & Accounting (San Jose, CA)
- …respond promptly + Track client scheduling and meeting documentation + Reconcile client portfolio accounts with custodial records + Provide weekly updates on ... strong support from a well-established team and gain hands-on experience in client relations, portfolio operations, and investment analysis. Position Overview… more
- Elevance Health (Chicago, IL)
- …and technology projects with oversight, interpret complex and detailed requirements, manage the client portfolio to the client contract and regulatory ... TPA - Dental** will be responsible for managing a business-to-business (B2B) client partnership within the Specialty Benefits portfolio , which includes dental,… more
- BlackRock (Atlanta, GA)
- …**Key Responsibilities** + ** Client Onboarding and Implementation** + Lead new client portfolio and critical client change activities (eg, investment ... BlackRock's Multi-Asset Strategies and Solutions (MASS) group delivers whole portfolio investment solutions to Outsourced Chief Investment Officer (OCIO), Fiduciary… more
- Wellington (Boston, MA)
- …with those of our clients. **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent a range of Wellington ... however, must be willing to travel as needed. The Portfolio Advisor will work in close partnership with other...passion - The successful candidate will have a strong client and relationship management skills and be capable of… more
- Principal Financial Group (Des Moines, IA)
- …and other relevant financial analysis. Address less complex consultant and client questions regarding portfolio analysis. + Information Management and ... **What You'll Do** The Real Estate Equity Portfolio Management team is currently recruiting for a Portfolio Analyst II. In this role, you will provide analytical… more
- Capital One (Houston, TX)
- …clients + Understand and promote bank products + Maintain and promote client relationships **Primary portfolio or asset management responsibilities may ... Associate, Specialty Underwriter & Portfolio Manager - Energy, Power and Renewables The...Manager - Energy, Power and Renewables The Underwriting and Portfolio Management organization is responsible for working with internal… more