- Huntington National Bank (Chicago, IL)
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client 's Wealth Plan. Duties and Responsibilities: + Builds relationships with existing and new clients and… more
- Citigroup (Falls Church, VA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Manager SAFE Act is a...The Wealth Relationship Manager SAFE Act is a seasoned professional role....skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (River Forest, IL)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Manager SAFE Act is a...The Wealth Relationship Manager SAFE Act is a seasoned professional role....skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (Boca Raton, FL)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Manager SAFE Act is a...The Wealth Relationship Manager SAFE Act is a seasoned professional role....skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- City National Bank (New York, NY)
- …loan structure, collateral analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager , Team Manager ... determining appropriate credit strategy. * Provides input to the Relationship Manager and Team Manager ...based on information provided by the Relationship Manager . * Performs quarterly financial reviews of client… more
- Parsons Corporation (Altamonte Springs, FL)
- …in project meetings with clients, sub-consultants, and contractors as necessary + Utilize Client Relationship Manager (CRM) to accurately report and track ... junior staff, manage project delivery and coordination, support permitting and client engagement, and contribute to business development and team growth. **What… more
- VentureTech Solutions (Plantation, FL)
- …Manager , Business Development, Inside Sales, Account Manager , Business Development, Client Relationship Manager , Client Relations Specialist, ... as part of a team to continuously improve our counseling services and client outcomes. - Participate in professional development opportunities to enhance your skills… more
- Huntington National Bank (Charlotte, NC)
- …analyzing and resolving complex problems with accounts. + Works directly with the client and/or relationship manager to obtain financial information or ... Description Summary: HFA Service Specialists provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities… more
- HUB International (Nashville, TN)
- …Reporting to the President of MSO, this executive level position is a strong client relationship manager and employee benefits expert. Further, this role ... other possible options that would enhance or meet the client goals. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Provide a...10+ years of experience within employee benefits + Hands-on manager who enjoys mentoring and direct management of staff… more
- Verdantas (Fort Mitchell, KY)
- … client while developing business development and selling skills. + May serve as client relationship manager for a limited number of clients. + May ... of action and reviewing results for accuracy and thoroughness in meeting client 's needs. + Compliance with regulatory and permitting requirements. + Prepare various… more