- Bloomberg (New York, NY)
- …and operational support across the organization. Our Team is responsible for managing client account database for all Lines of Business. We are at the frontline ... of client interaction, delivering exceptional service while collaborating with key...account and order creation, contract generation, execution, and document retention /archival. Your expertise will directly contribute to Bloomberg's ability… more
- Citigroup (Palo Alto, CA)
- …clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a ... seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the… more
- KeyBank (California, PA)
- …leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions ... no bank will fight harder for them. **Essential Functions** + Embodies a strong client experience culture, being present with every client and teammate and… more
- Citigroup (Placentia, CA)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- Truist (Norcross, GA)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- CBRE (New York, NY)
- …to lead the FM related decarbonization & sustainability program for a global client operating in the Financial sector. Blending client facing strategic ... of work, the Director of Sustainability will be responsible for leading the client 's IFM-based net zero transition. Operating as a senior leader, the Director of… more
- Citigroup (Los Angeles, CA)
- …of own team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class Investments platform, ... as a part of our core client coverage team + Partner with sales teams to...include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical,… more
- TD Bank (Burlington, VT)
- …needs, reviewing financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central point of contact, ... responsible for providing client service & developing the relationship to achieve greater...delivering legendary service during every customer interaction to maximize retention and growth + Ensures all NEW clients receive… more
- Citigroup (New York, NY)
- …on Investments + Assist the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals to ... new clients/prospects, and coordinate client events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client… more
- Citigroup (Los Angeles, CA)
- …+ Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals ... to new clients/prospects, and coordinate client events + Client /prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain… more