- Citigroup (New York, NY)
- …the individual will be responsible for optimizing and facilitating growth for the Client Financing product within the Prime Services business at Citigroup. The ... partners to develop the platform, manage risk, win new client mandates, increase share of wallet, drive revenue growth,...growth objectives are balanced with a risk mindset. Qualifications ( Director Level): + 10+ years of direct experience in… more
- JPMorgan Chase (San Francisco, CA)
- …JPMorgan Chase wealth services to best meet the objectives of each client . The Client Specialist provides high level advice and counsel, offers attractive ... wealth management solutions, and delivers a high level of service . As a Client Specialist within JP...a Trust Officer in instances where we deliver trust services to the client **Job Responsibilities** +… more
- Janus Henderson Investors (New York, NY)
- …superior financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing our core ... of Tier 3 accounts. + Liaise with National Account teammates on various client requests that require collaboration with various internal teams. These internal teams… more
- Highmark Health (Bismarck, ND)
- …SUMMARY** This job implements and administers strategic activities related to client retention, growth, and profitability of existing accounts within the assigned ... sales staff meet goals and standards. HNAS (Health Now Administrative Services ) offers flexible, cost-effective solutions for employee health benefits. HNAS is… more
- US Bank (Sarasota, FL)
- …and coordinates the activity of the Ascent team providing a full complement of services to the client group. Demonstrates an ability to identify, develop and ... in finance, accounting or other related field + 15 or more years of financial services experience + 10 or more years of experience with ultra high net worth clients… more
- Stanford Health Care (Palo Alto, CA)
- …Partners and Accountable Care Organization (ACO) Products, Stanford Medicine's Service Lines, Medical Office Buildings, and special projects. Brings innovative ... plans and closely monitors outcomes/metrics. + Builds and maintains strong client relationships with key stakeholders and departments throughout the organization. +… more
- Cognizant (Chicago, IL)
- **Life Sciences Client Partner (Senior Director ) based in Chicago, IL** **Location : Chicago, IL** **Overview** Client Partners play a key role in our growth ... accounts, responsible for growth, health, and prospects of account relationships. The Client Partner is the end-to-end account owner responsible for overall account… more
- Revel CPA (LA)
- …keep us delivering at our best. + Continuously Improving Team Efficiency and Client Services : Seeking ways to enhance team effectiveness and streamline workflows ... and help them grow in their roles. + Nurturing Client Relationships and Service Excellence: Maintaining high...while exploring new services and strategies to elevate our clients' businesses and… more
- Principal Financial Group (Chicago, IL)
- …our Private Fund Services team, leading end-to-end delivery of exceptional client service for our Private Fund Clients, orchestrating seamless collaboration ... address evolving client needs Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live… more
- S&P Global (New York, NY)
- …such as CLM Pro, Onboarding Accelerator, Outreach360, Request for Amendment, KYC Services , and Managed Service offerings. This individual will be responsible ... years of experience in client onboarding or client lifecycle roles within the financial services ...and shared success. + ** Client -Centric Approach:** Prioritize client needs to ensure exceptional service delivery… more
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