- M&T Bank (Costa Mesa, CA)
- **Overview:** Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, ... for GCM transactions. Serves as main point of contact with the M&A client and internal and external service partners to follow short and long-term strategies… more
- Antech Diagnostics (Seattle, WA)
- …to identify customer needs and schedule meetings for Diagnostic Sales Managers on the account team + Update and maintain client records. + Work prospects through ... useful services. The DSA performs sales calls to resolve client issues, close deals and generate revenue. **Essential Duties...closely with sales and marketing management to identify new account or product placement opportunities. + Follow up on… more
- BMO Financial Group (West Palm Beach, FL)
- …for prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Negotiates directly with ... May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and best practices. + Ensures timely resolution of… more
- Financial Partners Credit Union (Downey, CA)
- …internal clients with product/ servicing process questions. + Troubleshoot and resolve client loan issues. + Ensure account compliance with regulations, policies ... must have current or previous Loan Servicing experience. The Loan Servicing Specialist is responsible servicing all loans including Consumer, Residential Real Estate… more
- Deloitte (Jericho, NY)
- …ServiceNow risk and security services in the following areas based on the client 's immediate and long-term needs. By coupling our business and cyber risk process ... integration with our security domain leaders across Risk & Financial Advisory, Deloitte can provide a full spectrum of...programs ranging from keeping the lights on for the client 's environment (eg upgrades, access help desk) to full-service… more
- Zions Bancorporation (Las Vegas, NV)
- Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in ... Director of Investment Management. The Portfolio Manager (PM) role is 30-40% client facing and works closely with other Wealth Management team members, especially… more
- Access Dubuque (Dubuque, IA)
- …Cottingham & Butler/ SISCO Account Manager Cottingham & Butler/ SISCO Client Accounting Services Intern Eide Bailly Accounting Specialist Cottingham & ... False True **Job Details** Categories Accounting/Auditing Arts and Entertainment Banking/Mortgage/ Financial Services Casino Clerical/Office Administration Food and Beverage Location… more
- MetLife (Whippany, NJ)
- …and real estate. Visit us at www.metlife.com/investments to learn more. The product specialist group is focused on product management and strategy across the private ... and corporate private placements. The goal of the product specialist team is to serve as the liaisons between...is to serve as the liaisons between MIM's Institutional Client Group ("ICG"), with its prospective and existing third-party… more
- Comerica (New York, NY)
- …Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica ... trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The Trust Advisor… more
- WTW (Portland, OR)
- …and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels ... of the client organization. You will substantially contribute to the management...carrier information, summary plan descriptions and certificates + Engaging specialist resources and subject matter experts in health management,… more