- Cushman & Wakefield (St. Louis, MO)
- **Job Title** Portfolio Administration , Client Relationship Manager (CRM), West Region **Job Description Summary** Responsible for driving profitability, ... overall client satisfaction and exceptional service delivery for all assigned Portfolio Administration accounts within the assigned region. Provide… more
- Commerce Bank (St. Louis, MO)
- …investment committees by providing complete and timely information about assigned client portfolios + Maintain constructive, pro-active working relationship with ... estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team… more
- Regions Bank (Clayton, MO)
- …the system. **Job Description:** At Regions, the Credit Products Commercial Portfolio Analyst provides analytical support to Credit Products Commercial Portfolio ... candidate will be expected to develop strong working relationships with client management, internal teammates, credit officers, and other bankers. **Primary… more
- BMO Financial Group (Lee's Summit, MO)
- …client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... management, commercial cards and cross border/international fee income. In addition, the Relationship Manager will be tasked with leveraging the bank and delivering… more
- Commerce Bank (Kansas City, MO)
- …tailored banking solutions + Work collaboratively across multiple teams, including portfolio management, treasury services, credit administration , and other ... Functions + Serve as the primary consultative advisor for an assigned portfolio of diverse and complex not-for-profit and healthcare relationships, ensuring high… more
- Commerce Bank (Kansas City, MO)
- …estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team ... wealth management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals. Commerce Trust… more
- Dickinson Financial Corporation (Kansas City, MO)
- …responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking. + Responsible ... delegation of duties and oversight of work. + Maintains proficiency in Salesforce Client Relationship Management tool and nCino, the Bank's automated loan… more
- Cushman & Wakefield (St. Louis, MO)
- …parameters * Oversee negotiations and management of transactions * Collaborate with portfolio administration team to help ensure data accuracy * Coordinate ... management. **Job Description** ESSENTIAL FUNCTIONS AND RESPONSIBILITIES General: * Implement portfolio plans with client 's real estate goals and objectives… more
- Cushman & Wakefield (St. Louis, MO)
- …Summary** This position leads and manages the strategic sourcing, contract administration , vendor relationship management and overall operations for all ... Sourcing Manager, this role leads and manages the strategic sourcing, contract administration , supplier relationship management, and overall operations for all… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …high level of client service. * Manages the full scope of a client relationship by evaluating the client 's financial needs, investment opportunities, ... policies, mission, strategies, and compliance guidelines. **Skill in:** * Operating client relationship manager system and other required software applications… more