- Bank of America (New York, NY)
- Merrill Market Client Relationship Manager NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the… more
- JPMorgan Chase (New York, NY)
- … needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- Paychex (West Henrietta, NY)
- …industry. Responsibilities + Identifies and coordinates specific ongoing customized client service needs including plan design exceptions, documentation exceptions ... as requested by both client and Financial Advisor to ensure. + Develops and...for advisors and is responsible for maintaining a positive relationship with these essential business partners. Qualifications + Bachelor's… more
- Citigroup (New York, NY)
- …** Client Focus - Value Add and Driving Revenue** + Act as a senior client relationship manager for the Futures, OTC Clearing and FX Prime Brokerage ... Relationship Sales group within Prime Services is responsible for the overall client experience. The Relationship Sales role encompasses the following primary… more
- Bank of America (White Plains, NY)
- …** (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) ... Merrill Market Supervision Manager White Plains, New York **To proceed with...+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client… more
- HSBC (Scarsdale, NY)
- … experience to the valuable banking and wealth clients and increase the Wealth Relationship Manager 's client facing time. While the Wealth Relationship ... under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a... Manager is the defined owner of the client relationship , the Wealth Relationship … more
- Cushman & Wakefield (New York, NY)
- …includes interfacing with clients and C&W staff daily while maintaining a positive client relationship . The Consulting Manager would provide strategic ... **Job Title** Consulting Manager , Americas Strategic Consulting **Job Description Summary** The...clients all the while maintaining a high level of client satisfaction. + Primary focus is on the specific… more
- M&T Bank (Buffalo, NY)
- …leads based on client interactions and requests which come in via the client , Relationship Manager , Commercial Service Team, etc. Work with the clients ... + Assist Sales Consultants with pre-call research for large client opportunities. + Assist with the developing of proposals,...level based on feedback from the Sales Consultant or Relationship Manager . Sales Consultants are responsible for… more
- Citigroup (Hewlett, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (Plainview, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more