- Vaco by Highspring (Charlotte, NC)
- …to work autonomously with little direction Ability to upward manage hiring manager overseeing project delivery Strong interpersonal and relationship building ... OVERVIEW Our client base has ongoing, immediate needs for an...accounting activities, including general ledger preparation, financial reporting, year-end client audit projects, and the support of budget and… more
- Nuveen Investments (Charlotte, NC)
- **Wealth Client Relationship Manager ** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management ... are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. * Deeply curious with a demonstrated ability to… more
- TIAA (Charlotte, NC)
- **Wealth Client Relationship Manager ** The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client ... and Health Insurance License completed Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous… more
- Cognizant (Charlotte, NC)
- ** Client Relationship Manager -Banking & Financial Services** **Overview** Client Relationship Managers are key contributors to commercial side of ... Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned...the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a… more
- Cardinal Health (Raleigh, NC)
- …for regularly reviewing weekly, monthly & quarterly - program activities with the client . + Attend all program and client meetings, takes detailed meeting ... unresponsive. + Managing contract amendments and project change requests for the client . + Coordinates customer interactions with internal & external partners to… more
- …** (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 Charlotte, North Carolina **To proceed with your...+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client… more
- City National Bank (Charlotte, NC)
- …to understand their needs and provide tailored credit solutions. Participate in joint client interaction with Relationship Manager (s). WHAT DO YOU NEED ... with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager (s) to successfully manage credit account relationships.… more
- Truist (Greensboro, NC)
- …Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a ... America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software ... Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial... service. + Manages the full scope of a client relationship by evaluating the client… more
- UMB Bank (Raleigh, NC)
- …daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate + Act as point of contact ... for Commercial Banking clients for all servicing requests related to client relationship + Manage post-closing requirements such as exception citing's,… more
