- City National Bank (Los Angeles, CA)
- * Client Servicing Manager Division Operations- Private Bank* WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private ... Bank management team on client servicing , operational risk management and compliance...manages the operational staff of a large Private Banking division . Manages risk associated with the operational aspects of… more
- Truist (Atlanta, GA)
- …may change from time to time. 1. Prepare for and lead effective client interviews and document interview results via narratives, flowcharts and process maps for ... and effectively communicate identified audit issues to Management and the Engagement Manager . 7. Develop advanced audit skills and begin developing risk assessment… more
- Truist (Charlotte, NC)
- …may change from time to time. 1. Prepare for and lead effective client interviews and document interview results via narratives, flowcharts and process maps for ... and root cause. 4. Communicate audit issues identified to Management and the Engagement Manager . 5. Identify and analyze risks and evaluate how the line of business… more
- HUB International (Norwell, MA)
- …own unique, regional culture. We currently have an opportunity for an **Account Manager ** . The selected employee will be responsible for servicing assigned ... submission to the Marketing Department regarding new and/or renewal coverage. + Prepare client proposals based on client 's needs, rates and coverages. + Prepare… more
- T. Rowe Price (Baltimore, MD)
- … while delivering and developing best of class capabilities. Role Summary The Client Account Services Sr. Manager - Insurance is responsible for managing ... the insurance sector with significant AUM at T. Rowe Price. The Sr. Manager will be responsible for high-volume account-specific client inquiries, ensuring… more
- JPMorgan Chase (Boston, MA)
- …contributing to the growth of our business. As an ETF Client Service Account Manager within our Securities Services division , you will play a pivotal role in ... experience, including fund administration, accounting, global custody operations, and asset servicing + Ability to understand the client organization including… more
- Southern Glazer's Wine and Spirits (Lakeland, FL)
- …for placing product orders on behalf of the Sales Rep + Responsible for servicing local stores and refilling existing displays of products to keep company products ... Company + Fill cold box and warm shelves at client account with products sold by the Company +...oversight of the shelf space in the chain territory manager 's accounts, consistent communication with the representative regarding changes… more
- Truist (Orlando, FL)
- …partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner ... partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner… more
- M&T Bank (Wilmington, DE)
- …members to participate in. You'll gain experience by: + Supporting the Relationship Manager with oversight of client relationships + Performing daily cash ... **Overview:** As part of the Loan Market Solutions Division , the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset… more
- House of Blues (Charlotte, NC)
- …performs special projects as delegated by the Director of Sales. The Logistics Manager is responsible for execution, servicing and detailing of assigned events ... communicate event specifics at Team Member Pre-Shift + Assures seamless transition for Client from Sales Department to Operations Manager during Event + Handle… more