- Raymond James Financial, Inc. (Chicago, IL)
- **Job Summary** We are seeking to add a ** Senior ** **R** **egistered Client Relationship Associate** to join our growing, high-performing financial services ... markets, products and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management… more
- KeyBank (Salt Lake City, UT)
- …investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... relationship team to execute and advise on the client 's needs. The RM is responsible for serving high...relationship . + Develops a comprehensive understanding of the client 's needs, based on the review and analysis of… more
- Raymond James Financial, Inc. (Boston, MA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... markets, products and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management… more
- PNC (San Francisco, CA)
- …an opportunity to contribute to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will ... and may mentor others. + Manages effective network of senior internal and external relationships, such as community and...needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building,… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER SENIOR * WHAT IS THE...Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to ... Licensing Act of 2008" (Safe Act) and must be registered /licensed with the "Nationwide Mortgage Licensing System and Registry";...accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. *… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be ... communication after initial introduction. + Maintains timely, accurate and complete sales/ client relationship management administration tasks as determined by… more
- Citigroup (San Francisco, CA)
- …their primary point-of-contact with internal partners and clients, as they manage end-to-end client onboarding to ensure client relationship transition is ... The Registered Wealth National Client Onboarding Specialist...and operational solutions for clients and prospective clients of Senior Wealth Advisors (SWA) of Citi Personal Wealth Management.… more
- Citigroup (San Antonio, TX)
- …clients via our Citibank branch-based advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be ... out highest level of support from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional… more
- PNC (Clayton, MO)
- …certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk ... Building, Relationship Management **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making… more
- PNC (MO)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision ... Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision… more