- Raymond James Financial, Inc. (Deerfield, IL)
- **Job Summary** We are seeking to add a ** Senior ** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial ... markets, products and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Private Equity Client Relationship Senior Associate to join the team in New York, NY. The Private Equity Client ... cross-functional teams. Qualifications + Background in business development, sales, or client relationship management, ideally within professional services or… more
- City National Bank (Encino, CA)
- * RELATIONSHIP ASSOCIATE SENIOR -...on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in ... all aspects of providing exemplary client service and assisting clients with any branch transaction....with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... committed to delivering exceptional client service. The Senior Client Service Associate reports...Conduct performance evaluations and provide timely feedback to staff. Client Service & Relationship Management + Serve… more
- City National Bank (Los Angeles, CA)
- …* Develops new business through referrals and existing clients. Participates in client call program either independently or with Relationship Manager. Prepares ... *ACCOUNT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This person is...SUCCEED? *Required Qualifications** * Minimum 4 years experience in client service, banking operations or relationship management… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …connect and see whether this opportunity could be the perfect next step in your career. Senior Client Associate About the Role We're looking for a Senior ... wealth management team serving ultra‑high‑net‑worth clients. This role combines client relationship management, strategic planning support, and leadership… more
- Capital One (Mclean, VA)
- Senior Associate , Product Management - Client Acquisition & Management Experiences Product Management at Capital One is a booming, vibrant craft that ... a strong capacity to plan, execute, and deliver results, translating complex client and associate requirements into high-value, streamlined product solutions.… more
- JPMorgan Chase (Tempe, AZ)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial & Investment Bank, you ... solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews...to drive client satisfaction + Conduct annual relationship reviews with clients to identify potential customer-level fraud… more
- Vanguard (Scottsdale, AZ)
- …them fairly, and to give them the best chance for investment success." As a Client Representative, Senior Associate within our Brokerage & Investments Center ... margin trading, options, and fixed income instruments. + Strong interpersonal and client relationship management skills. + Customer-facing and/or inbound phone… more
- Raymond James Financial, Inc. (Little Rock, AR)
- …prospecting for new clients. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated,...Financial markets, products and industry regulations. **Skill in** * Client Relationship Management (CRM) software, or similar… more
- Raymond James Financial, Inc. (Stuart, FL)
- …markets, products and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management ... Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- T. Rowe Price (Baltimore, MD)
- …our ability to directly strengthen our corporate partnerships. We are seeking a Senior Relationship Manager dedicated to supporting two US Equity sectors across ... (TRPA) and T. Rowe Price Investment Management (TRPIM). The Senior Relationship Manager is a key partner...a key partner to our Research Analysts, Portfolio Managers, Associate Analysts, and Corporate Investor Relations teams. This role… more
- T. Rowe Price (Baltimore, MD)
- …Summary In partnership with management, the Senior Field Consultant Relationship Manager develops and executes client and consultant commercial strategies ... coverage. This individual is instrumental in driving retention, satisfaction, relationship deepening, and growth across institutional client segments-including… more
- Columbia Bank (Los Angeles, CA)
- …and policies applicable to underwriting and portfolio management. + Confirmed superior client relationship and internal partnering skills. Ability to work ... **About the Role:** Serves as the key banking relationship manager for assigned middle market client...small and large audiences. + Ability to negotiate/collaborate with Senior Credit Officers on credit terms and structures. +… more
- City National Bank (Charlotte, NC)
- * Relationship Manager Associate - Southeast Middle Market * WHAT IS THE OPPORTUNITY? Assists in the development and management of middle market relationships ... materials * Attends and participates in prospective / existing client meetings at the request of the senior...and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs… more
- Vanguard (Malvern, PA)
- …providing investment guidance. + Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. + Deliver ... high-quality, efficient service while anticipating client needs and offering proactive solutions. + Collaborate across...Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team… more
- Truist (Alexandria, VA)
- …experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, ... following job description:** Responsible for providing an industry leading client service experience both in person and on the...The annual base salary for this position is $45,760-$59,500. ** Senior Relationship Banker** + The annual base… more
- Regions Bank (Houston, TX)
- …the careers section of the system. **Job Description:** At Regions, the Commercial Relationship Manager Associate serves as primary coverage support for a ... Commercial Relationship Manager or team, assisting in the cultivation of client relationships by conducting research, staying abreast of client and industry… more
- Columbia Bank (Walnut Creek, CA)
- …sales skills, and credit and credit quality skills. + Very strong client relationship and internal partnering skills. Demonstrates high emotional intelligence. ... **About the Role:** Responsible for sourcing and developing full banking relationship with professional developers and sophisticated Commercial Real Estate (CRE)… more
- Bank of America (San Francisco, CA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Private Wealth Client Relationship Manager San Francisco, California...supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In… more
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