- Creative Financial Staffing (Mountain View, CA)
- …up new accounts for service. KEY DIMENSIONS Act as primary point of contact and relationship manager for client , family and outside service providers Deliver ... and accurate manner Prepare Excel worksheets containing analysis of client financial data such as broker analysis...Manager to possible leads for cross-selling and for client asset protection issues. Downloading data from brokerage, bank… more
- Axis (Hartford, CT)
- …available upon request for candidates taking part in the selection process. **Strategic Broker Relationship Leader - Vice President** **New York, New Jersey, ... Connecticut or Philadelphia - Hybrid** The Strategic Broker Relationship Leader will be part of...Head of North American Distribution Retail as the Strategic Broker Manager for key broker … more
- Humana (Sacramento, CA)
- **Become a part of our caring community and help us put health first** The Broker Relationship Manager develops and maintains relationships with small and ... medium-sized accounts. The Broker Relationship Manager work assignments...specific customer problems. Meets targets through cultivation of new client relationships and development of productive relationships with existing… more
- TD Bank (White Plains, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of ... clients in the high net worth segment. The Private Client Relationship Manager II will...CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements… more
- HUB International (Manchester, NH)
- …maintain their own unique, regional culture. We currently have an opportunity for a ** Client Relationship Manager ** . The selected employee will be ... become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk...responsible for assisting the Producer and Client Relationship Analyst with client … more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …along the way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team! We are looking for ... someone to serve as the primary client liaison for high complexity clients. You will solicit...delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At… more
- Bank of America (Charlotte, NC)
- Sr Relationship Manager II- Client Services Specialist-Global Market Operations Charlotte, North Carolina **Job Description:** At Bank of America, we are ... a liaison between Core Settlement Operations and our Fixed Income Prime Broker client base. Candidates will be responsible for escalation and resolution of… more
- The Hartford (San Francisco, CA)
- Client Relationship Manager - SA08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and ... by effectively assessing customer concerns. + Effective Pro-Active Customer / Broker Interface. Effectively plans for and schedules meetings with clients with… more
- ReSource Pro (Hartford, CT)
- Do you enjoy influencing a meaningful long-term relationship with top-tier clients? Does working strategically to collaborate with business partners across ... geographies, and business units to manage client operations excite you? Your role ReSource Pro, a...high profile, customer-facing role that creates a trusted partner relationship with our clients and helps them move their… more
- HUB International (Wilmington, MA)
- … Manager ** . The selected employee will be responsible for assisting the Client Relationship Manager (CRM) with client relations and service ... HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and… more
- Jack Link's (Minneapolis, MN)
- …Jerky, BiFi and Peperami. We are looking for a IT SAP S4 Business Relationship Manager (BRM) Finance working as a senior-level, strategic business partner with ... initial vendor relationships and maintains a forward-looking view of vendor direction. + Relationship Building: Act as the liaison and broker for IT resources… more
- Guardian Life (Chicago, IL)
- The Client Manager Associate, Premier Market will assume overall responsibility for leading a client book of business in the 2-99 life space. They will be ... individual to be an ambassador to the business! The Client Manager Associate is directly and/or indirectly...alternative plan options, and add issue quotes to the broker /producer/ client . + Review experience and utilization reports… more
- AIG (Philadelphia, PA)
- …reimagining the way we help customers to manage risk. Join us as a Claims Client Service Manager to play your part in that transformation. It's an opportunity ... How you will create an impact As the Claims Client Service Manager , you will be the...Acting as chief liaison between AIG Claims and insured, broker , TPA, and AIG partners including UW, Distribution/ Client… more
- Morgan Stanley (Purchase, NY)
- …York, London, Hong Kong, Dublin, Glasgow, Bangalore and Mumbai. We are seeking a client facing Account Manager for our NYC and Purchase, NY office. *Principal ... (M/F/Disability/Vet). **Job:** **Fund Services* **Title:** *Fund Services - Hedge Fund/PE Client Facing Account Manager * **Location:** *New York-Purchase*… more
- Eastern Bank (Boston, MA)
- … portfolios. + Develops and executes long-term strategic and tactical plans to meet client objectives. + Works with Relationship Managers on trust, estate, and ... **Summary:** Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts. Commodities… more
- UNUM (Clayton, MO)
- …team. Help us help others, and join Team Unum today! **General Summary:** The Client Manager Associate (CMA) is in training to be responsible for proactive ... provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring… more
- TD Bank (Hartford, CT)
- …Description:** The Private Client Investment Advisor partners with Relationship Manager to provide comprehensive investment services including sophisticated ... book of business. (ie, fiduciary vs. suitability) + Partners closely with Private Client Relationship Managers to ascertain potential investment needs of TD… more
- HUB International (Atlanta, GA)
- …and expertise in carrier processes to mitigate issues and advocate for desired broker and client outcomes, to include ongoing service inquiries, plan amendments, ... solve problems, create a better experience, and produce results for our broker , carrier, and benefits technology partners. We pride ourselves on encouraging… more
- NRG Energy, Inc. (TX)
- …for NRG's customer portal, OAM, as it relates to activities supporting the Key Client Services customer and broker portfolio + Assess and suggest new ... www.nrg.com. Connect with NRG on Facebook, Instagram, LinkedIn and X. Job Summary: The Key Client Service Analyst, a member of the Key Client Services team, is… more
- WTW (Short Hills, NJ)
- The Client Advocate supports client relationship and strategy at the insurance program level, in conjunction with a Senior Relationship Manager on ... WTW resources to provide coordinated service and placement to meet the client 's insurance and risk management needs. Through their understanding of the business,… more