- City of New York (New York, NY)
- …Your Role: Client Services Specialists in the Division of Tenant Resources are expected to perform customer service based functions to provide necessary and ... ("HAS") consists of the divisions of Housing Opportunity, Tenant and Owner Resources , Housing Stability, Budget and Program Operations, and Program Policy and… more
- Bloomberg (New York, NY)
- …and adoption. In addition to software development, you will be expected to create resources and client -facing content that is both strategic in its appeal to ... Bloomberg is a global leader in business and financial information, news and insight, and we use...Tokyo and Sydney, and work collaboratively with our Account Management teams, Product Development and R&D teams. What's the… more
- Citigroup (New York, NY)
- …the heart of a global financial institution? Then bring your skills in client engagement, analysis and process management to Citi's Client Solutions ... senior position responsible for Custody product solutions tailored to our Asset Management client segment. Responsibilities include: + Define our Custody product… more
- JPMorgan Chase (New York, NY)
- … goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash management , currency, asset ... investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management ...focus + Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more… more
- JPMorgan Chase (New York, NY)
- …enterprise relationships. **Job Responsibilities** + Work collaboratively with DCIS Client Advisors, Retirement sales management , Retirement Insights, product ... and skills** + 10+ years in the Defined Contribution market, Institutional Investment Management sales, relationship management and client coverage +… more
- S&P Global (New York, NY)
- …as a pipeline for our anticipated roles.** **The Roles** : S&P Global Client Management /Sales Roles - PROSPANICA Career Expo **The Locations:** United States ... and structured manner. + Demonstrate sound ability to analyze client information quickly, respond logically, and use data to...time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new… more
- Bank of America (New York, NY)
- …include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and ... Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and… more
- Citigroup (New York, NY)
- …key capabilities pertaining to: + Marketing and Content + Research + Financial Resources Management + Client data and Analytics + Business Development + ... Institutional Credit Management This role will report into the ** Client Control - Non-Regulatory Engagements, Policies, Regulations, and Issue Remediation Lead… more
- City National Bank (New York, NY)
- …Discuss changes to strategies with the CNS IO. + Keep current on client 's financial information while ensuring that clients understand the solutions being ... ** CLIENT MANAGER** **WHAT IS THE OPPORTUNITY?** Is primary...Degree or equivalent + Minimum 10 years of relationship management experience in financial services; preferably one… more
- Bank of America (New York, NY)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations… more
- Bank of America (New York, NY)
- …experience - broad experience across all areas of HR + Extensive experience in client management around complex strategic HR issues such as talent management ... Human Resources Manager - Global Corporate & Investment Banking...Global Corporate & Investment Banking or Global Markets Program Management New York, New York;Charlotte, North Carolina **Job Description:**… more
- Bank of America (New York, NY)
- …and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide ... deepen existing relationships. Key responsibilities include advising on the client 's financial needs and the full array...CTFA, CFM or JD a significant plus **Skills:** + Client Management + Client Solutions… more
- WTW (New York, NY)
- …insurance program level. This role works in conjunction with a Producer and Client Advocate within our Financial Institutions and Professional Services Industry ... providing all service, escalation, and placement to meet the client 's insurance and risk management needs. The...Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience… more
- Guardian Life (New York, NY)
- … Executive who will be the main contact for their clients' ongoing relationship management . The Client Executive is directly accountable for client ... **You will:** + Assume overall responsibility for managing sophisticated Plan Holder/ client accountswith the objective of ensuring that client satisfaction,… more
- MTA (New York, NY)
- Manager IT Client Support Job ID: 8279 Business Unit: MTA Headquarters Location: New York, NY, United States Regular/Temporary: Regular Department: IT Client ... Support Date Posted: Oct 30, 2024 Description JOB TITLE: Manager IT Client Support SALARY RANGE: $156,275 - $184,456 HAY POINTS: 805 DEPT/DIV: Office of Information… more
- City of New York (New York, NY)
- …the situation. APS ensures that medical and psychiatric services, eviction prevention, financial management , home care, legal services and as last resort, ... provided. Case managers and their supervisors provide the case management to assess client risks and establish...one (1) Administrative Accountant, NM-I to function as Director, Financial Management Services, who will: Under general… more
- Morgan Stanley (New York, NY)
- …by local management * Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors *EDUCATION, EXPERIENCE, ... corporate actions with clients at the direction of Financial Advisors * Prepare financial plans, client reports, and other materials for client meetings… more
- M&T Bank (New York, NY)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management . Delivers on the Client Service ... strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of… more
- TD Bank (New York, NY)
- …Description:** A Relationship Manager Associate (RMA) within the Global Institutional Relationship Management team supports all aspects of the client servicing ... and is a key member of TD Epoch's Relationship Management team. The role includes an understanding of the...servicing existing clients and consultants providing value-added support and resources to effectively meet client deliverables +… more
- Morgan Stanley (New York, NY)
- … relationships. This is an Associate level position level position within the Client Service & Relationship Management , which is responsible for managing ... to join our team as an Associate in the Client Onboarding & Due Diligence Automation Team within the...& Due Diligence Automation Team within the Firm's Wealth Management Operations Group to provide support across the COBDD… more