- Charles Schwab (Red Bank, NJ)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- JPMorgan Chase (New York, NY)
- …join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team ... that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer...Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field ... teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists,… more
- JPMorgan Chase (New York, NY)
- …products and produce best-in-class client communications + Fundraising and ongoing client relationship management as well assist with launching new products ... Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising,...a lead role in asset raising, business retention, and client service across our Alternative Investments line of business.… more
- Tiffany & Co. (New York, NY)
- … interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Watch Specialist is an excellent communicator and ... and an entrepreneurial spirit is prevalent in the make-up of every Client Advisor. Developing client relationships, mentoring peers, and exceeding sales… more
- RiseBoro Homecare Inc. (Brooklyn, NY)
- …the general supervision of the Intake & Recruitment Supervisor, the Intake Specialist is responsible for processing referrals received from the RiseBoro marketing ... team and partner organizations in a compassionate and professional manner. The Specialist will also proactively engage with the community to generate new referrals,… more
- PNC (East Brunswick, NJ)
- …This role will be client facing, as the Loan Support Consultant - Specialist will be communicating with clients via email, phone, etc. Will be responsible for ... with Relationship Manager to interpret applicable loan terms with client . + Reviews transactions and related documents, including collateral and construction… more
- Citizens (Iselin, NJ)
- …platforms, and enterprise data platforms. + Understanding of PB client segmentation, relationship -tiering, and cross-business interactions. + Experience ... Description JOB DESCRIPTION The Principal Data Analytics & Intelligence Specialist - Private Banking will be responsible for leading and guiding complex data… more
- City National Bank (New York, NY)
- …demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Cognizant (Bridgewater, NJ)
- …to create innovative differentiated offerings . Good communication skills in complex client relationship model . Bachelor's Degree required or equivalent ... **Overview:** Cognizant is looking for a **Cyber Security Service Line Sales Specialist ** to join the Cybersecurity Service Line to drive additional revenue growth… more
- City National Bank (New York, NY)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... products and services in order to establish a total client banking relationship . Discusses financing opportunities and...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Bank of America (New York, NY)
- …of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects ... Senior Product Specialist - Private Equity and Real Assets Sourcing...Description:** Acts as the senior product representative on a client team and is solely responsible for all product… more
- JPMorgan Chase (New York, NY)
- …Banking + A Bachelor's Degree + Demonstrated ability for sales and client relationship management + Strong communication, decision-making and interpersonal ... **Wealth Management - Private Bank - PLP Borrower Specialist ** JPMorgan Chase & Co. is a leading...partnership equity purchases. Job Responsibilities: + As the new client 's main point on contact, you will be responsible… more
- Bank of America (New York, NY)
- …Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions ... Advisory + Portfolio Management + Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management… more
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...team will provide more details. Title: Settlement Technology Integration Specialist Summary We are seeking a senior settlement system… more
- Bloomberg (New York, NY)
- …used throughout the investment process. **What's** **the role?** We're looking for a client -facing Equity Index Solutions Specialist to help drive the growth and ... Equity Index Solutions Specialist , New York - Financial Solutions Location New...Financial Solutions Location New York Business Area Sales and Client Service Ref # 10044436 **Description & Requirements** Bloomberg… more
- Bob's Discount Furniture (College Point, NY)
- …areas: Core Competencies & Expertise + Customer Engagement and Active Listening + Relationship Building and Client Follow-Up + Consultative Selling and Product ... Job Title Retail Sales Associate - Guest Specialist Bilingual English/ Spanish a PLUS! Job Overview...home design and interior decor + Experience with customer relationship management tools or systems Who We Are At… more
- Project Renewal, Inc. (New York, NY)
- …cleared for employment Retention: + Verify employment and monitor employer and client relationship + Obtain job placement and retention milestone documentation ... Title: Employment and Retention Specialist Program: Next Step - Workforce Development Schedule:...comprehensive approach allows us to work individually with each client to minimize barriers to employment and prepare them… more
- Bloomberg (New York, NY)
- Enterprise Data Sales Specialist - Research & Data Science, Financial Solutions Location New York Business Area Sales and Client Service Ref # 10048023 ... exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. Our Team We are Bloomberg Enterprise Data -… more
- Compass Group, North America (New York, NY)
- …the assigned system. They will work closely with unit managers and client teams. The System Resident Relations Manager will monitor ongoing system/account resident ... all matters relating to system/account resident satisfaction initiatives to ensure highest client and resident satisfaction. This position will be integral to … more