- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Client Onboarding (KYC), Capital Markets **Requisition Number:** 117438 - 68 **Function:** Advisory ... methodologies Qualifications: + A minimum of five years of experience in Client Onboarding Operations, professional services experience preferred + Bachelor's… more
- Meta (New York, NY)
- …environment delivering against tight deadlines. **Required Skills:** Client Solutions Manager , Financial Services Responsibilities: 1. Act as a ... **Summary:** The Client Solutions Manager for Meta's Global...products features and functionalities 23. Background / familiarity with Financial Services category **Public Compensation:** $85,000/year to… more
- Citizens (New York, NY)
- …colleagues. The Private Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified ... dynamics, goals and objectives and current financial situation, becoming the client 's trusted relationship manager + Engage with Certified Financial … more
- BrightSpring Health Services (Uniondale, NY)
- …services company, you will be vital in the company's success! TheAccount Manager of Client Servicescultivates and maintains an on-going strategic relationship ... in the Monthly/Quarterly Business Reviews (QBR's) and Pharmacy Optimization Services (PSOP's) + Leads client contract renewal...Three to five years of previous experience in a client management, customer service , or client… more
- JPMorgan Chase (Brooklyn, NY)
- …risks + Ability to systematically remove ambiguity from projects + 3+ Years in Financial Services particularly Securities Servicing Industry. + 2+ years in a ... We are searching for a Client Solutions Manager to join our...responsible for the project management of new and incremental client business to the Securities Services organization… more
- IBM (Paramus, NJ)
- …and in place in order to ensure the timely processing of vendor invoices. The Client Service Manager (CSM) role provides clients with total account system ... client relationship regarding all aspects of the contracted services as the representative of IBM. They clearly understand...and how the contracted service support these client objectives. The Service Manager … more
- CBRE (New York, NY)
- Digital Product Manager ( Client Services ) Job ID 175538 Posted 05-Sep-2024 Service line REI Segment Role type Full-time Areas of Interest Data Centers, ... Product Manager to bring together foundational strategic technology capabilities in client services and investor relations domain. Within this domain, this… more
- Sponsors for Educational Opportunity (SEO) (New York, NY)
- Title: Client Services Manager Department: SEO Career Report to: Assistant Director, Partner Relations Compensation: $70,500 - $85,000 (Annually) FLSA: ... welcome to apply to our programs. POSITION OVERVIEW The Client Services Manager is a...contact. + A background in or working knowledge of financial services , private equity, or corporate staffing… more
- Robert Half (New York, NY)
- JOB REQUISITION Salesforce Financial Services Cloud Architect Senior Manager LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) BOSTON JOB DESCRIPTION You Belong ... Protiviti is looking for a Salesforce Financial Services Cloud (FSC) Architect Senior Manager to...opportunities to integrate product solutions and resources to improve client service capabilities. + You have interest… more
- Bank of America (Florham Park, NJ)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... while working with the Home Office to ensure superior client service . Key responsibilities include partnering with... financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct… more
- Bank of America (New York, NY)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... while working with the Home Office to ensure superior client service . Key responsibilities include partnering with... financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct… more
- JPMorgan Chase (Brooklyn, NY)
- …or equivalent experience required + 3 or more years of experience in financial services industry with background in controls, audit, quality assurance, ... utilizing cutting-edge data tools for better decision-making. As a Client Account Services (CAS) OCM on the...preferred JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to… more
- Bank of America (New York, NY)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... Private Wealth Market Client Relationship Manager New York, New... Support Enhancer, SQA+, ClientRetention/Acquisition. **Responsibilities include:** + Ensuring client service expectations are met and exceeded… more
- TD Bank (New York, NY)
- … client 's dedicated team of portfolio managers, client portfolio managers, client service manager , and when appropriate consultant developers in the ... the firm's reputation for excellence in investment management and client service . This role advocates the ...banking experience or are just starting your career in financial services , we can help you realize… more
- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Valuation **Requisition Number:** 115269 - 68 **Function:** Tax Services **Area of Interest:** **State:** ... a variety of equity interests, assets, and liabilities related to the financial services industries (banking, insurance, fintech, insurtech, asset management) -… more
- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Data Transformation **Requisition Number:** 115431 - 68 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Manager , Financial Services Data Transformation… more
- Deloitte (New York, NY)
- …and consulting services to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any of these questions, you ... (Insurance Industry) practice! Work You'll Do As a Tax Manager within the Business Tax Services Insurance...or related field. + Experience managing and developing both client service relationships and engagement teams, local… more
- Black & Veatch (Paramus, NJ)
- …and persuasive skills. + Excellent communications/human relations skills (written, verbal, client service ); ability to maintain and expand key relationships. ... ** Client Account Manager - Food &...to address significant changes to contract and/or scope of services . + Participates in the Client Satisfaction… more
- Rystad Energy (New York, NY)
- …seeking a dynamic individual to join our New York-based Sales & Marketing team as a Client Success Manager . The role is one of several that work together as part ... grow our client relationships in the region. Client Success Managers provide a critical service ...directly with users and key stakeholders to embed existing services , uncover the need for new services ,… more
- Deloitte (New York, NY)
- Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing ... portfolio of enterprise-class, proprietary applications to advise leading financial services organizations on process, data analytics,...role ends on 5/31/2024 Work you'll do As a Manager on our team, you will: + Collaborate with… more