- Carrington (Old Greenwich, CT)
- **Come join our amazing team and work remote from home!** Client Relationship Analyst is responsible for capturing and documenting client /investor ... diploma or equivalent work experience; Bachelor's degree preferred. + Experience in relationship management or client services within mortgage servicing or… more
- PNC (Stamford, CT)
- …to be successful in this position. **Preferred Skills** Account Management, Client Relationship Building, Data Presentations, Financial Modeling, Go-to-Market ... opportunity to contribute to the company's success. As an Investor Relations Analyst , within PNC's Solebury Strategic Communications organization, you will be based… more
- M&T Bank (Bridgeport, CT)
- The Senior Credit Analyst is a resource to LEAF Sales personnel able to have complex credit discussions with Obligors, Vendors and others as needed. The Senior ... Credit Analyst also acts as a back-up in the Credit...from many sources including information on vendors, the vendor's relationship with the borrower/origination source and assessing vendor quality.… more
- Mastercard (Harrison, NY)
- …and finding new ways to add value through data driven insights. A centralized client relationship management approach is important for our success. * Are you ... businesses and governments realize their greatest potential._ **Title and Summary** Analyst , Franchise Growth & Enablement Overview Franchise enables business growth… more
- Morgan Stanley (Purchase, NY)
- …Wealth Management platforms with the goal of improving the financial advisor/ client experience and increasing operational efficiency. These platforms include order ... with Annuities & Insurance a plus - Experience with external sales partner relationship management is a plus - Experience with vendor relationship management… more
- SMBC (White Plains, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... Interpersonal** Develop relationships with units such as treasury, trading and client -facing functions to better understand the instruments and associated risks in… more
- KeyBank (Tarrytown, NY)
- …investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... with the extended KPB relationship team to execute and advise on the client 's needs. The RM is responsible for serving high net worth clients in their existing… more
- Citigroup (Greenwich, CT)
- …wealth management in the workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- Bank of America (Fairfield, CT)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... personal relationship with their advisory team committed to their needs....activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment… more