- Meta (New York, NY)
- …in a dynamic, team-focused environment delivering against tight deadlines. **Required Skills:** Client Solutions Manager , Financial Services ... **Summary:** The Client Solutions Manager for...to improve products features and functionalities 20. Experience with Financial Services industry and / or highly regulated verticals… more
- CBRE (New York, NY)
- Account Manager / Facilities Management ( Financial Client )- NY, NY Job ID 201839 Posted 21-Jan-2025 Service line GWS Segment Role type Full-time Areas of ... Manager provides leadership, management, and development of a client account, ensuring both financial and operational...subject matter experts to provide a diverse offering of solutions to complex client problems. * Work… more
- Citigroup (New York, NY)
- …bring your skills in client engagement, analysis and process management to Citi's Client Solutions team. By Joining Citi, you will become part of a global ... a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. **Team/Role...This role reports to the Global Head of Custody Client Solutions and Experience and forms part… more
- Broadridge Financial Solutions (New York, NY)
- …please contact us at ### or by sending an email to ###@broadridge.com . Broadridge Financial Solutions , Inc. (NYSE: BR) , is a global Fintech leader, delivering ... along the way, come join the Broadridge team. Broadridge is hiring! Were seeking a Client Service Account Manager . Join our dynamic team and become a key player… more
- Bloomberg (New York, NY)
- …with agility, productivity and collaboration, no matter where they are. The Bloomberg Financial Solutions department of 5,000employees is at the forefront of ... Bloomberg is a global leader in business and financial information, news and insight, and we use...of fixed income, commodity, currency, equity and multi-asset index solutions . With extensive asset coverage, a strong history of… more
- Bank of America (New York, NY)
- …while minimizing regulatory, financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the ... Merrill Market Client Relationship Manager New York, New...with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and… more
- TD Bank (New York, NY)
- …problem solving and identifying cross-selling opportunities that will expand and deepen client relationships with TDGIS. The Relationship Manager will also ... and informal + Lead the client 's dedicated team of portfolio managers, client portfolio managers, client service manager , and when appropriate consultant… more
- JPMorgan Chase (New York, NY)
- …+ FINRA series 7, 63 licenses preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... their wealth or finances to better define, focus and realize their goals. As a Client Service Manager within JP Morgan Asset Management you will have the… more
- Bank of America (New York, NY)
- Private Client Manager II New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... 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
- JPMorgan Chase (New York, NY)
- …+ Series 7 (preferrable but not required) JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... trusts and estates, loans, mortgages and deposits. As a Client Account Manager you will be responsible...firm; background in client service and/or institutional client base + Business acumen for financial … more
- Banc of California (New York, NY)
- …employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The AVP, Client Manager is expected to independently monitor the performance of ... performance and take the appropriate remedial steps. The AVP, Client Manager should strive to build strong...Portfolio Management. + Ensure loans are performing by tracking financial performance of client operations. + Perform… 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 ... between clients and their custodians ◦Coordinating year-end audit with client and independent auditors ◦Preparing/reviewing draft annual financial … more
- BlackRock (New York, NY)
- …them use Aladdin expertise to achieve their firm's goals. + Understand the client 's business challenges and propose solutions leveraging Aladdin that drive value ... **About this role** **BlackRock Solutions ** supports the investment process through the development,..., as well as Aladdin Product Managers and the financial modelers to support client 's development needs… more
- JPMorgan Chase (New York, NY)
- …clearly present and implement solutions JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... priorities of the different lines of business. The Business Manager for the America Client F&BM and...capabilities and skills:** + 3+ years' experience in the financial services industry, with exposure to Asset Management +… more
- Sedgwick (New York, NY)
- …to work. Great Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Client Performance Manager - Workers Compensation | New York Jurisdiction ... every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills...be responsible for the quality aspects of a specific client including client service instructions and reserves;… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Client Portfolio Manager to join our Fixed Income team. In this role, you'll act as a key liaison between portfolio ... extension of our portfolio management teams + Deliver a best-in-class client experience Key responsibilities include: Support client /prospect engagement efforts,… more
- Robert Half The Creative Group (New York, NY)
- Description We are offering a short term contract employment opportunity for a Client Account Manager in the bustling city of New York. Our industry allows for a ... team efficiency * Prospect into potential customers to deliver solutions that meet their marketing and business goals *...Social Media management * Capability to Perform Ad Hoc Financial tasks * Strong skills in Client … more
- MUFG (New York, NY)
- …recruitment team will provide more details. **Job Summary:** As a Sr Relationship Manager ("Sr.RM") for Financial Institutions Group "FIG", he/she is responsible ... of the Bank. **Major Responsibilities:** + Serve as the primary Relationship Manager for the financial institutions group. Develop, maintain, and work… more
- Canon USA & Affiliates (Melville, NY)
- …operation, managing and developing site staff, as well as meeting site financial goals. Responsible for developing and maintaining a partnership and successful ... Responsible for ensuring the highest levels of service and client satisfaction. Maximizes customer satisfaction, add-on sales and profitability through… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 14 **The** **Role:** C&RS Sales Manager , Financial Institutions **The Team:** This is an exciting opportunity to ... role in the C&RS Sales Leadership organization. As a Manager you will be part of a dynamic leadership...meetings + Creative thinking and problem solving to drive solutions that address client needs with the… more