- TIAA (New York, NY)
- **Wealth Client Relationship Manager ** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management ... to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA....Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.… more
- Bank of America (New York, NY)
- Merrill Private Wealth Market Client Relationship Manager New York, New York;New York, New York **Job Description:** Merrill Wealth Management is a leading ... focused and effective. **Job Description:** The **Private Wealth Market Client Relationship Manager ** (PWCRM) is...partners closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- Bank of America (Stamford, CT)
- …Market Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions where ... Merrill Associate Client Relationship Manager Stamford,...participate in the overall delivery and management of the client service experience for the Market. **Specific… more
- Bank of America (New York, NY)
- Merrill Market Client Relationship Manager New York, New York **Job Description:** This job is responsible for leading the overall service delivery model ... growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report… more
- Citizens (Valley Stream, NY)
- …coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly with ... term, always doing the next right thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private Client … more
- Broadridge Financial Solutions (Edgewood, NY)
- …along the way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relationship Manager to join our team! We are looking for ... + Bachelors degree or equivalent experience preferred. + 3-5 years of Client Service experience. + Strong verbal and visual presentation skills. + Ability to… more
- Broadridge Financial Solutions (Edgewood, NY)
- …and advocating for each client and ensuring the optimal outcome. The Relationship Manager (RM) will work with sales, account management and the operations ... + Strong understanding of Class Actions and other areas relative to Broadridge/ Client Relationship + Ability to identify and engage appropriate internal… 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 ... and deepen client relationships with TDGIS. The Relationship Manager will also actively pursue new...the firm's reputation for excellence in investment management and client service . This role advocates the … more
- Citigroup (New York, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... and offer solutions through a wide range of products, services and tools based on client profiling....+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.… more
- M&T Bank (New York, NY)
- …for team members to participate in. You'll gain experience by: + Supporting the Relationship Manager with oversight of client relationships + Performing ... career pathing for our staff including leadership, project related, client relationship , operations and analytics roles. **Education...minimum of 1 years' relevant work experience with direct client contact Strong focus on customer service … more
- WTW (New York, NY)
- …business + I would delete this one for GDPs: In collaboration with the lead client relationship manager , actively expands existing client relationships ... throughout the policy term (including acquisition due diligence) + Provide outstanding client service with timely and accurate responses to clients. (instead… more
- Bank of America (Stamford, CT)
- …** (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) ... Merrill Market Supervision Manager Stamford, Connecticut;Greenwich, Connecticut **Job Description:** Merrill Wealth...+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client… more
- US Bank (New York, NY)
- …client relationships across credit, capital markets and corporate products. Through consistent client interaction, the Relationship Manager should be able ... to identify appropriate bank products and services to support client needs. Given capital...client needs. Given capital intensity of sector, the Relationship Manager should have significant corporate finance/capital… more
- Ascensus (New York, NY)
- …retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing ... or actions, in conjunction with the Relationship manager . *Achieve individual and team goals for service.... Bachelor's degree or equivalent work experience. . Direct client experience and Retirement Services industry experience… more
- JPMorgan Chase (New York, NY)
- …expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager . JP Morgan Private Client is growing ... Private Client is more than a financial services provider, it is an advice-based relationship ...you will be in charge of developing a home-grown Relationship Manager program. You will also supervise… more
- Publicis Groupe (New York, NY)
- … Manager is responsible for building and maintaining an effective and productive relationship with assigned client . The Manager will supervise a dedicated ... client 's eCommerce initiatives. This position requires a "hands-on" manager with astute attention to process and detail, who...have a mastery of online biddable media and managed service campaigns. This position is both strategic and tactical… more
- Raymond James Financial, Inc. (Westport, CT)
- …structure, policies, mission, strategies, and compliance guidelines. **Skill in:** * Operating client relationship manager system and other required software ... Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial...service . * Manages the full scope of a client relationship by evaluating the client… more
- City National Bank (New York, NY)
- …Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may ... ** RELATIONSHIP MANAGER TECH** **WHAT IS THE...geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves… more
- City National Bank (Melville, NY)
- …Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may ... ** RELATIONSHIP MANAGER BUSINESS BANKING SR** **WHAT...are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves… more
- AON (New York, NY)
- Aon is looking for a Relationship Manager , Equities Performance NY, New York - Hybrid Do you want to be part of a collaborative team? Are you looking to make an ... expertise. We currently have an immediate need for a Relationship Manager to join Revenue GPS our...client growth and profitability challenges + Developing new service offerings that meet the industry's evolving needs +… more