- 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
- UMB Bank (Trenton, NJ)
- **COMMERCIAL RELATIONSHIP SPECIALIST -FRANCHISE FINANCE & HEALTHCARE** At UMB Bank, the Commercial Relationship Specialist provides a highly skilled level ... contact for Commercial Banking clients for all servicing requests related to client relationship + Manage post-closing requirements such as exception citing's,… more
- Wolters Kluwer (Trenton, NJ)
- **Sr. Account & Relationship Executive (Sr. Sales Executive , Risk & Controls Specialist , Audit & Assurance)- Remote (West Coast) R0052136 | CP/ESG TeamMate | WK ... Inc.** **About the Role:** As a **Sr. Account & Relationship Executive (Sr. Sales Executive , Risk & Controls... Executive (Sr. Sales Executive , Risk & Controls Specialist , Audit & Assurance** ), you will manage the… 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
- H&R Block (Hamilton, NJ)
- …where you live, work, and play, our door is always open. A Typical Day As a Client Care Specialist at H&R Block, you are the welcoming face and trusted guide for ... everywhere. This role is ideal for someone who thrives in a client -facing environment, values teamwork and relationship -building, and is passionate about… more
- Bank of America (Pennington, NJ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas;Charlotte, North Carolina; Hunt Valley, Maryland; Lincoln, Rhode ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Consumer-Investments Investment- Specialist -Trainee--Obtain-SIE-Series-7-66-\_25048233) **Job Description:** At Bank of America, we are… 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
- Cognizant (Trenton, NJ)
- …both top line & bottom-line growth. . Lead end-to-end sales, solutioning, and client relationship management within the Life Sciences vertical. . Cultivate and ... **Job Title: Solution Sales Specialist - Medical Device R&D | Life Sciences...technologies with engineering and security capabilities to help our client 's business take advantage of the almost unlimited synergies… 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
- Cognizant (Trenton, NJ)
- …currently seeking a highly skilled **Cloud & Infrastructure Solution - Service Line Specialist ** who will be a part of the Cognizant's Cloud, Infrastructure and ... in hyperscale and hybrid cloud & Infrastructure solutions. Service Line Sales Specialist , partner with the customer to identify areas of opportunity to improve… 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
- Intercontinental Exchange (ICE) (New York, NY)
- …ICE IM/Chat, ICE Data, ICE Options and Analytics and ICE Connect. The Sales Specialist will work with Sales Executives and Relationship Managers to help achieve ... markets is helpful for the role. **Responsibilities** + Sales Specialist will work with Sales Executives and Relationship...Voice for ICE Chat) + Manage and develop strong client relationships; + Work closely with the product and… 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