- 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
- JPMorgan Chase (New York, NY)
- …they shop and get more from the brands they love. As a Client Success Manager within Chase Media Solutions , you will report to the Client Success Team ... and the role of account management to deliver successful client solutions + Proactive, sense of ownership...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… 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
- 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
- Bloomberg (New York, NY)
- …with agility, productivity and collaboration, no matter where they are. The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ... Bloomberg is a global leader in business and financial information, news and insight, and we use...data. We are seeking a strong, senior-level Technical Product Manager to join the New York team. **What's the… 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
- Norstella (Trenton, NJ)
- Manager , Client Success Company: Norstella Location: Remote, United States Date Posted: Jan 10, 2025 Employment Type: Full Time Job ID: R-731 **Description** ** ... Manager , Client Success - FS, PS &...outstanding market intelligence services for the Pharmaceutical, Medical Device, Financial and Consulting sectors, through the Evaluate Pharma(R), Evaluate… 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
- UNUM (Trenton, NJ)
- …others, and join Team Unum today! **General Summary:** The Home Office National Client Manager (HO NCM) is responsible for maintaining a consultative ... we work to provide the employee benefits and service solutions that enable employees at our client ...cross sell products/services to brokers/clients + Strong business and financial acumen + Strong computer skills + Proper licensing… more
- American Express (New York, NY)
- …grow by delivering differentiated products and services. The role of the Senior Manager , Client Management - Travel and Entertainment, offers the opportunity to ... to grow and expand share Minimum Qualifications: + Experienced relationship manager with proven ability to develop strong client relationships, sell-in… more
- Norstella (Trenton, NJ)
- Client Success Manager Company: Citeline Location: Remote, United States Date Posted: Jan 13, 2025 Employment Type: Full Time Job ID: R-823 **Description** ... intelligence solutions and services for the Pharmaceutical, Biotech/Medical Device, Financial and Professional Services sectors. Our data and solutions are… 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 (Trenton, NJ)
- …to work. Great Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Client Services Manager **PRIMARY PURPOSE** : To manage accounts of ... every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills...multiple client service programs or single large national program; to… 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
- Bank of America (Iselin, NJ)
- …Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects + Leads and facilitates dialogue ... Sr. Relationship Manager - Global Commercial Banking/Non-Bank Financial ...broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions … 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