- City of New York (New York, NY)
- …Your Role: Client Services Specialists in the Division of Tenant Resources are expected to perform customer service based functions to provide necessary and ... ("HAS") consists of the divisions of Housing Opportunity, Tenant and Owner Resources , Housing Stability, Budget and Program Operations, and Program Policy and… more
- Bloomberg (New York, NY)
- …and adoption. In addition to software development, you will be expected to create resources and client -facing content that is both strategic in its appeal to ... Bloomberg is a global leader in business and financial information, news and insight, and we use...Tokyo and Sydney, and work collaboratively with our Account Management teams, Product Development and R&D teams. What's the… more
- Citigroup (New York, NY)
- …the heart of a global financial institution? Then bring your skills in client engagement, analysis and process management to Citi's Client Solutions ... senior position responsible for Custody product solutions tailored to our Asset Management client segment. Responsibilities include: + Define our Custody product… more
- Bank of America (Great Neck, NY)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... Registered Wealth Management Client Associate Great Neck, New...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial … more
- Bank of America (Great Neck, NY)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... Wealth Management Client Associate Great Neck, New...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial … more
- JPMorgan Chase (New York, NY)
- … goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash management , currency, asset ... investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management ...focus + Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more… more
- JPMorgan Chase (New York, NY)
- …enterprise relationships. **Job Responsibilities** + Work collaboratively with DCIS Client Advisors, Retirement sales management , Retirement Insights, product ... and skills** + 10+ years in the Defined Contribution market, Institutional Investment Management sales, relationship management and client coverage +… more
- S&P Global (New York, NY)
- …as a pipeline for our anticipated roles.** **The Roles** : S&P Global Client Management /Sales Roles - PROSPANICA Career Expo **The Locations:** United States ... and structured manner. + Demonstrate sound ability to analyze client information quickly, respond logically, and use data to...time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new… more
- Citigroup (New York, NY)
- …key capabilities pertaining to: + Marketing and Content + Research + Financial Resources Management + Client data and Analytics + Business Development + ... Institutional Credit Management This role will report into the ** Client Control - Non-Regulatory Engagements, Policies, Regulations, and Issue Remediation Lead… more
- Bank of America (New York, NY)
- …include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and ... Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and… more
- Bank of America (Florham Park, NJ)
- …include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and ... Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and… more
- Bank of America (New York, NY)
- …experience - broad experience across all areas of HR + Extensive experience in client management around complex strategic HR issues such as talent management ... Human Resources Manager - Global Corporate & Investment Banking...Global Corporate & Investment Banking or Global Markets Program Management New York, New York;Charlotte, North Carolina **Job Description:**… more
- City National Bank (New York, NY)
- …Discuss changes to strategies with the CNS IO. + Keep current on client 's financial information while ensuring that clients understand the solutions being ... ** CLIENT MANAGER** **WHAT IS THE OPPORTUNITY?** Is primary...Degree or equivalent + Minimum 10 years of relationship management experience in financial services; preferably one… more
- Bank of America (New York, NY)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations… more
- Robert Half Management Resources (White Plains, NY)
- Description Our client in the Northern Westchester area has an opening for a Senior Financial Analyst. The Senior Financial Analyst will be involved with ... and forecasting, maintaining fixed assets, depreciation, perform variance analysis, financial reporting, support the month-end close process, and assist with… more
- TIAA (New York, NY)
- **Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors ... 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in...weʼre a market-leading retirement company fueled by world-class asset management . But weʼre not just another legacy financial… more
- WTW (Millburn, NJ)
- …+ Transportation & Logistics + Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service ... providing all service, escalation, and placement to meet the client 's insurance and risk management needs. The...Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …* Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with marketing efforts ... With a high level of organization and accuracy, processes client financial transactions and financial ... markets, products and industry regulations. **Skill in** * Client Relationship Management (CRM) software, or similar… more
- Bank of America (New York, NY)
- …and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide ... 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
- Guardian Life (New York, NY)
- … Executive who will be the main contact for their clients' ongoing relationship management . The Client Executive is directly accountable for client ... **You will:** + Assume overall responsibility for managing sophisticated Plan Holder/ client accountswith the objective of ensuring that client satisfaction,… more