- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Client Onboarding (KYC), Capital Markets **Requisition Number:** 117438 - 68 **Function:** Advisory ... methodologies Qualifications: + A minimum of five years of experience in Client Onboarding Operations, professional services experience preferred + Bachelor's… more
- Meta (New York, NY)
- …environment delivering against tight deadlines. **Required Skills:** Client Solutions Manager , Financial Services Responsibilities: 1. Act as a ... **Summary:** The Client Solutions Manager for Meta's Global...to improve products features and functionalities 20. Experience with Financial Services industry and / or highly… more
- Citizens (New York, NY)
- …colleagues. The Private Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified ... dynamics, goals and objectives and current financial situation, becoming the client 's trusted relationship manager + Engage with Certified Financial … more
- Robert Half (New York, NY)
- JOB REQUISITION Salesforce Financial Services Cloud Architect Senior Manager LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) BOSTON JOB DESCRIPTION You Belong ... Protiviti is looking for a Salesforce Financial Services Cloud (FSC) Architect Senior Manager to...opportunities to integrate product solutions and resources to improve client service capabilities. + You have interest… more
- JPMorgan Chase (New York, NY)
- …data product lines and publishing solutions underpin both lifecycles. As a Product Manager Client Service Publishing Solutions within Asset Management at ... Within Asset Management's Product and Experience team, we in Client Service Solutions drive 1) a first...clients' needs and AM's growth ambition. As a product manager on our team, you will apply product discipline… more
- JPMorgan Chase (New York, NY)
- …and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Group Manager in JP Morgan Advisors, you will be ... position will dually report to the Head of the Client Service Group and the local Regional...other related business discipline + Minimum of 3 years financial services management experience + Experience in… more
- Bank of America (Florham Park, NJ)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... while working with the Home Office to ensure superior client service . Key responsibilities include partnering with... financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct… more
- Bank of America (New York, NY)
- …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations ... while working with the Home Office to ensure superior client service . Key responsibilities include partnering with... financial , operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct… more
- BrightSpring Health Services (New York, NY)
- … Manager 's, Account Manager 's and Managers. The Sr Director of Client Services - Account Management cultivates and maintains on-going strategic client ... Our Company PharMerica Overview TheSr. Director of Client Services - Account Managementrole will...5-10 years previous experience managing a team in a client management, customer service , or client… more
- JPMorgan Chase (Brooklyn, NY)
- …or equivalent experience required + 3 or more years of experience in financial services industry with background in controls, audit, quality assurance, ... utilizing cutting-edge data tools for better decision-making. As a Client Account Services (CAS) OCM on the...processes will be preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- Bank of America (New York, NY)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... Merrill Private Wealth Market Client Relationship Manager New York, New... Support Enhancer, SQA+, ClientRetention/Acquisition. **Responsibilities include:** + Ensuring client service expectations are met and exceeded… more
- AIG (New York, NY)
- …we are reimagining the way we help customers to manage risk. Join us as a Claims Client Service Manager to play your part in that transformation. It's an ... How you will create an impact As the Claims Client Service Manager , you will...and responsible for assigned accounts to ensure that claims services are delivered timely and with a high level… more
- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Valuation **Requisition Number:** 115269 - 68 **Function:** Tax Services **Area of Interest:** **State:** ... a variety of equity interests, assets, and liabilities related to the financial services industries (banking, insurance, fintech, insurtech, asset management) -… more
- City National Bank (New York, NY)
- …relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit ... ** CLIENT MANAGER ** **WHAT IS THE OPPORTUNITY?**...** CLIENT MANAGER ** **WHAT IS THE OPPORTUNITY?** Is primary point...+ Minimum 10 years of relationship management experience in financial services ; preferably one or more of… more
- Deloitte (New York, NY)
- …and consulting services to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any of these questions, you ... (Insurance Industry) practice! Work You'll Do As a Tax Manager within the Business Tax Services Insurance...or related field. + Experience managing and developing both client service relationships and engagement teams, local… 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 identifying cross-selling opportunities that will expand and deepen client relationships with TDGIS. The Relationship Manager ...the firm's reputation for excellence in investment management and client service . This role advocates the … more
- JPMorgan Chase (New York, NY)
- …asset management firm; background in client service and/or institutional client base + Business acumen for financial concepts, ability to speak ... trusts and estates, loans, mortgages and deposits. As a Client Account Manager you will be responsible...Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client . You… more
- Deloitte (New York, NY)
- Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing ... portfolio of enterprise-class, proprietary applications to advise leading financial services organizations on process, data analytics,...role ends on 5/31/2025 Work you'll do As a Manager on our team, you will: + Collaborate with… more
- Deloitte (New York, NY)
- …(CSM) role, focusing on digital transformations enabled by Salesforce solutions for the Financial Services industry. The CSM's primary objective is to identify ... CSMs will need to have strong networking skills, great sales instincts, Financial Services industry knowledge, outstanding communication skills, and the ability… more
- Rystad Energy (New York, NY)
- …seeking a dynamic individual to join our New York-based Sales & Marketing team as a Client Success Manager . The role is one of several that work together as part ... grow our client relationships in the region. Client Success Managers provide a critical service ...directly with users and key stakeholders to embed existing services , uncover the need for new services ,… more