- Charles Schwab (Paramus, NJ)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that ... 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
- Wells Fargo (Purchase, NY)
- **About this role:** Wells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank. Learn more about the career areas and ... and compliance requirements **Required Qualifications:** + 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a… 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
- TD Bank (New York, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... expected to participate in basic financial planning discussions and client relationship reviews. This role will support...Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas +… more
- JPMorgan Chase (New York, NY)
- …and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. JP Morgan Private Client is growing amid the ... than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JPMorgan Chase's...you will support the strategy and execution of a Client Experience Specialist (CES) center of excellence… more
- Santander US (New York, NY)
- Sr. Specialist , Client Lifecycle Management Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... Talk to You!** **The Difference You Make:** The Sr. Specialist , Client Lifecycle Management contributes to the...service in all interactions. + Establishes a trusted advisor relationship to ensure customer satisfaction. + Partners with Sales… 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
- 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
- Mastercard (Harrison, NY)
- …a focus on customer acquisition, engagement and retention. Role Summary: As Director, Specialist Sales, Loyalty, you will lead strategic client engagements and ... and governments realize their greatest potential._ **Title and Summary** Director Specialist Sales Loyalty - Retail Media Overview: Mastercard Services is our… more
- Patterson Companies, Inc. (Totowa, NJ)
- …queries, answers questions and solves problems in a timely fashion. + Holds client relationship meetings to monitor satisfaction levels with Patterson's service ... motivated to own their income potential. As an Equipment Specialist , you'll partner with dental practices to design, equip,...vital role in helping clients succeed. If you're a relationship -builder with strong sales experience and a passion for… 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
- 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
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...team will provide more details. Title: Settlement Technology Integration Specialist Summary We are seeking a senior settlement system… 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
- Bloomberg (New York, NY)
- …used throughout the investment process. **What's** **the role?** We're looking for a client -facing Equity Index Solutions Specialist to help drive the growth and ... Equity Index Solutions Specialist , New York - Financial Solutions Location New...Financial Solutions Location New York Business Area Sales and Client Service Ref # 10044436 **Description & Requirements** Bloomberg… more
- Bloomberg (New York, NY)
- Enterprise Data Sales Specialist - Research & Data Science, Financial Solutions Location New York Business Area Sales and Client Service Ref # 10048023 ... exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. Our Team We are Bloomberg Enterprise Data -… more
- Project Renewal, Inc. (New York, NY)
- …cleared for employment Retention: + Verify employment and monitor employer and client relationship + Obtain job placement and retention milestone documentation ... Title: Employment and Retention Specialist Program: Next Step - Workforce Development Schedule:...comprehensive approach allows us to work individually with each client to minimize barriers to employment and prepare them… more
- City of New York (New York, NY)
- …HRA and DHS and develops applications, including a variety of client eligibility and recertification systems, case management systems, housing systems, ... within Information Technology Services (ITS), works with the Business Relationship Managers within each Business Solutions technology portfolio, Infrastructure… more