- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Client On-Boarding, Capital Markets **Requisition Number:** 117438 - 68 **Function:** Advisory **Area of ... 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...products features and functionalities 23. Background / familiarity with Financial Services category **Public Compensation:** $85,000/year to… 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
- BrightSpring Health Services (Uniondale, NY)
- …services company, you will be vital in the company's success! TheAccount Manager of Client Servicescultivates and maintains an on-going strategic relationship ... in the Monthly/Quarterly Business Reviews (QBR's) and Pharmacy Optimization Services (PSOP's) + Leads client contract renewal...Three to five years of previous experience in a client management, customer service , or client… more
- Morgan Stanley (Purchase, NY)
- …**Fund Services * **Title:** *Fund Services - Hedge Fund/PE Client Facing Account Manager * **Location:** *New York-Purchase* **Requisition ID:** ... Morgan Stanley is a leading global financial services firm providing a wide...Dublin, Glasgow, Bangalore and Mumbai. We are seeking a client facing Account Manager for our NYC… 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
- Sponsors for Educational Opportunity (SEO) (New York, NY)
- Title: Client Services Manager Department: SEO Career Report to: Assistant Director, Partner Relations Compensation: $70,500 - $85,000 (Annually) FLSA: ... welcome to apply to our programs. POSITION OVERVIEW The Client Services Manager is a...contact. + A background in or working knowledge of financial services , private equity, or corporate staffing… more
- TD Bank (White Plains, NY)
- …lending. The job partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The job will also ... II is at the center of the Private Client Services model supporting an integrated Wealth...variety of clients and provide an exceptional level of service + Strong credit and financial analysis… 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
- Canon USA & Affiliates (Stamford, CT)
- …and profitability through structured planning and the management and development of the client services team. **Your Impact** Production and Workflow - Monitors ... with the Administrators. Responsible for ensuring the highest levels of service and client satisfaction. Maximizes customer satisfaction, add-on sales… 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. ... 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
- 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
- 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 ... the firm's reputation for excellence in investment management and client service . This role advocates the ...banking experience or are just starting your career in financial services , we can help you realize… more
- KPMG (New York, NY)
- **Business Title:** Manager , Financial Services Data Transformation **Requisition Number:** 115431 - 68 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Manager , Financial Services Data Transformation… more
- KPMG (Stamford, CT)
- **Business Title:** Manager , Key Account Marketing- Financial Services **Requisition Number:** 117347 - 20 **Function:** Business Support Services **Area ... are, join our team. KPMG is currently seeking a Manager , Key Account Marketing- Financial Services ...Develop marketing plans that prioritize account goals and drive client demand, focused on tailored and measurable account-based marketing… more
- Deloitte (Stamford, CT)
- …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
- Deloitte (Stamford, CT)
- 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, technology, and… more
- Deloitte (Stamford, CT)
- …Advisory Risk, Data and Regulatory Liquidity - Manager Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and Regulatory ... have a genuine passion for driving strategic transformation in the financial services industry combined with relationship-building, leadership, and communication… more
- Huron Consulting Group (New York, NY)
- …recognizes the response must be urgent and direct. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent ... reduce the cost of providing patient care. Investing in new partnerships, clinical services and technology is not enough to create meaningful and substantive change.… 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