- CIBC (New York, NY)
- …precursor to the formal establishment of a US Senior Client Relationship Management Office (SRMO). The Associate will be involved in the development of ... the Associate will help identify opportunities to further benefit the Target Client relationship , manage coordination of Target Client visits and… more
- City National Bank (West Hollywood, CA)
- * RELATIONSHIP ASSOCIATE SENIOR -...on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in ... all aspects of providing exemplary client service and assisting clients with any branch transaction....with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely… more
- City National Bank (Oxnard, CA)
- * RELATIONSHIP ASSOCIATE SENIOR -...on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in ... all aspects of providing exemplary client service and assisting clients with any branch transaction....with clients to ensure inquiries/issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely… more
- HSBC (Beverly Hills, CA)
- …of our international clients that hold revenues between ~$75mm and over $5bn. As our Senior Associate Relationship Manageryou will: + Work closely with our ... is looking to add an energetic and driven individual to join the business.The new Associate Relationship Manager ("ARM") will be a crucial member of our team,… more
- Vanguard (Scottsdale, AZ)
- …investor the best chance for investment success, join our team of "crew" as a Client Relationship Associate ! At Vanguard, we believe in supporting our "crew" ... supported when they call in to Vanguard. As a Client Relationship Associate , you will:...organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the… more
- CIBC (St. Louis, MO)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more ... We're building a relationship -oriented bank for the modern world. We need...role also provides oversight on some aspects of the Client Service Associate 's responsibilities. At CIBC we… more
- Raymond James Financial, Inc. (Richmond, VA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Senior Client Service Associate who is a motivated, detail oriented ... prospecting for new clients. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with… more
- JPMorgan Chase (Irvine, CA)
- …with the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... located in the United States and across the globe. Client Service Senior Associates are a trusted...solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews… more
- Aristotle Capital Management (Newport Beach, CA)
- …on research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior ... for RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more ... We're building a relationship -oriented bank for the modern world. We need...role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed**… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* *WHAT IS THE OPPORTUNITY?* This is a hybrid service role that will support select investment account related activities ... licenses *Skills and Knowledge* * 5 years experience in client service, banking operations or relationship management support * 5 years of experience with bank… more
- CIBC (Tampa, FL)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Client Service Associate , you will execute the ... We're building a relationship -oriented bank for the modern world. We need...will also provide oversight on some aspects of the Client Service Associate 's responsibilities. + Demonstrate a… more
- Publicis Groupe (Chicago, IL)
- …and sociology, psychology, and other liberal arts disciplines. **Overview** The role of the Senior Associate , Strategy is to be the day-to-day steward on media ... soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies.… more
- WTW (Chicago, IL)
- **Description** As a Health and Benefits Senior Associate , you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... acumen as well as your financial, project management and client relationship skills by working on cutting...and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred… more
- Raymond James Financial, Inc. (Charleston, SC)
- …+ Performs other duties and responsibilities as assigned. **Skills:** + Client Relationship Management (CRM) software, or similar contact management ... Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …by the financial advisor. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with ... and procedures. Performs other duties and responsibilities as assigned. Skills: Client Relationship Management (CRM) software, or similar contact management… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …prospecting for new clients. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with ... and procedures. Performs other duties and responsibilities as assigned. Skills: Client Relationship Management (CRM) software, or similar contact management… more
- Umpqua Bank (Los Angeles, CA)
- …sales skills, and credit and credit quality skills. + Very strong client relationship and internal partnering skills. Demonstrates high emotional intelligence. ... CRE Relationship Manager, Senior Commercial Banking Los...of complex CRE loans. Responsible for setting and meeting client expectations and driving an exceptional customer experience. +… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …markets, products and industry regulations. * Trading terminology. **Skill in** * Client Relationship Management (CRM) software, or similar contact management ... * Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …operational efficiencies. Performs other duties and responsibilities as assigned. Skills: Client Relationship Management (CRM) software, or similar contact ... mailings. Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more