Client Relationship Manager

Responsibilities:Assists the firm's Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account paperwork...

**About Us**: **The Role**: **Responsibilities**: - Identify and acquire new banking opportunities for Piermont Bank through business development and bank marketing campaign efforts. - Responsible for managing, staffing, and scheduling all direct report work schedules within the team, including recruiting/identifying talent, interviewing, and successfully...

  Responsibilities: Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account...

“I can succeed as a Client Relationship Team Manager at Capital Group.” As CRT Manager, you will lead a team that anticipates, facilitates, and advances client servicing and Private Wealth prospecting and sales efforts. In this role, you are responsible for developing and maintaining a strong, collaborative team environment, coaching and mentoring...

As a Dual Sales Consultant, you are the first face-to-face contact in the Centers with our potential members to help them find the right solution that fits their needs and lifestyle and follow them through their hair journey! By building rapport and asking the right questions in a consultative setting, you can help many people with a hair solution that fits...

Job DescriptionJob DescriptionOur Vision:Relationship HQ exists to nurture vibrant human connection in ways that are safe, inviting, and engaging, so that anyone we serve feels whole, seen, and celebrated -- both in the mirror and in the world. We do this through a menu of experiences including psychotherapy. Additionally, we are proud to center the needs...

My client is a an innovative FinTech firm that has been around for 20+ years specializing in helping clients with advancing their OMS/EMS trading capabilities with their Multi-asset trading platform. There are seeking an individual with strong OMS/EMS experience, have worked with traders, and achieved an up-sell quota goal. The Relationship Manager position...

My client is a an innovative FinTech firm that has been around for 20+ years specializing in helping clients with advancing their OMS/EMS trading capabilities with their Multi-asset trading platform. There are seeking an individual with strong OMS/EMS experience, have worked with traders, and achieved an up-sell quota goal. The Relationship Manager position...

About Alaffia & Our Mission Each year, the U.S. healthcare system suffers from over $500B in wasted spending due to medical billing fraud, waste, and administrative burden. At Alaffia, we're on a mission to change that. We've assembled a team of clinicians, AI/ML engineers, and product experts to build advanced AI that finally bends the cost curve for all...

Relationship Manager, NYCPrepare credit proposals for syndicated & bilateral corporate loans & loans secured by bank head office in ChinaPerform credit analysis for customers' financial service needs including maintaining customer databases & relevant documentation to facilitate accurate & efficient execution of loansProcess assigned syndicated & bilateral...

Job Title: Business Relationship Managers Duration: Full Time Location: New York Job Description: Responsibilities: 1. Develop a robust pipeline and drive market share by securing new business opportunities while nurturing and developing opportunities with existing and new clients. 2. Manage the entire sales lifecycle. 3. Interact with client senior...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Relationship Manager, NYC. Prepare credit proposals for syndicated and bilateral corporate loans and loans secured by bank head office in China. Perform credit analysis for customers financial service needs including maintaining customer databases and relevant documentation to facilitate accurate and efficient execution of loans. Process assigned syndicated...

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with p Relationship Manager, Client Relations, Relationship, Manager, Bilingual, Private, Business Services

Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a...

Corporate Title: Managing Director Department: Wholesale HQ The base salary range for this position at commencement of employment is expected to be between $325,000 and $400,000 per year* Company overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West,...

Are you passionate about presenting products that are nothing short of 'awe-inspiring' to your clientele? Step right in to join Agency 967 - a growth-oriented contract furnishings sales agency that has carved a niche in the hospitality sector. Nestled in the heart of New York City (we're open to someone in DC and Chicago area too!), we are on the lookout for...

Job DescriptionJob DescriptionAre you passionate about presenting products that are nothing short of 'awe-inspiring' to your clientele? Step right in to join Agency 967 - a growth-oriented contract furnishings sales agency that has carved a niche in the hospitality sector. Nestled in the heart of New York City (we're open to someone in DC and...

Since its inception over eight years ago, Trustech has seen tremendous growth. In its first year of eligibility, Trustech came in at #131 on the Inc 5000 list of the fastest-growing businesses with a phenomenal 2,812% growth rate. Since then, Trustech has continued to be one of the fastest-growing companies in the nation. We are proud and thankful to the...

** Warehouse Relationship Manager** **Job Category****:** Warehouse Lending **Requisition Number****:** WAREH04622 Showing 1 location **Job Details** **Description** **Position Information** Job Title: Warehouse Relationship Manager Department: Warehouse Lending FLSA Status: Exempt Reports to: Head of Warehouse Lending Full/Part Time Status: Fulltime Work...