Relationship Manager
1 week ago
BCforward is seeking a highly motivated and detail-oriented Relationship Manager to join our team. As a Relationship Manager, you will be responsible for overseeing and conducting centralized DocuSign mailing projects, testing enhancements to the workflow, and coordinating data updates. You will also prepare, send, and track client mailings to completion, address inquiries, and provide management reporting and summaries on the status of the mailing.
Key Responsibilities:- Oversee and conduct centralized DocuSign mailing projects
- Test enhancements to the workflow prior to each phase or launch of the offices
- Coordinate data updates as they relate to the preparation of the project
- Prepare, send, and track client mailings to completion
- Address any inquiries regarding the mailing
- Provide management reporting and summaries on the status of the mailing
- Timely responder with good communication skills
- Strong attention to detail and ability to analyze data
- Ability to multi-task and demonstrate risk awareness
- Proficient in Excel
BCforward offers a comprehensive benefits package, including major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.
About BCforward:BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. We champion the power of human potential to help companies transform, accelerate, and scale.
-
Relationship Manager
3 days ago
New York, New York, United States HSBC Full timeUnlock New Opportunities with HSBCAt HSBC, we're committed to opening up a world of opportunity for our customers. As a key member of our Commercial Banking team, you'll play a vital role in helping us achieve this goal.About the RoleWe're seeking a highly skilled Relationship Manager to join our International Subsidiary Banking (ISB) team. In this role,...
-
Relationship Manager
2 days ago
New York, New York, United States Unavailable Full timeAbout the RoleWe are seeking a seasoned Relationship Manager to join our Private Equity team in the Eastern U.S. This individual will work closely with the Managing Director and other relationship team members to source new business, structure and underwrite loans, and manage relationships with private capital firms.Key ResponsibilitiesGrow the existing...
-
Relationship Manager
2 days ago
New York, New York, United States Sumitomo Mitsui Financial Group, Inc. Full timeJob Title: Relationship ManagerSumitomo Mitsui Financial Group, Inc. is a leading global financial institution with a rich history and diverse range of financial services. As a Relationship Manager, you will play a key role in developing and implementing customer-centric relationship plans to drive business growth and revenue.Key Responsibilities:Coordinate...
-
Relationship Manager
1 day ago
New York, New York, United States Sumitomo Mitsui Banking Corporation Full timeJob Title: Relationship ManagerSumitomo Mitsui Banking Corporation (SMBC) is a leading global financial institution with a rich history and diverse range of financial services. As a Relationship Manager, you will play a key role in developing and implementing customer-centric relationship plans to drive business growth and revenue.Key...
-
Relationship Manager
3 days ago
New York, New York, United States Bank of America Full timeJob Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Bank of America. As a key member of our Wealth Management team, you will play a critical role in building and maintaining strong relationships with our clients.Key Responsibilities:Support Financial Advisors in developing and implementing client service...
-
Relationship Manager
1 day ago
New York, New York, United States Storm2 Full timeJob Title: Relationship ManagerAt Storm2, we're seeking a skilled Relationship Manager to join our team. As a key member of our Relationship Management team, you'll play a crucial role in building and maintaining strong relationships with our buy-side clients across trading, operations, and technology.Responsibilities:Develop a deep understanding of clients'...
-
Relationship Manager
3 days ago
New York, New York, United States IDB Full timeJob DescriptionIsrael Discount Bank (IDB) is seeking an Associate Relationship Manager to join its NY Commercial Real Estate Group. This is a hybrid position that combines the responsibilities of a Senior Analyst and Junior Relationship Manager.Key Responsibilities:Manage a lending and deposit portfolio of existing CRE banking clients.Develop, maintain, and...
-
Relationship Manager
7 days ago
New York, New York, United States BCforward Full timeJob Title: Relationship ManagerBCforward is seeking a highly motivated and detail-oriented Relationship Manager to join our team. As a Relationship Manager, you will be responsible for overseeing and conducting centralized DocuSign mailing projects.Key Responsibilities:Test enhancements to the workflow prior to each phase or launch of the offices.Coordinate...
-
Relationship Manager
6 days ago
New York, New York, United States Bank of America Full timeJob SummaryWe are seeking a skilled Relationship Manager to join our team at Bank of America. As a key member of our Wealth Management team, you will play a critical role in supporting our Financial Advisors and helping clients achieve their financial goals.Key ResponsibilitiesProvide exceptional client service and support to Financial Advisors and clients,...
-
Relationship Manager
3 days ago
New York, New York, United States Nasdaq Full timeJob Title: Relationship ManagerThe Relationship Manager plays a pivotal role in fostering strong partnerships with listed companies, serving as the primary point of contact for Executives, Board of Directors, and Investor Relations contacts. This strategic and collaborative position requires a deep understanding of capital markets, investor relations, and...
-
Relationship Manager
2 weeks ago
New York, New York, United States BCforward Full timeJob DescriptionJob Title: Relationship ManagerJob Type: ContractLocation: 100% RemoteDuration: 24 MonthsPay Range: $25-$26 per hourAbout the Role:We are seeking a highly motivated and detail-oriented Relationship Manager to join our team at BCforward. As a Relationship Manager, you will be responsible for overseeing and conducting centralized DocuSign...
-
Relationship Manager
7 days ago
New York, New York, United States Nasdaq Full timeJob Title: Relationship ManagerThe Relationship Manager plays a pivotal role in fostering strong partnerships with listed companies, serving as the primary point of contact for Executives, Board of Directors, and Investor Relations contacts. This strategic and collaborative role requires a deep understanding of capital markets, investor relations, and the...
-
Relationship Manager
1 week ago
New York, New York, United States Deutsche Bank Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Relationship Coordinator to join our team at Deutsche Bank. As a key member of our team, you will be responsible for providing exceptional support to our bankers and clients, ensuring seamless communication and relationship management.Key ResponsibilitiesProvide back-up coverage for bankers,...
-
Relationship Manager
3 days ago
New York, New York, United States Versana Full timeAbout VersanaVersana is a fintech company on a mission to revolutionize the syndicated loan market. Our platform provides unparalleled transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market.About the RoleWe are seeking a seasoned Relationship Manager to join our Sales team. As a key member of our...
-
Relationship Manager
1 week ago
New York, New York, United States US Tech Solutions Full timeJob Title: Relationship ManagerAbout the Role:We are seeking a highly organized and detail-oriented Relationship Manager to oversee and conduct centralized Docusign mailing projects. As a key member of our team, you will be responsible for testing enhancements to the workflow, coordinating data updates, and preparing, sending, and tracking client mailings to...
-
Relationship Manager
7 days ago
New York, New York, United States Citigroup Inc Full timeAbout the RoleCitigroup Global Markets Inc. is seeking a skilled Relationship Manager to join its team in New York, NY. As a key member of the senior team, you will play a crucial role in facilitating private markets transactions and supporting strategic cross-functional projects.Key ResponsibilitiesWork closely with the senior team to identify client gaps...
-
Relationship Manager
1 week ago
New York, New York, United States Versana Full timeAbout Versana:Versana is a fintech company that aims to revolutionize the syndicated loan market. By leveraging digital technologies, we provide unparalleled transparency and efficiency to the entire market. Our platform enables participants to access the most credible source of deal information, ensuring a seamless experience.About the Role:We are seeking a...
-
Relationship Manager
4 days ago
New York, New York, United States Moody's Full timeAbout the RoleWe are seeking a highly skilled Relationship Manager to join our team at Moody's. As a key member of our Corporate & Professional Services segment, you will be responsible for driving sales growth and building strong relationships with our clients.Key ResponsibilitiesDevelop and execute sales strategies to meet or exceed annual sales goals and...
-
Relationship Manager
1 day ago
New York, New York, United States Ballston Spa Bancorp Full timeAbout the RoleWe are seeking a skilled Relationship Manager to join our team at Ballston Spa National Bank. As a key member of our branch team, you will be responsible for providing exceptional client services and operational leadership to drive business growth and customer satisfaction.Key ResponsibilitiesProvide primary service to clients, reviewing their...
-
Senior Relationship Manager
1 week ago
New York, New York, United States Citigroup Inc Full timeAbout the RoleThe Senior Relationship Manager is a key position within Citigroup Inc, responsible for building and maintaining strong relationships with clients. This role requires a seasoned professional with in-depth knowledge of the financial industry and excellent communication skills.Key ResponsibilitiesClient Relationship Management: Develop and...