Client Relationship Consultant
2 days ago
At U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a vital role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.
Key Responsibilities- Client Engagement: Develop and maintain strong relationships with customers, understanding their unique needs and preferences to deliver tailored solutions.
- Product Knowledge: Stay up-to-date on our comprehensive range of banking products and services, including digital offerings, to provide expert advice and recommendations.
- Communication: Effectively engage with customers through various channels, including in-person, phone, and digital platforms, to ensure seamless communication and exceptional service.
- Problem-Solving: Proactively identify and address customer concerns, providing creative solutions to meet their evolving needs.
- Team Collaboration: Work closely with branch teams and partners to ensure seamless service delivery and foster a culture of collaboration and excellence.
- Education: High school diploma or equivalent required.
- Experience: 4-5 years of customer service and sales experience.
- Skills: Proven ability to build strong relationships, excellent communication and interpersonal skills, and a strong understanding of banking products and services.
As a valued member of our team, you'll enjoy a comprehensive benefits package, including healthcare, retirement plans, and opportunities for professional growth and development. Join us in our mission to deliver exceptional customer experiences and help our customers achieve their financial goals.
-
Client Relationship Consultant
2 days ago
New York, New York, United States U.S. Bank Full timeJob DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance to help them make informed financial decisions.Key Responsibilities:Build and maintain...
-
Client Relationship Consultant, US
1 month ago
New York, New York, United States Datamaran Full timeClient Advisor, USReporting to: VP of Client Success and PartnershipsLocation: New York City, NY (hybrid)Key Responsibilities:Stakeholder Engagement: Serve as the primary point of contact between clients and internal departments, ensuring clear communication and managing expectations.Project Oversight: Manage project schedules and deliverables, guaranteeing...
-
Client Relationship Specialist
4 weeks ago
New York, New York, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Relationship Specialist to join our team at Charles Schwab. As a key member of our Investor Services organization, you will play a critical role in building and maintaining strong relationships with our clients.Key Responsibilities:Deliver exceptional client service and provide a positive...
-
Client Relationship Specialist
4 weeks ago
New York, New York, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Relationship Specialist to join our team at Charles Schwab. As a key member of our Investor Services organization, you will play a critical role in building and maintaining strong relationships with our clients.Key Responsibilities:Deliver exceptional client service and provide a positive...
-
Client Consultant
5 days ago
New York, New York, United States Yieldstreet Full timeJob Title: Client ConsultantAbout the Role:We are seeking a highly skilled Client Consultant to join our Private Client Group (PCG) team at Yieldstreet. As a Client Consultant, you will play a critical role in shaping the interactions between our private clients and the Yieldstreet platform. Your primary responsibility will be to grow and manage...
-
Client Consultant
2 weeks ago
New York, New York, United States Yieldstreet Full timeJob Title: Client ConsultantAbout the Role:We are seeking a highly motivated and experienced Client Consultant to join our Private Client Group (PCG) team at Yieldstreet. As a Client Consultant, you will play a critical role in shaping the interactions between our private clients and the Yieldstreet platform, driving core growth metrics through education,...
-
Client Consultant
2 days ago
New York, New York, United States YieldStreet Full timeAbout the RoleYieldstreet is seeking a highly skilled Client Consultant to join our Private Client Group (PCG). The PCG team is dedicated to supporting high net worth individuals and corporate executives interested in investment opportunities on our platform. As a Client Consultant, you will be responsible for growing and managing relationships with existing...
-
Client Consultant
3 weeks ago
New York, New York, United States YieldStreet Full timeAbout the RoleYieldstreet is seeking a Client Consultant to join our Private Client Group (PCG). The PCG team focuses on supporting high net worth individuals and corporate executives interested in investment opportunities on Yieldstreet. As a Client Consultant, you will be responsible for growing and managing relationships with existing key clients and...
-
Client Relationship Manager
1 week ago
New York, New York, United States Capital Group Full timeAbout the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group. As a key member of our Institutional Investment Services team, you will be responsible for representing Capital Group to our largest institutional investment clients.Key ResponsibilitiesDevelop and maintain meaningful relationships with clients and...
-
Client Relationship Manager
1 month ago
New York, New York, United States FLUSHING FINANCIAL CORP Full timeAbout the Role**Job Summary:**We are seeking a highly skilled and experienced Premier Financial Advisor to join our team at Flushing Financial Corp. As a Premier Financial Advisor, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesMeet or exceed all financial objectives,...
-
Enterprise Relationship Consultant
2 weeks ago
New York, New York, United States Allspring Full timeAbout Allspring Global InvestmentsAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.Job SummaryWe are seeking an RIA Enterprise...
-
Associate, Consulting Clients
2 days ago
New York, New York, United States Third Bridge Full timeJob DescriptionThird Bridge is a market-leading investment research firm that provides integrated solutions for top investors and business leaders. We're seeking a highly motivated and detail-oriented Associate to join our Consulting Clients team.Key ResponsibilitiesWork closely with clients to understand their research needs and deliver high-quality...
-
Client Relationship Manager
1 month ago
New York, New York, United States Apex Exchange Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Account Manager to join our team at Apex Exchange. As a key member of our Account Management & Operations Team, you will play a critical role in ensuring the successful delivery of our clients' goals and objectives.Key ResponsibilitiesCultivate RelationshipsDevelop and maintain strong...
-
Client Relationship Manager
1 month ago
New York, New York, United States Epsilon Full timePosition OverviewThe Client Relationship Manager (CRM) will engage with a diverse range of brands to formulate growth strategies and provide recommendations for client websites aimed at fulfilling their primary e-commerce objectives. This role offers a hybrid work environment.Key ResponsibilitiesCollaborative Success: The CRM will report directly to the...
-
Client Relationship Manager
2 weeks ago
New York, New York, United States AXA XL Ltd Full timeJob Title: Client Relationship LeaderAt AXA XL Ltd, we are seeking a highly skilled Client Relationship Leader to join our team. As a key member of our organization, you will be responsible for nurturing and cultivating long-term client relationships with strategic accounts.Key Responsibilities:Develop and execute client relationship strategies to drive...
-
Client Relationship Manager
4 weeks ago
New York, New York, United States Capital Group Full timeAbout the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group. As a key member of our Private Wealth team, you will play a critical role in supporting our financial advisors and building strong relationships with our high-net-worth clients.Key ResponsibilitiesAdministrative Support: Provide exceptional...
-
Client Relationship Manager
3 weeks ago
New York, New York, United States AXA SA Full timeJob Title: Client Relationship LeaderWe are seeking a highly skilled Client Relationship Leader to join our team at AXA XL. As a key member of our organization, you will be responsible for nurturing and cultivating long-term client relationships with strategic accounts.Key Responsibilities:Know Your Client Holistically: Understand client's business,...
-
Client Relationship Manager
4 weeks ago
New York, New York, United States AXA XL Ltd Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Relationship Manager to join our team at AXA XL Ltd. As a Client Relationship Manager, you will be responsible for nurturing and cultivating long-term client relationships with strategic accounts, building on your deep understanding of the market and robust internal networks to support...
-
Client Relationship Manager
3 weeks ago
New York, New York, United States AXA XL Ltd Full timeJob Title: Client Relationship LeaderJoin AXA XL Ltd as a Client Relationship Leader and take on a challenging role that requires strong relationship-building skills, business acumen, and a deep understanding of the insurance industry.About the Role:We are seeking a highly motivated and experienced professional to lead client relationships and drive business...
-
Client Relationship Leader
3 weeks ago
New York, New York, United States XL Group Full timeJob Title: Client Relationship LeaderJoin AXA XL, a leading provider of property, casualty, and specialty risk solutions, as a Client Relationship Leader. In this key role, you will be responsible for nurturing and cultivating long-term client relationships with strategic accounts.Key Responsibilities:Develop and execute client engagement strategies to drive...