Existing Client Management jobs in New York

About the Company Work for a leader in the custom packaging industry with an amazing culture and a collaborative team! About the Role As a Client Management Specialist, you will work closely with clients, suppliers, sales and internal teams to best meet client needs. This role assists with managing

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide

Bank of America

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealt

Job Purpose The Client Supervisor will provide leadership to client team(s) including supervision of staff, reviewing of processes, and providing recommendations for improvement of operations. The Client Supervisor will work with management to understand and communicate the root cause of denials and

Job Description Step into a dynamic role where you’ll drive strategic projects and partner with senior leaders to solve critical business challenges in Asset Management. As a Management Associate supporting the Head of Client Service Asset Management – Americas, you will work with senior leaders and

Who you are Investment Banking experience with some history specifically covering the Foreign Exchange (FX) market Previous experience should primarily be in a role which encompasses direct client interaction, internal stakeholder relationship management and cross departmental communication Should p

Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth man

We are looking for a dynamic and experienced professional to join our team as a Senior Project Manager with a strong focus on client account management and business growth. In this role, you will be responsible for hands-on project management, leading project execution, delivery, and team coordinati

We are looking for a dynamic and experienced professional to join our team as a Senior Project Manager with a strong focus on client account management and business growth. In this role, you will be responsible for hands-on project management , leading project execution, delivery, and team coordinat

As a Client Management Specialist, you will work closely with clients, suppliers, sales and internal teams to best meet client needs. This role assists with managing client product and business portfolios including creating client and supplier correspondence, processing orders, maintaining distribut

Atrium is seeking on behalf of our client a Client Service Specialist - Wealth Management based in Paramus, NJ . A background check may be run only after a conditional offer is made, where permitted by law . Position : Client Service Specialist Location: Paramus, NJ Employment Type: Full-time Compen

Client Service Associate – Wealth Management Gerald Reiss, CPA – Westfield, NJ We are a growing CPA and wealth management firm seeking a dependable and personable Client Service Associate to support our advisory team and deliver a great client experience. Responsibilities: Serve as a point of contac

Client Service Associate – Wealth Management Gerald Reiss, CPA – Westfield, NJ We are a growing CPA and wealth management firm seeking a dependable and personable Client Service Associate to support our advisory team and deliver a great client experience. Responsibilities: Serve as a point of contac

Hi, Hope you are doing well. Please find the below JD. Job Title: Head of Data Science / Client Partner – Investment & Wealth Management Location: NYC, NY Onsite Type of Hire: Full Time Job Summary: We are seeking an experienced Head of Data Science to lead data-driven initiatives within Investm

Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought lead

Company Description Influential is an AI social data and conversion technology, as well as a Developer Partner of IBM Watson and a Facebook Marketing Partner. Utilizing a network of over 1,000,000 social media influencers as a tactic for distribution, Influential runs both native and paid campaigns

JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought lead

About US: We are a company that provides innovative, transformative IT services and solutions. We are passionate about helping our clients achieve their goals and exceed their expectations. We strive to provide the best possible experience for our clients and employees. We are committed to continuou

Head of CPM, Brooklyn Direct Indexing Build and scale the operational backbone supporting our client portfolio management and client service functions. This role owns the design, execution, and evolution of PM and CPM-adjacent servicing workflows and serves as a key partner to Portfolio Managers, Cl

Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a welcoming style? Is efficiency one of your strengths, allowing you to handle multiple tasks at once while ensuring accuracy and consistent completion? Do wan