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The Senior Portfolio Manager serves as support for the C&I and CRE Relationship Management and Credit Departments. May attend client calls with RMs in order to gain a thorough understanding of the client / prospect and their business in order to effectively assist in underwriting, annual reviews, renewals and ongoing monitoring activities.
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Build client relationships utilizing methods outlined in our playbooks; responsible for relationship review, problem resolution, presentation of solutions and interpretation of numbers, trends and data to make effective decisions.
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MISSIONAs an important member of Personal Financial Management, the Relationship Manager is directly responsible for the management and monitoring of client relationships under the direction of the Managing Director (MD), Wealth Manager (WM) or Wealth Advisor (WA.
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Group Benefits Client Relationship Manager- New York, NY. Group Benefits Client Relationship Manager- New York, NY. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
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A global company leader in delivering cutting-edge automation solutions is excited to announce a compelling opportunity for a self-driven, enthusiastic individual with strong problem-solving to join as an Operations Manager.
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Organizational Relationship: Reports to the Personal Training Manager, Assistant Personal Trainer if applicable, Franchise partner or General Manager depending on club and market.
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Are you an account manager in a consulting firm with strong employee and client relationships? Book of Clients or Strong Single Client Relationship. If you understand those two questions, have strong client relationships (they will come with you), and want to be part of a unique Joint Venture opportunity where you not only get a much larger piece of the pie but also the upside of a future liquidation event.
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We have an immediate opportunity in our NYC mid-town office for a Client Service Associate , supporting a successful Insurance Producer (Relationship Manager). The Client Service Associate supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes.
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Support client payroll remittance process Coordinate plan support services (audit support, 5500's, compliance testing) with home office to ensure services are delivered timely and accurately Work closely within the regional team (Regional Officer, Client Relationship Manager, Group Account and Participant Account Representatives) to coordinate appropriate delivery of MOA services Salesforce upkeep (input client contact data, update plan information, manage client tasks, etc.
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Review with your Project Analyst to ensure projects are being set up appropriately Prepare invoices with accuracy for review with your assigned Project Analyst Client Relationship: Function as the primary Client contact through all phases of the project Maintain positive client relationships throughout project.
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This includes strategy planning, targeting specific clients, managing our proposal and presentation efforts, developing collateral materials that present us in a professional manner, and extensive client and influencer contact/relationship development; all of which position ACLP to be selected for new work.
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Experience working cross-functionally in ad sales marketing, client/custom solutions, creative strategy, shopper marketing or site editorial capacity. Retail/e-commerce experience with commercial retail solutions such as experiential marketing, CRM (Customer Relationship Management), e-commerce, media, etc.
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We have a well-established global M&BD team, which supports the firm on a wide range of business development, marketing, and client relationship management activities. Deliver market research, client analysis and internal intelligence to support the business planning process for our T&T focused offerings.
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Clearwave is committed to superior client onboarding and ongoing client success with an unsurpassed client-partner relationship. Conduct comprehensive tracking, reporting and analysis of data across Sales, Marketing, Client Success and Finance, leveraging insights to drive strategic recommendations.
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Job Summary: As a brand ambassador, a Personal Trainer represents Crunch Franchise to members and clients by delivering a positive fitness experience and quality personal training sessions leading to member retention and client acquisition and retention.
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