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We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.
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Conducts cross-jurisdictional audit engagements of ASI activities such as fund services and administration, security servicing, front, middle, and back office activities, relationship management and client servicing, credit, banking, data analytics etc.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
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Increase revenues by identifying client needs for which Xtend Healthcare can provide services and solutions, e.g., coding, consulting, interim management, etc. 5+ years client relationship management.
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Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing.
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Your consulting experience, in-depth knowledge of Workday Financials, and client relationship management skills will contribute to the success of our projects. Configure and implement Workday Financials modulesConduct fit-gap analysis to identify areas of customization and develop solutions to address client-specific requirements.
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Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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The Director of NBD will play a valuable role in strategic planning processes, marketing, long term business development and relationship management, prospecting for new client opportunities, budgeting/ forecasting, as well as resource management.
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S/he will understand the cadence of client relationship building, will eagerly attend to Burfords clients and prospects, and will favor action over inaction. This position requires a unique blend of strong relationship management and business development skills combined with a collaborative and team-focused professional outlook.
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We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. 3 to 5 years industry experience in commercial insurance brokerage, placement, carrier underwriting, and carrier relationship management role; or in combination.
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Ensure risk management and compliance of each client relationship. The Relationship Manager will build deposits, loans, fee income and refer appropriate customers and prospects to all applicable cross-sell partners, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management, Retail Bank-at-work, etc.
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Collaborate with cross-functional teams, including product, relationship management, and client services, to ensure alignment of marketing efforts with product features and customer needs.
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The Business IT Analyst will use a variety of skills such as relationship building skills, consultation, troubleshooting, critical thinking and project management skills to prioritize work, respond to multiple deadlines, and balance concurrent tasks successfully in a fast-paced environment.
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Candidates should have an entrepreneurial spirit, relevant industry experience, strong relationship management skills and a proven track record in selling professional services. The Client Relationship Executive (CRE) is responsible for building the relationship between Deloitte and the client, helping to market Deloitte's services and capabilities to the client, and the planning and penetration of all areas within the client's organization.
$278,900 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Leverages the established relationship with the client to obtain all necessary documentation in a timely manner in order to meet the contractual delivery timeline for all services.
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client services management relationship jobs in Chicago, NJ, Nevada
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