- Banc of California (Boston, MA)
- …expertise in financing options and service offerings, and delivering an outstanding client experience. The VP, Client Manager takes responsibility for ... support, affordable housing, and more. **Job Summary** The VP, Client Manager is responsible for owning all...ownership of independent collateral verification and protection, and borrower due diligence , on an ongoing basis. +… more
- Huntington National Bank (Denver, CO)
- …in office once there is space in the downtown office. SummaryThe Business Banking Client Manager is responsible for the onboarding of new business banking ... reviews portfolio to undercover other business opportunities. Responsible for client service and client management...to $20 million in annual sales + Coordinate the due diligence and document-gathering necessary to get… more
- BAYADA Home Health Care (Charlotte, NC)
- BAYADA Home Health Care has an immediate opening for a ** Client Services Manager (Qualified Professional required)** in our **Charlotte, NC Habilitation** ... an exciting career opportunity in a growing industry, a ** Client Services Manager ** could be...visits with clients and guardian + Provide superior customer service and quality home care + Focus on managing… more
- Bank of America (Florham Park, NJ)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review +… more
- Bank of America (Chicago, IL)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... Client Support Enhancer, SQA+, ClientRetention/Acquisition. **Responsibilities include:** + Ensuring client service expectations are met and exceeded while… more
- TD Bank (Melville, NY)
- …lending. The job partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The job will also ... II is at the center of the Private Client Services model supporting an integrated Wealth...verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due … more
- T. Rowe Price (Baltimore, MD)
- …client relationships to support the strategic and business management functions with client service , marketing, and distribution efforts. Ensures client ... issues to senior team members or management. Applies high client service protocols to support client...close out of last follow up item, including conducting due diligence calls, on-site meetings, and select… more
- TD Bank (White Plains, NY)
- …for service . The ARM is at the center of the Private Client Services model supporting these smaller balance clients by providing day-to-day account ... of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch...required customer identification information, and performing other + Customer Due Diligence and Enhanced Due … more
- Bank of America (San Jose, CA)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and...Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review +… more
- BAYADA Home Health Care (Winston Salem, NC)
- …quality care to our clients. **Responsibilities for a Client Services Manager :** + Provide superior customer service and quality home care + Focus on ... BAYADA Home Health Care is seeking a ** Client Services Manager (Qualified...certificate issued by the governing board regulating a human service profession, including a **registered nurse** who is licensed… more
- BlackRock (New York, NY)
- …and growing the relationship over time through product, and industry knowledge. The Client Manager is highly focused on understanding the needs and evolving ... can mean engaging on a broad range of functional areas such as due diligence , underwriting, portfolio management, risk, accounting, and performance reporting.… more
- Zelis (St. Petersburg, FL)
- …to advance and lead the way Zelis Payments approaches KYC and customer due diligence while bridging onboarding processes with customer risk rating. You ... Management. Responsibilities: + Develop and oversee a framework for KYC and customer due diligence , including customer risk rating measures to ensure compliance… more
- PNC (Philadelphia, PA)
- …success. As an Investment Manager /Portfolio Research Specialist - Operational Due Diligence within PNC's Asset Management Group Investment Office ... CAIA designation is a plus. **Job Description** + Develops and directs analysis, due diligence research, monitoring and analytical activities for a variety of… more
- Robert Half Finance & Accounting (Dallas, TX)
- …ambitious individual with a strong desire to contribute to our rapidly growing Financial Due Diligence service line * Proficient in Microsoft Excel and ... due diligence engagements, providing financial due diligence assistance and advisory services...communication skills, both internally with superiors and externally in client facing interactions * Results oriented with a strong… more
- WTW (Philadelphia, PA)
- …Recommend appropriate solutions throughout the policy term (including acquisition due diligence ) + Maximizes the profitability of the client account & drive ... in a Industry Vertical or Geography Division. The Associate Client Advocate owns client service ...of that business + In collaboration with the lead client relationship manager , actively expands existing … more
- JS Held LLC (Summit, NJ)
- …Documents and Technical Requirements for Site Remediation + Experienced with due diligence requirements and commercial and industrial property transactional ... intangible assets. The firm provides a comprehensive suite of services , products, and data that enable clients to navigate...preparing technical documents under the direction of a Project Manager . These duties are performed individually or as part… more
- Terracon (Rocky Hill, CT)
- …growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting opportunities ... you an environmental consultant with a passion for exceptional client service ?** Terracon is seeking an experienced...management and oversight role for > $750k portfolio of due diligence and & site characterization workload.… more
- City National Bank (Newark, DE)
- …management, referring client transactions to KYC Department for enhanced due diligence or Compliance Investigations for potential Suspicious Activity ... ** Client Offboarding - MANAGER III OPERATIONS**...entails the process of ending a customer relationship, whether due to risk, contract expiration, or other reasons. This… more
- JPMorgan Chase (New York, NY)
- …reconciliation + Participate in client meetings and events as appropriate (including due diligence meetings) + Work with legal and compliance to ensure ... deposits. **Job Summary** As a Private Wealth Alternatives (PWA) Client Account Manager you will focus on...client facing role with a background in Investor Relations/ Client Services and a focus on Wealth… more
- CIBC (Chicago, IL)
- … relationships. * Collaboration with Client Banking Specialists to fulfill client requests and fulfill due diligence requirements. **Qualifications:** * ... CIBC's cross sell and credit products. * Maintain and develop Property Manager Client relationships, exploring opportunities with prospective Clients, and seek… more