Client Relationship Specialist jobs in New York, NY

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CLIENT RELATIONSHIP SPECIALIST - NEW YORK, NY (UPPER EAST SIDE)

1+ years of Client/Customer Service experience. Previous experience in Financial Services/Wealth Management and/or closely related industry.. While licensing is preferred, it is not required for this role, Charles Schwab will supp...

CompanyCharles Schwab
AddressNew York, NY
CategoryRetail
Job typeFull-time, Part-time
Date Posted 3 weeks ago See detail

Client Relationship Specialist - New York, NY (Upper East Side)

Charles Schwab

New York, NY

1+ years of Client/Customer Service experience. Previous experience in Financial Services/Wealth Management and/or closely related industry.. While licensing is preferred, it is not required for this role, Charles Schwab will supp...

Corporate Banking - Client Relationship Commercial Real Estate AVP

Adecco

New York, NY

$ 65000 - $ 150000 / Year

Manage the Commercial Real Estate lending process by identifying new opportunities; complete due diligence; prepare pre-screen memos; prepare and negotiating term sheets; manage third party reports; prepare credit memos; present t...

Associate, Aladdin Wealth Tech Client Relationship Manager

Blackrock

New York, NY

$115,000 - $140,000 a year

Develop a strong working relationship with clients to support implementation and adoption of tools, including developing and delivering training and marketing materials for client use Develop strong relationships with all groups w...

Private Client Relationship Manager

Webster Bank

Brooklyn, NY

$85,000 a year

Identifying and referring mortgage CRA opportunities when appropriate.EXPERIENCEAt least at least 6 years of financial services industry experience in one or a combination of the following areas: corporate, consumer, mortgage, inv...

Private Client Relationship Manager

Epic Brokers

Jersey City, NJ

$80,000 - $120,000 a year

Become a trusted advisor and provide exemplary service in all aspects to our Private Clients. Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors...