Client Relationship Specialist jobs in New York

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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...

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...

Client Relationship Manager

Sage Marketing

Greenvale, NY

$16 - $25 an hour

Modern office setting. Food provided. Work-from-home days. Growth opportunities. 1 year. 8 hour shift. Day shift. Bonus opportunities. Performance bonus. Greenvale, NY 11548: Relocate before starting work (Required)....

Client Relationship Manager

Aither Health

Buffalo, NY

Confidently present a partnership role in the implementation process right from the start of the onboarding process with clients, to show a dedication of interest and investment in learning, and contributing to help build a sense...

Member Relationship Specialist - Experienced Lender

Northern Credit Union

Carthage, NY

$22.88 - $30.03 an hour

Exhibiting high energy, a positive attitude, creativity, and passion for member service. Maintaining an active, positive, professional image and reputation for Northern in the community while spreading the Ownership philosophy int...

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...

Customer Relationship Specialist

Fora Financial Llc

New York, NY

$50,000 - $60,000 a year

Deliver key information to recently funded clients, reinforcing themes that will foster client success and protect the company against portfolio risk Collaborate with cross-functional teams to onboard and integrate new clients, as...